供应担忧缓解，碳酸锂期货大幅下挫，后续价格走势如何？

Group 1 - Lithium carbonate futures have seen a significant decline, with the main contract dropping over 4% due to the resumption of production at Yichun Silver Lithium, alleviating supply reduction expectations [1] - The market is closely monitoring whether other lithium mines in Jiangxi will halt production, as current supply disturbances have not yet subsided [1] - The price of spodumene has increased, with recent auction prices for lithium concentrate at CIF $1005 per ton, translating to a lithium carbonate cost of approximately 80,000 yuan per ton, providing clear support for the futures market [1][2] Group 2 - The demand for lithium batteries remains strong, with improvements in the production of cathode materials, although the sales season for electric vehicles has not shown significant improvement [2] - The supply side is seeing a recovery in output from lithium salt plants, with a notable reduction in inventory levels [2] - The market is currently experiencing a wide fluctuation in lithium prices, with expectations of continued volatility due to ongoing supply disturbances from domestic mines and salt lakes [3][4] Group 3 - The market focus is on the impact of the recent shutdown of the Jiangxiawo mine on future price expectations, with significant price increases observed in the spot market [4] - Total market inventory remains stable at 142,000 tons, while smelter inventory has decreased to 50,000 tons, indicating a tightening supply situation [4] - The recent price surge has led to increased purchasing activity from downstream material companies, although the overall inventory levels remain high [5] Group 4 - The market is expected to see a rise in lithium prices in the short term, driven by increased purchasing activity as manufacturers prepare for the second half of the year [6][7] - There are ongoing expectations of supply reductions from various sources, including domestic and international lithium resources, which may provide upward price pressure [6][7] - The overall sentiment in the market leans towards a strategy of buying on dips, with a focus on monitoring inventory changes and the generation of new warehouse receipts [7]