Zheng Quan Shi Bao·2025-08-22 18:51Group 1: Market Overview - Lithium carbonate prices have shown a fluctuating pattern, with the main futures contract closing at 79,000 yuan/ton on August 22, down 4.41% for the day and 9.14% for the week, reflecting a decrease of 7,940 yuan [1][2] - The average daily trading volume for lithium carbonate futures decreased by 11% week-on-week to 1.18 million contracts, while the average daily open interest remained stable at 850,000 contracts, indicating sustained market activity despite price fluctuations [2] Group 2: Supply and Production Insights - Despite concerns over supply disruptions, the overall supply of lithium carbonate remains ample, with the China Nonferrous Metals Industry Association's lithium division noting that the market fundamentals have not changed significantly [2][3] - In July, lithium carbonate production increased by 4.2% month-on-month to approximately 73,000 tons, while lithium salt production equivalent to lithium carbonate (LCE) rose by 2.0% to about 103,000 tons [3] Group 3: Company Developments - Dazhong Mining announced plans for its Hunan Jijieshan lithium mine, with a projected production of 20,000 tons set to commence in 2026, following the completion of necessary mining permit applications [4] - Cangge Mining reported that its mining license expired on August 9, but it is currently undergoing substantive review by the Ministry of Natural Resources, with plans to maintain its annual production target of 11,000 tons [5] - Yichun Silver Lithium is set to resume operations after a maintenance period, with an expected supply increase of up to 1,000 tons per month, although this is considered limited in the short term [6]