碳酸锂期货价格半月跌去20%，是否已见底？

Group 1 - The main contract for lithium carbonate in the domestic futures market has shown signs of recovery, closing up 1.05% at 73,420 yuan/ton after hitting a low of 71,120 yuan/ton, which is approximately a 20% drop from the high of 90,100 yuan/ton two weeks ago [1][2] - The current market prices for high-quality lithium carbonate range from 75,500 to 76,500 yuan/ton, while battery-grade lithium carbonate is priced between 74,000 and 76,500 yuan/ton, and industrial-grade lithium carbonate is between 73,500 and 75,000 yuan/ton, indicating stability compared to the previous working day [1] - Analysts suggest that the recent price movements are influenced by high inventory levels and the market's reassessment of supply disruptions, with a noted decrease in production capacity utilization among lithium carbonate producers [2][4] Group 2 - The demand for lithium carbonate is expected to improve as the traditional peak season approaches, although supply-side disruptions remain a concern [3] - Recent developments regarding mining permits in Jiangxi province are critical, with a deadline for submission of reports by September 30, which may impact future mining operations [3][4] - The overall supply of lithium carbonate has not yet reached a turning point, as production from spodumene sources is compensating for recent supply disruptions [4]