Ge Long Hui A P P·2025-09-05 02:14Core Insights - The recent surge in lithium stocks in the A-share market is primarily driven by expectations of potential production cuts in China [1] - The suspension of production at the Jiangxiawo mine, operated by CATL, has raised concerns about supply disruptions, potentially leading to increased lithium carbonate prices [1] - UBS predicts that lithium spodumene prices may rise by 32% and lithium chemical prices by 17% over the next three years due to these supply interruptions [1] Company Performance - Yihui Lithium Energy (亿纬锂能) saw a price increase of 6.44%, with a market capitalization of 145.7 billion and a year-to-date increase of 54.05% [2] - XWANDA (欣旺达) increased by 6.16%, with a market cap of 49.6 billion and a year-to-date increase of 21.43% [2] - Guocheng Mining (国城矿业) rose by 6.12%, with a market cap of 17 billion and a year-to-date increase of 26.91% [2] - Ganfeng Lithium (赣锋锂业) increased by 5.50%, with a market cap of 88 billion and a year-to-date increase of 22.74% [2] - Zhongmin Resources (中矿资源) rose by 5.03%, with a market cap of 30 billion and a year-to-date increase of 18.76% [2] - Other notable increases include Weiling Co. (威领股份) at 4.57%, CATL (宁德时代) at 4.44%, and Defang Nano (德方纳米) at 4.43% [2]