Zhi Tong Cai Jing·2025-09-10 01:29Core Viewpoint - The lithium sector is experiencing a decline in stock prices due to the anticipated resumption of operations at Ningde Times' Yichun lithium mine, which is expected to impact lithium carbonate prices negatively [1] Group 1: Company Developments - Ningde Times' subsidiary, Yichun Times New Energy Mining Co., held a meeting on September 9 to expedite the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits being faster than market expectations [1] - The stock prices of Ganfeng Lithium (01772) and Tianqi Lithium (09696) fell significantly, with Ganfeng down 8.67% to HKD 33.3 and Tianqi down 7.88% to HKD 40 [1] Group 2: Market Impact - On September 10, the main contract for lithium carbonate on the Shanghai Futures Exchange opened with a drop of over 7%, currently reported at CNY 69,920 per ton [1] - Dongwu Futures indicated that the resumption of Ningde Times' lithium mine would lead to a rebound in lithium mica supply, potentially causing a downward shift in lithium carbonate prices [1] - Everbright Futures noted that the announcement of the resumption meeting could weaken the impact of mining permit issues for other projects, suggesting a short-term price decline while monitoring the actual resumption timeline [1]