Zhi Tong Cai Jing·2025-09-10 03:01Core Viewpoint - The resumption of lithium mining by Ningde Times is expected to impact the supply of lithium mica and subsequently lead to a decrease in lithium carbonate prices, with market sentiment playing a significant role in this shift [1][2]. Group 1: Company Developments - On September 9, Yichun Times New Energy Mining Co., a subsidiary of Ningde Times, held a meeting to advance the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits being faster than market expectations [1]. - The market is anticipating the resumption of operations at the Jiangxiawo lithium mine, which is expected to alleviate supply constraints and influence pricing dynamics in the lithium market [2]. Group 2: Market Implications - East Wu Futures indicated that the resumption of lithium mining by Ningde Times will lead to a rebound in lithium mica supply, which may cause the price of lithium carbonate to decline [2]. - According to Guangda Futures, the announcement of the resumption meeting by Ningde Times is likely to weaken the impact of mining permit issues on other projects, suggesting a potential short-term price drop for lithium carbonate [2].