Zhi Tong Cai Jing·2025-09-10 03:05Group 1 - Lithium stocks opened lower, with Ganfeng Lithium down 8.67% at HKD 33.3 and Tianqi Lithium down 7.88% at HKD 40 [1] - 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] - Ningde Times' subsidiary, Yichun Times New Energy Mining Co., held a meeting on September 9 to advance the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits faster than market expectations [1] Group 2 - Dongwu Futures indicated that the resumption of operations at Ningde Times' lithium mine will 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 on other projects, suggesting a short-term price decline while monitoring actual resumption timelines [1]