CATL(SZ:300750) Ge Long Hui A P P·2025-09-10 09:32Group 1 - The domestic lithium carbonate futures market has experienced a significant decline, with the main contract (2511) opening at 69,000 yuan/ton and closing down 4.87% at 70,700 yuan/ton, approaching the limit down price of 68,400 yuan/ton [1] - Other lithium carbonate contracts also saw substantial price drops, indicating a broader market downturn [1] - Industry insiders suggest that the recent price movements may be an overreaction to news regarding CATL's resumption of production at the Jiangxiawo lithium mine, which is progressing faster than the previously expected 3-6 month downtime [1] Group 2 - CATL's resumption of production aims to expedite the reopening of the Jiangxiawo lithium mine, with mining rights and permits progressing smoothly [1] - There is uncertainty regarding CATL's production targets, leading to mixed interpretations of the news within the market [1] - It is anticipated that lithium carbonate spot prices will fluctuate within the range of 69,000 to 73,000 yuan/ton over the next month and a half [1]