宁德时代宜春锂矿复产计划惊动锂圈 碳酸锂期货大跌

Group 1 - The core point of the news is the upcoming resumption of operations at the Jiangxiawo lithium mine by CATL, which is causing significant fluctuations in the lithium carbonate market and affecting stock prices of lithium companies [2][3]. - On September 10, the main contract for lithium carbonate opened at 69,000 yuan/ton, close to the limit down price of 68,400 yuan/ton, and closed with a decline of 4.87% [2]. - Major lithium companies in the A-share market, such as Tianqi Lithium and Ganfeng Lithium, saw their stock prices drop significantly, with Tianqi Lithium down 5% and Ganfeng Lithium down 3.78% by the end of the trading day [2]. Group 2 - CATL's subsidiary, Yichun Times New Energy Mining Co., has established a dedicated task force to expedite the resumption of operations at the Jiangxiawo lithium mine, which is the largest lithium mica mining area in Yichun [3]. - The Jiangxiawo mine has a recoverable reserve of 775 million tons and an estimated construction investment of 2.158 billion yuan, with a production capacity of 30 million tons per year and a service life of approximately 25.83 years [3]. - The resumption of the Jiangxiawo mine is expected to alleviate supply concerns in the market, allowing a return to fundamental trading logic, as the market had previously anticipated potential shutdowns of other lithium companies in the region [4].