CATL(SZ:300750) Xin Lang Cai Jing·2025-09-11 00:20Group 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 [1][2]. - On September 10, the domestic lithium carbonate futures contract 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% [1]. - Lithium companies in the A-share market experienced substantial stock price drops, with Tianqi Lithium and Ganfeng Lithium both opening nearly 5% lower and closing down 5% and 3.78% respectively [1]. Group 2 - The Jiangxiawo mine is the largest lithium mica mining area in the Yichun region, and its resumption is seen as exceeding market expectations, with some industry insiders expressing skepticism about the timeline [2][3]. - A meeting was held by Yichun Times New Energy Mining Co., a subsidiary of CATL, to expedite the resumption of the Jiangxiawo lithium mine, indicating a proactive approach to returning to production [1][2]. - The resumption of the Jiangxiawo mine is expected to alleviate supply disruptions and shift the market focus back to fundamental factors [3].