Di Yi Cai Jing·2025-09-28 10:55Core Viewpoint - The suspension of the Ningde Times Yichun lithium mine has led to a chain reaction affecting related companies, particularly Longpan Technology's joint venture, Longpan Times, which has also ceased operations due to a lack of raw materials [1] Group 1: Company Impact - Longpan Times has confirmed that it stopped production on September 25, with most employees on leave, and is not expected to resume operations until November [1] - The primary source of raw materials for Longpan Times is the Ningde Times Yichun Jiangxiawo lithium mine, which has been out of operation since August 9 [1] Group 2: Market Context - The anticipated resumption of operations at the Ningde Times Yichun Jiangxiawo lithium mine is rumored to occur in November, coinciding with Longpan Times' expected timeline for restarting production [1] - Following the suspension of the Yichun lithium mine, Longpan Times has been relying on inventory consumption and limited external sourcing for lithium raw materials [1]