Jing Ji Guan Cha Wang·2025-09-29 02:56Core Viewpoint - The joint venture between CATL and Longpan Technology, Longpan Times, will halt production due to the suspension of raw material supply from CATL's Yichun lithium mine [2] Company Summary - Longpan Times was established in March 2022 and is one of the smelting plants associated with CATL's Yichun lithium mine, with Longpan Technology holding a 70% stake and CATL holding 30% [2] - The company primarily engages in the processing, production, and sales of battery-grade lithium carbonate products [2] - As of September 25, Longpan Times has ceased production, and most employees have been sent on leave, with a potential resumption of operations not expected until November [2] Industry Summary - The suspension of operations at Longpan Times is linked to the anticipated resumption of operations at CATL's Yichun Jiangxiawo lithium mine in November, as per market rumors [2] - Longpan Technology representatives indicated that production in September was normal, but future production will depend on raw material procurement [2] - The company is actively seeking to expand its procurement sources, including mines outside of Jiangxi Province, to expedite the resumption of production lines [2]