Group 1 - Lithium stocks continued to decline, with Ganfeng Lithium down 3.79% at HKD 45.7 and Tianqi Lithium down 2.03% at HKD 43.5 [1] - The recent significant drop in lithium carbonate futures was influenced by supply-side news, with the main contract falling over 4% on November 4, currently priced at CNY 78,520 per ton [1] - There are reports of a key breakthrough in the resumption approval of the Jiangxi lithium mines by CATL, but the final confirmation of the resumption status is still pending [1] Group 2 - Current supply and demand are both strong, but the repeated news of Jiangxi lithium mine resumption has led to high lithium carbonate production, which is increasing cautious sentiment among downstream consumers [1] - There is a potential turning point in demand for power, and if demand weakness is confirmed, there may be further price corrections expected in lithium prices [1]