Group 1 - The recent volatility in lithium carbonate prices has significantly impacted the A-share market, with related concept stocks experiencing dramatic fluctuations [2][4] - On November 24, the main contract for lithium carbonate futures fell by 2.88%, marking the second consecutive day of decline, following a 9% drop the previous Friday [2] - The Wenke Lithium Mining Concept Index dropped by 4.93% on November 24, with several stocks hitting the daily limit down, reflecting the overall bearish sentiment in the market [2] Group 2 - Experts suggest that the global lithium resource projects will continue to release at a high rate until 2026, with energy storage expected to become the second growth curve for lithium carbonate, potentially stabilizing prices [1][6] - Salt Lake Co. reported stable operations in its 40,000-ton lithium salt project, achieving a daily output of 60 to 70 tons with a purity of over 99.7%, indicating strong production capabilities [2] - The current supply-demand dynamics remain tight, with weekly lithium carbonate production reaching approximately 22,100 tons as of November 20, reflecting a month-on-month increase [5]
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