碳酸锂市场核心矛盾变了吗？

Group 1 - The core viewpoint of the news is that the market has already priced in the expectations of the resumption of the Jiangxiawo lithium mine, leading to limited impact on lithium carbonate futures prices despite the announcement of the mining rights change application [2][3] - Analysts indicate that while there is a consensus on the resumption of the Jiangxiawo lithium mine, there are differing opinions on the timing of this resumption, with some believing it may accelerate while others expect delays [2][3] - The current lithium carbonate market shows a clear long-term demand growth, but the seasonal reduction in lithium extraction from salt lakes is expected to maintain a downward trend in inventory for December [3][4] Group 2 - As of November 28, the weekly inventory of lithium carbonate was reported at 116,000 tons, a decrease of 2,452 tons week-on-week, indicating a slowing down of the inventory reduction trend [3] - The market is entering a demand verification phase, with a focus on the realization of demand expectations for the upcoming year [5] - Analysts emphasize the importance of monitoring the resumption timing of the Jiangxiawo lithium mine, lithium carbonate production, and inventory changes, as these factors will influence short-term market dynamics [6]