Group 1 - Lithium mining stocks experienced a decline, with Ganfeng Lithium down 2.02% at HKD 50.85 and Tianqi Lithium down 0.77% at HKD 48.96 [1] - The lithium carbonate futures for the 2605 contract saw a rise followed by a retreat [1] - Yichun City Natural Resources Bureau announced plans to revoke mining permits for 27 mining licenses, including the Wuqiao ceramic stone mine, based on relevant regulations [1] Group 2 - According to a report by Cinda Futures, most of the mining licenses involved have already expired before 2024, and the related mines have ceased operations, indicating limited impact on the current supply-demand dynamics of the lithium carbonate market [1] - Huabao Futures noted that market sentiment remains tight due to a balanced supply-demand situation, alongside recent overseas resource and production resumption news, and domestic lithium mining capacity dynamics [1] - The short-term price volatility may increase due to the release of future capacities and the main net short structure [1]
港股异动 | 锂矿股今日回落 赣锋锂业(01772)跌超2% 矿权注销影响相对有限