Group 1 - Lithium stocks continued to rise, with Tianqi Lithium (09696) up 6.01% at HKD 52.75 and Ganfeng Lithium (01772) up 4.65% at HKD 54 [1] - The main contract for lithium carbonate on the Shanghai Futures Exchange increased by nearly 5%, currently priced at CNY 115,300 per ton [1] - The environmental impact assessment for the lithium mining project in Yifeng County, Jiangxi Province, was publicly announced, indicating that further approvals are required for normal mining operations [1] Group 2 - Huachuang Securities predicts that the resumption of operations at the Jiangxi Zhangxiawo lithium mine may be slower than expected, with the mining license having expired on August 9 and operations currently suspended [1] - The resumption of mining activities may be delayed until the first half of 2026 due to the ongoing approval processes, exacerbating the current tight supply of lithium and providing strong support for rising lithium prices [1]