Group 1 - Lithium mining stocks experienced an upward trend, with Ganfeng Lithium (01772) rising by 3.78% to HKD 64.6 and Tianqi Lithium (09696) increasing by 3.58% to HKD 56.35 [1] - Lithium carbonate futures surged over 6% earlier in the day, with the main contract reaching CNY 164,380 per ton, reflecting strong market dynamics [1] - The price increase in lithium carbonate is attributed to supply-side disruptions, particularly delays in the resumption of production at the Yichun lithium mica mine, affecting local suppliers [1] Group 2 - The demand side is also contributing to price increases, driven by export tax adjustment policies that have heightened enthusiasm among downstream companies for exporting [1] - The combined effects of supply and demand fundamentals are propelling prices upward in the lithium market [1]