Ge Long Hui·2026-02-05 02:25Core Viewpoint - The lithium mining stocks in the A-share market experienced a collective decline, with significant drops in major companies, attributed to a sharp decrease in lithium carbonate prices [1][2]. Group 1: Market Performance - Major lithium stocks such as Ganfeng Lithium, Tianqi Lithium, and Zhongmin Resources fell over 4%, while others like Guocheng Mining and Rongjie Co. dropped more than 3% [1]. - The main contract for lithium carbonate saw a daily drop of 6%, settling at 139,640 yuan per ton [1]. Group 2: Company Specifics - Ganfeng Lithium (002460) decreased by 4.94%, with a total market capitalization of 133.8 billion yuan and a year-to-date increase of 1.49% [2]. - Tianqi Lithium (002466) fell by 4.87%, with a market cap of 82.4 billion yuan and a year-to-date decline of 9.39% [2]. - Zhongmin Resources (002738) saw a decrease of 4.60%, with a market cap of 57.6 billion yuan and a year-to-date increase of 1.59% [2]. - Other notable declines include Dongyangguang (600673) down 4.58% and Tianhua New Energy (300390) down 4.37% [2].