市场快讯：宁德枧下窝锂矿停产碳酸锂开盘涨停

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The short - term sentiment drives the lithium carbonate price to run strongly, but it is necessary to be wary that the high price is unsustainable. After the short - term over - increase, the price will face a callback, and it is advisable to be cautious about chasing long positions [3][4] 3. Summary by Related Catalog Situation of Ningde Times' Mining Shutdown - Ningde Times' Shixiawo mining area in Yichun has suspended mining operations since August 10th due to the expiration of the mining license on August 9th. The company is applying for the renewal of the mining license and will resume production as soon as it gets the approval. The shutdown has little impact on the company's overall operations [3] - The Shixiawo mining area has an annual mining scale of 45 million tons, with an average grade (lithium oxide content) of 0.27%. In full - production state, it can produce 60,000 tons of lithium carbonate annually, with a monthly output of 5,000 - 6,000 tons, accounting for 9.4% of the national total output last year. The cash cost of lithium carbonate production in 2024 is 87,700 yuan, and the full cost exceeds 100,000 yuan, with low market competitiveness [3] Impact on the Lithium Carbonate Market - The market had expected the Shixiawo shutdown. The price of the lithium carbonate main contract had risen by 10.54% in the last two trading days of last week, and after the news was confirmed, the price continued to rise to 81,000 yuan/ton [3] - For other lithium mines in Yichun, there is no problem of immediate re - approval as the expiration time of their mining licenses is after 2027. Under the new "Mineral Resources Law", relevant mines are required to supplement resource reserve reports by the end of September, and the government will comprehensively consider whether to re - approve the mining licenses according to the new law [3] - The new law increases the resource tax rate for low - grade lithium mines and has higher environmental protection requirements, which raises the production cost of mica - extracted lithium and provides some support for the lithium carbonate price [3] - Currently, downstream enterprises have a low willingness to stock up in large quantities, mostly purchasing based on rigid demand and are difficult to accept such high - priced raw materials. If the high price persists, the profit margins of other lithium carbonate manufacturers will recover, and the supply will be quickly replenished. Given the current oversupply in the fundamentals, there is a high probability of short - term over - increase, and the price will face a subsequent callback [3]