Group 1 - Report industry investment rating: Not provided Group 2 - The core view of the report: The Natural Resources Ministry has accepted the application for the change and renewal of the mining rights of the lithium mine in Jiangxi. The total inventory of lithium carbonate samples is 115,968 physical tons, a decrease of 2,452 tons compared to the previous week, and is lower than the level in early November. With the slowdown of inventory reduction, large mines are expected to resume production in the short term, and there is a risk of a sharp price drop after the next trading day opens. For customers holding inventory or long positions, it is recommended to buy out-of-the-money put options to form a protective put strategy to avoid the risk of a significant decline in lithium carbonate prices [1][2] Group 3 Summary of relevant catalogs - Industry news: The Natural Resources Ministry has accepted the application for the change and renewal of the mining rights of the lithium mine by Yichun Times New Energy Mining Co., Ltd. in Jiangxi [1] - Inventory situation: The total inventory of lithium carbonate samples is 115,968 physical tons, a decrease of 2,452 tons compared to the previous week, and is lower than the level in early November [1] - Market expectation: With the slowdown of inventory reduction, large mines are expected to resume production in the short term, and there is a risk of a sharp price drop after the next trading day opens [1] - Investment strategy: For customers holding inventory or long positions, it is recommended to buy out-of-the-money put options to form a protective put strategy to avoid the risk of a significant decline in lithium carbonate prices [2]
碳酸锂去库放缓矿证变更受理
Guo Tai Jun An Qi Huo·2025-11-28 10:03