CATL(SZ:300750) 第一财经·2025-07-30 15:04Core Viewpoint - The recent extreme fluctuations in lithium carbonate prices are largely driven by news-related factors, with significant volatility observed in the futures market [1]. Group 1: Market Dynamics - On July 29, lithium carbonate futures experienced a decline of 5.9%, following a previous surge and a subsequent limit drop on the preceding trading day [1]. - As of July 30, the main futures contract for lithium carbonate stabilized with a slight increase of 0.43% [1]. Group 2: Company Operations - Ningde Times reported that its lithium mining operations in Yichun, Jiangxi, are functioning normally, and the company is optimistic about the renewal of its mining rights [1]. - The company has submitted the necessary application materials for the renewal of its mining rights to the Jiangxi Yichun Natural Resources Bureau, which have been confirmed as complete and are currently awaiting approval [1]. Group 3: Regulatory Environment - In mid-July, the Jiangxi Yichun Natural Resources Bureau mandated eight lithium mining companies to complete a resource verification report by the end of September, which has caused market panic [1]. - The report from Zhonggrain Futures indicates that the production capacity of the eight mining companies is 73.9 million tons (raw ore) per year, with seven currently in production, contributing approximately 20% to the domestic monthly output [1].