天天基金网·2025-08-12 11:24Core Viewpoint - The article discusses the recent developments in the lithium market, particularly focusing on the impact of mining permit expirations and potential supply disruptions on lithium carbonate prices [4][5]. Group 1: Market Developments - On August 11, energy metals surged, with lithium mining stocks leading the gains, including companies like Shengxin Lithium Energy, Tianqi Lithium, and Ganfeng Lithium hitting the daily limit [4]. - Ningde Times announced that it has suspended mining operations at its Yichun project due to the expiration of its mining permit on August 9, and is in the process of renewing the permit [4]. Group 2: Supply and Demand Dynamics - There are concerns regarding eight lithium mining companies in Jiangxi that need to complete their resource verification reports by the end of September, which has been affecting lithium carbonate price trends [4]. - Analysts believe that the suspension of operations could positively impact the supply-demand balance in the lithium carbonate industry, with estimates suggesting a potential monthly impact of 7,000 to 8,000 tons of lithium carbonate equivalent due to permit approval delays [4]. Group 3: Price Expectations - Despite the potential for price increases due to supply disruptions, some analysts argue that the overall market remains oversupplied, and a significant price reversal may take time [5]. - Historical data indicates that when the Yichun mining area was previously suspended in January 2025, lithium carbonate prices ranged between 75,000 to 80,000 yuan per ton, driven by strong demand expectations [4].