CATL(SZ:300750) 鑫椤锂电·2025-08-15 08:34Core Viewpoint - The recent suspension of mining operations at the Jiangxiawo mine by CATL due to the expiration of its mining license has sparked market interest, leading to a surge in lithium carbonate prices and related stocks [1][2]. Group 1: Market Reaction - The news of the mining suspension has resulted in a significant increase in lithium carbonate futures, with contracts "2509" and "2510" hitting the limit up on August 11 [1]. - Lithium mining stocks, including Shengxin Lithium Energy, experienced a collective surge, with several stocks reaching their daily limit [1]. Group 2: Company Response - CATL confirmed on August 11 that it has paused mining operations at the Yichun project after the mining license expired on August 9, and is in the process of applying for a renewal [2]. - The company stated that this matter would not have a significant impact on its overall operations [2]. Group 3: Mining Characteristics - Despite the name, the Jiangxiawo mine is not classified as a "lithium mine" in the strict sense, as the registered mining type is ceramic clay [3]. - Industry experts noted that the lithium grade in the Yichun area is generally low, and the lithium grade at the Jiangxiawo mine is significantly below the typical industrial grade of 0.8%, indicating that lithium is extracted as a byproduct [3].