宁德时代旗下一矿区停产，碳酸锂持续大涨

Group 1 - The core viewpoint of the article highlights the fluctuations in domestic commodity futures, with lithium carbonate and palm oil leading the gains, while the shipping sector, particularly the European routes, faced declines [1] - In the energy and chemical sector, there was a notable increase in lithium carbonate prices by 12.92%, while fuel and crude oil prices decreased by 2.71% and 0.71% respectively [1] - The black series and basic metals experienced slight fluctuations, with coking coal rising by 0.24% and iron ore by 0.32%, while coking coal saw a minor decline of 0.26% [1] Group 2 - The supply side is affected by the suspension of operations at the Jiangxiawo mine due to the expiration of its mining license, raising concerns about lithium carbonate supply [3][5] - In July, China's lithium carbonate imports from Chile reached approximately 10,200 tons, with a 43% month-on-month increase in exports from Chile expected by July 2025 [5] - The demand for lithium remains high, with July's production and sales of new energy vehicles reaching 1.243 million and 1.262 million units, respectively, marking year-on-year growth of 26.3% and 27.4% [5] Group 3 - Domestic lithium carbonate inventory slightly decreased to 142,256 tons, reflecting a 0.1% reduction week-on-week, primarily due to the flow from processing plants to downstream sectors [6] - The overall supply-demand balance for lithium carbonate has not significantly improved, with expectations of continued price volatility until supply disruptions are resolved [6] - Analysts suggest that the next critical date for market observation is September 30, when a reserve verification report will be submitted, which may increase market fluctuations [7]