宁德时代宜春锂矿，预计很快复产

Core Viewpoint - The article discusses the progress of the Jiangxiawo lithium mine operated by CATL, highlighting its potential impact on lithium carbonate prices and supply dynamics in the market [2][5]. Group 1: Mine Operations and Production - CATL's wholly-owned subsidiary, Yichun Times New Energy Mining Co., held a meeting on September 9 to advance the resumption of operations at the Jiangxiawo lithium mine, with mining rights and permits progressing faster than market expectations [2]. - The Jiangxiawo mine is expected to produce 80,000 tons of lithium by 2025, which could significantly influence the fundamentals of lithium carbonate [2]. - The mine has a recoverable reserve of 77,492 million tons, with an estimated construction investment of 2.158 billion yuan [2]. Group 2: Market Dynamics and Pricing - As of September 8, the price of battery-grade lithium carbonate (99.5% purity) has decreased by 170 yuan to 74,600 yuan per ton, marking a continuous decline for 13 days [2]. - Analysts note that the resumption of mining operations has reduced market expectations for widespread production halts, but demand from battery manufacturers remains weaker than anticipated [5]. Group 3: Competitive Landscape - CATL successfully acquired the exploration rights for the Jiangxiawo mine in April 2022 for 865 million yuan, outbidding other competitors significantly [3]. - The mine's area is 6.44 square kilometers, with inferred resources of 960 million tons of ceramic stone and 2.6568 million tons of lithium oxide, equivalent to approximately 6.57 million tons of lithium carbonate [3].