第一财经·2025-09-28 10:25Core Viewpoint - The suspension of operations at CATL's Yichun lithium mine has triggered a chain reaction, leading to the halt of production at the joint venture company Longpan Times, which is significantly reliant on the lithium supply from this mine [3][4]. Group 1: Company Impact - Longpan Times, a joint venture between Longpan Technology and CATL, has ceased production as of September 25, with most employees on leave and expected to resume operations in November [3]. - The Yichun lithium mine, which was the largest lithium producer in Jiangxi, had an annual production capacity of 30 million tons before its suspension, accounting for over 68% of the total production capacity in the region [4]. Group 2: Industry Context - The Yichun lithium mine's mining license expired on August 9, leading to a halt in operations while CATL seeks to renew the license [4]. - Longpan Times has been relying on inventory and limited external sourcing for raw materials since the mine's closure, but sourcing from other mines has proven challenging due to the scale and capacity of the Yichun mine [4].