Group 1 - The price of lithium carbonate has surpassed 100,000 yuan, indicating a shift from supply pressure to demand-driven growth, suggesting a new cycle for lithium carbonate, with four lithium mining stocks recommended for investment [1] - A global storage supercycle has begun, with a production gap exceeding ten times, while the equipment segment's price increase lags behind, presenting significant investment opportunities in major players whose combined market value is less than that of the module segment [1]