Industry Investment Rating - No relevant content provided Core Viewpoints - The news of resumption of production and redirection of lithium concentrate transportation eases the market's expectation of supply shortage, leading to a significant decline in lithium carbonate prices [1][4] - Before the results of whether Yichun and salt lake production will be affected by mining permits are determined, market sentiment is greatly influenced by news. It is expected that the price of lithium carbonate will fluctuate widely between 80,000 and 85,000 yuan per ton in the near future [5] Summary by Related Content Company News - Jiangte Motor's subsidiary Yichun Yinli will resume production soon after equipment maintenance, with a lithium carbonate production capacity of 35,000 tons and a monthly output increase of about 2,500 tons [4] - Pilbara redirected a shipment of 36,000 tons of lithium concentrate originally destined for South Korea to China, increasing the arrival of Australian ore in China in September, with the equivalent lithium carbonate volume of about 4,500 tons [4] Market Influence - The increased supply from Yichun Yinli's resumption of production and Pilbara's redirected shipment largely offsets the supply reduction at Ningde Shixiaowo, alleviating the market's supply shortage expectation [4] - The redirection of Pilbara's lithium concentrate reminds the market that price increases will lead to supply growth, and it is necessary to balance the expectation of supply reduction due to the new mineral resources law with the expectation of idle capacity resumption and increased imports [4] Future Outlook - Attention should be paid to the result of Yongxing's safety production license renewal (expiring on September 6), which involves a lithium carbonate production capacity of about 2,000 tons per month [5] - The firm price of lithium ore provides support for lithium carbonate prices [5]