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Group 1: Report Information - Report Name: Carbonate Lithium Futures Daily Report [1] - Date: August 12, 2025 [2] - Researcher: Zhang Ping, Yu Feifei, Peng Jinglin [3][4] Group 2: Investment Rating - No investment rating information provided Group 3: Core View - Carbonate lithium futures hit the daily limit. With the confirmation of the suspension of Ningde Times' Jianxiaowo Mine, the market's bullish sentiment soared, and the spot market followed the upward trend. The short - term price increase is more affected by sentiment, and the suspension of the mine is expected to have limited impact on production [12] Group 4: Market Review and Operation Suggestions - Carbonate lithium futures hit the daily limit. After Ningde Times' Jianxiaowo Mine was confirmed to be shut down, the market's bullish sentiment was high, and the spot market followed the increase. The price of electric carbon increased by 2,600 to 74,500. The upstream's shipping sentiment rose while the downstream's purchasing sentiment declined. Australian ore prices increased by 90 to $875 per ton, and mica ore prices increased by 75 to 1,875 yuan per ton. Outsourcing spodumene salt plants had a loss of 145, and outsourcing mica salt plants had a loss of 7,642. However, the futures market provided a generous hedging space. In the short term, the enthusiasm of salt plants to start production is expected to remain high, and the suspension of the Jianxiaowo Mine is expected to have limited impact on carbonate lithium production [12] Group 5: Industry News - Ningde Times suspended mining operations on August 11 after the expiration of the mining license on August 9 and is applying for a renewal, which has little impact on the company's overall operations [13] - Nandu Power signed a 2.8GWh independent energy storage project order using its self - developed 314Ah semi - solid energy storage batteries. The project is expected to consume over 1 billion kWh of new energy electricity annually, enhance the grid's ability to accept renewable energy, and reduce carbon dioxide emissions by about 1 million tons per year [13] - Hunan Yueneng committed to setting up its first Southeast Asian manufacturing plant in Malaysia, which will produce lithium battery cathode materials and create over 200 new jobs [13] - An ultra - large lithium ore resource was discovered in Linwu County, Hunan, with a lithium ore reserve of 490 million tons and a lithium oxide resource of about 131,000 tons, which will enhance China's lithium resource security and drive the local new energy industry chain [13][14]