Group 1 - The core issue of the lithium market is the "anti-involution" competition, which has led to significant supply concerns following the expiration of mining licenses for key lithium mines, particularly the one operated by CATL in Yichun, Jiangxi [1][2] - The carbon lithium futures contract saw a substantial price increase, rising 18.5% from August 7 to August 12, with a closing price of 82,520 yuan/ton on August 12 [1][2] - The Yichun mining operations are critical, as they account for approximately 20% of China's monthly lithium production, with a production scale of 4,390 million tons/year [2][6] Group 2 - The market is currently in a state of intense competition, with investors closely monitoring the situation at the Yichun lithium mine, leading to speculative trading and significant price volatility [3][4] - The upcoming deadline of September 30 for the eight involved lithium mining companies to submit resource reports is seen as a pivotal point for future supply and pricing dynamics in the lithium market [5][6] - Companies like Guoxuan High-Tech and Keli Yuan have confirmed that their operations in Yichun are ongoing and that their mining licenses remain valid, indicating that not all players are affected by the regulatory changes [6]

【DT新材料】 获悉，8月10日晚，据证券时报报道， 宁德时代 旗下宜春时代新能源矿业有限公司 （简称"宜春时代"）的宜丰县圳口里—奉新县枧下窝矿区（含锂）在采矿权到期的次日，即8月10日 凌晨准时停产。 对此，宁德时代于8月11日回应称，" 公司在宜春项目采矿许可证8月9日到期后已暂停了开采作业， 正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影响 不大。" 、 据了解，2025年7月7日，宜春市自然资源局发布通知， 要求8家涉锂矿山企业于9月30日前完成矿种 变更储量核实报告编制。起因是国家审计署指出这些矿权存在越权审批问题，将含锂矿以"陶瓷土 矿"名义办理手续 ，需通过科学论证重新确定主矿种。 宁德时代旗下宜春时代新能源矿业有限公司在8家涉锂矿山企业之列。 全国矿业权人勘查开采信息管 理系统显示，其拥有的宜丰县圳口里—奉新县枧下窝矿区陶瓷土（下称"枧下窝矿区"）（含锂）的采 矿许可证的有效期为2022年8月9日至2025年8月9日，开采矿种为陶瓷土，生产规模为4500万吨/年。 此前7月30日，在2025年半年报业绩解读会上，宁德时代相关高管表示，目前宁德时代在江西 ...

碳酸锂市场突变。 8月11日，碳酸锂期货所有合约价格大涨，碳酸锂主力合约涨幅达8%，现报81000元/吨。 | 碳酸锂主连 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | lc9999 | | | | | | | | | 81000 | | 81000 振幅 島 | | 0.00% | | min | 30645 | | ਜਿ | | 81000 | 昨结 | | | 75000 持仓 31.68万 | | | 6000 8.00% | | 开 81000 | 今结 | | | 日增 | -3929 | | 相关ETF (2 | | | | | 有色ETF 1.704 0.35% > | | | | 同在腹 异动解读: 突发停产! 宁德时代机下窝矿区... ● × | | | | | | | | | 752 TE | | | | | | | | | 分时 | HK | 周K 月K | 五目 | | 更多v | | | | 均价:81000 最新:81000 6000 +8% | | | | | | | | | 81000 ...

Core Viewpoint - The recent news surrounding the lithium mining companies in Yichun, Jiangxi, particularly the suspension of operations at the Jiangxiawo mining area, has significantly impacted lithium carbonate prices and raised concerns about the future of lithium supply in the region [1][2][5]. Group 1: Company Operations - Yichun Times New Energy Mining Co., Ltd., a subsidiary of CATL, holds the mining rights for the Jiangxiawo mining area, which began in August 2022 and is set to expire in 2025 [1][2]. - The Jiangxiawo mining area is one of the largest lithium mica mines in Yichun, with a potential production capacity of 200,000 tons of lithium carbonate per year based on average lithium oxide grades [2][5]. - CATL has expressed optimism regarding the renewal of mining rights, stating that application materials have been submitted and are awaiting approval [5][9]. Group 2: Market Impact - The suspension of operations at the Jiangxiawo mining area has led to significant fluctuations in lithium carbonate futures prices, with a notable increase of 36.71% from June 23 to July 25, followed by a sharp decline [5][8]. - The market is closely monitoring the situation, as the Jiangxiawo mining area contributes to approximately 20% of the domestic monthly lithium production capacity [4][5]. Group 3: Industry Context - The Yichun region has a total production capacity of 7.39 million tons (raw ore) per year across eight lithium mining companies, with seven currently in operation [4][5]. - The recent developments have raised questions about the future of the other seven mining companies in the region, as they are also required to complete resource verification reports by September 30 [10].

2025.07.30 本文字数：633，阅读时长大约2分钟 作者|第一财经肖逸思 近期，碳酸锂价格出现罕见极端行情。上周五碳酸锂主力期货合约价格涨停，在本周一又跌停，7月29日继续收跌5.9%。7月30日，碳酸锂主力期货合约 价格才相对企稳，收涨0.43%。 "前几天碳酸锂价格暴涨暴跌的行情，其实很多是消息面的因素。"7月30日晚间，在2025年半年报业绩解读会上，宁德时代相关高管在接受采访时表示， 目前宁德时代在江西宜春的锂矿项目生产经营均正常。至于采矿权续期的问题，宁德时代已经按照相关规定，向江西宜春市自然资源局提交申请材料。 据上述高管透露，当前，省、市级相关部门都已确认收件，宁德时代申请采矿权续期的材料要件齐全，内容完整，目前公司正在等待批复当中，"我们觉 得是相对比较乐观的状况。" 消息面上，7月中旬，江西宜春市自然资源局要求8家涉锂矿山企业在9月底前完成储量核实报告编制，文件里明确提及越权审批的问题，引发市场恐慌。 中粮期货研究院报告显示，8座矿山采矿权生产规模为7390万吨（原矿）/年，在产7座，实际在产规模为4390万吨/年，占国内月度产量的20%左右。 其中宁德时代旗下宜春时代新能源矿业有限 ...

Core Viewpoint - The recent extreme fluctuations in lithium carbonate prices are largely driven by news-related factors, with significant volatility observed in the futures market [1]. Group 1: Market Dynamics - On July 29, lithium carbonate futures experienced a decline of 5.9%, following a previous surge and a subsequent limit drop on the preceding trading day [1]. - As of July 30, the main futures contract for lithium carbonate stabilized with a slight increase of 0.43% [1]. Group 2: Company Operations - Ningde Times reported that its lithium mining operations in Yichun, Jiangxi, are functioning normally, and the company is optimistic about the renewal of its mining rights [1]. - The company has submitted the necessary application materials for the renewal of its mining rights to the Jiangxi Yichun Natural Resources Bureau, which have been confirmed as complete and are currently awaiting approval [1]. Group 3: Regulatory Environment - In mid-July, the Jiangxi Yichun Natural Resources Bureau mandated eight lithium mining companies to complete a resource verification report by the end of September, which has caused market panic [1]. - The report from Zhonggrain Futures indicates that the production capacity of the eight mining companies is 73.9 million tons (raw ore) per year, with seven currently in production, contributing approximately 20% to the domestic monthly output [1].