南华期货贵金属新能源研究组负责人夏莹莹对21财经·南财快讯记者表示，宁德时代枧下窝采矿端停产 将直接影响锂矿供给，国内锂资源供应边际将进一步收紧，进而对锂盐供给量形成一定压制。据测算， 此次停产预计影响国内碳酸锂月产量约6000吨左右，占国内月产量的8.5%左右。不过，她也提醒，碳 酸锂现货高度有限，期货高度跟随市场炒作情绪，短期期货市场受情绪主导，价格波动易被放大，投资 者需警惕持仓风险，切勿过度投机。 （文章来源：21世纪经济报道） 8月11日早盘，碳酸锂期货所有合约均触及涨停，其中主力合约（2511）涨幅8%，现报81000元/吨，创 近三个月新高。A股锂矿板块同步走强，盛新锂能（002240.SZ)、江特电机（002176.SZ）、天齐锂业 （002466.SZ）均涨停，中矿资源（002738.SZ）、永杉锂业（603399.SH）和赣锋锂业（002460.SZ）均 涨逾9%，融捷股份、西藏矿业、盐湖股份等跟涨。 磷酸铁锂电池板块同样活跃，新宙邦（300037.SZ)涨超10%，万润新能(688275.SH)涨超9%，德方纳米 (300769.SZ）涨8.25%，富临精工、湖南裕能、安达科技、龙蟠科技 ...

Core Viewpoint - The suspension of mining operations by CATL due to the expiration of its mining license is expected to impact the domestic lithium carbonate market, leading to a reduction in supply and an increase in prices [1]. Group 1: Company Operations - CATL announced the suspension of mining operations at the Yichun project after its mining license expired on August 9, 2023 [1]. - The mining license for the Jiangxiawo area will officially expire on August 9, 2025, and production will resume as soon as approval is obtained [1]. - The impact of this suspension on the overall operations of CATL is considered minimal [1]. Group 2: Market Impact - The suspension at the Jiangxiawo mining area, which has an annual production capacity of 42,000 tons of lithium carbonate, will lead to a monthly reduction of approximately 8% in domestic lithium carbonate production, equating to a decrease of 5,000 to 6,000 tons in supply [1]. - The tightening of lithium resource supply is further exacerbated by previous suspensions of projects in Qinghai due to mining license issues, such as those involving Zangge Mining [1]. - The market's growing concerns regarding supply constraints are expected to drive a significant increase in lithium carbonate prices following the announcement [1].