Group 1 - Ningde Times (03750) stock price increased by 7.91% to HKD 439.4, with a trading volume of HKD 1.273 billion, while its A-share counterpart rose by 13.08% to CNY 313.7 [1] - The suspension of mining operations at the Jiangxiawo lithium mine due to the expiration of its mining license has raised market expectations for a contraction in lithium resource supply, leading to fluctuations in lithium carbonate prices, which have rebounded to approximately CNY 80,000 per ton [1] - The lithium battery sector saw a collective surge, with notable increases in stocks such as Tianneng Power (00819) up 15.85%, Zhongchuang Innovation (03931) up 7.37%, and Ganfeng Lithium (01772) up 4.92% [1] Group 2 - Recent industry signals indicate a move towards "anti-involution," with a closed-door meeting held on August 8 among key dry-process lithium battery separator companies, resulting in agreements on price discipline, capacity control, and halting expansion [1]