据交子期货，目前江西其他七座矿山暂无减产动作，短期需要关注的是江西冶炼厂减停产规模；锂辉石 报价上移，上周锂精矿拍卖成交价CIF1005美金/吨，折算碳酸锂成本8万元/吨左右，这对期货盘面有明 确支撑；碳酸锂库存下降、货权从锂盐厂转移至材料厂，对盘面有提振。LC2511日内偏多交易，关注9 万一线突破有效性。 据西南期货，近期交易逻辑仍旧博弈宜春矿山矿权审批以及矿种变更事件，目前该事件并无定性，不过 采矿合规成本预计上涨，对于价格底部支撑有所抬升，从目前总体锂资源停产规模来看，并未扭转碳酸 锂供需过剩格局，并且炼厂仍具备1—2月原料库存，短期内供应端影响有限，另外全球范围内锂资源较 为丰富，若价格长期保持高位震荡供应端或弹性大。 机构如何看待碳酸锂后市价格走势？ 中财期货：锂电池需求支撑表现相对较好，枧下窝锂矿突发停产，智利雅宝停产，获利盘抛压较大，建 议逢高止盈 利多消息逐步落地，基本面转好，近期偏强。供应方面，锂盐厂产量回升，冶炼端和盐湖端产量提升明 显。国内外锂矿价格受矿山停产挺价。锂盐厂去库幅度较大。需求方面，8月正极材料排产环比改善， 终端新能源汽车销售淡季改善不大，储能出海订单支撑较好，锂电池需求 ...

Core Viewpoint - The recent suspension of operations at the Jiangxi-based lithium mica mine, Jiangxiawo, owned by CATL, has sparked significant industry discussion regarding the duration of the shutdown and its implications for the lithium market [1][4]. Company Summary - CATL's Jiangxiawo mine, a major source of lithium mica, officially ceased operations on August 10, 2023, following the expiration of its mining license on August 9 [2][4]. - The company is currently in the process of applying for a renewal of its mining license and has stated that the suspension will not significantly impact its overall operations [1][4]. - The mine is crucial for CATL as it is the largest lithium mica mine in the region, and its activities have a substantial influence on both the lithium mica and carbonate lithium markets [2][4]. Industry Summary - The Jiangxiawo mine is located in Yichun, Jiangxi Province, and is one of the largest lithium mica mines in the area, contributing to a significant portion of China's lithium supply [2][4]. - The lithium carbonate market is projected to produce 1.33 million tons in 2024, with 222,000 tons (16.4%) coming from lithium mica sources [4]. - The suspension of operations has led to speculation about the reasons behind it, including high production costs and potential misalignment between the licensed and actual mining products [7][8]. - Other companies, such as Guoxuan High-Tech, continue to operate their lithium mica mines in the region without interruption, highlighting a contrast in operational status among competitors [8].