Price Trends - Lithium carbonate (99.5% battery grade/domestic) price increased by 1,080.0 CNY to 85,700.0 CNY/ton, reaching a new high in over a year, with a consecutive increase for 9 days and a total rise of 7,700.0 CNY in the last 5 days and 22,800.0 CNY in the last 30 days [1] - Lithium hydroxide (56.5% battery grade coarse particles/domestic) price rose by 980.0 CNY to 77,800.0 CNY/ton, also hitting a new high in over a year, with an 8-day consecutive increase, totaling 8,050.0 CNY in the last 5 days and 20,370.0 CNY in the last 30 days [1] Supply Chain Dynamics - Recent fluctuations in lithium prices are primarily influenced by domestic supply disruptions, including mandatory production halts at locations like Jiangxiawo and Qinghai salt lake due to compliance issues [3] - Some smelting plants have initiated maintenance and ceased operations, further driving up lithium prices [3] - The suspension of production in the Ningde Jiangxiawo mining area has led to a short-term supply gap, raising concerns about supply tightness during the "golden September and silver October" period, despite current lithium spodumene production lines and processing plant inventories temporarily filling the gap [3]