Group 1 - Lithium stocks experienced a surge due to reports of CATL suspending production at a key mine in China, leading to expectations of rising lithium prices as supply decreases [1][2] - CATL's Yichun Project, which has suspended production, is responsible for approximately 4% of the global lithium supply forecast for 2025, indicating a significant impact on the market [2] - The lithium supply and demand balance is tightening, with a small surplus anticipated in 2025, suggesting potential upward pressure on prices if disruptions continue [2][3] Group 2 - The duration of the Jianxiawo mine outage within the Yichun Project could influence market balance and price dynamics for the remainder of the year, highlighting the sensitivity of the lithium market to supply disruptions [3]