中国材料-反内卷之旅 第二天-Anti-Involution Trip Day 2
2025-09-07 16:19
Some believe lithium supply faces further shutdown risk with the September 30 submission deadline approaching: There is a possibility that the other seven Yichun lepidolite mines with mining license issues may face temporary shutdown by year- end. Change in mining license mineral type could take as long as 1-2 years based on historical cases of other minerals, but this process might speed up in the case of Yichun given heavy pressure regarding local GDP. Chalco expects China's total aluminum demand to incre ...