Ningde Times's announcement of resuming lithium mining caused a sharp drop in lithium prices. Experts predict that in the short term, prices will fluctuate around 70,000 yuan per ton.

Regarding the market changes, Xia Yingying, the head of the precious metals and new energy research group at South China Futures, told reporters that the resumption target of CATL is uncertain, and will be dynamically adjusted based on actual progress, not a set fact. However, some market participants have over-interpreted and publicized this news, leading to abnormal fluctuations in the lithium carbonate futures prices, showing the spread of market irrational emotions. Looking ahead, Xia Yingying believes that with the arrival of the traditional consumption peak season "Golden September and Silver October", the new energy vehicle market is expected to see a peak in sales, which is worth looking forward to; at the same time, demand in the energy storage sector is better than expected, and the battery market will receive strong demand support during the peak season. Based on this, over the next month and a half, the spot price of lithium carbonate will fluctuate between 69,000-73,000 yuan/ton. From a medium to long-term perspective, continuous imports of overseas lithium mines will enrich the supply sources, and cost reduction will be driven by technological progress of lithium salt production companies. It is expected that the price of lithium carbonate will seek a new price balance in the range of 62,000-65,000 yuan/ton.