Lithium sector stocks exhibited weak performance, with GANFENGLITHIUM (01772) declining 3.91% to HK$30.46 and TIANQI LITHIUM (09696) falling 3.65% to HK$38.52 as of press time.

On the news front, lithium carbonate futures have maintained a volatile downward trajectory recently. On September 2nd, the main lithium carbonate contract dropped over 3% again, currently trading at 73,180 yuan per ton.

Everbright Futures noted that news-related factors drove rapid price declines last week, absorbing some of the gains attributed to the Ganxia Wo production halt. The market may be repricing expectations regarding mining permit issues. Currently, given that potential supply-side disruption factors remain, lithium ore prices have stayed relatively resilient. Combined with robust demand conditions, downside risks appear limited, with prices likely to exhibit broad-range fluctuations.

From a timeline perspective, attention should be focused on September 30th, as Jiangxi lithium mining projects involved must complete report preparation and submission before this date. By then, mining permit issues for other projects may reach a conclusion.