--- title: "Understanding the Market | Lithium battery concept stocks collectively declined, with lithium carbonate dropping nearly 50,000 yuan/ton in a month and a half. The market is paying attention to the resumption progress of the Ganxiawo project" type: "News" locale: "en" url: "https://longbridge.com/en/news/290767814.md" description: "Lithium battery concept stocks collectively declined. As of the time of publication, Ganfeng Lithium fell by 5.35%, trading at HKD 53.05; LOPAL TECH dropped by 4.77%, trading at HKD 12.98; TLC decreased by 4.16%, trading at HKD 41.52; and CATL fell by 1.66%, trading at HKD 709.5. On the news front, lithium carbonate prices have continued to decline recently. Since the peak of 205,000 yuan per ton on May 12, lithium carbonate has dropped nearly 50,000 yuan/ton in just over a month. It is reported that Yichun Times New Energy Mining Co., Ltd., a subsidiary of CATL, has re-obtained the \"Pre-examination and Site Opinion for Construction Project Land Use\" for the Jianxiawo lithium mine project on June 17, with a validity period from June 17, 2026, to June 17, 2029. Xinda Futures believes that the biggest variable currently comes from the progress of the Jianxiawo resumption of production. After the previous expectation of being unable to resume production within the year was broken, the market needs to start recalculating. If production is completed in the fourth quarter, there will be significant easing pressure on supply, which will clearly suppress prices. Meanwhile, the current market expectations for demand are already very high, and if there is no sustained outperformance, the price center may experience a certain decline" datetime: "2026-06-25T03:05:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290767814.md) - [en](https://longbridge.com/en/news/290767814.md) - [zh-HK](https://longbridge.com/zh-HK/news/290767814.md) --- # Understanding the Market | Lithium battery concept stocks collectively declined, with lithium carbonate dropping nearly 50,000 yuan/ton in a month and a half. The market is paying attention to the resumption progress of the Ganxiawo project According to Zhitong Finance APP, lithium battery concept stocks collectively declined. As of the time of publication, Ganfeng Lithium (01772) fell by 5.35%, trading at HKD 53.05; LOPAL TECH (02465) dropped by 4.77%, trading at HKD 12.98; TLC (09696) decreased by 4.16%, trading at HKD 41.52; and CATL (03750) fell by 1.66%, trading at HKD 709.5. On the news front, the price of lithium carbonate has continued to decline recently. Since reaching a year-to-date high of 205,000 yuan on May 12, lithium carbonate has dropped nearly 50,000 yuan/ton in just over a month. It is reported that Yichun Times New Energy Mining Co., Ltd., a subsidiary of CATL, has re-obtained the "Pre-examination and Site Opinion for Construction Project Land Use" for the Jianxiawo lithium mine project on June 17, with a validity period from June 17, 2026, to June 17, 2029. Xinda Futures believes that the biggest variable currently comes from the progress of the Jianxiawo resumption of production. The previous expectation that it would be difficult to resume production within the year has been broken, and the market needs to start recalculating. If production is completed in the fourth quarter, there will be significant easing pressure on supply, which will clearly suppress prices. Meanwhile, the current market expectations for demand are already very high, and if there is no sustained outperformance, the price center may experience a certain decline ### Related Stocks - [02465.HK](https://longbridge.com/en/quote/02465.HK.md) - [03750.HK](https://longbridge.com/en/quote/03750.HK.md) - [002460.CN](https://longbridge.com/en/quote/002460.CN.md) - [002466.CN](https://longbridge.com/en/quote/002466.CN.md) - [603906.CN](https://longbridge.com/en/quote/603906.CN.md) - [01772.HK](https://longbridge.com/en/quote/01772.HK.md) - [09696.HK](https://longbridge.com/en/quote/09696.HK.md) - [300750.CN](https://longbridge.com/en/quote/300750.CN.md) - [512400.CN](https://longbridge.com/en/quote/512400.CN.md) - [HCCD.SG](https://longbridge.com/en/quote/HCCD.SG.md) ## Related News & Research - [CATL Speeds up Global Expansion of Battery Swapping Business With Hong Kong Launch](https://longbridge.com/en/news/290826732.md) - [CATL Debuts World’s 1st Field-Validated Sodium-Ion BESS, Bringing Sodium Storage to Commercial Reality](https://longbridge.com/en/news/291024944.md) - [CATL chief: solid-state batteries at ‘level 4 of 9,’ no leap until 2030](https://longbridge.com/en/news/290854398.md) - [CATL targets up to 20,000 vehicles with sodium-ion batteries](https://longbridge.com/en/news/290951730.md) - [CATL sources battery components from China instead of Debrecen](https://longbridge.com/en/news/290556679.md)