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突传大消息：江西大厂矿区停产短期无复产计划！

2025-08-11 10:34:45 来源：北方有色网责任编辑：石林

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8 月 9 日，有消息称宁德时代枧下窝矿区采矿端将于当晚 12 时停产。随后，期货日报记者从市场各方及宁德时代相关人士处交叉求证，确认了该消息属实，自 8 月 10 日起，该矿区已开始停产，且短期内没有复产计划。相关介绍如下：

停产原因：宁德时代在互动平台表示，公司在宜春项目采矿许可证 8 月 9 日到期后已暂停了开采作业，正按相关规定尽快办理采矿证延续申请。

矿区概况：枧下窝矿区位于江西省宜春市，是宁德时代旗下的锂矿矿区，其年产能约 4.2 万吨碳酸锂，占国内锂云母产能的 20%，此前该矿区及配套冶炼厂的碳酸锂供应量约为 1 万吨 / 月，约占国内总产量的 12.5%。

市场影响：从供应端来看，中信期货分析师杨飞认为，在三季度碳酸锂供需紧平衡的背景下，该矿区停产，或造成单月数千吨的供应缺口。但也有观点认为其影响有限，停产消息已被市场充分计价，供应减量可被进口增量覆盖。从需求端来看，中信建投期货分析师张维鑫认为，此次停产的影响小于上一次，投资者应理性看待各类消息。

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基本文件流程错误 SQL 调试

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突传大消息：江西大厂矿区停产 短期无复产计划！

突传大消息：江西大厂矿区停产短期无复产计划！