A-share lithium mining stocks fluctuated higher, with Hainan Mining and Yongxing Materials both hitting their daily limit, Guocheng Mining rising over 9%, and other stocks such as Zhongkuang Resources, Dazhong Mining, Tibet Summit Resources, Yahua Group, and Defang Nano following suit. Analysts point out that the cancellation of mining rights in Yichun and the delayed resumption of production at CATL's lithium mine have tightened supply. Although there is short-term downward pressure, the supply and demand dynamics in 2026 support a medium-term upward trend in prices.
