2025-12-26 01:21:07

During the Christmas holiday season, the price battle in the lithium carbonate market has entered a heated stage. On one side, the capital market is driving up lithium mine prices; on the other side, industry chain companies are strongly countering—global leader in lithium cathode materials Hunan Yune and top-ranked lithium iron phosphate producer Wanrun New Energy have announced production halts for maintenance, responding to price increase pressures by stopping supply.

Compared to the previous cycle, this round of confrontation shows a much more determined attitude from the industry. Companies seem to have learned their lessons and are no longer willing to be hostage to capital-driven price fluctuations. Through collective production stoppages, they are vying for influence in the market.

Industry insiders generally believe that if this battle continues to escalate, regulatory authorities may eventually step in to regulate and impose constraints on "troublesome" enterprises. This also suggests that the future price competition landscape in the industry chain could face a reshuffle.

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FlashLoanLarry

· 10h ago

lol wait, so they're literally just... turning off the taps? that's actually a play on capital utilization i didn't expect from these guys. told you so moment incoming when regulators step in tbh

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SelfStaking

· 10h ago

Shutting down for maintenance is a tough move; the industry chain has finally learned to fight back. When capital plays the price game, we just supply; simple, straightforward, and effective. Regulatory action is only a matter of time; who will be "restrained" then is still uncertain. This round of the lithium mine situation feels like a major reshuffle is coming in the next cycle. The tactic of supporting leading companies is back; how can small businesses survive?

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MysteryBoxBuster

· 10h ago

Haha, the industry leaders finally dare to fight back. This halt production move is brilliant. Capital gets turned away at the door, feels good. The industry collectively stands together to oppose the manipulators, it seems they've truly learned to be smart. Things will get lively the day regulators step in. It's obvious who the real troublemakers are. The impact of halting production is quite significant. Let's wait and see what waves follow. This time is different; our industry finally has some backbone. Will the lithium battery price war turn into a price war? The plot twist is well done. I'm just watching to see who can hold out longer. In the end, who will retreat?

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TokenToaster

· 10h ago

Now it's good, big companies are starting to resist, let's see who is tougher --- Stopping production is a brilliant move, it's all psychological warfare --- Waiting for regulators to take action, who will be crying then is uncertain --- Leading companies have finally learned to be smart, no longer being cut like leeks --- The lithium carbonate wave is truly exciting, the ultimate showdown between the industry chain and capital --- Collective production stoppages and price wars, this rhythm is quite good --- Feels like regulation will have to act sooner or later, otherwise this game won't end --- Yuneng and Wanrun's moves are a bit something --- Is a reshuffle coming again? Degen players should be panicking --- The battle for discourse power, in the end, it still depends on who can hold on

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SmartContractRebel

· 10h ago

Shutting down production is really a brilliant move; it's just that they can't stand being drained by capital. YuNeng and WanRun's recent actions are truly bold; finally, a company dares to resist. Whether regulators come or not, that's not the point. If this situation really gets chaotic, the lithium battery industry chain will undergo a major reshuffle. Honestly, it's still capitalism being too greedy; they deserve to be choked. Why didn't these big manufacturers do this earlier? They had to wait until now to take real action.

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NoStopLossNut

· 10h ago

Shutting down production for maintenance is really tough; it seems the industry leaders are also pushed to the limit. Capital speculation has driven lithium prices to sky-high levels, and downstream companies are almost out of profit. Joint countermeasures are the only option. Speaking of which, regulators will ultimately have to step in; otherwise, no one will benefit from this prolonged stalemate.

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FloorSweeper

· 10h ago

lmao they're finally learning to fight back... but tbh this reeks of desperation. watch the regulators swoop in and crush the whole play lol

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