On December 5th, the agreed "ignition" ceremony? There is no shadow. The door of a new energy materials factory was deserted, and when asked the workers, the other party shrugged: "There is no movement." "This factory was originally responsible for processing the raw ore of a lithium mine, but the production line did not turn for a day. Looking further into the mining area, the three-kilometer cement road that was once blocked by trucks now can't even find a few wheel prints. The security guard's tone was flat: "Don't come in, no one is going to work." "

This mine is not vegetarian. 960 million tons of porcelain stone ore reserves, equivalent to 6.57 million tons of lithium carbonate equivalent - one of the world's largest single lepidolite mines, which is well-known. Previously, the monthly output of LCE was 7,000 to 8,000 tons, accounting for nearly one-tenth of the national demand. As soon as it stopped on August 9, the futures market jumped instantly, and a motor stock directly doubled in two consecutive boards. How much does it weigh? Just look at the stock price. But now that December has arrived, the news of the resumption of work has spread clearly, and as a result, the explosives application has not been approved, and the blasters have not come - do you expect the machine to do it yourself?

This area, known as the "lithium capital of Asia", has a frightening number of lithium mines. There are several leading enterprises in a certain enrichment area, and the trucks in the mine next door still come in and out from time to time, which looks normal. But the trader Lao Li shook his head: "There is no stock at all now." "He pulled 70,000 tons of ore from a large factory last year, and it was emptied in March and April. Now even the secondary lithium extraction mine has been speculated to 400 yuan/ton - the problem is that money cannot be bought.

Cause? Simple. One head enterprise is parked, and although the other company has taken the mining rights, the safety certificate cannot be issued, which is equivalent to guarding the gold mine and unable to dig. Coupled with the exhaustion of mining indicators at the end of the year, several companies stopped, and the market instantly tightened. A while ago, the price of lithium carbonate soared from 60,000 to 100,000, and the ore soared, but the supply was shrinking. Want to stock up? Sorry, I didn't stock up at all.

Walking on the county road, the weeds on the side of the road almost covered the parking line. It used to be the only way for mine trucks, but now it is so quiet that you can hear the wind blowing on the cement floor. A local pointed to the distance: "At that time, there were dozens of cars a day, now?" It's good to see one in half a month. "

In the factory area, the banners used for ceremonies have long been erected, and the ribbons are hung, and no one has cut them. The so-called "ignition" has become an empty phrase.