Zhongkuang Resources (Jiangxi) Lithium Co., Ltd. has invested in and completed the construction of a technical renovation project for an annual production capacity of 30,000 tons of high-purity lithium salts. The project has obtained trial production filing and commenced trial production operations with ignition and material feeding on January 2, 2026. PriceSeek’s analysis of lithium carbonate indicates a bearish score of -1.5. The trial production operation of Zhongkuang Resources’ 30,000-ton high-purity lithium salts project is expected to significantly increase the supply of lithium carbonate in the market. The anticipation of increased supply exerts downward pressure on spot prices, potentially leading to a decline. Considering the lithium carbonate futures market, such as the 2605 contract settlement price of 120,640 yuan/ton (up 100), the news of new production capacity reinforces concerns about future oversupply, negatively impacting futures price trends. A score of -1.5 indicates a generally bearish outlook, as the scale of the new capacity is substantial but not extreme, potentially exacerbating adjustments in supply-demand balance.