Caixin News Agency, September 20, CITIC Securities research report shows that the second quarter of this year, lithium prices have warmed up, prompting overseas lithium mine supply rose year-on-year. At the same time, the South American salt lake lithium enterprises in the quarter production year-on-year growth, the performance also showed a ringing trend. However, this domestic lithium carbonate futures prices fell below 70,000 yuan / ton, this situation accelerated the global lithium resources supply clearance, therefore, CITIC Securities downgraded the 2024 lithium resources supply incremental forecast. In addition, domestic lithium salt production declined in August, while the production of anode materials is growing. Based on this, lithium salt inventory inflection point is expected to come soon, lithium prices downward space is limited. With lithium prices falling to a low level, the market's expectations of the lithium industry bottoming out are increasing, and the attention of lithium industry stocks is expected to heat up. This series of changes for the future direction of the lithium resources market has brought a lot of uncertainty and new opportunities.