CATL(SZ:300750) Zheng Quan Shi Bao·2025-08-11 17:35Group 1 - The core announcement from CATL regarding the suspension of mining operations at the Jiangxi Yichun Jianshawa lithium mine due to the expiration of its mining license has sparked significant interest in the lithium market [1] - The Jianshawa mine is one of the largest lithium mica mines in the Yichun area, which is crucial for lithium salt production in China, contributing approximately one-fourth of the country's lithium carbonate output [1] - The mine has a lithium oxide resource of 2.6568 million tons, equivalent to about 6.57 million tons of lithium carbonate [1] Group 2 - The Yichun Natural Resources Bureau has mandated eight lithium mining companies, including CATL's Yichun Times New Energy Mining Co., to complete resource verification reports by the end of September [2] - The new Mineral Resources Law, effective from July 1, emphasizes protective mining for strategic mineral resources, with the Ministry of Natural Resources overseeing the registration and approval of specific mineral extractions [2] - The tightening of regulatory policies aims to prevent unhealthy competition in the lithium mining sector and to facilitate the exit of inefficient production capacities [2]