Di Yi Cai Jing·2025-09-30 07:38Core Viewpoint - The report on the mineral type change and resource verification for eight lithium mines in Yichun has been submitted, with the expectation that production will continue for most mines despite the recent suspension of one mine operated by CATL due to specific circumstances [1][3][4]. Group 1: Company Actions - All eight lithium mining companies in Yichun have submitted their mineral type change resource verification reports [1]. - Guoxuan High-Tech confirmed that their report was approved by the Ministry of Natural Resources on September 28, along with related mining design and ecological restoration plans [1]. - The Yichun Natural Resources Bureau mandated that mining companies complete necessary procedures, including obtaining mining licenses and managing dynamic resource data [1][4]. Group 2: Production Status - Currently, all mines are operating normally except for the CATL's Jiangxiawo lithium mine, which is suspended [4]. - Local expectations are optimistic regarding the resumption of operations at the CATL mine, with indications that it may restart in October [4][5]. - The suspension of the CATL mine is attributed to the expiration of its mining license and an ongoing audit process [3]. Group 3: Industry Insights - The process of preparing the mineral type change resource verification report is considered straightforward, as companies already had resource reports when applying for mining licenses [3]. - There is a low likelihood of other mines halting production during the completion of subsequent procedures [3].