Di Yi Cai Jing·2025-09-30 07:43Core Viewpoint - All eight lithium mining companies in Yichun City have submitted their mineral change reserve verification reports, with the approval of the report by Guoxuan High-Tech on September 28, indicating progress in regulatory compliance and operational readiness in the lithium sector [2][4]. Group 1: Regulatory Developments - The Yichun Natural Resources Bureau required mining companies to compile mineral change reserve verification reports by September 30, following feedback from the National Audit Office regarding irregularities in mining rights management [5]. - Guoxuan High-Tech confirmed that their report has passed the approval of the Ministry of Natural Resources, along with related mining design and ecological restoration plans [2][4]. Group 2: Operational Status - Except for the Ningde Times Jiangxiawo lithium mine, which is currently suspended, other seven lithium mining companies are operating normally [5]. - Local expectations are optimistic regarding the resumption of operations at the Ningde Times lithium mine, with indications that it may restart in October, and preparations are already underway [5][4]. Group 3: Industry Insights - A board chairman from an asset management company noted that the mineral change reserve verification report is relatively straightforward to produce, as companies already have existing reserve reports from previous mining license applications [4]. - The suspension of the Ningde Times lithium mine is attributed to specific circumstances, including the expiration of its mining license and an ongoing audit process [4].