重磅！“亚洲锂都”大动作，拟注销27个采矿权（附具体名单）

Core Viewpoint - The recent actions in Yichun, known as "Asia's Lithium Capital," include the proposed cancellation of 27 mining licenses, coinciding with a significant rise in lithium carbonate futures prices, which have surpassed 100,000 yuan [1][3]. Group 1: Mining License Cancellations - Yichun's Natural Resources Bureau plans to cancel 27 mining licenses, with a public notice period of 30 working days before the final announcement [3]. - The licenses set for cancellation include various types of minerals, with 17 being ceramic clay and 7 limestone, among others, including lithium-bearing minerals [4]. - High An Mining Development Co., Ltd. is notably affected, with four licenses up for cancellation, all expiring on April 25, 2024 [3][4]. Group 2: Company Background - Yichun Mining Co., Ltd. was established in January 2013 as a state-owned enterprise to manage lithium resources in the region, ensuring a stable supply for the local lithium battery industry [4]. - The company operates under a unified policy and management system to oversee the development of lithium resources in Yichun [4]. Group 3: Industry Context - Yichun is recognized as one of China's four major lithium mining regions, holding the largest lithium mica reserves in Asia, which is critical for the lithium battery supply chain [4]. - The mining licenses primarily pertain to non-lithium minerals, such as ceramic clay and kaolin, indicating a focus on these materials rather than direct lithium extraction [5].