“亚洲锂都”大动作 拟注销27个采矿权（附具体名单）

Core Viewpoint - The recent decision by Yichun's Natural Resources Bureau to cancel 27 mining licenses, including those related to lithium resources, comes amid rising lithium carbonate futures prices, which have exceeded 100,000 yuan per ton, indicating a significant market shift in the lithium industry [2][4]. Group 1: Mining License Cancellation - Yichun City plans to cancel 27 mining licenses, including those for lithium-related resources, as part of regulatory compliance with various mining laws [2][5]. - The public notice period for the cancellation of these licenses is set for 30 working days, after which the licenses will be officially revoked [2]. - Among the 27 licenses, 5 are set to expire in 2024, 1 in 2023, and 18 have already expired between 2010 and 2019 [2][3]. Group 2: Company Involvement - The company most affected by the license cancellations is High An Mining Development Co., which has four licenses set to expire on April 25, 2024 [3]. - High An Mining Development Co. is a subsidiary of Yichun Mining Co., which was established to manage lithium resources in Yichun, ensuring a stable supply for the local lithium battery industry [3][4]. - Jiangxi Special Electric Motor Co. holds a mining license for a lithium-containing ceramic stone mine in Yichun, with a resource volume of 57,322.98 tons of Li2O [4]. Group 3: Market Context - The price of lithium carbonate futures has surged over 6%, reaching a new high of 107,300 yuan per ton, reflecting strong demand in the market [2]. - Yichun is recognized as a major lithium mining region in China, often referred to as "Asia's Lithium Capital," due to its significant lithium mica reserves [4].