“亚洲锂都”，注销27宗采矿许可证

Core Viewpoint - The Jiangxi Yichun Natural Resources Bureau announced the proposed cancellation of 27 mining licenses, which has raised concerns in the lithium battery industry, leading some companies to file objections [1][3]. Group 1: Mining License Cancellation - The proposed cancellation involves 27 mining licenses, all of which have expired. Among these, 18 licenses expired between 2010 and 2019, one in 2023, and five in 2024 [1]. - The specific mining rights affected include the lithium-containing porcelain stone mine in the Shiziling area, which is controlled by Jiangte Electric [2][3]. Group 2: Company Response - Jiangte Electric has submitted an objection to the Yichun Natural Resources Bureau regarding the cancellation of its mining license for the Shiziling area, proposing solutions to extend the mining rights [3]. - The company holds several mining rights, including the lithium mine in Yifeng County, which is significant for its production capacity of 1.2 million tons per year [5]. Group 3: Market Impact - The cancellation of these licenses is expected to have a limited impact on the actual supply of lithium carbonate, as the licenses have already expired [6]. - Despite the proposed cancellations, the futures market for lithium carbonate has seen significant price increases, with prices rising over 70% from the year's low, reflecting strong demand in the new energy battery sector [5][6].