CATL(SZ:300750) Qi Huo Ri Bao Wang·2025-12-19 06:51Core Viewpoint - The resumption of lithium mining at the Jiangxi Yichun Jianxiawo mine by Ningde Times is progressing, with the first environmental impact assessment (EIA) information publicized, indicating a series of necessary approvals and permits are still required for normal operations [1][3]. Group 1: Project Updates - The Jiangxi Yichun Jianxiawo lithium mine project is undergoing its first EIA public notice as part of the approval process for mining operations [1]. - Ningde Times has submitted an application for the extension of mining rights to the Jiangxi Yichun Natural Resources Bureau, as the mining license expired on August 9, 2023 [1]. Group 2: Regulatory Context - Under the old regulations, lithium mica was classified under "other non-ferrous metal ores" or "ceramic clay minerals," affecting tax calculations, with a lower tax rate of 3.25%-6.5% applicable for ceramic clay [2]. - The new Mineral Resources Law, effective July 1, 2025, will classify lithium as an independent mineral, raising the standards for by-product mineral recognition, which may impact the mining strategy for the Jianxiawo mine due to its average lithium oxide grade of only 0.27% [2]. Group 3: Future Steps - After the EIA public notice process, Ningde Times will need to obtain various departmental approvals and complete additional work to secure a safety production license before resuming normal mining operations [3].