市场快讯：宜春锂矿换证关关难过，碳酸锂高位宽幅震荡

1. Report's Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - Since the policy cooled down the capital enthusiasm last week and lithium carbonate hit the daily limit down, the market has been filled with news related to lithium carbonate again. The market for lithium carbonate will experience wide - amplitude fluctuations at high levels in the near future, and attention should be paid to the news and exchange policies [7] - The spot market's buying sentiment has increased after the price correction, and downstream industries still have restocking needs [7] 3. Summary According to Related Contents 3.1 Mining License Information - There are two mining license information. One has the license number XC3609002022087110154013, with a mining area of 2.5029 square kilometers, and is valid from November 28, 2025, to November 27, 2047. The other has the license number XC36002022117110154366, with a mining area of 0.2546 square kilometers, and is valid from November 28, 2025, to November 9, 2037 [1][2] 3.2 Market Conditions of Lithium Carbonate Futures - As of the close on January 20, the main contract of lithium carbonate hit the daily limit up at 160,500 yuan/ton, with a daily increase in open interest of 4,020 lots and a trading volume of 450,000 lots. Starting from the settlement on January 21, 2026, the daily limit range of lithium carbonate futures contracts will be adjusted, the trading margin standard will be adjusted to 11%, and the speculative trading margin standard will be adjusted to 13% [3][7] 3.3 Policy and Industry Events - The CSRC has launched an investigation into Rongbai Technology's announcement of a "supply agreement for more than 120 billion yuan worth of 305 tons of lithium iron phosphate cathode materials", which helps to regulate the authenticity of listed companies' announcements and promote the reasonable transmission of industrial chain prices [7] - The progress of license renewal for lithium mines in Yichun has attracted attention again. After Shixiawo and Guoxuan submitted license renewal applications at the end of November 2025, Shixiawo has entered the environmental assessment public notice stage, and multiple department approvals and obtaining a safety license are still required for normal mining. The entire license renewal process has higher requirements, takes a long time, and may require suspension of production, reducing the supply elasticity of lithium carbonate in Yichun [7]