“亚洲锂都”大动作，拟注销27个采矿权（附具体名单）

Core Viewpoint - The article discusses significant developments in the lithium mining sector in Yichun, Jiangxi Province, particularly the cancellation of mining licenses and the implications for lithium supply and pricing in the market [3][6][9]. Group 1: Market Developments - Lithium carbonate futures prices have surged, with the main contract exceeding 100,000 yuan per ton, marking an increase of over 6% as of December 17 [4]. - Yichun, known as "Asia's Lithium Capital," is facing regulatory changes as the local natural resources bureau plans to cancel 27 mining licenses, which may impact the supply of lithium resources [6][9]. Group 2: Mining License Cancellations - The Yichun Natural Resources Bureau has publicly announced the intention to cancel 27 mining licenses, with a public notice period of 30 working days before finalizing the cancellations [6][10]. - Among the licenses to be canceled, many have varying expiration dates, with some already expired and others set to expire in 2024 [6][10]. - High An Mining Development Co., Ltd. is notably affected, with four licenses set to be canceled, all expiring on April 25, 2024 [7][10]. Group 3: Company Profiles - High An Mining Development Co., Ltd., established in 2013, is a subsidiary of Yichun Mining Co., which is a state-owned enterprise focused on the management and development of lithium resources in Yichun [7]. - Jiangxi Special Electric Motor Co., Ltd. operates a lithium-containing ceramic stone mine in Yifeng County, with a resource quantity of 57,322.98 tons of Li2O [8]. Group 4: Implications for the Industry - The cancellation of mining licenses may lead to a tighter supply of lithium, which is critical for the battery industry, potentially affecting prices and availability in the market [6][9]. - The majority of mining licenses in Yichun are for ceramic clay and limestone, with only a few directly related to lithium, indicating a need for more focused resource management in the region [7][8].