“亚洲锂都”，注销27宗采矿许可证

Core Viewpoint - The announcement by the Yichun City Natural Resources Bureau regarding the proposed cancellation of 27 mining rights has sparked significant concern within the lithium battery industry, with some companies filing objections [1]. Group 1: Mining Rights Cancellation - The proposed cancellation of mining licenses is due to their expiration, with 18 licenses having expired between 2010 and 2019, one expiring in 2023, and five set to expire in 2024 [1]. - The specific mining rights affected include those held by Jiangxi Special Electric Motor Co., Ltd. for the lithium-containing ceramic stone mine in the Lion Ridge area, which is one of the 27 licenses proposed for cancellation [3]. Group 2: Company Response - Jiangxi Special Electric Motor has submitted an objection to the Yichun City Natural Resources Bureau regarding the cancellation of its mining rights, proposing solutions to extend the mining license for the Lion Ridge area [3]. - The company holds a production capacity of 1.2 million tons per year for the Lion Ridge mine, which has an area of 0.1114 square kilometers, and its mining license is valid until September 15, 2024 [3]. Group 3: Market Impact - The cancellation of the mining rights is expected to have a limited impact on the actual supply of lithium carbonate, as the licenses in question have already expired [6]. - The price of lithium carbonate futures has seen significant increases, with the main contract surpassing 100,000 yuan per ton, reflecting the market's response to supply and demand dynamics in the new energy battery industry [5][7]. - Analysts predict that domestic lithium carbonate production will continue to grow, driven by new production lines and strong demand from the electric vehicle and energy storage markets [7].