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宜春市拟注销27个采矿权,分析人士:对碳酸锂实际供应影响有限
Qi Huo Ri Bao Wang· 2025-12-17 01:56
Core Viewpoint - Jiangte Electric announced that its lithium-containing ceramic stone mine in Yifeng County, Jiangxi Province, is among the 27 mining rights proposed for cancellation by the Yichun Natural Resources Bureau, indicating a regulatory tightening in the mining sector [1][2]. Group 1: Company Actions - The company has submitted an objection application to the Yichun Natural Resources Bureau regarding the proposed cancellation of the mining rights, aiming to extend the mining certificate for the Shiziling mine [1]. - The company is also making preparations for the production of the Qian坑 lithium mine, striving for early production [1]. Group 2: Industry Context - The 27 mining rights proposed for cancellation include 17 for ceramic soil and 7 for limestone, with all licenses having expired [2]. - The cancellation of these mining rights is seen as a signal of stricter regulations and industry upgrades, with limited immediate impact on the actual supply of lithium carbonate [2]. - The recent actions align with the implementation of the new Mineral Resources Law, which lists lithium as an independent mineral, indicating a shift towards strategic mineral security and sustainable development in the region [3].