9月30日，是宜春8家涉锂矿编制储量核实报告的最后截止日，是否涉及矿种变更、矿山是否会停产等事项，备受锂电圈和资本市场关注。 "截至目前，公司未接到停产方面的通知。从现在的情况来看，停产的可能性不大了。"9月30日中午，宜春一家锂企对证券时报记者如是说。 上述宜春锂企对记者称，"我们的储量核实报告，都是按照通知要求来做的。提交了以后，政府还要组织专家团队进行评审，评审完成后会有一个结论。我 们现在也在等进一步的通知"。 除了矿山是否停产受关注，矿种是否变更的问题，更是涉及锂云母提锂的成本。对此，上述宜春锂企称，"此次提交的储量核实报告，是按照氧化锂品位 0.2%编制，不涉及矿种变更。" 据了解，宜春地区拥有亚洲储量最大的锂云母矿山，被誉为"亚洲锂都"。虽然锂资源储量丰富，但属于伴生矿，锂含量普遍不高。 业内人士告诉记者，"按照以前的《矿产资源开采登记管理办法》等相关规定要求，氧化锂品位达到0.4%及以上，才能办理锂矿证。宜春的含锂瓷土矿，氧 化锂品位普遍低于0.4%。但是，在提锂技术提升和锂价上涨后，宜春地区的含锂瓷土矿，又具备开采的价值。所以，除个别企业外（江特电机茜坑矿）， 目前宜春地区涉锂采矿证，矿种都 ...

Core Viewpoint - The article discusses the suspension of operations at the Jiangxi Yichun lithium mine operated by CATL (宁德时代), which has been halted for nearly 45 days due to the expiration of its mining license and the need for a change in mineral type to include lithium [1][7][9]. Group 1: Company Operations - CATL's Yichun lithium mine has been inactive since August 9, with no mining or processing activities observed [1][3]. - The company has submitted a mineral type change verification report to the Yichun Natural Resources Bureau, which has been preliminarily approved, but further approval from the Ministry of Natural Resources is required for lithium mining [1][10]. - Other nearby lithium mines operated by companies like Guoxuan High-Tech and Yongxing Materials continue to operate normally, as their mining licenses remain valid [6][13]. Group 2: Regulatory Environment - The change in mineral type from ceramic soil (containing lithium) to lithium is significant due to differences in value and bidding procedures [2][8]. - The Yichun Natural Resources Bureau has mandated that all relevant mining companies submit their mineral type change verification reports by September 30 [8][13]. - The approval process for lithium mining is more stringent, requiring compliance with national regulations for strategic minerals, which may lead to stricter oversight in the future [14][15]. Group 3: Market Impact - The suspension of operations at CATL's mine has raised concerns in the market, affecting lithium prices and related stocks [11][12]. - The anticipation of the mine's resumption has led to speculation among local residents and market participants, with expectations that operations may restart soon [9][15]. - The article highlights the growing importance of lithium as a strategic resource, particularly in the context of the electric vehicle industry, which relies heavily on lithium for battery production [14].