矿种变更储量核实
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独家|宜春8大锂矿均已提交相关报告,在产矿停产可能性不大
第一财经· 2025-09-30 08:04
Core Viewpoint - The article discusses the recent developments regarding lithium mining companies in Yichun City, highlighting the submission and approval of mineral change reserve verification reports by eight lithium mining enterprises, including those under CATL and Guoxuan High-Tech [3][6]. Group 1: Submission and Approval of Reports - Eight lithium mining companies in Yichun have submitted mineral change reserve verification reports, with Guoxuan High-Tech confirming the approval of its report by the Ministry of Natural Resources on September 28 [3][6]. - The Yichun Natural Resources Bureau had previously mandated these companies to complete the verification reports by September 30, following an audit report that raised concerns about the approval processes of mining rights [6][7]. Group 2: Operational Status of Mining Companies - Except for the suspended CATL's Jiangxiawo lithium mine, other seven mining companies are reportedly continuing normal operations during the processing of subsequent procedures [6][7]. - There is optimism regarding the resumption of operations at CATL's lithium mine, with local expectations for a restart in October, and preparations for equipment checks already underway [6][7]. Group 3: Background and Context - The suspension of CATL's lithium mine was attributed to specific circumstances, including the expiration of its mining certificate and an ongoing audit by the National Audit Office [6][7]. - The audit highlighted issues related to the circumvention of higher-level approval processes for mining rights, prompting the Yichun Natural Resources Bureau to enforce stricter compliance measures [6].
宜春8大锂矿均已提交相关报告,在产矿停产可能性不大
Di Yi Cai Jing· 2025-09-30 08:02
Core Viewpoint - The report indicates that all eight lithium mining companies in Yichun have submitted their mineral change reserve verification reports, with the expectation that operations will continue for most, except for the Ningde Times mine, which is currently suspended due to specific circumstances [1][3][4]. Group 1: Company Actions - Yichun Mining Co. has confirmed that all eight lithium mining companies have submitted the necessary reports for mineral change verification [1]. - Guoxuan High-Tech confirmed that their report was approved by the Ministry of Natural Resources on September 28, including the mining design and ecological restoration plan [1]. - Other companies, including Yongxing Materials, are currently working on their reports but have not disclosed specific progress [3]. Group 2: Regulatory Context - The Yichun Natural Resources Bureau issued a notice in July requiring mining companies to compile and submit their mineral change reserve verification reports by September 30 [4]. - The National Audit Office's report highlighted issues with the approval processes for the eight lithium mining rights, prompting the need for these reports [3]. Group 3: Production Status - As of September 28, all mines except for the Ningde Times mine are operating normally [4]. - Local expectations are optimistic regarding the resumption of operations at the Ningde Times mine, with predictions of a restart in October and preparations already underway [4][5].
宜春8大锂矿均已提交相关报告 在产矿停产可能性不大
Di Yi Cai Jing· 2025-09-30 07:43
Core Viewpoint - All eight lithium mining companies in Yichun City have submitted their mineral change reserve verification reports, with the approval of the report by Guoxuan High-Tech on September 28, indicating progress in regulatory compliance and operational readiness in the lithium sector [2][4]. Group 1: Regulatory Developments - The Yichun Natural Resources Bureau required mining companies to compile mineral change reserve verification reports by September 30, following feedback from the National Audit Office regarding irregularities in mining rights management [5]. - Guoxuan High-Tech confirmed that their report has passed the approval of the Ministry of Natural Resources, along with related mining design and ecological restoration plans [2][4]. Group 2: Operational Status - Except for the Ningde Times Jiangxiawo lithium mine, which is currently suspended, other seven lithium mining companies are operating normally [5]. - Local expectations are optimistic regarding the resumption of operations at the Ningde Times lithium mine, with indications that it may restart in October, and preparations are already underway [5][4]. Group 3: Industry Insights - A board chairman from an asset management company noted that the mineral change reserve verification report is relatively straightforward to produce, as companies already have existing reserve reports from previous mining license applications [4]. - The suspension of the Ningde Times lithium mine is attributed to specific circumstances, including the expiration of its mining license and an ongoing audit process [4].
独家|宜春8大锂矿均已提交相关报告,在产矿停产可能性不大
Di Yi Cai Jing· 2025-09-30 07:38
Core Viewpoint - The report on the mineral type change and resource verification for eight lithium mines in Yichun has been submitted, with the expectation that production will continue for most mines despite the recent suspension of one mine operated by CATL due to specific circumstances [1][3][4]. Group 1: Company Actions - All eight lithium mining companies in Yichun have submitted their mineral type change resource verification reports [1]. - Guoxuan High-Tech confirmed that their report was approved by the Ministry of Natural Resources on September 28, along with related mining design and ecological restoration plans [1]. - The Yichun Natural Resources Bureau mandated that mining companies complete necessary procedures, including obtaining mining licenses and managing dynamic resource data [1][4]. Group 2: Production Status - Currently, all mines are operating normally except for the CATL's Jiangxiawo lithium mine, which is suspended [4]. - Local expectations are optimistic regarding the resumption of operations at the CATL mine, with indications that it may restart in October [4][5]. - The suspension of the CATL mine is attributed to the expiration of its mining license and an ongoing audit process [3]. Group 3: Industry Insights - The process of preparing the mineral type change resource verification report is considered straightforward, as companies already had resource reports when applying for mining licenses [3]. - There is a low likelihood of other mines halting production during the completion of subsequent procedures [3].