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宜春锂企:目前未接到停产通知
证券时报· 2025-09-30 09:09
"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。 e公司 . 以下文章来源于e公司 ,作者证券时报 李小平 e公司,证券时报旗下专注上市公司新媒体产品,立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯,针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读,从投资者需求出发,直播上市公司有价值的活动、会议。 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。 另外,值得一提的是,上述8宗涉锂资源的矿山,宜丰县圳口里-奉新县枧下窝矿区陶瓷土(含锂)矿,在采矿证8月9日到期后,已正式停产。不过,在停产一 个月后,即9月9日,宁德时代旗下宜春时代新能源资源有限公司召开了"宜春时代枧下窝锂矿复产工作会议",将尽快复产。 来源:e公司 宜春8家锂企掀起的风波始于2个多月前。记者获得的材料显示,今年7月,宜春市自然资源局关于编制储量核实报告的通知,宜丰县圳口里—奉新县枧下窝陶瓷 土(含锂)矿、宜丰县割石里矿区水南矿段瓷土(含锂)矿、奉新县金子 ...
融捷股份:公司联营锂盐企业为公司锂矿采选的配套冶炼工厂
(编辑 袁冠琳) 证券日报网讯 融捷股份9月25日在互动平台回答投资者提问时表示,公司联营锂盐企业为公司锂矿采选 的配套冶炼工厂,公司按持有的股权比例确认投资收益。公司锂精矿产品优先保障联营锂盐企业的供 应,是符合公司利益最大化的经营策略以及公司集中优势资源发展资源优势的发展战略的。公司关联交 易和非关联交易的定价原则一致,都是参考市场价格进行公允合理的定价,不存在通过关联交易侵害公 司或投资者利益情况。 ...
大中矿业:2025年上半年四川加达锂矿首采区2.056平方公里的资源量完成自然资源部评审备案
Zheng Quan Ri Bao Wang· 2025-09-19 10:14
证券日报网讯大中矿业(001203)9月19日在互动平台回答投资者提问时表示,2025年上半年,四川加 达锂矿首采区2.056平方公里的资源量完成自然资源部评审备案,其锂矿资源矿石量为4,343.60万吨, Li2O矿物量为60.09万吨,平均品位1.38%,折合碳酸锂当量约为148.42万吨(按照氧化锂和碳酸锂之间 的转换系数1:2.47换算),资源量超公司预期。公司正在推进办理探转采相关手续,同时开展首采区以 外范围的探矿工程。截至8月20日,已完成钻探1.51万米,钻孔见矿率达95%。采矿方面,公司启用两 台盾构机同时施工探矿平硐及隧道,以便于后续工程建设。选矿方面,已确定重浮连选的工艺流程。尾 矿库方面,已完成初步设计及安全设施设计的外部专家评审。有关加达锂矿具体项目的进展情况请关注 公司公告。 ...
碳酸锂日评:低位震荡-20250916
Hong Yuan Qi Huo· 2025-09-16 02:34
Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The current supply and demand of lithium carbonate are both strong, and the upstream inventory pressure is not significant. With the active resumption of key mines, the expectation of supply contraction has weakened. It is expected that the price of lithium carbonate will fluctuate at a low level. [1] 3. Summary by Relevant Content 3.1 Lithium Carbonate Futures and Spot Market - **Futures Prices**: On September 15, 2025, the closing prices of near - month, 5 - consecutive - one, 3 - consecutive - two, 3 - consecutive - three, and other contracts of lithium carbonate futures all increased compared to September 12. For example, the near - month contract closed at 72,520 yuan/ton, up 1,340 yuan from September 12. [1] - **Trading Volume and Open Interest**: The trading volume of lithium carbonate futures on September 15 was 482,790 lots (+71,801), and the open interest was 309,446 lots (+44). [1] - **Spot Market**: The spot market trading was weak, and the basis changed from premium to discount. The average price of SMM battery - grade lithium carbonate was 72,450 yuan/ton, unchanged from September 12. [1] 3.2 Raw Material Prices - **Lithium Ore**: The price of lithium spodumene concentrate (6%, CIF China) was 848 US dollars/ton, up 6 US dollars from September 12; the price of lithium mica (Li2O: 1.5% - 2.0%) remained at 1,075 yuan/ton; the price of lithium mica (Li2O: 2.0% - 2.5%) was 1,775 yuan/ton, unchanged; the price of phospho - lithium - aluminum stone (Li2O: 6% - 7%) was 5,975 yuan/ton, up 205 yuan; the price of phospho - lithium - aluminum stone (Li2O: 7% - 8%) was 7,065 yuan/ton, up 220 yuan. [1] 3.3 Supply and Demand - **Supply**: Last week, the production of lithium carbonate increased, and the production of lithium carbonate from different raw materials all rose. [1] - **Demand**: - **Downstream Product Production**: Last week, the production of lithium iron phosphate increased, while the production of ternary materials decreased. In September, the planned production of lithium carbonate and lithium hydroxide increased. The production of power batteries increased last week. [1] - **Terminal Demand**: In August, the year - on - year growth rate of new energy vehicle production slowed down; the 3C product shipments were average; the production of energy - storage batteries will increase in September. [1] 3.4 Inventory - **Registered Warehouse Receipts**: The registered warehouse receipts were 38,963 tons (+338). [1] - **Social Inventory**: The social inventory decreased. The inventories of smelters and other sectors decreased, while the downstream inventory increased. The total SMM lithium carbonate inventory was 138,512 tons, down 1,580 tons from last week. [1] 3.5 Important Information On September 15, London - listed Savannah Resources said that after completing additional exploration work, the reserve estimate of its lithium mine project in northern Portugal increased by 40%. The spodumene reserve of Barroso resources is now expected to exceed 39 million tons, up from the previous estimate of 28 million tons, making it the largest spodumene deposit in Europe. [1] 3.6 Investment Strategy It is recommended to short at high levels. [1]
碳酸锂日评:持仓注意保护,不宜过度看空-20250905
Hong Yuan Qi Huo· 2025-09-05 07:44
Report Industry Investment Rating - No explicit industry investment rating is provided in the report. Report's Core View - On September 4, the main contract of lithium carbonate futures rebounded after hitting a low. The spot market had fair trading volume, and the basis premium decreased. The cost side saw an increase in the price of spodumene concentrate and a decrease in the price of lepidolite. The supply side witnessed a rise in lithium carbonate production last week, with a slight increase in the production of lithium carbonate from different raw materials. In terms of downstream demand, the production of lithium iron phosphate increased last week, while the production of ternary materials decreased. In September, the scheduled production of lithium cobalt oxide and lithium manganate increased. The production of power batteries increased last week. In terms of terminal demand, the year - on - year growth rate of new energy vehicle production slowed down in August, the 3C shipments were average, and the scheduled production of energy storage batteries increased in September. In terms of inventory, the registered warehouse receipts were 34,948 (+830) tons, and the social inventory decreased. Considering all factors, with good profits, high lithium carbonate production, rising downstream demand, and decreasing social inventory, the short - term supply and demand both strengthened. The impact from the Jiangxi mine end has been eliminated, and the short - term fundamentals have not changed much. The market is still easily affected by news. It is expected that the lithium carbonate price will fluctuate widely, and it is not advisable to be overly bearish. Operationally, it is recommended to conduct short - term range trading, appropriately buy options to protect positions, and take appropriate profit - taking on the previously bought straddle options. [1] Summary According to Related Information Market Data - **Futures Prices**: On September 4, 2025, the closing price of the near - month contract was 73,000 yuan/ton, that of the consecutive - one contract was 73,340 yuan/ton, the consecutive - two contract was 73,580 yuan/ton, and the consecutive - three contract was 77,700 yuan/ton. - **Trading Volume and Open Interest**: The trading volume of lithium carbonate futures was 712,151 (+269,351) lots, and the open interest was 353,674 (+7,626) lots. - **Inventory**: The registered warehouse receipts were 34,948 (+830) tons. - **Spreads**: The spread between the near - month and consecutive - one contracts was - 340 yuan/ton, the spread between the consecutive - one and consecutive - two contracts was - 140 yuan/ton, and the spread between the consecutive - two and consecutive - three contracts was 440 yuan/ton. The basis was 1,580 yuan/ton. - **Spot Prices**: The average price of SMM battery - grade lithium carbonate was 75,000 yuan/ton, and the price of spodumene concentrate (6%, CIF China) was 874 US dollars/ton. [1] Industry News - **Salt Lake Mining Rights**: Salt Lake Co., Ltd. (000792) responded during a research reception that the current mining rights compliance inspection is a new trend of stricter industry supervision, reflecting the strict control of the regulatory authorities over the compliance of lithium resource development and utilization activities. The company's mining business is fully compliant, and its production and operation are running stably. - **Ioneer's Project**: Ioneer reduced the leaching time and increased the plant output. The economic viability of its Rhyolite Ridge project in Nevada has been substantially improved. The updated mine plan shows that the unlevered net present value of the mine increased by 38% to $1.89 billion, and the unlevered internal rate of return rose to 16.8%. From the third to the twenty - fifth year, the annual production of lithium carbonate equivalent increased by 20% to 255,000 tons, and the production of lithium carbonate increased by 9% to 126,700 tons. The estimated all - sustaining cash cost of lithium carbonate equivalent is $5,626/ton, and the ore throughput increased by 25% from 2.4 million tons per year to 3 million tons per year. - **Kodal Minerals' Project**: Kodal Minerals obtained an export license for the spodumene concentrate produced from its Bougouni lithium project in southern Mali. The initial export volume is 125,000 tons, but the final administrative steps in the export process need to be completed. [1]
实探丨宁德时代宜春锂云母矿准时停产,有人深夜上山蹲守!
证券时报· 2025-08-11 10:13
Core Viewpoint - The article discusses the recent developments surrounding the lithium mining operations of Ningde Times in the Jiangxi Yichun region, particularly focusing on the status of the Jiangxia Wokeng mining area and its impact on lithium carbonate prices. Group 1: Mining Operations and Regulatory Issues - Eight lithium mining companies in Jiangxi Yichun are required to complete reserve verification reports by the end of September, which has created market speculation affecting lithium carbonate prices [3][25]. - Ningde Times' Jiangxia Wokeng mining rights, which began on August 9, 2022, are set to expire on August 9, 2025, and the company has submitted renewal application materials [3][5]. - Despite market concerns, Ningde Times has stated that operations at the Jiangxia Wokeng mining area are normal and that they are optimistic about the renewal of their mining rights [5][19]. Group 2: Market Reactions and Price Fluctuations - The mining area is one of the largest lithium mica mines in the Yichun region, with a recoverable reserve of 77,492 million tons and a production capacity of 20,000 tons of lithium carbonate per year [13][14]. - Recent fluctuations in lithium carbonate prices have been significant, with prices rising from 58,400 yuan/ton to 80,500 yuan/ton between June 23 and July 25, marking a 36.71% increase, followed by a drop back to approximately 68,000 yuan/ton by August 5 [26]. - The market reacted strongly to the news of the mining area’s potential shutdown, with a notable increase in lithium carbonate futures prices following the announcement of the mining halt [29]. Group 3: Operational Insights and Future Prospects - The Jiangxia Wokeng mining area has a significant investment of 2.158 billion yuan and is expected to have a service life of approximately 25.83 years based on a production scale of 30 million tons per year [13]. - Ningde Times has established a comprehensive lithium supply chain in Yichun, including mining, flotation, and smelting facilities, with a total investment of around 13.5 billion yuan for a new lithium battery production base [28]. - The company has faced challenges due to fluctuating lithium prices, with production costs estimated at around 100,000 yuan/ton, leading to temporary shutdowns in the past when prices fell significantly [29].
宁德时代宜春锂矿因采矿权到期停止作业,官方回应:影响不大
Ju Chao Zi Xun· 2025-08-11 03:56
Core Viewpoint - The mining operations of Yichun Times New Energy Mining Co., Ltd., a subsidiary of CATL, have been suspended due to the expiration of the mining license, which was not renewed in time, but the company claims this will not significantly impact overall operations [3][5]. Group 1: Company Operations - The mining license for the Zhenkouli-Fengxin County mining area expired on August 9, 2023, leading to a halt in operations on August 10 [3][4]. - CATL is currently processing the renewal application for the mining license and aims to resume production as soon as approval is granted [3][4]. - The Zhenkouli-Fengxin County mining area is one of the largest lithium mica mines in the Yichun region, with a mining right that began on August 9, 2022, and is set to expire on August 9, 2025 [5]. Group 2: Market Impact - The suspension of operations at the mine is expected to affect approximately 8% of the domestic monthly supply of lithium carbonate, equating to about 0.8 thousand tons per month [5]. - Following the news of the mine's suspension, lithium carbonate futures surged, with the main contract rising by 6,000 yuan per ton to reach 81,000 yuan per ton, marking a recent high [5][6]. - The mine's closure is anticipated to provide strong support for short-term lithium prices due to the significant impact on supply [5]. Group 3: Regulatory Context - The new Mineral Resources Law, effective July 1, 2025, classifies lithium as an independent mineral and raises the standards for recognizing associated minerals, which may affect resource tax calculations and mining economics [5]. - The company had previously expressed optimism about the renewal of the mining license and had submitted the necessary application materials, but approval has not yet been received [5]. Group 4: Strategic Importance - Yichun Times New Energy Mining Co., Ltd. was established in 2021 and is a key player in CATL's strategy to secure lithium resources, having acquired the mining rights for 865 million yuan in April 2022 [6]. - The company aims to accelerate lithium resource exploration and development to enhance lithium supply and support the establishment of a green energy industry system in Yichun [6]. - The first phase of the 33 million tons lithium-containing ceramic soil selection project in the mining area is expected to achieve an annual raw ore processing capacity of 10 million tons in 2023 [6].
宁德时代确认宜春项目暂停开采,碳酸锂涨停
Xin Lang Cai Jing· 2025-08-11 02:36
Core Viewpoint - Ningde Times has suspended mining operations at the Jiangxi Yichun project due to the expiration of its mining license, but the overall impact on the company's operations is considered minimal [1] Group 1: Company Operations - The mining license for the Jiangxi Yichun project expired on August 9, leading to a temporary halt in operations while the company applies for a renewal [1] - The company has confirmed that it has submitted the necessary application materials to the local natural resources bureau and is awaiting approval, with a positive outlook on the situation [4] - The company reported a revenue of 178.9 billion RMB in the first half of the year, a year-on-year increase of 7.27%, and a net profit of 30.5 billion RMB, up 33.02% year-on-year [5] Group 2: Industry Impact - The suspension of operations at Ningde Times' lithium mine may lead to a potential supply reduction of 7,000 to 8,000 tons of lithium carbonate equivalent per month due to similar license approval processes affecting other lithium mines in Jiangxi [1] - The increase in tax rates for converting ceramic clay to lithium clay may significantly raise costs, especially during the traditional peak season from September to November, which could drive up lithium carbonate prices [1] - The recent developments in Jiangxi's lithium mining sector are expected to lead to a re-evaluation of lithium carbonate supply and pricing, with heightened expectations of supply contraction [1][2]
直接涨停!湖南探获4.9亿吨超级锂矿
鑫椤锂电· 2025-07-10 03:31
Core Viewpoint - The discovery of a super-large lithium deposit in Hunan Province, China, presents significant opportunities for the lithium industry, particularly for companies involved in lithium extraction and processing [1][2]. Group 1: Resource Discovery - Hunan Province's Chijiao Mountain mining area has identified a super-large altered granite-type lithium deposit, with a total lithium ore submission of 490 million tons and lithium oxide resource amounting to 1.31 million tons [1][2]. - The deposit also contains associated strategic minerals such as rubidium, tungsten, and tin, all of which are newly identified resources [2]. Group 2: Company Developments - Dazhong Mining's wholly-owned subsidiary, Hunan Dazhong He Lithium Mining Co., Ltd., has obtained exploration rights and is conducting exploration in collaboration with the Hunan Provincial Mineral Resources Survey Institute [2]. - The company has initiated a fully integrated operation model for mining, selection, and smelting, achieving 100% self-sufficiency in lithium raw materials [2]. - The first mining area, Tongtianmiao, has confirmed a resource reserve of approximately 3.24 million tons of lithium carbonate equivalent, with a planned annual production scale of 20 million tons, indicating significant capacity advantages [2]. Group 3: Market Impact - Following the announcement of the lithium discovery, Dazhong Mining's stock surged by the maximum limit of 10% on July 9 [3].
技术突围与资源储备并举 大中矿业“锂”争上游重塑发展新格局
Zheng Quan Ri Bao Wang· 2025-06-18 11:47
Core Viewpoint - The company has achieved a significant breakthrough in lithium extraction technology, establishing a solid foundation for the industrialization of advanced lithium extraction processes from lithium mica, addressing both environmental and cost challenges in the industry [1][6]. Technology Innovation - The new lithium extraction technology developed by the company has increased the lithium recovery rate to over 90%, significantly improving resource utilization efficiency compared to traditional methods [5][6]. - The production cost of lithium carbonate using the new process can be comparable to that of lithium spodumene and salt lake extraction, with further potential for cost reduction [6]. Environmental Impact - The traditional lithium extraction methods faced environmental issues due to toxic waste, which the new technology has successfully transformed into non-toxic waste, meeting industrial solid waste standards [5][6]. Resource Development - The company has made significant progress in resource acquisition, completing the evaluation and approval processes for mining in the Jijiao Mountain area within 20 months, with a planned annual production capacity of 2 million tons from open-pit mining and 800,000 tons from underground mining [8]. Strategic Vision - The company is focused on expanding its lithium mining operations while maintaining strategic awareness to track quality mineral resources, aiming to enhance market competitiveness and profit growth [11]. - The dual focus on iron and lithium mining is part of the company's strategy to drive industry green upgrades and support local industrial development [11].