Investment Rating - The industry investment rating is Attractive [3][28]. Core Insights - The Natural Resources Bureau of Jiangxi Yichun has ordered eight lithium-related mines, including the Jianxiawo project, to prepare reserve verification reports by September 30 due to flaws in the previous approval process [1][2]. - The total annual production volume of the involved mines exceeds 150,000 tons of lithium carbonate equivalent (LCE) [2]. Summary by Sections Industry Overview - The report highlights potential supply risks associated with the eight lithium mines in Yichun, which are crucial for the lithium supply chain [1][2]. Production Impact - Despite the verification process, a production halt is not expected as it could significantly impact local employment and GDP [2]. Company Ratings - Various companies in the Greater China Materials sector have been rated, with several receiving an Overweight rating, indicating expected performance above the average total return of their industry [58][60].