9月30日，有接近宜春市矿业有限责任公司的知情人士独家向第一财经记者表示，宜春市8家涉锂矿山企 业已经全部提交了矿种变更储量核实报告。 宜春另外7座锂矿会不会停产？ 此前，有消息称，宁德时代和国轩高科旗下的宜春锂矿已经提交了相关报告。对此，国轩高科相关人士 向记者确认，9月28日，国轩高科提交的矿种变更储量核实报告就已经通过国家自然资源部审批，选矿 试验和工业论证、开采设计与生态修复方案一并获得通过。 今年6月，国家审计署向江西省反馈《江西省矿产资源开发利用保护及相关资金审计报告》，报告提到 上述8宗涉锂矿权存在规避上级部门审批权限，越权办理出让，变更或延续登记手续的问题。 基于此，7月7日，宜春市自然资源局发布《关于编制储量核实报告的通知》，要求上述矿山企业按要求 及时编制矿种变更储量核实报告，科学合理确定主矿种，并在9月30日前完成报告编制，将符合要求的 储量核实报告报送至该局地质勘查管理科。 9月28日，第一财经记者探访宜春几大锂矿时，发现除宁德时代枧下窝锂矿仍处于停产状态外，其他均 在正常开采。 对于宁德时代锂矿什么时候复工复产的问题，宜春当地人均持乐观态度。多位当地人告诉记者，预计下 个月（10月） ...

碳酸锂四季报 碳酸锂供需双增，价格围绕高位成本震荡 2025年9月30日 04 平衡与价格 碳酸锂供需双增，价格围绕高位成本震荡 主要观点 CONTENTS 目录 01 行情回顾 02 供给分析 03 需求分析 | | | 25年全球原生矿新增项目及产能充足，预计原生矿供给达166万吨LCE，同比增长22.26%，其中非洲维持 | | --- | --- | --- | | | | 高增速增长，南美盐湖陆续爬坡，澳矿平稳增长；国内三季度受反内卷减产及枧下窝停产影响，江 | | | 供给 | 西、青海等锂云母、盐湖产区减产明显，而锂辉石进口大幅增加补充，四川等锂辉石产区产量 | | | | 占比达50%，整体国内供给仍持续增长；枧下窝锂矿1 1月复产存在不确定性，但现阶段冶炼产 | | | | 能充足，氢氧化锂产能补充，随着海外锂矿增产及进口，国内锂资源供应依旧充分。 | | | | 25年全球新能源汽车及储能需求依然可期，国内外仍有较多政策支持以及补贴，预计全球电车销量同比 +22%至2220万辆，国内同比+28%至1650万辆，叠加纯电占比提升3.7ptc以及单车带电量增加4.96kwh， | | | | ...

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 ...

| 603993 | 洛阳钼 业 | 6.81 | 2.23 | 9973.81 | 1.79 | | --- | --- | --- | --- | --- | --- | | 002785 | 万里石 | 10.01 | 7.33 | 7467.09 | 16.06 | | 000762 | 西藏矿 | 2.99 | 6.25 | 6723.54 | 8.89 | | | 业 | | | | | | 600338 | 西藏珠 | 6.13 | 7.49 | 5966.81 | 6.76 | | | 峰 | | | | | | 300919 | 中伟股 | 3.64 | 2.37 | 3812.59 | 3.62 | | | 份 | | | | | | 002140 | 东华科 | 10.02 | 3.56 | 2399.97 | 9.33 | | | 技 | | | | | | 002240 | 盛新锂 | 3.17 | 4.13 | 2328.99 | 3.53 | | | 能 | | | | | | 000546 | 金圆股 | 1.43 | 1.67 | 759.76 | 13.16 | | | 份 ...

Core Viewpoint - The lithium extraction capacity from salt lakes in Tibet is expected to see significant growth, driven by leading companies such as Cangge Mining, Zijin Mining, and Blue Sky Technology, as they accelerate project layouts in the region [1] Group 1: Industry Developments - The construction of domestic lithium extraction capacity from salt lakes has entered a concentrated implementation phase since 2025 [1] - The rich reserves and cost advantages of salt lake lithium extraction are anticipated to contribute to this growth [1] Group 2: Company Activities - Leading companies in the industry are actively enhancing their project layouts in the Tibetan salt lakes, which is expected to substantially increase the lithium extraction scale in the Qinghai-Tibet Plateau [1] - According to Wei Ming, Secretary-General of the Lithium Salt Branch of the China Inorganic Salt Industry Association, there are no technical challenges in developing the salt lakes in Tibet, and equipment can be ready for operation within eight months if conditions permit [1]

每经AI快讯，储量丰富、成本具有优势的盐湖提锂产能，有望再次迎来增长，这次的主场在西藏。 2025年以来，国内盐湖提锂产能建设进入密集落地期，藏格矿业、紫金矿业、蓝晓科技等龙头企业加快 重点项目布局，有望将青藏高原的盐湖提锂规模再次大幅提升。"开发西藏盐湖没有技术性难题，只要 条件允许，8个月就能让设备到位，达到开工条件。"中国无机盐工业协会锂盐分会秘书长、中国科学院 青海盐湖研究所研究员魏明表示。 (证券时报) ...

储量丰富、成本具有优势的盐湖提锂产能，有望再次迎来增长，这次的主场在西藏。2025年以来，国内 盐湖提锂产能建设进入密集落地期，藏格矿业、紫金矿业、蓝晓科技等龙头企业加快重点项目布局，有 望将青藏高原的盐湖提锂规模再次大幅提升。 "开发西藏盐湖没有技术性难题，只要条件允许，8个月就能让设备到位，达到开工条件。"中国无机盐 工业协会锂盐分会秘书长、中国科学院青海盐湖研究所研究员魏明表示。 产能扩张 证券时报记者了解到，藏格矿业旗下麻米错盐湖5万吨/年碳酸锂项目于今年6月获立项核准后，已在三 季度启动全面建设，矿区20多公里公路及场地平整等前期准备工作已全部完成。若进展顺利，2026年可 实现满产。 藏格矿业工作人员表示，工程建设预计9—12个月，5万吨产能一次性建设完成，项目采用自有技术路 线。若一期顺利，后续还有5万—8万吨产能有望释放。 此外，藏格矿业通过参设基金收购国能矿业39%股权，国能矿业旗下有西藏阿里龙木错和结则茶卡两大 优质盐湖。 藏格矿业工作人员表示，这两个盐湖由国能矿业自行开发，其中1万吨产能项目已与蓝晓科技展开合 作，后续还有12万吨产能待开发，两大盐湖远期规划锂盐产能达13万吨。 紫金矿业 ...

智利《三点钟报》9月25日报道，2025年上半年，智利矿业化工（SQM）和美国雅 宝共销售13.9万吨碳酸锂，同比增长7.8%，较2022年同期增长33%，上缴生产力促进局 （Corfo）锂矿使用费1.49亿美元，去年同期为2.79亿美元，下降46.5%，较锂价高峰期 降幅更大，2022年和2023年同期分别上缴16.19和18.31亿美元。因SQM专注现货市场， 价格波动更大，2025年上半年每吨碳酸锂向Corfo上缴 843美元，雅宝每吨上缴2015美 元。 （原标题：2025年上半年智利碳酸锂销售13.9万吨） ...

Core Viewpoint - Shengxin Lithium Energy Group Co., Ltd. is making a significant investment by acquiring a 21% stake in Qicheng Mining for 1.456 billion yuan, which will allow it to indirectly control the Muro Lithium Mine, marking a milestone in its mining business [2][3]. Group 1: Acquisition Details - The acquisition will increase Shengxin Lithium's stake in Qicheng Mining to 70%, thereby enhancing its control over Huirong Mining, which holds the mining rights to the Muro Lithium Mine [4]. - The Muro Lithium Mine is recognized as the largest known spodumene-type lithium mine in Asia, with an annual mining capacity of 3 million tons, translating to approximately 75,000 tons of lithium carbonate equivalent, which is about 9% of China's lithium demand last year [2][5]. Group 2: Financial Implications - The transaction reflects a net asset appreciation rate of 388.77%, with the total equity value of Qicheng Mining assessed at 6.934 billion yuan, significantly higher than its book value of 1.419 billion yuan [5]. - Shengxin Lithium's cash flow may face pressure due to the high transaction amount, which is nearly half of its cash reserves of 3.085 billion yuan as of June 2025 [8]. Group 3: Mining Project Overview - The Muro Lithium Mine has received a mining license and is currently in the construction phase, with a projected fixed asset investment of 4.167 billion yuan and additional costs for intangible assets and working capital [6][9]. - The mine is expected to achieve an annual production of 713,400 tons of lithium concentrate and 300 tons of tantalum-niobium concentrate under normal operating conditions by 2030 [6]. Group 4: Market Context - Despite fluctuations in lithium carbonate prices, mining resources remain valuable, leading to significant investments in the sector, particularly in Sichuan Province, where several high-value mining rights have been auctioned [3]. - The market price for lithium concentrate is projected to range between 62,000 yuan and 85,000 yuan per ton in 2026, with a breakeven point for spodumene mines estimated at around 65,000 yuan per ton [9].

Core Viewpoint - The first large-scale lithium extraction project from a salt lake in Tibet has officially commenced production, marking a significant milestone for the company and the industry [1][5]. Company Summary - The project, located in the Zabuye salt lake, has a designed annual production capacity of 9,600 tons of battery-grade lithium carbonate, 2,400 tons of industrial-grade lithium carbonate, 156,000 tons of potassium chloride, and 200 tons of rubidium and cesium mixed salt [1][7]. - The project was initially planned to be completed by July 2023 but faced delays due to various issues, including construction violations, and only entered trial production in June 2024 [4][9]. - The company estimates that the new production capacity could generate over 1 billion yuan in annual revenue, which is crucial given the current downturn in the lithium industry [3][8]. Industry Summary - The Zabuye project is the first large-scale industrial facility globally to utilize membrane separation and MVR technology for lithium extraction, indicating a technological advancement in the industry [7]. - The domestic market price for battery-grade lithium carbonate is currently around 73,700 yuan per ton, while potassium chloride is priced at approximately 3,100 yuan per ton, suggesting a potential project value of about 1.192 billion yuan upon full capacity [7][8]. - The overall development of salt lake resources in Tibet is lagging behind that of Qinghai, but with the launch of projects like Zabuye, there is potential for accelerated scaling in the region, aiming for a combined capacity of over 80,000 tons of lithium salts in the medium to long term [11][12].