目前，原采矿证范围内的露天可采储量已采完，根据宜春市自然资源局《江西省宜丰县狮子岭矿区陶瓷 土矿资源储量核实报告矿产资源储量评审意见书》，采矿许可证范围内仍保有(探明+控制+推断)类矿石 量(含锂瓷石矿)16413.53千吨、伴生Li2O量62393吨，Li2O平均品位0.38%，未采部分主要系受到采矿许 可证范围过窄的影响。 江特电机所在的江西宜春，是全国四大锂矿重地之一，拥有亚洲储量最大的锂云母矿，被誉为"亚洲锂 都"。其中，江特电机被称为锂云母提锂"四小龙"之一，公司依托自有锂云母矿山，形成了从锂矿石到 锂盐的"采选冶"一体化产业链。 宜春市自然资源局于近日发布了《关于拟公告注销27个采矿权的公示》。证券时报·e公司记者注意到， 该事项在国内锂电圈上引起了广泛关注，更有涉事企业提出异议。 根据《矿产资源法》等相关要求，宜春市自然资源局拟对27宗采矿许可证予以注销，现向社会公示 （2025年12月12日至2026年1月22日），公示时间30个工作日，公示期满后予以公告注销，注销后生态 修复等相关义务由原矿权人履行。公示期内，若对公示内容有异议，请以书面材料形式向宜春市自然资 源局矿业权管理科反映。 江特电 ...

12月16日晚，江特电机公告显示，该公司已向宜春市自然资源局提交了《关于宜丰县狮子岭矿区含锂瓷 石矿拟注销公示的异议申请》，提出相关解决方案，尽最大努力争取延续狮子岭矿区采矿证。同时，公 司还表示，此次公示为拟注销公示，是否注销以宜春市自然资源局的最终公示为准。公司将根据有关法 律法规对该事项进行处理。 据了解，江特电机于2014年取得宜春市国土资源局颁发的江西省宜丰县狮子岭矿区含锂瓷石矿《采矿许 可证》，并于2019年完成续期，其生产规模为120万吨/年，矿区面积0.1114平方公里。 宜春市自然资源局于近日发布了《关于拟公告注销27个采矿权的公示》。证券时报·e公司记者注意到， 该事项在国内锂电圈上引起了广泛关注，更有涉事企业提出异议。 根据《矿产资源法》等相关要求，宜春市自然资源局拟对27宗采矿许可证予以注销，现向社会公示 （2025年12月12日至2026年1月22日），公示时间30个工作日，公示期满后予以公告注销，注销后生态 修复等相关义务由原矿权人履行。公示期内，若对公示内容有异议，请以书面材料形式向宜春市自然资 源局矿业权管理科反映。 江特电机的江西省宜丰县狮子岭矿区含锂瓷石矿，是本次公示拟注销 ...

目前，原采矿证范围内的露天可采储量已采完，根据宜春市自然资源局《江西省宜丰县狮子岭矿区陶瓷土矿资源储量核实报告矿产资源储量评审意见 书》，采矿许可证范围内仍保有(探明+控制+推断)类矿石量(含锂瓷石矿)16413.53千吨、伴生Li2O量62393吨，Li2O平均品位0.38%，未采部分主要系受到 采矿许可证范围过窄的影响。 江特电机所在的江西宜春，是全国四大锂矿重地之一，拥有亚洲储量最大的锂云母矿，被誉为"亚洲锂都"。其中，江特电机被称为锂云母提锂"四小龙"之 一，公司依托自有锂云母矿山，形成了从锂矿石到锂盐的"采选冶"一体化产业链。 宜春市自然资源局于近日发布了《关于拟公告注销27个采矿权的公示》。证券时报.e公司记者注意到，该事项在国内锂电圈上引起了广泛关注，更有涉事 企业提出异议。 根据《矿产资源法》等相关要求，宜春市自然资源局拟对27宗采矿许可证予以注销，现向社会公示(2025年12月12日至2026年1月22日)，公示时间30个工 作日，公示期满后予以公告注销，注销后生态修复等相关义务由原矿权人履行。公示期内，若对公示内容有异议，请以书面材料形式向宜春市自然资源局 矿业权管理科反映。 江特电机（0 ...

Core Viewpoint - The recent actions in Yichun, known as "Asia's Lithium Capital," include the proposed cancellation of 27 mining licenses, coinciding with a significant rise in lithium carbonate futures prices, which have surpassed 100,000 yuan [1][3]. Group 1: Mining License Cancellations - Yichun's Natural Resources Bureau plans to cancel 27 mining licenses, with a public notice period of 30 working days before the final announcement [3]. - The licenses set for cancellation include various types of minerals, with 17 being ceramic clay and 7 limestone, among others, including lithium-bearing minerals [4]. - High An Mining Development Co., Ltd. is notably affected, with four licenses up for cancellation, all expiring on April 25, 2024 [3][4]. Group 2: Company Background - Yichun Mining Co., Ltd. was established in January 2013 as a state-owned enterprise to manage lithium resources in the region, ensuring a stable supply for the local lithium battery industry [4]. - The company operates under a unified policy and management system to oversee the development of lithium resources in Yichun [4]. Group 3: Industry Context - Yichun is recognized as one of China's four major lithium mining regions, holding the largest lithium mica reserves in Asia, which is critical for the lithium battery supply chain [4]. - The mining licenses primarily pertain to non-lithium minerals, such as ceramic clay and kaolin, indicating a focus on these materials rather than direct lithium extraction [5].

碳酸锂产业日报 2025/12/16 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本报告不构成个人投资建 议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发， 需注明出处为瑞 达研究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价（日，元/吨） | 100,600.00 | -460.00↓ 前20名净持仓（日，手） | -169,133.00 | -1008.00↓ | | 期货市场 | 主力合约持仓量（日，手） | 666,027.00 | +3842.00↑ 近远月合约价差（日，元/吨） | -1,480.00 | +180.00↑ | | | 广期所仓单（日，手/吨） | 15,286.00 | ...

（记者 胡玲） 每经AI快讯，大中矿业（001203.SZ）12月16日在投资者互动平台表示，公司湖南鸡脚山锂矿已于10月 正式获得由自然资源部核发的《采矿许可证》，并拟在临武县配套建设碳酸锂冶炼厂。公司正积极探索 下游产业链延伸，未来将审慎选择优质合作伙伴，共同推进电池端等下游应用领域的布局与发展。我们 将坚持合规经营、科学规划，积极响应国家新能源产业发展战略。 ...

证券日报网讯12月15日，天齐锂业（002466）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司A股股东户数为307706户。 ...

证券日报网讯 12月15日，天齐锂业（002466）在互动平台回答投资者提问时表示，公司的生产经营安 排需综合考虑市场需求、库存结构、客户订单、资源禀赋及公司长期发展等多方面因素。公司始终坚持 以市场化原则开展经营活动，相关生产、销售和库存策略均会在充分评估行业环境和公司实际情况的基 础上审慎制定。公司将持续关注市场供需变化，保持经营稳健，为股东创造长期价值。 ...

Core Viewpoint - Chile is experiencing a significant political shift to the right with the election of José Antonio Kast, who promises to implement strict border policies and return to free-market principles, reshaping the geopolitical landscape in Latin America and aligning the country with Western conservative forces [1][5]. Group 1: Election Results and Political Implications - José Antonio Kast won the presidential election with 58% of the vote, marking one of the most significant electoral margins since Chile's return to democracy in 1990 [1][2]. - Kast's victory is seen as a resurgence of right-wing political power in Latin America, providing a new ally for the U.S. in its anti-immigration policies [1][5]. Group 2: Crime and Immigration Policies - Kast's campaign focused on addressing public concerns over rising crime rates, with many citizens attributing the increase in violence to illegal immigration, particularly from Venezuela [3]. - He proposed radical border control measures, including building a 16-foot high wall and a 10-foot deep trench along the northern border, and deploying soldiers equipped with thermal drones for surveillance [3]. Group 3: Economic Policies and Reforms - Kast aims to revitalize Chile's economy, which has seen a slowdown in growth to around 2% annually, compared to previous rates exceeding 6% [4]. - His economic plan includes cutting corporate taxes, reducing regulations, and implementing a $6 billion reduction in public spending, which represents about 2% of Chile's economic output [4]. Group 4: International Relations and Trade - The election outcome is viewed as a potential boost for U.S. influence in Latin America, with Kast expected to seek closer ties with the United States [5]. - Kast emphasizes continued support for free trade and a trade-based economic success model, even amid rising global trade barriers [4].

Core Viewpoint - Silicon and lithium are essential materials in the new energy revolution, driving the green and low-carbon transition of the energy structure and supporting the achievement of carbon neutrality goals [1] Demand Overview - In 2026, lithium salt consumption is expected to increase by over 350,000 tons LCE, driven by the demand from electric vehicles and energy storage, while supply is projected to grow by approximately 300,000 tons LCE, leading to a supply-demand gap [2] - Domestic new energy vehicle sales are projected to grow by 18% in 2026, with global sales increasing by 15% [3][4] - From January to October 2025, domestic new energy vehicle sales reached 12.911 million units, a year-on-year increase of 32.4%, with a retail market penetration rate exceeding 57% since September [3] - The global perspective shows that the U.S. electric vehicle market faces challenges after federal subsidies end in Q3 2025, while Europe is more proactive with carbon emission regulations and consumer subsidies [3] Energy Storage Cell Growth - Energy storage cell increments are estimated at 180 GWh for 2025 and 220 GWh for 2026, with China leading in new energy storage installations [8] - By mid-2025, China's new energy storage capacity reached 94.9 GW, with a total capacity of 222.0 GWh [8] Supply Overview - In 2026, global lithium salt supply is expected to increase by over 300,000 tons LCE, with domestic production contributing significantly [11][14] - Domestic lithium carbonate production in 2025 is projected to reach 964,000 tons, a year-on-year increase of 42.7% [11] - Domestic mining supply is expected to increase by 130,000 tons LCE, with significant contributions from various lithium resource projects [17][19] Price Outlook - The price of lithium carbonate is expected to fluctuate between 90,000 and 130,000 yuan per ton in 2026, with a central price around 100,000 yuan per ton [25]