天齐锂业（002466）(002466.SZ)公告，于2025年12月18日，泰利森第三期化学级锂精矿扩产项目己经 建设完成并正式投料试车。项目建成投产后，泰利森锂精矿项目总建成产能达到214万吨/年。 ...

目前，公司国内外各锂化工产品生产基地所需化学级锂精矿主要来源于公司控股子公司文菲尔德之全资 子公司泰利森所拥有的格林布什锂辉石矿。泰利森第三期化学级锂精矿扩产项目建成投产后，将为公司 国内外各锂化工产品生产基地提供持续且充足的原料保障，有助于实现公司产能与资源的高效匹配，增 强产业链上下游的协同效应，有望进一步提高公司的盈利能力。 格隆汇12月19日丨天齐锂业(002466.SZ)公布，2025年12月18日，泰利森第三期化学级锂精矿扩产项目 己经建设完成并正式投料试车。后续，项目将加紧进行调试和优化，争取尽快生产出符合标准的化学级 锂精矿产品并完成项目产能爬坡。该项目建成投产后，泰利森锂精矿项目总建成产能达到214万吨/年。 ...

格隆汇12月19日｜天齐锂业公告，2025年12月18日，泰利森第三期化学级锂精矿扩产项目己经建设完成 并正式投料试车。后续，项目将加紧进行调试和优化，争取尽快生产出符合标准的化学级锂精矿产品并 完成项目产能爬坡。该项目建成投产后，泰利森锂精矿项目总建成产能达到214万吨/年。 ...

（文章来源：证券日报） 证券日报网讯 12月18日晚间，赣锋锂业发布公告称，公司第一大股东李良彬将其持有的15000000股股 份质押给西藏信托有限公司，用于个人资金需求，质押起始日为2025年12月12日。 ...

Core Viewpoint - The resumption of lithium mining at the Jiangxi Yichun Jianxiawo mine by Ningde Times is progressing, with the first environmental impact assessment (EIA) information publicized, indicating a series of necessary approvals and permits are still required for normal operations [1][3]. Group 1: Project Updates - The Jiangxi Yichun Jianxiawo lithium mine project is undergoing its first EIA public notice as part of the approval process for mining operations [1]. - Ningde Times has submitted an application for the extension of mining rights to the Jiangxi Yichun Natural Resources Bureau, as the mining license expired on August 9, 2023 [1]. Group 2: Regulatory Context - Under the old regulations, lithium mica was classified under "other non-ferrous metal ores" or "ceramic clay minerals," affecting tax calculations, with a lower tax rate of 3.25%-6.5% applicable for ceramic clay [2]. - The new Mineral Resources Law, effective July 1, 2025, will classify lithium as an independent mineral, raising the standards for by-product mineral recognition, which may impact the mining strategy for the Jianxiawo mine due to its average lithium oxide grade of only 0.27% [2]. Group 3: Future Steps - After the EIA public notice process, Ningde Times will need to obtain various departmental approvals and complete additional work to secure a safety production license before resuming normal mining operations [3].

种类 利润估算 外购锂辉石精矿现金成本 104486 H 利 # 王 外购锂辉石精矿利润 -8298 99792 F 外购锂云母精矿现金成本 外购锂云母精矿利润 -6028 行 业 12月16日，根据《矿产资源法》《矿产资源开采登记管理办法》和《自然资源部关于进一步完善矿产资源勘查开采登记管理的通知》等相关要 官春市自然资源局拟对高安市伍桥瓷石矿等27宗采矿许可证子以注销。目前，宜春市自然资源局已对拟注销的27宗采矿许可证进行 期(30个工作目)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。 H 手 求方面,终端（储能+新能源车）旺季持续，材料端排产基本持平，社会库存"上游-下游-终端"移动的链条流畅，供给方面，12月排产小幅 叠加宜春市拟取消27宗已到期矿山采矿权许可证，虽对基本面影响有限，但对情绪产生提振。整体看，需求形成碳酸锂价 叠加市场情绪提振,建议中期偏多对待。事件型的上涨属短期行情,短期有回落风险,建议投资者谨慎追高。 免 贡 告中的信息均源于公开可获得的资料,国贸期货力求准确可靠。但不对上述信息的准确性及完整性做低何保证。本报告不构成个人投资建 对个别投资者特殊的投资目标、财务状况 ...

证券日报网讯12月18日，科达制造（600499）在互动平台回答投资者提问时表示，公司前期勘测区域未 发现具备商业开采价值的锂矿资源，相关内容已于2023年年报中提及。 ...

Core Viewpoint - The potential cancellation of mining licenses for 27 mining sites, including the Wuqiao ceramic stone mine in Gao'an City, may have implications for the company, while the company has confirmed significant lithium resources in another area [1] Group 1: Company Information - Tianhua New Energy (300390.SZ) reported a lithium ore resource of 547 million tons in the Jinziping-Zuojiali mining area of Fengxin County, Jiangxi Province, with an average grade of 0.31% and lithium oxide amounting to 1.686 million tons [1] - The company has successfully submitted a resource report to local government authorities, which has been approved [1] - The company aims to establish mining production by the first half of 2027 and achieve ore selection and production in the second half of the year [1] Group 2: Industry Context - The proposed cancellation of mining licenses by the Yichun Natural Resources Bureau could impact the mining industry in the region, raising questions about resource availability and operational stability for companies involved [1]

Report Summary 1. Core View - The recent sharp rise in lithium carbonate prices is due to two reasons: the market's expectation of supply contraction has increased after Jiangte Motor's announcement of the proposed cancellation of mining rights, and the previous day's market rumor that the resumption of production at Shixiaowo has encountered obstacles again, leading to the failure of the supply release expectation. The main contract closed at 108,620 yuan/ton, with a gain of 7.61%. It is expected that lithium carbonate will experience a correction after short - term high - level fluctuations, and attention should be paid to the resistance level of 115,000 yuan/ton [6]. 2. Specific Information Mining Rights Cancellation - On December 17, 2025, Jiangte Motor announced that the Yichun Natural Resources Bureau website recently released a notice to cancel 27 mining rights, including its Jiangxi Yifeng County Shiziling Mining Area lithium - bearing porcelain stone mine. Among the 27 mining licenses, 17 are for ceramic clay mines, 7 are for limestone, and others include kaolin and quartzite. The expiration of these licenses has little impact on the lithium carbonate market supply, and previous similar announcements in Yichun have not significantly affected the market [5]. Price Fluctuation Reasons - The sharp rise in lithium carbonate prices after the announcement is due to market sentiment being affected by Jiangte's announcement and media reports, which increased the expectation of supply contraction, and the previous day's rumor of production resumption obstacles at Shixiaowo, which also contributed to the price increase [6]. Market Outlook - As the lc2601 contract is about to enter the delivery month, the short - term market is expected to experience high - level fluctuations followed by a correction. Attention should be paid to the resistance level of 115,000 yuan/ton. The Guangzhou Futures Exchange has issued a market risk warning, and attention should also be paid to the weekly inventory data released on Thursday. If the de - stocking speed slows down or fails to meet expectations, market sentiment may decline [6][7].

Core Viewpoint - The recent cancellation of expired mining rights in Yichun has led to a significant surge in lithium carbonate futures, indicating deeper market concerns about long-term lithium resource supply rather than just short-term supply-demand dynamics [3][6][10]. Industry Summary - Yichun City announced the cancellation of 27 mining rights, including those related to lithium-bearing minerals, which has raised concerns about the future supply of lithium resources [6][14]. - The Yifeng County Shiziling mining area, owned by Jiangte Electric, is a key lithium resource for the company, contributing 57,300 tons of Li₂O, which is a significant portion of its total reserves [6][10]. - The new Mineral Resources Law, effective from July 2025, will classify lithium as a strategic independent mineral, marking a shift towards stricter regulatory compliance in lithium resource development [7][14]. Supply Chain Implications - The new law will centralize mining rights approval to the Ministry of Natural Resources, leading to delays in new capacity releases and a tightening of the approval process [7][14]. - The minimum lithium oxide grade for mining has been raised to 0.4%, which will restrict low-grade lithium production and impact many small mining companies reliant on lower-grade resources [8][15]. - The industry is undergoing a cleanup of non-compliant operations, with the recent cancellations reflecting a broader trend towards regulatory compliance [9][16]. Financial Impact - The tax burden on lithium mining companies will increase significantly, with the resource tax for standalone lithium mining set at 15%, compared to previous rates of 3.25%-6.5% for other minerals [9][16]. - Compliance costs related to mining rights verification and resource assessment are expected to rise, further impacting the financial landscape for lithium producers [10][17].