--- title: "The non-ferrous ETF Penghua has attracted attention, and Yichun Four Mines may suspend production for certification in May" type: "News" locale: "en" url: "https://longbridge.com/en/news/282281293.md" description: "Four lithium mines in Yichun, Jiangxi Province may suspend production in May for license renewal, potentially tightening lithium supply. Founder Securities pointed out that the rise in global oil prices will accelerate the transition of various countries to new energy, benefiting upstream energy metals such as lithium carbonate. The Guozheng Nonferrous Metals Industry Index fell by 0.12%, and the latest quote for the nonferrous ETF from Penghua is 2.12 yuan, with good liquidity, averaging daily transactions of 76.524 million yuan over the past month" datetime: "2026-04-10T02:59:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282281293.md) - [en](https://longbridge.com/en/news/282281293.md) - [zh-HK](https://longbridge.com/zh-HK/news/282281293.md) --- # The non-ferrous ETF Penghua has attracted attention, and Yichun Four Mines may suspend production for certification in May On the news front, the official website of the Jiangxi Provincial Department of Natural Resources shows that four lithium mines in Yichun have announced the mining rights transfer revenue assessment report. Previously, the eight mines in Yichun produced lithium ore under mining licenses primarily for "ceramic clay." As environmental protection requirements in Yichun become increasingly stringent and lithium production becomes more compliant, the eight mines are gradually advancing the license renewal process. Market participants expect that the four lithium mines announcing the mining rights transfer revenue assessment report may enter a production halt and license renewal phase in May, which could further tighten the lithium supply side. Fangzheng Securities pointed out that since the blockade of the Strait of Hormuz, global oil prices have surged. Many countries, including Australia, are experiencing shortages of gasoline and diesel reserves. This will accelerate the transition to new energy sources in various countries to reduce dependence on crude oil, which will benefit upstream energy metals, including lithium carbonate. Attention should be paid to investment opportunities arising from the high and potentially breaking prices of lithium carbonate due to supply-side event shocks. Focus on high-quality resource companies within the sector, and also pay attention to the value recovery of Zimbabwean lithium resource companies after the export of Zimbabwean lithium mines is realized. As of April 10, 2026, at 10:42, the Guozheng Nonferrous Metals Industry Index (399395) fell by 0.12%. Among the constituent stocks, there were mixed performances, with Ganfeng Lithium leading with a rise of 3.12%, Yuyuan New Materials up 2.67%, and Zhongke Sanhuan up 2.59%; Shenhuo Co., Ltd. led the decline with a drop of 2.74%, China Aluminum Corporation down 2.58%, and Yun Aluminum Co., Ltd. down 2.47%. The Nonferrous ETF Penghua (159880) was in a tug-of-war between bulls and bears, with the latest quote at 2.12 yuan. In terms of liquidity, the Nonferrous ETF Penghua had a turnover of 1.24% during the trading session, with a transaction volume of 21.762 million yuan. Looking at a longer time frame, as of April 9, the average daily transaction volume of the Nonferrous ETF Penghua over the past month was 76.524 million yuan. The Nonferrous ETF Penghua closely tracks the Guozheng Nonferrous Metals Industry Index, which selects 50 securities with outstanding scale and liquidity belonging to the nonferrous metals industry according to the Guozheng industry classification standards, reflecting the overall performance of listed companies in the nonferrous metals industry on the Shanghai and Shenzhen stock exchanges, providing the market with index investment targets for the segmented industry. Data shows that as of March 31, 2026, the top ten weighted stocks in the Guozheng Nonferrous Metals Industry Index (399395) are Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, China Aluminum Corporation, Huayou Cobalt, Ganfeng Lithium, Zhongjin Gold, Shandong Gold, Yun Aluminum Co., Ltd., and Chifeng Gold, with the top ten weighted stocks accounting for a total of 49.08%. Nonferrous ETF Penghua (159880), off-market connection (A: 021296; C: 021297; I: 022886) ### Related Stocks - [159987.CN](https://longbridge.com/en/quote/159987.CN.md) ## Related News & Research - [Universal Digital Inc. 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