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Understanding the Market | CATL's Jiangxi Yichun Jianxiawo Lithium Mine is Expected to Resume Production, Ganfeng Lithiu…

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Lithium mining stocks fell across the board in the morning session. As of the time of writing, Ganfeng Lithium dropped 4.46%, trading at HKD 53.5; Tianqi Lithium fell 4.7%, trading at HKD 41.74. According to reports from Jiemian, the Jiangxi Provincial Department of Natural Resources' Land Space Use Control Division has informed that Yichun Times New Energy Mining Co., Ltd. has re-obtained the "Pre-examination and Site Opinion Letter for Construction Project Land Use" for the Jianxiawo Lithium Mine project on June 17, with a validity period from June 17, 2026, to June 17, 2029. Public information shows that the Jianxiawo Mine of CATL has been suspended since August 9, 2025, and it has been over ten months. Analysts indicate that this re-approval marks the return of the Jianxiawo Lithium Mine project to the right track, and based on the current progress, it is estimated that the Jianxiawo Lithium Mine project of CATL is expected to resume production in the fourth quarter of this year

According to Zhitong Finance APP, lithium mining stocks fell across the board in early trading. As of the time of writing, Ganfeng Lithium (01772) dropped 4.46% to HKD 53.5; Tianqi Lithium (09696) fell 4.7% to HKD 41.74.

In terms of news, according to Jiemian, the Yichun Times New Energy Mining Co., Ltd. has re-obtained the "Pre-examination and Site Opinion for Construction Project Land Use" for the Jianxiawo lithium mine project from the Land Space Use Control Department of the Jiangxi Provincial Department of Natural Resources on June 17, with a validity period from June 17, 2026, to June 17, 2029.

Public information shows that the Jianxiawo mine of CATL was suspended on August 9, 2025, and it has been over ten months since then. Analysts indicate that this re-approval marks the return of the Jianxiawo lithium mine project to the right track, and based on the current progress, it is estimated that CATL's Jianxiawo lithium mine project is expected to resume production in the fourth quarter of this year

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