On the morning of September 10, 2025, the entire lithium battery industry chain witnessed a downturn, with share prices of companies like Tianqi Lithium and Ganfeng Lithium taking a significant hit. This was triggered by reports that CATL's Jianxiawo lithium mine was on the verge of resuming production.
It's learned that Yichun Times New Energy Mining Co., Ltd., a subsidiary under CATL's umbrella, convened a special meeting on September 9 dedicated to accelerating the resumption of operations at the Jianxiawo lithium mine. At present, the applications for mining rights and mining permits are advancing seamlessly, outpacing market expectations.
On the morning of September 10, journalists made several attempts to contact CATL's board secretary's office via phone, but their calls went unanswered.
The Jianxiawo mining area stands out as the largest lithium mica mine in the Yichun region in terms of production capacity. CATL's subsidiary secured the exploration rights for this site in April 2022. The original mining rights were set to expire on August 9, 2025, making the renewal of its mining rights certificate a hot topic of market speculation and concern.
