宜春锂矿新情况：宁德成立新公司，枧下窝环评或延至二三月份

真锂研究2025-12-23

：（点击图片观看课程）素有“亚洲锂都”之称的宜春市，近期锂矿动态密集释放。宁德时代联手地方国资新设矿业公司加码布局，核心矿区枧下窝锂矿短期复产预期正式落空，环评进程大概率延至明年二三月份。多重消息交织下，锂电上游资源端供给格局生变，行业目光聚焦于此。枧下窝锂矿短期复产被证伪，环评延后引发市场对投产节奏的广泛讨论。据《江西省宜丰县圳口里-奉新县枧下窝锂矿采矿项目环境影响评价第一次环评信息公示》显示，...

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等法定流程，预计明年年中或将复产。但也有观点指出，考虑到锂矿作为战略性矿产资源的监管特殊性，审批流程可能存在不确定性，投产时间仍有延后风险。与此同时，除了枧下窝锂矿外，作为行业龙头，宁德时代也在继续加速在宜春的资源布局。据天眼查工商信息显示，宁德时代与宜春矿业联手成立宜春鑫丰时代矿业有限公司，注册资本约7949万人民币。股权穿透可见，该公司由宁德时代旗下宜春时代新能源资源有限公司与宜春市矿业有限责任公司共同持股，标志着宁德时代在宜春锂资源领域的布局进一步深化。作为全球领先的锂电池制造商，宁德时代此次与地方矿业龙头合作，旨在强化锂电池原材料供应链保障，降低生产成本；而宜春市矿业有限责任公司则凭借本地资源开发经验，为新公司运营提供支撑，双方的协同将进一步完善当地“锂资源-锂电材料”的产业链布局。市场普遍认为，此次新设公司是宁德时代深化宜春锂资源布局的重要举措。有业内人士猜测，新公司或承担枧下窝锂矿复产后续的运营管理工作，助力宁德时代更快掌控矿区生产节奏，保障锂资源稳定供给。也有观点指出，双方合作可能瞄准宜春更多优质锂矿资源的整合开发，依托宜春市矿业有限责任公司的本地资源优势，进一步扩大宁德时代在锂云母领域的资源储备。值得注意的是，宁德时代此前已在宜春布局多个项目，2022年曾以8.65亿元竞得枧下窝矿区探矿权，此次新设公司或进一步完善其“锂资源—锂电材料”的全产业链布局，强化原材料供应链保障能力，降低生产成本。此外，在政策层面，宜春市自然资源局近期对27宗过期采矿权的集中清理公示，虽属行业常规规范操作，但也凸显了地方对矿产资源开发的规范化导向。此次拟注销的采矿权中，不乏涉及锂云母开采的矿区，其中江特电机宜丰县狮子岭矿区含锂瓷石矿也在列，该矿占宜春锂云母产能约8%。业内认为，政策的持续规范并非限制发展，而是推动产业高质量发展，为头部合规企业创造更有利的发展环境，加之国家对新能源产业的持续支持，为宜春锂矿产业长期健康发展提供了政策保障。综合来看，宜春锂矿短期供给端受核心矿区复产延迟、违规矿权清理等因素影响，紧张格局难有明显改善，这也将继续支撑碳酸锂价格高位运行。而宁德时代等龙头企业的深度布局，将加速行业资源整合，推动产业向合规化、集中化方向发展。后续，枧下窝矿区环评进展、碳酸锂市场供需变化以及宜春矿权清理后续落地情况，将成为影响行业走势的关键变量。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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