节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
周三中国锂价大幅上涨，主因国内主要锂矿产区自然资源管理部门拟撤销27个采矿许可证。广州期货交易所碳酸锂主力合约早盘一度飙升至每吨109860元，创2024年6月以来最高水平，当日收涨7.61%，报108620元/吨。
江西宜春市自然资源局公告，计划在一个月公众咨询期结束后取消27个采矿许可证，该公告于周五在官网发布。清单显示所有许可证均已过期，部分失效超十年，多数用于开采陶瓷黏土或石灰石矿。仅江西特种电机涉及含锂陶瓷石矿开采，其ő..
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