According to market perspectives, involved mine enterprises lacking complete data need to conduct re-exploration and drilling, a lengthy process that will inevitably lead to overdue report submissions. Moreover, the review timeline and stringency after submission add further uncertainties. Regarding the potential resumption date of CATL's mine, the market also holds significant divergences: One side believes that considering Jiangxi's local economic dependence on the lithium industry, it will push for CATL's review to be completed within 1-3 months; the other side, referencing past lithium mine approval cases and regulatory stringency, judges that the review timeline may extend to half a year or more. More critically, if the other seven mines are confirmed to require license renewal according to lithium mine standards, their shutdowns will further reduce monthly lithium carbonate supply by approximately 5,000-7,000 mt, potentially exacerbating the supply shortage.