近期，碳酸锂价格呈现明确回暖态势，12月17日，碳酸锂期货价格时隔一年重返11万元/吨关口。在此 背景下，手握湖南鸡脚山、四川加达两大优质锂矿项目的大中矿业，正凭借合规资源储备、规模化产能 规划及技术成本优势，加速从传统铁矿龙头向"铁锂双驱"的新能源资源企业转型，步入红利释放的关键 时期。 双矿并进：合规稀缺性凸显 产能路径清晰可见 从产能规划来看，大中矿业两大锂矿项目达产后将形成13万吨/年的碳酸锂产能。其中湖南鸡脚山项目 年产8万吨，四川加达项目年产5万吨，这一规模相当于当前国内碳酸锂年产量的近三成，进一步提升我 国锂矿资源的自给能力。 从建设进度看，该项目已进入实质性落地阶段，采选冶同步建设，项目2026年将逐步释放产能。 相较于纯锂矿企业依赖单一产品的周期性波动风险，大中矿业"铁锂双驱"战略形成"稳定基本盘+高增长 引擎"的互补格局：铁矿业务作为抗周期压舱石，为锂矿项目的持续投入提供稳定现金流支撑；锂矿业 务则作为高增长引擎，打开公司长期成长空间。双业务协同效应显著，大幅增强公司整体抗周期能力与 经营韧性。 四川加达锂矿近期探转采进程有序落地，10 月《矿产资源开采方案》通过专家审查，探转采办理手续 ...

Market Overview - Victory Energy (001331) has achieved an 8-day consecutive limit-up, while Luyuan Pharmaceutical (002788) has seen a 5-day consecutive limit-up. Other notable stocks include Jiamei Packaging (002969) with 6 limit-ups in 8 days and Shenjian Co. (002361) with 4 consecutive limit-ups [1] - The market experienced a pullback after a rise, with the ChiNext Index rising over 1% during the day. The total trading volume in the Shanghai and Shenzhen markets reached 1.9 trillion yuan, an increase of 37.9 billion yuan compared to the previous trading day [1] - Nearly 3,900 stocks in the market declined, while sectors such as photolithography machines, batteries, and the Hainan Free Trade Zone saw significant gains [1] Industry Highlights - The lithium battery sector was boosted by a renewed price surge in the supply chain, with companies like Tianji Shares (002759) and Duofluoride (002407) hitting the daily limit. Lithium mining stocks such as Dazhong Mining (001203) and Tianhua New Energy (300390) saw increases of over 10% [1] Company News - Ningbo Huaxiang (002048) announced that its subsidiary, Huaxiang Qiyuan, signed a contract to produce robot joints for a leading domestic manufacturer, which is expected to enhance its competitive advantage in the smart robot components market [2] - Victory Energy (001331) clarified that it does not engage in robot-related business and has no plans for asset restructuring in the next 12 months. The company has seen a cumulative stock increase of 114.44% over the past 8 trading days [2] - *ST Xinyan (300159) will resume trading on December 24, 2025, after completing a capital increase plan that will raise its total share capital from 1.496 billion shares to 3.29 billion shares through a 10-for-12 bonus share issuance [3]

证券之星消息，12月23日冶钢原料板块较上一交易日上涨1.66%，大中矿业领涨。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。冶钢原料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日冶钢原料板块主力资金净流入9992.67万元，游资资金净流出1715.2万元，散户 资金净流出8277.47万元。冶钢原料板块个股资金流向见下表： ...

Group 1 - The lithium battery sector is experiencing a strong upward trend, with electrolyte and lithium mining sectors leading the gains, as evidenced by multiple stocks reaching their daily limit [1] - The lithium industry chain's prosperity has been continuously rising since December, driven by demand from energy storage, with price increases observed across various segments including electrolyte, positive materials, separators, and negative materials [1] - The price of battery-grade lithium carbonate has significantly increased, rising from 81,000 yuan/ton to 92,000 yuan/ton, a 13.58% increase, while futures prices also saw a substantial rise of 17.19% [2] Group 2 - The market is optimistic about future lithium prices, with a recovery in the performance of lithium companies reported in their Q3 earnings, and a gradual depletion of market inventory [2] - The lithium battery industry is showing signs of structural recovery, with profitability concentrating among leading companies, while smaller firms face pressure due to rising costs of key raw materials [3][4] - Major companies are implementing price increases for their products in response to supply-demand imbalances and rising raw material costs, indicating a proactive approach to maintaining profitability [3]

（记者 曾健辉） 截至发稿，大中矿业市值为439亿元。 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 每经AI快讯，大中矿业（SZ 001203，收盘价：28.66元）12月22日晚间发布公告称，截至本公告日，众 兴集团累计质押股数为1.98亿股，占其所持股份比例为28.29%。林来嵘累计质押股数为1215万股，占其 所持股份比例为5.98%。林圃生累计质押股数约为792万股，占其所持股份比例为23.89%。林圃正累计 质押股数约为738万股，占其所持股份比例为24.04%。 2025年1至6月份，大中矿业的营业收入构成为：铁矿采选业占比99.7%，其他业务占比0.3%。 ...

大中矿业公告，公司实际控制人林来嵘及其一致行动人林圃生所持的1230.8万股解除质押，占公司总股 本的0.80%。 ...

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-136 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | | 股东 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 质押开始 | 质押解 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 一致行动人 | （股） | 比例 | 比例 | 日期 | 除日期 | | | 林来嵘 | 是 | 7,180,000 | 3.54% | 0.47% | 2025 年 9 月 26 日 | 2025 年 12 月 19 日 | 国金证券股 份有限公司 | | 林圃生 | 是 | 3,220,000 | 9.71% | 0.21% | 2025 年 9 月 11 日 | 2025 年 12 月 19 日 | 国金证券股 份有限公司 | | 林圃生 | 是 | 1,220,000 | 3.68% | 0.08% | 2025 年 6 月 23 日 | 2025 ...

Investment Rating - The report maintains a "Buy" rating for all key companies in the steel industry, including Hualing Steel, Baosteel, Nanjing Steel, and others [2][3]. Core Insights - The report highlights a disturbance in raw material supply, leading to differentiated performance in rebar and wire rod prices. The recent policy changes regarding coal export tariffs and the implementation of export licenses for steel products are expected to impact supply dynamics and pricing [9][12]. - Steel prices have shown an upward trend, with specific increases noted in various steel products as of December 19, 2025. For instance, the price of 20mm HRB400 rebar rose to 3,320 CNY/ton, a 2.2% increase from the previous week [9][16]. - The report indicates a rise in steel profits, with margins for rebar, hot-rolled, and cold-rolled steel increasing by 32 CNY/ton, 23 CNY/ton, and 9 CNY/ton respectively [9][33]. - Inventory levels for major steel products have decreased, with total social inventory dropping by 351,800 tons to 9,054,600 tons as of December 19, 2025 [9][33]. Summary by Sections Domestic Steel Market - As of December 19, 2025, domestic steel prices have increased, with notable price changes across various products, including rebar and hot-rolled steel [9][16]. - The report details specific price movements, such as a 70 CNY/ton increase for rebar and a 50 CNY/ton increase for high-speed wire [9][17]. Profit Situation - The report estimates an increase in steel profits, with significant improvements in margins for both long and short process steel production [9][33]. Production and Inventory - Total production of major steel products decreased to 7.98 million tons, with a notable drop in inventory levels, indicating a tightening supply situation [9][33]. Key Companies and Valuation - The report provides a detailed valuation and earnings forecast for key companies, all of which are rated as "Buy." For example, Hualing Steel is projected to have an EPS of 0.29 CNY in 2024, with a PE ratio of 19 [2][3].

中国经济网北京12月19日讯 大中矿业（001203.SZ）昨日晚间披露《关于5%以上股东、董事长、高级管理人 员股份减持计划的公告》。 根据公告，持股5%以上股东梁欣雨计划自减持计划公告披露之日起15个交易日后的3个月内通过深圳证券交 易所系统以大宗交易方式减持公司股份不超过15,080,215股，占公司总股本的比例为不超过0.99%；以集中竞价交 易方式减持公司股份不超过4,000,000股，占公司总股本的比例为不超过0.26%。梁欣雨通过大宗交易方式拟减持的 股份，将全部由公司董事、总经理林圃生通过大宗交易的方式增持。 董事长牛国锋计划自减持计划公告披露之日起15个交易日后的3个月内通过深圳证券交易所系统以集中竞价交 易的方式减持公司股份不超过2,500,000股，占公司总股本的比例为不超过0.16%。 高级管理人员张杰计划自减持计划公告披露之日起15个交易日后的3个月内通过深圳证券交易所系统以集中竞 价交易的方式减持公司股份不超过468,700股，占公司总股本的比例为不超过0.03%。 上述股东合计拟减持股份数量不超过22,048,915股，合计减持比例不超过公司总股本的1.44%。 按上一交易日公司 ...

（文章来源：证券日报） 证券日报网讯 12月18日晚间，大中矿业发布公告称，公司董事、总经理林圃生计划自2026年1月14日至 2026年4月13日通过大宗交易或集中竞价方式增持公司股份不低于15080215股，占公司总股本的 0.99%，增持股份主要来源于持股5%以上股东梁欣雨拟减持的股份。 ...