| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-138 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 关于注销募集资金专户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准内蒙古大中矿业股份有限公司公开发 行可转换公司债券的批复》（证监许可[2022]1498 号）核准，本公司公开发行 可转换公司债券 1,520 万张，每张面值为人民币 100.00 元，按面值发行，共计 募集资金总额为人民币 1,520,000,000.00 元，扣除承销费用 12,200,000.00 元 （本次含税承销及保荐费用为人民币 15,200,000.00 元，先前已预付含税保荐费 用人民币 3,000,000.00 元）后实际收到可转换公司债券认购资金为人民币 1,507,800,000.00 元，已由联席主承销商国都证券股份有限公司（以下简称"国 都证券"）于 2022 年 8 月 23 日存入本公司中国农业 ...

特此公告。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 12 月 26 日，国家"高新技术企业认定管理工作网"发布了《对湖 南省认定机构 2025 年认定报备的第一批高新技术企业进行备案的公告》，根据 《高新技术企业认定管理办法》（国科发火〔2016〕32 号）和《高新技术企业 认定管理工作指引》（国科发火〔2016〕195 号）有关规定，大中矿业股份有限 公司全资子公司湖南大中赫锂矿有限责任公司（以下简称"湖南大中赫"）被列 入湖南省认定机构 2025 年认定报备的第一批高新技术企业备案名单，具体内容 如下： | 序号 | 公司名称 | 证书编号 | | 发证日期 | | | --- | --- | --- | --- | --- | --- | | 1 | 湖南大中赫锂矿有限责任公司 | GR202543000330 | 2025 | 年 12 月 | 8 日 | 本次系湖南大中赫首次被认定为高新技术企业。根据《中华人民共和国企业 所得税法》等有关规定，湖南大中赫自获得高新技术企业认定后的连续三年内， 将享受高新技术企业所得税优惠政策，即 ...

证券之星消息，12月29日冶钢原料板块较上一交易日下跌1.73%，大中矿业领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601121 | 宝地矿业 | = 423.09万 | 3.02% | -636.30万 | -4.54% | 213.21万 | 1.52% | | 600382 广东明珠 | | 13.46万 | 0.16% | -231.53万 | -2.68% | 218.07万 | 2.53% | | 000923 河钢资源 | | -127.95万 | -0.25% | -185.60万 | -0.36% | 313.54万 | 0.61% | | 000655 金岭矿业 | | -149.16万 | -1.53% | -324.22万 | -3.32% | 473. ...

Core Viewpoint - Dazhong Mining's stock has experienced significant fluctuations, with a year-to-date increase of 275.24% and a recent decline of 4.25% on December 29, 2023, indicating volatility in investor sentiment and market conditions [1]. Group 1: Company Overview - Dazhong Mining Co., Ltd. is located in Baotou City, Inner Mongolia, and was established on October 29, 1999, with its stock listed on May 10, 2021 [2]. - The company's main business includes the production and sales of iron ore, iron concentrate, pellets, and processed sand and stone, with revenue contributions of 71.07% from iron concentrate, 20.48% from pellets, and smaller percentages from other products [2]. - As of September 30, 2023, the number of shareholders increased to 45,400, while the average circulating shares per person decreased by 1.58% to 28,402 shares [2]. Group 2: Financial Performance - For the period from January to September 2023, Dazhong Mining reported a revenue of 3.025 billion yuan, reflecting a year-on-year growth of 1.60%, while the net profit attributable to shareholders decreased by 10.67% to 594 million yuan [2]. - The company has distributed a total of 1.494 billion yuan in dividends since its A-share listing, with 891 million yuan distributed over the past three years [3]. Group 3: Market Activity - On December 29, 2023, Dazhong Mining's stock price was 31.76 yuan per share, with a trading volume of 184 million yuan and a turnover rate of 0.43%, resulting in a total market capitalization of 48.691 billion yuan [1]. - The stock has appeared on the daily trading leaderboard five times this year, with the most recent instance on November 24, 2023, where it recorded a net purchase of 82.136 million yuan [1].

Group 1: Market Overview - On December 26, the A-share market opened mixed, with the Shanghai Composite Index down 0.05%, the Shenzhen Component up 0.06%, and the ChiNext Index down 0.21%. By the time of reporting, the Shanghai Composite Index had turned positive, and the ChiNext Index was also expected to achieve an eight-day winning streak [1]. - Various sectors such as high send-out, Hainan Free Trade Port, photovoltaic glass, and lithium mining stocks were performing strongly, while sectors like computing power experienced a pullback [2]. Group 2: Lithium Mining Sector - The lithium mining index showed strong performance on December 26, with stocks like Tianhua New Energy, Yongxing Materials, Dazhong Mining, Guocheng Mining, and Jinyuan Co. all rising over 5% [3]. - Lithium carbonate futures prices broke through 130,000 yuan per ton, reaching a new high for the year on December 26 [4]. - Analysts noted that the cancellation of mining rights in Yichun and the delayed resumption of lithium mining by CATL have tightened supply. Despite facing short-term pullback pressures, the supply-demand dynamics are expected to support a medium-term price uptrend through 2026 [5]. Group 3: Automotive Sector - The automotive sector saw significant gains on December 26, with BYD rising over 5%, and other companies like Great Wall Motors, Jinlong Automotive, and Haima Automotive also showing notable increases. BYD's stock price exceeded 100 yuan, reaching a high of 101.45 yuan per share, marking a new high in over a month [6]. Group 4: Notable Stock Movements - Baida Qiancheng resumed trading on December 26, hitting a 20% limit up after being suspended since December 16, 2025, due to significant matters [7]. - Baida Qiancheng plans to acquire 100% of Xiamen Zhonglian Century Co., Ltd. through a combination of share issuance and cash payment, along with raising funds [8]. - Victory Energy achieved an 11-day limit up streak, with its stock price reaching 42.10 yuan per share, setting a new high. Other stocks like Jiamei Packaging and Tianji Co. also experienced consecutive limit up days [8].

Core Viewpoint - The A-share market for lithium mining stocks has strengthened, with significant price increases observed in various companies, driven by optimistic market sentiment regarding future demand for lithium carbonate [1] Group 1: Market Performance - Yongxing Materials saw a rise of over 7%, while Cangge Mining and Dazhong Mining increased by over 4% [1] - Other companies such as Defang Nano, Guocheng Mining, Zhongmin Resources, Hainan Mining, Jinyuan Co., and Xibu Mining experienced gains of over 3% [1] - Notably, Cangge Mining and Zhongmin Resources reached historical highs [1] Group 2: Lithium Carbonate Market - The main contract for lithium carbonate surged past 130,000, with an intraday increase of over 8%, marking a new high since November 2023 [1] - Analysts express optimism about the future demand in the lithium carbonate spot market, contributing to the ongoing rise in lithium prices [1] Group 3: Investor Activity - There is a noticeable increase in participation from various investors, with a significant rise in capital flow [1] - The recent strong performance of lithium carbonate futures has attracted more traders, particularly those with capital exceeding 100,000 [1] - Industrial clients have entered the market early for hedging purposes, which may lead to increased margin requirements and higher open interest in the main contracts [1]

证券日报网讯 12月25日，大中矿业（001203）在互动平台回答投资者提问时表示，公司目前拥有湖南 鸡脚山和四川加达两处核心锂矿资源，两大锂矿项目均在建设推进中。湖南鸡脚山锂矿采选总产能为 2000万吨/年，参照行业技术水平，对应可年产8万吨碳酸锂；四川加达锂矿开采规模260万吨/年，参照 行业技术水平，对应可年产约5万吨碳酸锂，目前处于探转采阶段。为持续提升产品盈利能力，公司依 托自主研发的"锂渣无害化综合提锂技术"，在环保、成本与效率方面实现行业突破，该技术可使锂渣排 放量减少50%，有害元素达一类固废标准并实现资源化利用，同步回收钾等有价元素，构建"一矿多 产"循环模式，整体锂回收率提升至约90%，并通过全链条优化持续降低综合成本。在项目建设与运营 方面，公司率先在锂矿开采中采用TBM盾构机技术缩短建设周期，选厂布局于低海拔、交通便利区域 以实现全年连续生产，并引入强磁预选工艺进一步提升选矿效率与成本控制能力。公司凭借专业的矿山 管理能力，持续推动项目高效投产，以规模化运营和技术优势增强整体盈利能力，构建可持续的发展格 局。 ...

Group 1: Lithium Carbonate Market - The spot price for high-quality lithium carbonate on December 25 is between 116,000-117,200 CNY/ton, down 250 CNY from the previous working day [1] - Battery-grade lithium carbonate is priced between 114,500-117,200 CNY/ton, a decrease of 400 CNY from the previous working day [1] - Industrial-grade lithium carbonate is priced between 112,000-114,000 CNY/ton, down 250 CNY from the previous working day [1] Group 2: Lithium Futures and Production - On December 25, the main contract for lithium futures initially fell but narrowed its daily decline to 0.6%; the minimum opening order quantity for related contracts will increase from 1 to 5 contracts starting December 26 to curb excessive speculation [1] - Global lithium battery production from January to November 2025 reached 2,058.44 GWh, a year-on-year increase of 48.59%; cumulative production of global energy storage batteries was 535.98 GWh, up 64.14% year-on-year [1] Group 3: Strategic Partnerships and Projects - CATL signed a five-year supply contract with South Korean electrolyte manufacturer Enchem for a total of 350,000 tons, averaging 70,000 tons per year; the contract is valued at approximately 1.5 trillion KRW, equivalent to about 7.268 billion CNY, which is over four times Enchem's sales in 2024, marking the largest single customer order in the company's history [1] - Guocheng Mining's subsidiary, Guocheng Lithium Industry, has completed 90% of the main structure for its 200,000-ton lithium salt project, with equipment installation over halfway done; the project is expected to be completed by February 2026 and will become China's largest single lithium salt production base upon full operation [2] - Haike New Energy signed a strategic cooperation and raw material supply agreement with Hunan Faenlight New Energy Technology Co., Ltd. for the purchase of 270,000 tons of electrolyte solvents and additives from January 1, 2026, to December 31, 2028 [2] - Dazhong Mining reported that the Sichuan Jiada lithium mine's first mining area has proven lithium carbonate equivalent reserves of approximately 1.4842 million tons, with an overall planned mining scale of 2.6 million tons per year, capable of producing about 50,000 tons of lithium carbonate equivalent annually [2] - Ruikang New Materials stated that due to strong demand for lithium-ion batteries, some raw material prices have risen, and the company is gradually increasing its battery material prices while actively expanding and servicing high-quality global customers [2] Group 4: Industry Collaborations - Zhongwei Co., Ltd. signed a strategic cooperation framework agreement with Xinwangda to establish a deep strategic partnership for the joint development of solid-state battery application series new energy battery materials, promoting the industrialization of these materials [3]

Core Viewpoint - Dazhong Mining (001203) is currently in the exploration-to-production phase for its Sichuan Jiada lithium mine, with significant resource reserves confirmed [1] Group 1: Project Status - The first mining area has confirmed lithium carbonate equivalent reserves of approximately 148.42 thousand tons, which has been approved by the Ministry of Natural Resources as of the first half of 2025 [1] - The mining plan for the first mining area has passed expert review by the Ministry of Natural Resources in October 2025 [1] Group 2: Production Capacity - The overall planned mining scale for the project is 260 thousand tons per year, which corresponds to an estimated annual production of about 50 thousand tons of lithium carbonate equivalent [1] - The company is actively working on the preparation and review of the ecological restoration plan for the mining area [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600382 | 广东明珠 | 7.22 | 0.70% | 10.25万 | 7326.49万 | | 600295 | 鄂尔多斯 | 11.46 | 0.53% | 6.79万 | 7742.15万 | | 000629 | 钢钛股份 | 3.06 | 0.33% | 65.38万 | 2.00亿 | | 600516 | 方大炭素 | 5.75 | 0.00% | 52.24万 | 2.9867 | | 601121 | 宝地矿业 | 7.26 | -0.14% | 8.46万 | 6111.88万 | | 000923 | 河钢资源 | 20.08 | -0.25% | 11.13万 | 2.22亿 | | 000655 | 等龄矿业 | 9.34 | -0.43% | 5.82万 | 5414.68万 | | 001203 | 大中矿业 | 30.68 | -2.23% | 33.49万 | 10.12亿 | | 696109 | 海南矿 ...