Core Viewpoint - The company has committed to completing the "two-in-one" plan for the Jizhu Mountain lithium mine by July 1, 2025, and will submit an application for exploration to mining conversion to the Ministry of Natural Resources [1] Group 1 - The company is actively progressing the approval process for the Jizhu Mountain lithium mine project and is preparing to comply with all regulatory requirements [1] - The project will still require approval from the Ministry of Natural Resources according to applicable policy principles [1] - The company will ensure timely information disclosure to keep investors informed about the project's progress [1]

Core Viewpoint - The company, Dazhong Mining, is leveraging its sulfur iron ore resources in Inner Mongolia primarily for the production of industrial sulfuric acid and roasted iron powder, while also monitoring advancements in solid-state battery technology for future resource utilization [1] Group 1 - The company is currently using its sulfur iron ore resources to produce industrial sulfuric acid and roasted iron powder [1] - The company plans to continuously track the development of cutting-edge technologies, such as solid-state batteries, based on its resource endowment advantages [1] - The company commits to timely announcements in accordance with information disclosure requirements if there are any relevant developments in its resource utilization strategy [1]

Core Viewpoint - The company is investing 1 billion yuan in a lithium metal battery project, leveraging its mining resources and confidence in the new energy sector's future [2]. Group 1: Investment and Project Details - The company is investing 1 billion yuan to develop lithium metal battery materials, which is an extension of its main product, lithium carbonate [2]. - The project will be executed in three phases, with the first phase focusing on research and development, expected to be completed by 2025 [2]. Group 2: Industry Context - The investment is based on a thorough analysis of the global lithium industry chain and the company's strong belief in the prospects of the new energy sector [2].

Core Viewpoint - Dazhong Mining's stock increased by 5.51% on September 19, reaching a price of 12.25 CNY per share, with a trading volume of 1.04 billion CNY and a turnover rate of 0.68%, resulting in a total market capitalization of 18.473 billion CNY [1] Company Overview - Dazhong Mining Co., Ltd. is located at 55 Huanghe Street, Baotou City, Inner Mongolia, established on October 29, 1999, and listed on May 10, 2021 [1] - The company's main business includes iron ore mining, production and sales of iron concentrate and pellets, as well as processing and sales of manufactured sand and gravel [1] - Revenue composition: iron concentrate 71.07%, pellets 20.48%, sulfuric acid 4.58%, sand and gravel 2.73%, others 0.81%, zinc concentrate 0.32%, lithium ore 0.02% [1] Fund Holdings - Xinhua Fund has a significant holding in Dazhong Mining, with the Xinhua Active Value Flexible Allocation Mixed A Fund (001681) holding 127,100 shares, accounting for 1.91% of the fund's net value, ranking as the tenth largest holding [2] - The fund has generated an estimated floating profit of approximately 81,300 CNY today [2] - The Xinhua Active Value Flexible Allocation Mixed A Fund was established on December 21, 2015, with a latest scale of 57.4815 million CNY, yielding 7.36% year-to-date, ranking 6178 out of 8172 in its category; over the past year, it achieved a return of 32.45%, ranking 4925 out of 7980; since inception, it has returned 40.58% [2]

大中矿业（001203.SZ）9月19日在投资者互动平台表示，目前公司拥有铁矿、锂矿两大主要业务产线。 截至2025年6月末，根据最新勘探结果，公司备案铁矿石储量增至6.9亿吨，铁矿石产能1480万吨；保有 硫铁矿资源量为7085.41万吨。公司湖南和四川两大锂矿首采区已备案的碳酸锂当量合计超472万吨，锂 矿资源储量已跻身全国前列，且未来仍有较大增储空间。铁矿产业已运营二十余年，锂矿产业处于建设 期，具体投产时间请关注公司公告。 每经AI快讯，有投资者在投资者互动平台提问：请问一下贵公司现在控有的资源矿产有多少吨？分别 有什么？计划什么时候开采？ （文章来源：每日经济新闻） ...

Core Viewpoint - The company is focused on reducing lithium mining costs through innovative production processes and self-operated production models, particularly in its Hunan Jijieshan lithium mine project [2] Group 1: Cost Management - The company plans to establish an integrated mining and smelting industry chain at the Hunan Jijieshan lithium mine, with a strong emphasis on self-operated production to enhance cost control capabilities [2] - The mining process utilizes a "first strong magnetic tailing, then flotation" method, which allows for 85% of the raw ore to be discarded as tailings, significantly lowering the costs associated with ore selection [2] - The lithium concentrate grade is expected to be increased to 2.3%, which will further reduce the costs in the subsequent smelting process [2] Group 2: Innovative Production Techniques - The company has developed a new sulfuric acid lithium extraction process that reportedly increases lithium recovery rates to 90% compared to traditional methods [2] - This new process also allows for the simultaneous recovery of potassium and other metals, promoting a circular economy model of "multiple products from one mine" [2] Group 3: Future Outlook - The Hunan Linwu lithium mine is still under construction, and specific production data will be available in the company's future periodic reports [2]

Core Viewpoint - The company defends its acquisition of the Sichuan Jiada lithium mine, emphasizing long-term strategic planning and thorough technical-economic assessments despite concerns over the high purchase price and current market conditions [1] Group 1: Acquisition Details - The acquisition of the Sichuan Jiada lithium mine cost 4.2 billion, with a lithium carbonate reserve of only 1.5 million tons, raising questions about its economic viability at the current price of 60,000 [1] - The company has registered a resource amount of 1.4842 million tons of lithium carbonate equivalent in the first mining area, with an average lithium oxide grade of 1.38% [1] - The exploration rights cover an area of 21.2247 square kilometers, with the registered first mining area being only 2.056 square kilometers, indicating significant future resource expansion potential [1] Group 2: Comparison with Other Mines - The Hunan Jijiao Mountain lithium mine was acquired for 210 million, boasting a reserve of 3.25 million tons, highlighting a stark contrast in acquisition costs and resource availability [1] - The company holds 100% ownership of the Jijiao Mountain lithium mine exploration rights and has no obligation for additional payments to the previous owner [1]

Core Viewpoint - The company is addressing the environmental concerns related to lithium extraction from mica waste by innovating its smelting technology and processes, achieving significant improvements in lithium recovery rates and cost reduction [1]. Group 1: Company Strategy - The company has formed a technical team to develop a new process for lithium extraction using sulfuric acid, which has successfully passed pilot tests [1]. - The company has overcome challenges related to the environmental standards for the discharge of lithium mica waste, including elements like thallium, beryllium, and fluorine [1]. Group 2: Performance Metrics - The lithium recovery rate from mica has been significantly improved, reaching as high as 90% [1]. - The comprehensive recovery and utilization of valuable elements have led to a substantial reduction in production costs [1].

Core Viewpoint - The company has confirmed its exclusive ownership of the exploration rights for the Jijia Mountain lithium mine, which contains 490 million tons of lithium ore, and plans to develop it through its wholly-owned subsidiary [1] Group 1: Company Ownership and Development Plans - The company holds 100% ownership of the exploration rights for the Jijia Mountain mining area [1] - The development and operation of the Jijia Mountain lithium mine will be managed independently by the company's wholly-owned subsidiary, Hunan Dazhong He Lithium Mining Company [1] Group 2: Strategic Acquisitions and Cost Advantages - Since 2022, the company has been strategically acquiring lithium mines in the Hunan region [1] - In April 2023, the company acquired an 80% controlling stake in Chenzhou Chengtai at a low cost, later obtaining 100% ownership through bankruptcy restructuring [1] - The total cost for acquiring the exploration rights for the Jijia Mountain lithium mine was 209 million yuan, providing a significant cost advantage [1]

（记者 王晓波） 大中矿业（001203.SZ）9月19日在投资者互动平台表示，新矿产资源法创设的"探采直通车"制度，是保 障探矿权人合法权益、优化矿业权转换流程的重大突破。公司高度重视这一政策机遇，并已针对加达锂 矿项目开展专项研究，积极推动探转采流程与新法要求全面对接。公司加达锂矿首采区已经取得储量评 审备案，公司将充分运用"探采直通车"制度红利，依法高效完成加达锂矿探转采流程，进一步夯实锂矿 新能源战略实施的资源基础。 每经AI快讯，有投资者在投资者互动平台提问：新修订的《矿产资源法》已于2025年7月1日施行，其 中明确创设＂探采直通车＂制度（探矿权符合条件可直接转采矿权）。请问贵公司是否已针对加达锂矿 项目，专项研究新法规定的探转采优化流程？ 公司是否考虑按新法要求提交探转采申请？ ...