截至7月14日收盘，金属铅概念上涨1.68%，位居概念板块涨幅第5，板块内，25股上涨，卧龙新能、湖 南白银等涨停，白银有色、盛达资源、豫光金铅等涨幅居前，分别上涨6.99%、6.73%、3.86%。跌幅居 前的有华钰矿业、湖南黄金、智慧农业等，分别下跌3.33%、1.84%、1.25%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.87 | 短剧游戏 | -1.89 | | 减速器 | 2.25 | 信托概念 | -1.87 | | 超超临界发电 | 1.82 | 期货概念 | -1.83 | | 人形机器人 | 1.70 | 快手概念 | -1.60 | | 金属铅 | 1.68 | NFT概念 | -1.36 | | 有机硅概念 | 1.64 | Sora概念(文生视频) | -1.36 | | 工业母机 | 1.61 | Web3.0 | -1.31 | | 空气能热泵 | 1.55 | 互联网保险 | -1.24 | | 汽车热管理 | 1.50 | 中船系 | -1.22 ...

Core Viewpoint - Dazhong Mining (001203.SZ) has experienced significant stock price volatility due to the announcement of lithium reserves in Hunan Province, with a 9.44% increase from July 9 to July 11, closing at 10.78 yuan per share [2] Group 1: Lithium Resource Discovery - The Hunan Provincial Department of Natural Resources announced the discovery of a large lithium deposit in the Jijiao Mountain area, with proven reserves of 490 million tons of lithium ore and 131.35 thousand tons of lithium oxide, equivalent to approximately 324.43 thousand tons of lithium carbonate [2][4] - Dazhong Mining has invested 2.09 billion yuan to acquire exploration rights for the Jijiao Mountain lithium mine, which is expected to yield significant returns once production begins [2][4] Group 2: Investment Strategy - Dazhong Mining has invested a total of 4.4 billion yuan in lithium mining projects, including the Jijiao Mountain and Sichuan Gada lithium mines, as part of its strategy to mitigate risks associated with the cyclical nature of the iron ore industry [5][6] - The company aims to achieve a "dual-drive" strategy with both iron and lithium mining, focusing on the rapid development of its lithium projects [6] Group 3: Project Development Timeline - The Jijiao Mountain lithium mine is expected to receive mining permits more quickly than the Sichuan Gada mine, with construction of the first phase of the project anticipated to be completed by 2026 [6] - Dazhong Mining has completed site preparation for the beneficiation project and has submitted applications for mining rights, with a decision expected within 40 days [6] Group 4: Competitive Positioning - While Dazhong Mining's lithium reserves are not as extensive as those of leading companies like Ganfeng Lithium and Tianqi Lithium, it still holds a competitive position in the market with a total of 472.85 thousand tons of proven lithium resources [7][5] - The company is developing new technologies to enhance lithium extraction efficiency and reduce costs, which could improve its competitive edge in the lithium market [10][9]

Group 1 - The company confirmed that rumors regarding the inability to guarantee basic water and electricity supply for the Dazhong He Linwu project are untrue [1] - The company stated that there are currently no discoveries of rare earth elements among its mineral resources [1]

Group 1: Business Strategy and Development - The company actively responds to the "Belt and Road" initiative by expanding its domestic and international mineral resource portfolio for sustainable development [1] - The company plans to enhance its overseas mining investments by understanding local policies and establishing localized partnerships [2] - The company aims to achieve a production capacity of 14.8 million tons per year for iron ore, with a total resource amount of 690 million tons [59] Group 2: Financial Performance and Shareholder Returns - The company revised its cash dividend policy, increasing the distribution of profits to 40% of the distributable profits [7] - As of June 30, 2025, the company repurchased 11,392,000 shares, accounting for 0.76% of the total share capital, with a total transaction amount of approximately 106.76 million yuan [7] - The company reported a decrease in net profit for 2024 due to market factors and increased financial expenses [72] Group 3: Mining Operations and Production Efficiency - The company has improved its accounts receivable turnover and inventory turnover rates in 2024 through various operational efficiency measures [3] - The intelligent mining system has been implemented in key mining areas, significantly enhancing production efficiency and safety [4] - The company has invested 115.13 million yuan in ecological restoration for its main mines, aiming for green mining certification [9] Group 4: Lithium Mining Projects - The company has confirmed a lithium resource of 490 million tons at the Jijiashan mine, with an equivalent lithium carbonate amount of approximately 3.24 million tons [29] - The company plans to achieve sales of raw lithium ore from the Sichuan Jida lithium mine by 2025 [18] - The company is actively pursuing the comprehensive recovery of by-products such as rubidium, niobium, tantalum, and tungsten from its lithium mining operations [46] Group 5: Environmental and Social Responsibility - The company has invested in ecological governance and renewable energy projects, achieving an annual power generation of 26.67 million kWh from solar energy [25] - The company donated 7.91 million yuan in 2024 to support local cultural, sports events, education, and rural development [25] Group 6: Market Position and Competitive Advantage - The company maintains a strong competitive advantage through rich resource reserves, effective management capabilities, and a comprehensive self-operated production model [58] - The company is focused on expanding its resource reserves and production scale through mergers and acquisitions in the lithium and iron sectors [74]

Core Viewpoint - The discovery of a super-large lithium deposit in Hunan Province, China, presents significant opportunities for the lithium industry, particularly for companies involved in lithium extraction and processing [1][2]. Group 1: Resource Discovery - Hunan Province's Chijiao Mountain mining area has identified a super-large altered granite-type lithium deposit, with a total lithium ore submission of 490 million tons and lithium oxide resource amounting to 1.31 million tons [1][2]. - The deposit also contains associated strategic minerals such as rubidium, tungsten, and tin, all of which are newly identified resources [2]. Group 2: Company Developments - Dazhong Mining's wholly-owned subsidiary, Hunan Dazhong He Lithium Mining Co., Ltd., has obtained exploration rights and is conducting exploration in collaboration with the Hunan Provincial Mineral Resources Survey Institute [2]. - The company has initiated a fully integrated operation model for mining, selection, and smelting, achieving 100% self-sufficiency in lithium raw materials [2]. - The first mining area, Tongtianmiao, has confirmed a resource reserve of approximately 3.24 million tons of lithium carbonate equivalent, with a planned annual production scale of 20 million tons, indicating significant capacity advantages [2]. Group 3: Market Impact - Following the announcement of the lithium discovery, Dazhong Mining's stock surged by the maximum limit of 10% on July 9 [3].

Group 1 - Hunan province has discovered a super-large lithium ore deposit in Chijiang Mountain, with a total of 490 million tons of lithium ore and 1.31 million tons of lithium oxide resources [1][2] - The lithium battery output value in Chenzhou has grown by 23.7% from January to April this year, with an expected annual output value exceeding 100 billion yuan [1][2] - Chenzhou is focusing on building a complete lithium battery industry chain, including mining, materials, batteries, terminals, and recycling [2] Group 2 - The Hunan provincial government has issued measures to support the high-quality development of the lithium battery industry chain in Chenzhou, aiming to cultivate a 100 billion yuan industry [3] - Major companies like Dazhong Mining and Dazhong He Lithium Mining have made significant investments in the Chijiang Mountain lithium mine, with plans for mining and processing projects to be completed by 2026 [4][5] - Dazhong Mining has developed a new lithium extraction technology that significantly reduces costs and environmental impact, enhancing its competitive edge in the current market [5] Group 3 - Dazhong Mining's subsidiary has received approval for resource reserves in the Daqiongli mining area, marking a significant advancement in its lithium battery project in Hunan [6] - Weiling Co. plans to relocate its registered office to Chenzhou to leverage local lithium resources and enhance its market development efforts [6]

Group 1 - The announcement details the reduction in holdings of the convertible bonds "Dazhong Convertible Bonds" by the controlling shareholder, Zhongxing Group, and its concerted actors [1][2] - The total amount raised from the issuance of the convertible bonds was RMB 1.52 billion, approved by the China Securities Regulatory Commission [1] - The convertible bonds were listed on the Shenzhen Stock Exchange on October 11, 2022, with a total issuance of 15.2 million bonds [1][2] Group 2 - Zhongxing Group and its concerted actors held a total of 9,624,427 bonds, accounting for 63.32% of the total issuance prior to the reduction [2] - From May 22 to June 28, 2023, Zhongxing Group reduced its holdings by 2.7 million bonds, leaving them with 6,924,427 bonds [2] - In August 2023, a further reduction of 2,492,181 bonds occurred, resulting in a new total of 4,432,246 bonds held by Zhongxing Group, which is 29.16% of the total issuance [2]

Group 1 - The importance of lithium as a key element in the transition to clean energy is increasingly highlighted due to the rapid rise in the penetration rate of electric vehicles and explosive growth in the energy storage market driven by policy and technological advancements [1] - Hunan Province has discovered a super-large lithium deposit with a resource amount of 490 million tons and lithium oxide resources of 131,000 tons, which will enhance domestic lithium resource reserves and strengthen resource advantages in the upstream sector [2][3] - The company Hunan Dazhonghe Lithium Mining Co., a subsidiary of Dazhong Mining, is actively developing lithium mining while leveraging its extensive experience in iron ore mining to respond to national carbon neutrality goals [2][3] Group 2 - Hunan Province's Chenzhou City has preliminary lithium oxide reserves exceeding 12 million tons, creating a robust lithium battery supply chain from mining to recycling [3] - Multiple listed companies, including Keli Yuan and Weiling New Energy, are establishing operations in Chenzhou to expand their lithium battery and related businesses, indicating a growing interest in the lithium industry [3][4] - The newly discovered lithium resources are expected to solidify China's lithium supply system, mitigate supply risks, and foster the development of a talent and technology cluster beneficial for the high-quality growth of the new energy industry [4]

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-091 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 关于债券持有人持有公司可转债变动比例达 10%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。 大中矿业股份有限公司（以下简称"公司"）于 2025 年 7 月 9 日收到控股 股东众兴集团有限公司（以下简称"众兴集团"）及一致行动人发来的《关于众 兴集团及一致行动人减持"大中转债"的告知函》，现将相关事项公告如下： 一、可转换公司债券发行上市概况 经中国证券监督管理委员会"证监许可【2022】1498 号"文核准，公司于 2022 年 8 月 17 日公开发行 1,520 万张可转债，每张面值 100 元，期限 6 年，募 集资金总额为人民币 152,000 万元。 2025 年 7 月 9 日，公司收到控股股东众兴集团及一致行动人的告知函，获 悉众兴集团及一致行动人林来嵘先生、安素梅女士、安凤梅女士于 2023 年 8 月 8 日至 2025 ...

Group 1 - Hunan Province Geological Institute discovered a super-large altered granite-type lithium deposit in the Jijiao Mountain mining area, with a total lithium ore volume of 490 million tons and lithium oxide resource amounting to 131,000 tons [1] - The exploration was part of a national strategy to secure lithium resources, with significant investments in the local lithium battery industry expected to reach hundreds of billions [1][2] - The project has demonstrated effective exploration methods and management models that can serve as a reference for lithium resource exploration in Hunan Province [2] Group 2 - Hunan Dazhonghe Lithium Mining Co., established in 2022 with a registered capital of 1 billion yuan, is a wholly-owned subsidiary of Dazhong Mining, which has shifted focus from iron ore to lithium battery new energy [2] - The company reported a significant increase in stock price, with an 8.61% rise on the day of the announcement, indicating strong market interest [2] - The Jijiang Mountain lithium project has received approval for resource evaluation from the Ministry of Natural Resources, confirming a lithium ore volume of 490 million tons with an average grade of 0.268% [2] Group 3 - The company is actively progressing with the application for mining rights for the Jijiang Mountain lithium mine and plans to apply for a mining license once conditions are met [3] - The project construction is on track, with the mining and selection connection tunnel expected to be fully completed by May 2025 [3]