盛新锂能加速推进木绒矿山开发，锂矿自给率有望大幅增加

Group 1 - The company is actively advancing the development of the Muzhong mine in Yajiang, Sichuan, aiming to significantly increase lithium ore supply with proven Li₂O resources of 989,600 tons and an average grade of 1.62% [2] - The company has obtained mining permits for an annual production of 3 million tons of ore and plans to enhance lithium self-sufficiency to over 50% by 2025-2026 [2] - Current lithium salt production capacity is 132,000 tons per year, with 72,000 tons from domestic sources and 60,000 tons from Indonesia, serving major clients like BYD, LGES, SKOn, and Hyundai [3] Group 2 - The company is expanding its resource portfolio with existing mines such as the Oyinno mine (annual production of 75,000 tons of lithium concentrate) and the Zimbabwe Sabie Star mine (annual production of 290,000 tons of lithium concentrate), covering 30% of current lithium salt demand [2] - Future projects include the SDLA salt lake project in Argentina (annual capacity of 2,500 tons of lithium carbonate equivalent) and exploration projects like Pocitos to further increase resource reserves [2] - The company has established 500 tons of metal lithium production capacity and is planning to add 2,500 tons to strengthen its competitiveness in the solid-state battery upstream materials market [2]