大为股份：大冲里矿资源获批，新能源与半导体业务并进

Core Viewpoint - The approval of the mineral resource reserves for the feldspar mine in the Daqiongli mining area marks a significant milestone for the company's new energy business development [1] Group 1: Mining and Resource Development - The company's wholly-owned subsidiary, Guiyang Dawi Mining, received a response from the Hunan Provincial Department of Natural Resources, confirming the approval of the exploration report for the Daqiongli mining area feldspar mine [1] - As of October 2024, the feldspar mine has a total ore volume of 20,953.3 million tons, with associated lithium oxide mineral volume of 32.37 thousand tons, and significant reserves of strategic metals such as tungsten and tin [1] - The Daqiongli mining area features a super-large feldspar mine with abundant associated minerals, suitable for open-pit mining due to its stable ore body and low impurities [1] Group 2: New Energy Business Progress - The company has invested over 149 million yuan in the Chenzhou lithium battery new energy industry project as of the 2024 annual report [1] - The mining area can produce seven categories of products, including coarse and fine feldspar for ceramic production, high-purity quartz for photovoltaic glass, and lithium concentrate for the company's lithium carbonate project [1] - The company has overcome technical challenges in lithium tailings separation, forming a comprehensive utilization technology system that reduces costs, enhances recovery, and minimizes environmental impact [1] Group 3: Broader Business Developments - The approval of resource reserves in the Daqiongli mining area signifies major progress for the lithium battery new energy industry project, supporting the company's new energy business strategy [1] - The company is also advancing in its semiconductor storage and automotive businesses, with new product lines in the semiconductor sector and collaborations with bus manufacturers to maintain a leading position in retarder technology [1]