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大中矿业拟10亿投建金属锂材料项目 碳酸锂当量超472万吨行业优势明显

Core Viewpoint - Dazhong Mining (001203.SZ) is planning to invest in a new lithium battery material project while discovering lithium resources that exceed expectations, indicating strong growth potential for the company [1][2]. Group 1: New Project Announcement - The company plans to construct a "3000 tons per year lithium battery material project" in Linwu County with a total investment of 1 billion yuan [2]. - The project will be developed in three phases: Phase 1 focuses on research and development, to be completed by 2025; Phase 2 involves building a production line with a capacity of 1000 tons, scheduled to start in April 2026 and be completed by the end of 2027; Phase 3 aims for a 2000 tons production line, starting in June 2027 and completed by the end of 2028 [2]. - The project is part of the company's strategic layout to enhance competitiveness and profitability in the lithium battery materials market [2]. Group 2: Resource Discovery and Advantages - Dazhong Mining has confirmed that the lithium resources at its Sichuan Jiada Lithium Mine exceed expectations, with a total lithium carbonate equivalent of over 4.72 million tons [1][6]. - The company currently holds 3.24 million tons of lithium carbonate equivalent in Linwu County and has established a complete industrial chain for lithium mining and processing [2][6]. - The exploration area for the Sichuan Jiada Lithium Mine is 21.2247 square kilometers, with significant potential for future resource expansion [6]. Group 3: Financial Performance and Market Trends - In 2024, the company's revenue was 3.843 billion yuan, a decrease of 4.01% year-on-year, while net profit fell by 34.17% to 751 million yuan [5]. - The average price of lithium carbonate in 2024 was approximately 90,000 yuan per ton, with fluctuations throughout the year influenced by market conditions [5]. - The company has completed a project to enhance the quality and efficiency of its sulfuric acid production, which is essential for solid-state battery technology [3].