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湖南郴州锂矿石资源量“上新”4.9亿吨 夯实新能源产业根基

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]