大中矿业公告，下属全资公司拟实施鸡脚山矿区通天庙矿段2000万吨/年锂矿采选尾一体化项目，建设 投资预计为36.88亿元。公司于2025年第一次临时股东大会，审议通过了《关于部分募投项目调整建设 规模、结项、变更和延期的议案》，其中"年处理2000万吨多金属资源综合回收利用项目(一期)"获批投 资17.62亿元。本项目包含前期股东大会已批准的"年处理2000万吨多金属资源综合回收利用项目(一 期)"的建设内容，本次是在原项目投资基础上以自有资金或自筹资金新增投资19.25亿元。 ...

Core Viewpoint - The company has not engaged in hedging activities related to lithium carbonate futures or any related derivatives, and there are no undisclosed matters [1] Group 1: Company Operations - The recent fluctuations in the company's stock price are influenced by various factors, including macroeconomic changes, industry policy dynamics, overall market sentiment, and sector rotation [1] - The company is committed to delivering solid operating performance and sustainable development to return value to investors [1] - The construction of the two major lithium mine projects, Hunan Jijia Mountain and Sichuan Jiada, is progressing steadily [1] Group 2: Market Strategy - The company is closely monitoring the price trends of lithium carbonate and will scientifically match production capacity according to market demand [1] - The company aims to enhance overall profitability through scaled operations and technical advantages, establishing a sustainable development framework [1] - Investment decisions will be made cautiously, based on an assessment of investment returns and risks, with legal obligations for information disclosure if there are clear plans [1]

1月7日，大中矿业大宗交易成交136.46万股，成交额3700.8万元，占当日总成交额的2.25%，成交价27.12元，较市场收盘价 29.23元折价7.22%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-07 | 001203 | 大中矿业 | 27.12 | 136.46 | 3,700.&城证券股份有限 | | 长城证券股份有限 | | | | | | | 公司北京知春路证 | | 公司北京知春路证 | | | | | | | 券营业部 | 券营业部 | | ...

信息披露义务人1（控股股东）：众兴集团有限公司 通讯地址：海南省三亚市天涯区三亚中央商务区凤凰岛1号楼A座639号 股份变动性质：股份减少 大中矿业股份有限公司 简式权益变动报告书 上市公司名称：大中矿业股份有限公司 股票上市地点：深圳证券交易所 股票简称：大中矿业 股票代码：001203 信息披露义务人2（实际控制人的一致行动人）：林圃生 通讯地址：内蒙古自治区包头市黄河大街55号 股份变动性质：股份增加 信息披露义务人3（实际控制人的一致行动人）：林圃正 通讯地址：内蒙古自治区包头市黄河大街55号 股份变动性质：股份增加 信息披露义务人的一致行动人：林来嵘、安素梅、安凤梅、牛国锋 通讯地址：内蒙古自治区包头市黄河大街55号 简式权益变动报告书签署日期：2026年1月6日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司收购管理办法》（以下简称"《收购办法》"）、《公 开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》（以 下简称"准则15号"）及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其 ...

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2026-001 | | --- | --- | --- | | 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 2025 年四季度可转债转股结果暨控股股东、实际控制人 及其一致行动人权益变动比例被动跨越 5%整数倍的提示性公告 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。 本次权益变动不触及要约收购，不会导致公司控股股东或实际控制人发生变 化，亦不会对公司治理结构及持续经营产生重大影响。 公司于同日在巨潮资讯网（http://www.cninfo.com.cn）已刊登《简式权益 变动报告书》。 4、其他 5%以上股东因可转债转股持股比例被动稀释的情况：截至 2026 年 1 月 5 日，梁欣雨女士及其一致行动人持股比例因可转债转股被动稀释至 7.00%。 一、"大中转债"发行上市基本概况 特别提示： 1、可转债转股情况：大中矿业股份有限公司（以下简称"公司"）发行的 "大中转债"自 2023 年 2 月 23 日起可转换为公司股份。自 2025 年 10 ...

证券时报·数据宝统计显示，大中矿业今日收盘价为30.13元，下跌2.49%，日换手率为6.93%，成交额为 26.87亿元，全天主力资金净流入3554.42万元，近5日该股累计下跌9.16%，近5日资金合计净流出1.68亿 元。（数据宝） 1月6日大中矿业大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 359.00 | 9983.79 | 27.81 | -7.70 | 长城证券股份有限公司北 | 长城证券股份有限公司北 | | | | | | 京知春路证券营业部 | 京知春路证券营业部 | 大中矿业1月6日大宗交易平台出现一笔成交，成交量359.00万股，成交金额9983.79万元，大宗交易成交 价为27.81元，相对今日收盘价折价7.70%。该笔交易的买方营业部为长城证券股份有限公司北京知春路 证券营业部，卖方营业部为长城证券股份有限公司北京知春路证券营业部。 进一步 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月6日，大中矿业收跌2.49%，收盘价为30.13元，发生1笔大宗交易，合计成交量359万股，成交金额 9983.79万元。 第1笔成交价格为27.81元，成交359.00万股，成交金额9,983.79万元，溢价率为-7.70%，买方营业部为长 城证券股份有限公司北京知春路证券营业部，卖方营业部为长城证券股份有限公司北京知春路证券营业 部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1.14亿元。该股近5个交易日累计 下跌9.16%，主力资金合计净流出1.49亿元。 责任编辑：小浪快报 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000629 | 钢钛股份 | 3.36亿 | 24.82% | -1.24亿 | -9.15% | -2.12 Z | -15.67% | | 000923 河钢资源 | | 2670.77万 | 5.98% | -1339.76万 | -3.00% | -1331.02万 | -2.98% | | 601969 海南矿业 | | 2024.27万 | 2.94% | -253.71万 | -0.37% | -1770.56万 | -2.57% | | 001203 大中矿业 | | 1207.95万 | 0.45% | -1264.60万 | -0.47% | 56.65万 | 0.02% | | 601121 宝地矿业 | | 506.13万 | 3.57% | 258.92万 | 1.83% | -765.04万 | -5.40% | | 600382 广东明 ...

1. Report Industry Investment Rating No information about the industry investment rating is provided in the report. 2. Core Viewpoints of the Report - The global lithium resource supply is growing rapidly, and it is expected to reach 2.09 million tons of LCE in 2026, a year - on - year increase of about 24.4%. The supply - demand relationship in the lithium carbonate market is evolving from "oversupply" to "tight balance" and even "structural shortage." [1][3] - The demand for energy storage is expected to grow explosively, with the global energy - storage shipment and installation volume expected to increase by 51% and 60% year - on - year to 930GWh and 480GWh respectively in 2026. The demand for new energy vehicles will grow steadily, with the global sales volume expected to reach 24.45 million vehicles, a year - on - year increase of 12%. [2] - The cost influence in the trading logic of lithium carbonate has significantly decreased, and the price is more sensitive to upward drivers. The average price of lithium carbonate in 2026 is expected to rise further. [3] 3. Summary According to the Directory 3.1 2025 Market Review - **Market Price Review**: In 2025, the price of lithium carbonate showed a "V - shaped" rebound, with a continuous decline in the first half of the year and a strong rebound in the second half. The core driver shifted from "oversupply" to "supply - demand mismatch" caused by unexpected energy - storage demand and supply disturbances. [6] - **Fundamental Logic Review**: The "supply - demand mismatch" caused by supply disturbances and the explosion of energy - storage demand led the market to shift from oversupply to balance reversal. The influence of cost logic on prices decreased significantly. [8][13] 3.2 Supply Maintaining Rapid Growth (+24%) - **Lithium Resource Supply Continuously Increasing, Project Release Accelerating Due to Profit Recovery**: The global lithium resource planned production capacity has been accelerating for several years. Although there were disturbances in 2025, the global supply is expected to increase by 24% to 1.61 million tons of LCE. In 2026, it is expected to reach 2.09 million tons of LCE, a year - on - year increase of about 24.4%. [19][21] - **Significant Disturbances from Domestic Mines and Anti - involution Policies, Continuous High - growth in Lithium Carbonate Production**: In 2025, China's lithium ore reserves increased significantly. The domestic lithium carbonate smelting production capacity is expected to increase by 38.86% to 1.347 million tons of LCE in 2026. [24] 3.3 Lithium - battery Industry Chain Amplifying Demand Growth Rate - **Significant Growth in Cathode Material Production, Lithium Iron Phosphate Dominating**: In 2025, the production of cathode materials and electrolytes increased significantly. Lithium iron phosphate accounted for more than 80% of the market share, mainly due to the high growth of new energy vehicles and the explosive growth of energy - storage demand. [50] - **Strong Growth in the Lithium - battery Industry, China Dominating Globally**: In the first three quarters of 2025, the global power - battery installation volume increased by 35.5% year - on - year. Chinese battery companies occupied a dominant position globally. China is the world's largest producer and consumer of lithium batteries, with healthy supply - demand relationships and strong export performance. [58][66][67] 3.4 Energy - storage Demand Prospects for Explosive Growth (+51%) - **High - speed Growth in Energy - storage Battery Shipment in 2025**: In 2025, the global energy - storage battery shipment is expected to increase by 65% year - on - year to 610GWh. In 2026, the energy - storage cell shipment is expected to increase by 51% year - on - year to 930GW. [85] - **Energy - storage Entering a Definite High - growth Period**: Driven by policies and market mechanisms, the Chinese energy - storage market is in a high - growth period. Overseas energy - storage orders are also increasing significantly. It is expected that the global energy - storage installation volume will reach 480GWh in 2026, a year - on - year increase of 60%. [92][97][100] 3.5 New Energy Vehicle Demand Growing Steadily (+18%) - **New Energy Vehicle High - growth Reaching an Inflection Point**: In 2025, the production and sales of new energy vehicles in China increased significantly. Globally, the sales volume of new energy vehicles is expected to reach 21.65 million, a year - on - year increase of 22%. In 2026, the global sales volume is expected to reach 24.45 million, a year - on - year increase of 12%. [106][109][116] - **High Terminal Demand for Lithium Carbonate**: In 2025, the single - vehicle power consumption of new energy vehicles in China increased significantly, and the demand for lithium carbonate increased by 31.74% year - on - year. In 2026, there will still be a 17.56% year - on - year increase. The current industrial chain inventory is healthy, and the replenishment of the industrial chain will amplify the demand. [120][121] 3.6 Balance and Price Outlook - **Balance**: In 2026, the global lithium resource supply is expected to have a surplus of nearly 80,000 tons, with a surplus rate of 3.9%, and the surplus volume is expected to narrow compared to 2025. In China, there is expected to be a shortage of 55,000 tons of lithium carbonate. [131][133] - **Price**: The cost influence on the lithium carbonate price has decreased significantly. The price is more sensitive to upward drivers and is likely to surge during supply disturbances, industrial chain replenishment, and supply - demand seasonal mismatches. The average price of lithium carbonate in 2026 is expected to rise further. [134]

Group 1: Precious Metals - The precious metals sector is experiencing a correction due to the CME raising margin requirements, leading to a decrease in speculative sentiment and a drop in prices for silver, platinum, and palladium, with gold also following suit [1] - Short-term outlook remains positive for precious metals, driven by potential political events in the Americas around New Year's that may trigger safe-haven demand, alongside inflows into ETFs due to interest rate cuts [1] - Long-term view suggests that the process of de-dollarization will continue, and investors are encouraged to hold positions despite market volatility [1] Group 2: Copper - Copper prices have risen, with a supply-demand tightness expected in 2026 due to lowered production forecasts from Freeport and Teck Resources, alongside anticipated increases in U.S. government spending [2] - The recommendation is to buy on dips, as current adjustments in copper prices present buying opportunities [2] Group 3: Aluminum - The aluminum sector is expected to benefit from the implementation of a national subsidy plan in 2026, which aims to stimulate demand for consumer goods [2] - Supply disruptions are anticipated due to maintenance at the Mozal aluminum plant, while demand is constrained by high prices and environmental production limits [2] - Overall, the recommendation is to buy aluminum and aluminum equities on dips, given the expected supply disturbances and potential demand growth [2] Group 4: Cobalt - Cobalt prices have increased across the board, with significant rises in electrolytic cobalt and other cobalt products due to tight supply conditions and increased trading activity [3] - The domestic raw material supply remains structurally tight, providing solid support for prices [3] Group 5: Lithium - Lithium prices have surged, driven by favorable signals from domestic new energy vehicle subsidies and anticipated production resumption from major suppliers [3] - The recommendation is to buy on dips, as the market is expected to maintain a downward inventory trend amid stable demand [3] Group 6: Investment Recommendations - Companies to watch include Xingye Silver Tin, Xiyu Co., Huaxi Nonferrous, New Jinlu, Dazhong Mining, Guocheng Mining, Zhongkuang Resources, Shengda Resources, Chifeng Gold, Zijin Gold International, Zhaojin Gold, Shenhuo Co., and Zijin Mining [4]