本文来源：储能前沿 据湖南省自然资源厅7月9日发布的消息， 湖南省郴州市临武县鸡脚山矿区已探获超大型蚀变花岗岩型锂 矿床，共提交锂矿石量4.9亿吨，氧化锂资源量131万吨。 同时，该超大型矿产伴生铷、钨、锡等多种战略矿产，所有资源均为新增资源量。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 大中矿业此前披露，公司湖南项目采用"采、选、冶一体化"经营模式，实现了锂原料的100%自给自足。 湖南鸡脚山矿区首采区—通天庙矿段已探明资源储量约324万吨碳酸锂当量，规划年采选生产规模为2000 万吨，具备显著的产能规模优势。公司预估一期1000万吨采选项目和一期2万吨/年碳酸锂冶炼项目将于 2026年建成投产。 受消息影响，大中矿业7月9日开盘10cm涨停。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 公开资料显示，湖南省矿产资源调查所2022年对鸡脚山矿区资料进行深度挖掘，发现锂矿线索，并在 2023年2月初步圈定锂资源富集区。大中矿业（001203）全资子公司湖南大中赫锂矿有限责任 ...

据湖南省自然资源厅消息，通过创新地质找矿理论，经过长期勘探，湖南省郴州市临武县鸡脚山矿区已 探获超大型蚀变花岗岩型锂矿床，共提交锂矿石量4.9亿吨，氧化锂资源量131万吨。同时，该超大型矿 产伴生铷、钨、锡等多种战略矿产，所有资源均为新增资源量。(智通财经) ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源：企业公告 7月2日，赣锋锂业发布公告称， 公司已向Leo Lithium交付收购Mali Lithium股权的全部对价款，并完成 股权交割工作。 截至本公告披露日，赣锋锂业持有MaliLithium100%股权，Mali Lithium旗下马里Goulamina锂辉石项目 一期年产能50.6万吨锂精矿已正式投产，产能逐步释放。 从马里发往中国的锂矿出口运输线顺利开通， 标志着公司在非洲的锂矿资源布局已迈入实质性产出阶段，为公司提供稳定优质的锂资源供应，有利于提 升公司锂资源自给率，提高公司的盈利能力，对公司未来的经营业绩有积极影响。 原公告如下： END 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 ...

Group 1 - Ganfeng Lithium has completed the acquisition of 100% equity in Mali Lithium, marking a significant step in its lithium resource layout in Africa [1] - The Goulamina lithium spodumene project, with an annual production capacity of 506,000 tons of lithium concentrate, has officially commenced production, indicating a transition to substantial output [1] - This acquisition strengthens Ganfeng Lithium's position in the global lithium market and lays a solid foundation for future growth, contributing to the stability of its global lithium supply chain [1] Group 2 - Tianci Materials' subsidiary has filed a lawsuit for trade secret infringement against several companies, with an expected economic loss of 887 million yuan and legal fees of 1.15 million yuan [2] - The lawsuit is anticipated to have no direct negative impact on the company's current profits, but the case's outcome will be determined by the court [2] - The significant amount involved in the lawsuit may affect investor sentiment, and the market will closely monitor the case's progress and its long-term implications for the company [2] Group 3 - Fulian Precision has signed a cooperation framework agreement with Sichuan Development Longmang to establish a joint venture for high-pressure dense lithium iron phosphate cathode materials and precursor projects [3] - The joint venture aims to build a 100,000 tons/year high-pressure lithium iron phosphate project and a 100,000 tons/year lithium dihydrogen phosphate precursor project, enhancing Fulian Precision's capacity in the lithium battery materials sector [3] - This collaboration reinforces Fulian Precision's position in the core supply chain of new energy vehicle components and is expected to contribute to regional economic development [3]

Core Viewpoint - Jiangxi Ganfeng Lithium Co., Ltd. has successfully acquired the remaining 40% stake in Mali Lithium B.V. for USD 34.27 million, enhancing its lithium resource supply and operational capabilities [1] Group 1: Acquisition Details - The company approved the acquisition of Mali Lithium's stake during the 78th meeting of the fifth board of directors on May 6, 2025 [1] - The acquisition was executed through Ganfeng International, a wholly-owned subsidiary, using its own funds [1] - The total payment for the acquisition has been completed, and the share transfer has been finalized, resulting in the company holding 100% of Mali Lithium [1] Group 2: Operational Impact - Mali Lithium's Goulamina spodumene project has commenced production with an annual capacity of 506,000 tons of lithium concentrate [1] - The establishment of a shipping route for lithium ore exports from Mali to China has been successfully initiated, marking a significant step in the company's resource layout in Africa [1] - This acquisition is expected to provide a stable and high-quality lithium resource supply, improving the company's self-sufficiency in lithium resources and enhancing profitability [1]

Core Viewpoint - Ganfeng Lithium has successfully commenced production at the Goulamina lithium spodumene project in Mali, marking a significant step in the company's resource layout in Africa and enhancing its lithium resource self-sufficiency and profitability [1][2] Group 1: Project Details - The Goulamina lithium spodumene project is located in southern Mali and is one of Africa's largest lithium mines, covering an area of approximately 100 square kilometers [2] - The total explored ore resource at Goulamina is about 211 million tons, corresponding to approximately 7.14 million tons of lithium carbonate equivalent (LCE), with an average lithium oxide grade of 1.37% [2] - The first phase of the project has a planned annual production capacity of 506,000 tons of lithium concentrate, with a second phase expansion planned to increase capacity to 1 million tons [2] Group 2: Strategic Developments - Ganfeng Lithium's subsidiary, Ganfeng International, has completed the acquisition of a 40% stake in Mali Lithium for $342.7 million, further solidifying its position in the lithium market [1] - The company has secured 100% of the off-take rights for the first phase of production, which will allow it to capitalize on the resource advantages and enhance its cost competitiveness in the global market [2]

Core Viewpoint - Ganfeng Lithium has completed the acquisition of 100% equity in Mali Lithium, marking a significant step in its lithium resource expansion in Africa with the commencement of production at the Goulamina lithium spodumene project, which has an annual capacity of 506,000 tons of lithium concentrate [1] Group 1 - Ganfeng Lithium has delivered the full payment for the acquisition of Mali Lithium's equity and completed the equity transfer [1] - The Goulamina lithium spodumene project has officially commenced production, with a first-phase annual capacity of 506,000 tons of lithium concentrate [1] - This acquisition signifies a substantial advancement in the company's lithium resource layout in Africa, entering a phase of tangible output [1]

Core Viewpoint - The company has achieved a significant breakthrough in lithium extraction technology, establishing a solid foundation for the industrialization of advanced lithium extraction processes from lithium mica, addressing both environmental and cost challenges in the industry [1][6]. Technology Innovation - The new lithium extraction technology developed by the company has increased the lithium recovery rate to over 90%, significantly improving resource utilization efficiency compared to traditional methods [5][6]. - The production cost of lithium carbonate using the new process can be comparable to that of lithium spodumene and salt lake extraction, with further potential for cost reduction [6]. Environmental Impact - The traditional lithium extraction methods faced environmental issues due to toxic waste, which the new technology has successfully transformed into non-toxic waste, meeting industrial solid waste standards [5][6]. Resource Development - The company has made significant progress in resource acquisition, completing the evaluation and approval processes for mining in the Jijiao Mountain area within 20 months, with a planned annual production capacity of 2 million tons from open-pit mining and 800,000 tons from underground mining [8]. Strategic Vision - The company is focused on expanding its lithium mining operations while maintaining strategic awareness to track quality mineral resources, aiming to enhance market competitiveness and profit growth [11]. - The dual focus on iron and lithium mining is part of the company's strategy to drive industry green upgrades and support local industrial development [11].

Core Viewpoint - The announcement highlights the successful approval of lithium resource reserves at the Sichuan Gada lithium mine, indicating a significant resource advantage for the company in the industry [1][2]. Resource Reserves Summary - The approved lithium ore reserves at the Sichuan Gada lithium mine are 43.436 million tons, with a Li2O mineral amount of 600.9 thousand tons and an average grade of 1.38%, equivalent to approximately 148.42 thousand tons of lithium carbonate [2]. - The total registered lithium carbonate equivalent reserves, including resources from the nearby Jijiao Mountain mine, exceed 4.72 million tons, showcasing a strong resource position in the industry [2]. Future Development Plans - The company has established a complete operational team in the Sichuan region, which is a key area for its lithium mining development, and has developed a detailed growth plan [2]. - The completion of the resource reserve registration is a significant advancement following the successful auction of the mining rights, reflecting the company's expertise in mining investment, development, and operations [2]. Regulatory Compliance and Next Steps - The company will continue to process the necessary permits for mining rights and accelerate the acquisition of licenses required for mineral processing projects to enhance revenue and profitability [2][3].

2025 年 4 月 29 日 商 品 研 究 碳酸锂：成本支撑趋弱，关注高基差下采买需求 邵婉嫕 投资咨询从业资格号：Z0015722 shaowanyi@gtht.com 刘鸿儒（联系人） 期货从业资格号：F03124172 liuhongru@gtht.com 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2507合约（收盘价） | 66,960 | -1,220 | -2,040 | -3,880 | -7,560 | -13,240 | | | | 2507合约（成交量） | 145,735 | 37,558 | -50,731 | 103,811 | 126,477 | 137,555 | | | | 2507合约（持仓量） | 246,197 | 28,827 | 64,783 | 129,511 | 187,586 | 226,640 | | | 盘面 | 2509合约（收盘价） | 68,32 ...