【DT新材料】 获悉， 6月18日， 大中矿业 公告称，公司与临武高新技术产业开发区管理委员会签署《投资 协议书》， 拟投资10亿元建设"年产3000吨金属锂电池新材料项目" 。 项目建设地点在临武高新技术产业开发区，分三期建设，其中： 一期 为科研攻关阶段，2025 年完成金属锂 电池新材料研发、小试、中试； 二期 规划建设年产 1000 吨金属锂电池新材料生产线 ，计划于2026年4月开 工建设，2027 年底建成投产； 三期 规划建设年产 2000 吨金属锂电池新材料生产线， 计划于 2027 年 6 月 开工建设，2028 年底建成投产。 资料显示， 内蒙古大中矿业股份有限公司 主营业务为铁矿石采选、铁精粉和球团生产销售、副产品机制砂 石的加工销售，主要产品为铁精粉和球团， 被评为国家级绿色矿山企业、中国冶金矿山企业50强。 截至 2024年底，公司资产154亿，最新市值151亿。 公司拥有内蒙和安徽两大矿山基地， 2024年，铁矿石备案资源量已增至 6.90 亿吨，铁精粉设计产能约640 万吨/年， 硫铁矿 的保有资源储量为7085.41万吨，配套 150 万吨/年原矿产能。 目前， 硫铁矿主要用于 ...

Group 1: Impact of Tariffs on Lithium Battery Industry - The US government announced a reciprocal tariff of 125% on Chinese imports, impacting various industries including lithium batteries [1] - In Q1, China's lithium battery exports to the US amounted to $3.132 billion, a year-on-year increase of 7.7%, accounting for 20.2% of total lithium battery exports [1] - Major domestic lithium battery companies have responded to the tariff impacts, with EVE Energy stating that its direct exports to the US are below 4%, mitigating cost impacts [2] Group 2: Corporate Developments - Guangzhou State-owned Assets became the controlling shareholder of Funeng Technology, acquiring 5% of its shares for a total of 970 million yuan, raising its voting rights to 16.1% [4] - Funeng Technology has faced continuous losses since its IPO, with a net loss exceeding 300 million yuan last year, but expects strategic support from its new controlling shareholder [4][5] - CATL launched the "Xiaoyao Dual-Core Battery," which features two independent energy zones using different chemical systems, enhancing battery performance [7] Group 3: Market Trends and Innovations - The first quarter of 2023 saw a decline in new energy storage installations in China, with a 1.5% decrease in capacity compared to the previous year [9] - The decline is attributed to project construction cycles and policy adjustments, particularly following the issuance of the 136 document, which aims to reform the pricing of renewable energy [9][10] - CATL's new battery technology, while promising, is expected to take 2-3 years for commercialization, indicating a delay in market readiness [8]