大中矿业（001203）(001203.SZ)公告，公司董事会审议通过了《关于下属全资公司实施鸡脚山矿区通 天庙矿段2,000万吨/年锂矿采选尾一体化项目的议案》。本次拟实施的湖南省临武县鸡脚山矿区通天庙 矿段2,000万吨/年锂矿采选尾一体化项目建设投资预计为36.88亿元。 公告显示，湖南省临武县鸡脚山矿区通天庙矿段2,000万吨/年锂矿采选尾一体化项目中的采选工程项目 规划建设露天开采规模2,000万吨/年，配套建设2,000万吨/年选矿厂;尾矿库项目设计总库容为9,452万立 方米。 公告称，继2025年9月公司四川加达锂矿项目贡献利润后，湖南鸡脚山2,000万吨/年锂矿采选尾一体化 项目的开发，将有助于进一步扩大锂矿利润贡献，提升公司竞争力与综合盈利能力。 公司此前于2025年4月2日召开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，故本次是在原项目投资基础上以自 ...

智通财经APP讯，大中矿业(001203.SZ)公告，公司董事会审议通过了《关于下属全资公司实施鸡脚山矿 区通天庙矿段2,000万吨/年锂矿采选尾一体化项目的议案》。本次拟实施的湖南省临武县鸡脚山矿区通 天庙矿段2,000万吨/年锂矿采选尾一体化项目建设投资预计为36.88亿元。 公司此前于2025年4月2日召开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，故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。 公告称，继2025年9月公司四川加达锂矿项目贡献利润后，湖南鸡脚山2,000万吨/年锂矿采选尾一体化 项目的开发，将有助于进一步扩大锂矿利润贡献，提升公司竞争力与综合盈利能力。 公告显示，湖南省临武县鸡脚山矿区通天庙矿段2,000万吨/年锂矿采选尾一体化项目中的采选工程项目 规划建设露天开采规模2,000万吨/年，配套建设2,000万吨/年选矿厂;尾 ...

中矿资源 20260106 摘要 中矿资源计划复产透锂长石，预计短期内释放产能，并持续进行锂矿增 储，目前总储量已接近 300 万吨碳酸锂当量，确保满足未来生产需求。 比吉塔锂矿通过技术改造和光伏配套设施建设显著降低成本，目前锂辉 石到港成本约为 500 美元/吨，含税完全成本降至 7 万元/吨，未来将继 续技改冶炼厂和矿山端以进一步降本。 公司计划在津巴布韦建设 6.5 万吨单水硫酸锂工厂，预计 2027 年三季 度投产，投资额不超过 3 亿美元，回收期约 2-3 年，旨在应对当地政策 变化和降低综合成本。 滩口矿山复产计划正在推进中，预计周期约半年，在锂价上涨至 1,500 美元/吨以上后，该项目具备可行性，但目前尚未有扩产计划。 中矿资源认为锂市场正经历基本面反转，2026-2027 年供给增速放缓， 而储能和动力电池需求乐观，公司将继续做好相关工作，不受价格波动 影响。 公司计划完成一两个并购项目，重点关注关键金属如铷、铯、钽等，以 及与伟晶岩相关的小金属和锂，同时关注铜和金，但会谨慎选择合适项 目。 赞比亚铜矿项目进展顺利，预计 2025 年 7 月底开始投料，目标产量为 1 万吨铜，年底或 202 ...

请介绍一下国城矿业在碳酸锂项目上的最新进展和未来规划。 金鑫矿业在去年（2024 年）已经取得了生产批复，目前 150 万吨选厂处于试 运行阶段，今年（2025 年）春季开始生产。500 万吨的矿证申请已通过自然 资源部审核，预计今年上半年可以取得。矿证拿到后，将进行环评、能评、稳 评及安全生产许可等手续，随后动工建设。金鑫矿业党坝锂矿备案的矿石量为 8,400 万吨，预计还有 4,000 万吨以上的增储空间，到 2029 年计划产量规模 达到 650 万吨。 国城矿业 20260105 摘要 金鑫矿业党坝锂矿已备案矿石量 8,400 万吨，预计增储至 1.24 亿吨。 计划至 2029 年产量达 650 万吨，目前资源部审核矿证，后续将进行环 评等手续后动工建设，预计今年产能 100-120 万吨，明年 500 万吨新 证办理顺利，预计产能将达到 200 万吨以上。 金鑫矿业锂矿 2024 年三季度成本约 6 万元/吨，未来 500 万吨项目投 产后，通过减少运输成本、优化选矿药剂、节能降耗及规模效应，碳酸 锂完全成本有望控制在 5 万元以内，具备较强的成本竞争力。 国城锂业 20 万吨锂盐项目一期 6 万 ...

Core Viewpoint - Jiangxi Special Electric Motor Co., Ltd. (referred to as "Jiangte Electric") has highlighted its core advantages in the electric motor sector and its strategic plans for future performance improvement during a recent investor meeting [1][3]. Group 1: Electric Motor Sector Advantages - Jiangte Electric's electric motor segment has three main advantages: technology, marketing, and brand [3]. - The company possesses strong independent R&D capabilities, with all major product technologies being proprietary. Subsidiaries such as Jiangxi Jiangte, Tianjin Huaxing, and Hangzhou Mige are recognized as national high-tech enterprises [3]. - The company has focused on developing various high-efficiency motors and has made breakthroughs in key processes such as improving motor efficiency and reducing noise [3]. Group 2: Brand Strength - Jiangte Electric has over 60 years of experience in the special motor field, with the "Jiangte" brand being well-established and recognized in the industry [4]. - The MIGE brand motors from subsidiary Hangzhou Mige are widely used in industrial robots and have gained recognition for their technology and quality, with products exported to Europe, America, and Southeast Asia [4]. Group 3: Core Resource and Future Performance Improvement - The Qikeng lithium mine is identified as a crucial resource for the company, with a significant resource reserve of 72.93 million tons based on an average Li₂O grade of 0.44%, and potentially up to 126.67 million tons at a grade of 0.39% [4]. - The company plans to enhance performance through technology R&D, production management optimization, and cost reduction initiatives [5]. - In the electric motor sector, Jiangte Electric aims to strengthen its position in the robotics motor market and develop internationally recognized brands for servo motors and special-purpose motors [5]. - In the lithium sector, the company is accelerating preparations for the Qikeng mine's production and aims to optimize lithium extraction processes to improve product profitability [5].

Core Viewpoint - Dazhong Mining (001203) is currently in the exploration-to-production phase for its Sichuan Jiada lithium mine, with significant resource reserves confirmed [1] Group 1: Project Status - The first mining area has confirmed lithium carbonate equivalent reserves of approximately 148.42 thousand tons, which has been approved by the Ministry of Natural Resources as of the first half of 2025 [1] - The mining plan for the first mining area has passed expert review by the Ministry of Natural Resources in October 2025 [1] Group 2: Production Capacity - The overall planned mining scale for the project is 260 thousand tons per year, which corresponds to an estimated annual production of about 50 thousand tons of lithium carbonate equivalent [1] - The company is actively working on the preparation and review of the ecological restoration plan for the mining area [1]

Core Viewpoint - The resumption of lithium mining at the Jiangxi Yichun Jianxiawo mine by Ningde Times is progressing, with the first environmental impact assessment (EIA) information publicized, indicating a series of necessary approvals and permits are still required for normal operations [1][3]. Group 1: Project Updates - The Jiangxi Yichun Jianxiawo lithium mine project is undergoing its first EIA public notice as part of the approval process for mining operations [1]. - Ningde Times has submitted an application for the extension of mining rights to the Jiangxi Yichun Natural Resources Bureau, as the mining license expired on August 9, 2023 [1]. Group 2: Regulatory Context - Under the old regulations, lithium mica was classified under "other non-ferrous metal ores" or "ceramic clay minerals," affecting tax calculations, with a lower tax rate of 3.25%-6.5% applicable for ceramic clay [2]. - The new Mineral Resources Law, effective July 1, 2025, will classify lithium as an independent mineral, raising the standards for by-product mineral recognition, which may impact the mining strategy for the Jianxiawo mine due to its average lithium oxide grade of only 0.27% [2]. Group 3: Future Steps - After the EIA public notice process, Ningde Times will need to obtain various departmental approvals and complete additional work to secure a safety production license before resuming normal mining operations [3].

Core Viewpoint - The company is progressing as planned with the tunneling work at its lithium mines in Sichuan and Hunan, utilizing tunnel boring machines (TBM) effectively [1] Group 1: Project Updates - At the Gada lithium mine project, the "Dazhong" and "Jiada" tunnel boring machines are operating steadily and advancing the project through a dual-machine collaborative tunneling mode [1] - At the Jijia Mountain lithium mine project, the "Longyuan" tunnel boring machine has efficiently completed 7.3 kilometers of excavation for the transportation corridor and access roads in the first half of 2025, and has recently undergone comprehensive maintenance and upgrades before being put back into operation [1]

Core Viewpoint - The company has made significant progress in the development of the Jada lithium mine, with resource estimates exceeding expectations and plans for ecological restoration underway [1] Group 1: Development Progress - The first mining area of the Jada lithium mine, covering 2.056 square kilometers, is expected to complete the review and filing with the Ministry of Natural Resources by the first half of 2025, with an estimated lithium carbonate equivalent of approximately 148.42 thousand tons [1] - The mining resource extraction plan for the Jada lithium mine is scheduled to pass expert review by October 2025 [1] Group 2: Ecological Restoration - The company is currently advancing the preparation and review of the ecological restoration plan for the mining area, with specific progress to be announced in future company announcements [1]

Core Viewpoint - A significant lithium mine operated by CATL in China is set to restart as early as next month, with preliminary plans to resume operations in early December [1] Group 1: Company Plans - CATL has requested suppliers and partners to prepare equipment, chemicals, and workers for the mine's reopening [1] - The company has notified refiners who source raw materials from the mine about the planned restart [1] - The timeline for the company's plans may be subject to change, pending approval from regulatory authorities [1]