大中矿业（001203.SZ）9月19日在投资者互动平台表示，公司对四川加达锂矿的收购决策是基于长期战 略布局和严格的技术经济评估，首采区已备案资源量达148.42万吨碳酸锂当量，氧化锂平均品位 1.38%。四川加达锂矿探矿权勘查面积为21.2247平方公里，本次已备案的首采区面积仅为2.056平方公 里，备案的矿区面积不足总面积的十分之一，未来增储潜力显著。关于鸡脚山矿权交易，公司拥有鸡脚 山锂矿探矿权100%所有权，无额外支付义务。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：据有关信息显示，2023年收购四川加达锂矿花了42 亿，碳酸锂储量只有150万吨，从矿山情况及现时价格6万来说不具有开采的经济价值，请问公司后悔当 年高价购矿的决定吗？而湖南鸡脚山锂矿只花了2.1亿就拿下高达325万吨的储量，请问现在要不要额外 支付给前业主的"意外损失"？ ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - On September 15, the main contract of lithium carbonate futures fluctuated upward. The current supply and demand are both strong, and the inventory pressure of upstream is not large. With the active promotion of the resumption of key mines, the expectation of supply contraction weakens. It is expected that the price of lithium carbonate will fluctuate at a low level. The trading strategy is to short at high prices [1]. Group 3: Summary by Related Catalogs Futures Market - On September 15, the closing prices of near - month, consecutive - one, consecutive - two, and consecutive - three contracts of lithium carbonate futures increased compared with September 12. The trading volume was 482,790 lots (+71,801), and the open interest was 309,446 lots (+44). The registered warehouse receipts were 38,963 (+338) tons [1]. Spot Market - The spot market trading was weak, and the basis changed from premium to discount. The price of spodumene concentrate increased, while the mica price remained stable. The prices of some lithium - related products such as lithium phosphate aluminum stone and ternary precursor also changed to varying degrees [1]. Supply and Demand - Supply side: Last week, the output of lithium carbonate increased, and the output of lithium carbonate from different raw materials all increased. In September, the scheduled production of lithium carbonate increased. - Demand side: Last week, the output of lithium iron phosphate increased, the output of ternary materials decreased, and the output of power batteries increased. In August, the year - on - year growth rate of new energy vehicle production slowed down, the 3C shipments were average, and the production of energy - storage batteries in September will increase [1]. Inventory - Social inventory decreased. Refineries and other sectors reduced inventory, while downstream sectors accumulated inventory. The total SMM lithium carbonate inventory decreased by 1,580 tons compared with the previous week [1]. Important Information - On September 15, Savama Resources Plc, a London - listed company, said that after completing additional exploration work, the reserve estimate of its lithium mine project in northern Portugal increased by 40%. The pegmatite reserve of Barroso resources is now expected to exceed 39 million tons, up from the previous estimate of 28 million tons, becoming the largest pegmatite deposit in Europe [1].

Core Viewpoint - Jiangte Motor's stock price has shown slight growth, but the company faces challenges due to declining lithium prices and a reported net loss in its latest financial results [1] Company Overview - Jiangte Motor's main business includes lithium mining, lithium salt production, and electric motor manufacturing [1] - The company holds multiple mining and exploration rights in the Yichun area, with lithium resources exceeding 100 million tons, establishing a vertically integrated industry chain from ore mining to deep processing of lithium salts [1] - The electric motor products are widely used in industrial robots and wind power equipment [1] Financial Performance - The half-year report disclosed on August 21 shows that revenue from lithium mining and lithium salt manufacturing increased by 115.91% year-on-year [1] - Despite the revenue growth, the business's gross profit margin was -16.27% due to falling lithium salt prices, leading to an overall net loss of 114 million yuan [1] Market Developments - On August 19, the company announced the imminent resumption of production at its Yichun Yinli New Energy subsidiary, raising market concerns about potential supply increases and further impacts on lithium carbonate price trends [1] - As of August 22, there was a net outflow of 1.3474 million yuan in principal funds, with a cumulative net outflow of 333 million yuan over the past five days [1]

Core Viewpoint - The recent extreme fluctuations in lithium carbonate prices are largely driven by news factors, with the company expressing optimism regarding its mining rights renewal process in Jiangxi Yichun [1][2] Group 1: Lithium Market Dynamics - Lithium carbonate prices experienced significant volatility, with a price surge followed by a sharp decline, including a 5.9% drop on July 29 and a stabilization with a 0.43% increase on July 30 [1] - A report from Zhonggrain Futures Research Institute indicates that the production scale of eight mining companies is 73.9 million tons (raw ore) per year, with seven currently in production, contributing to approximately 20% of the domestic monthly output [1] Group 2: Company Operations and Mining Rights - The company’s lithium mining project in Jiangxi Yichun is operating normally, and it has submitted the necessary application materials for the renewal of its mining rights to the local natural resources bureau [1] - The mining rights for the company’s subsidiary, Yichun Times New Energy Mining Co., began on August 9, 2022, and are set to expire on August 9, 2023 [2] - The company is currently awaiting approval for its mining rights renewal, with local authorities confirming receipt of the application and stating that the materials are complete [1]