湖南省自然资源厅7月8日披露，湖南省地质院下属的湖南省矿产资源调查所在临武县鸡脚山矿区通天庙 矿段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，伴生 铷、钨、锡、铌、钽等多种战略矿产，均达中型以上规模。 据悉，大中矿业原本从事铁矿石采选、铁精粉和球团的生产和销售业务。不过，近年来，该公司跨行涉 足锂电新能源产业，湖南、四川等地布局锂矿产业，并相继取得重要突破。 据勘探单位湖南省矿产资源调查所介绍，作为"有色金属之乡"，湖南积极响应国家锂资源保障战略，湖 南省矿产资源调查所连同湖南大中赫锂矿有限责任公司，自2022年起在鸡脚山矿区全面开展锂矿靶区优 选工作，累计完成钻探9万多米。 年报显示，2024年，湖南锂矿项目取得了自然资源部的储量评审备案，鸡脚山锂矿首采区通天庙矿段查 明矿石量4.9亿吨，平均品位0.268%，氧化锂矿物量131.35万吨，折算约324.43万吨碳酸锂当量，同时伴 生钨、锡、铌、钽、铷等有价金属，跻身全国锂矿企业前列。四川加达锂矿项目已圆满完成首采区探矿 工作，正在加紧推进储量评审流程和其他探转采手续。 据悉，湖南省矿产资源调查所2022年对鸡脚山矿 ...

Group 1: Company Overview - Sichuan Yahua Industrial Group is a leading producer of lithium salt products, particularly battery-grade lithium hydroxide, with industry-leading production technology and equipment [2][3] - The company has achieved full automation in production lines, enhancing efficiency and product quality, with standards exceeding national benchmarks [3] Group 2: Market Position - Yahua is a top player in the lithium salt market, recognized as a core supplier for major global automotive and battery manufacturers [3] - In the civil explosives sector, Yahua is one of China's leading companies, actively pursuing industry consolidation and expanding its mining service business [3] Group 3: Customer Structure - The company primarily relies on long-term agreements with key clients, including international firms like TESLA and LGES, and domestic companies such as CATL and Zhongtai [4] - As of 2024, revenue from top clients accounts for 90% of total sales, with a significant portion of orders coming from international customers [4] Group 4: Lithium Resource Assurance - Yahua has established a diversified lithium resource supply chain, combining self-controlled and purchased mines [5] - The Kamativi lithium mine in Zimbabwe has a processing capacity of 2.3 million tons of raw ore annually, with products being shipped back to China for production [5] Group 5: Market Response Strategies - The company is actively expanding its domestic and international lithium salt customer base while optimizing its customer structure [6] - Yahua is increasing its supply of self-owned lithium concentrate and enhancing procurement management for purchased lithium concentrates to optimize costs [6] - Efforts are being made to improve operational efficiency across various departments, including production, finance, and procurement [6]

四川雅化实业集团股份有限公司投资者关系活动记录表 编号：20250605 | |  特定对象调研 | 分析师会议 | | | --- | --- | --- | --- | | 投资者关 | 媒体采访 | 业绩说明会 | | | 系活动类 | 新闻发布会 | 路演活动 | | | 别 | 现场参观 | | | | | 其他（请文字说明其他活动内容） | | | | | 长江证券：王筱茜、肖百桓、周相君、徐静 | | 易方达：万宇翔、胡天乐 | | | 泉果基金：张诠 | 景林资产：周茜 | 创金合信：谢天卉、陆迪 | | | 中银资管：王瑾 | 安信基金：吴少飞 | 永赢基金：郑州杰 | | | 兴全基金：刘洋 | 振兴嘉杰：陈鑫 | 华泰资产：杨林夕 | | 参与单位 | 天弘基金：余然 | 景顺长城：王卫秦 | 海富通：蒋旭杰 | | 名称及人 | 富国基金：潘逸君 | 浦银安盛：凌亚亮 | 中意资产：张珈玮 | | 员姓名 | 长城基金：任柯宇 | 银河自营：刘兰程 | 华夏基金：石开、翟宇航 | | | 瀛赐基金：黄昊 | 懿胜资产：李跃 | 宏利基金：刘少卿 | | | 广发基金：胡 ...