锂资源战略
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大中矿业(001203.SZ):下属全资公司拟实施鸡脚山矿区通天庙矿段2000万吨/年锂矿采选尾一体化项目
Ge Long Hui A P P· 2026-01-07 13:44
湖南鸡脚山锂矿经自然资源部评审备案的锂矿资源量达48,987.2万吨,折合碳酸锂当量约324.43万吨; 经自然资源部评审的露天开采规模为2,000万吨/年;湖南省发改委批复的项目采选规模为2,000万吨/ 年;已备案的尾矿库服务期为15.6年。根据行业经验及公司试验,每年2,000万吨原矿开采可生产8万吨 碳酸锂。整体来看,该项目规模优势突出,盈利能力较强。当前碳酸锂市场行业景气度较高,下游新能 源产业对碳酸锂需求持续增长。在此背景下,公司审议通过"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"的投资建设,标志着公司湖南鸡脚山锂矿采选尾项目正式进入全面开发阶段,符合公 司锂资源战略布局规划,是"铁+锂"双主业协同发展的核心举措。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。 格隆汇1月7日丨大中矿业(001203.SZ)公布,第六届董事会第二十一次会议以7票同意,0票反对,0票弃 权审议通过了《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 ...
纵览网丨中国“锂王”蒋卫平:低调实干,铸就锂业帝国的传奇之路
Sou Hu Cai Jing· 2025-05-09 06:22
Core Insights - The article highlights the remarkable journey of Jiang Weiping, known as the "Lithium King," who transformed Tianqi Lithium from a small company into a global lithium giant over a decade [2][11] Group 1: Strategic Decisions - In 2012, Jiang Weiping took decisive action to prevent Rockwood from acquiring Talison, a major lithium supplier, which would have severely impacted China's lithium resource supply [3][4] - Jiang leveraged his entire fortune and borrowed extensively to acquire 19.99% of Talison, becoming its second-largest shareholder and successfully blocking the acquisition [4][6] Group 2: Global Expansion - After securing Talison, Jiang set his sights on SQM, a leading lithium producer in Chile, and in 2017, he acquired 23.77% of SQM for $4.066 billion (approximately 259 billion RMB) [6][7] - The acquisition of SQM significantly enhanced Tianqi Lithium's global influence in the lithium market, despite the financial risks involved [6][7] Group 3: Crisis Management - Following a downturn in lithium prices and financial difficulties, Tianqi Lithium faced severe challenges, including a loss of nearly 60 billion RMB in 2019 [7][8] - Jiang demonstrated resilience by exploring various financing options and successfully brought in IGO as a strategic investor, allowing the company to stabilize [8][10] Group 4: Long-term Vision - Jiang's acquisitions were not only reactive but also strategic, aimed at securing China's long-term lithium resource needs amid growing demand in the renewable energy sector [10][11] - His foresight and ability to navigate through adversity exemplify the spirit of entrepreneurship, contributing significantly to the development of China's lithium industry [11]