人民财讯1月7日电，大中矿业（001203）1月7日公告，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，项目建设投资为36.88亿元。目前，本项目已取得湖南省发改委出具的 项目批复及临武县发展和改革局出具的备案证明，后续实施尚需办理节能评估、环评审批等相关手续。 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2000万吨/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。 ...

Core Insights - The U.S. government is seeking to acquire a 10% stake in Lithium Americas, aiming to secure rights to the largest lithium mine in the U.S. [1] - The Biden administration is renegotiating a $2.26 billion loan to Lithium Americas, initially approved during the Trump administration, which is seen as a significant mineral transaction [2] - Lithium Americas' Thacker Pass project holds the largest known lithium resources globally, with plans to produce 160,000 tons of battery-grade lithium carbonate annually in five phases [2] Company Relationships - Ganfeng Lithium was previously the largest shareholder of Lithium Americas, holding a 19.9% stake through its subsidiary, Ganfeng International, acquired in 2017 for approximately $49 million [1][3] - As of April 15, Ganfeng Lithium has become the third-largest shareholder of Lithium Americas, with its stock price rising by 3.35% on September 24 [1] - Ganfeng Lithium has strategically reduced its stake in Lithium Americas to 6.86% as of the 2024 fiscal year, reclassifying its remaining shares from long-term equity investments to trading financial assets [4] Project Details - The Thacker Pass project, located in Humboldt County, Nevada, commenced construction in March 2023 and is crucial for the U.S. lithium supply chain [2] - General Motors holds a 38% stake in Thacker Pass and has a 20-year purchase agreement for lithium production, indicating strong industry partnerships [2] Strategic Developments - Ganfeng Lithium has diversified its lithium resource projects globally, including significant holdings in Australia, Argentina, and Mali, totaling over 33.81 million tons of lithium carbonate equivalent (LCE) [3]