证券日报网讯 12月25日，大中矿业（001203）在互动平台回答投资者提问时表示，公司目前拥有湖南 鸡脚山和四川加达两处核心锂矿资源，两大锂矿项目均在建设推进中。湖南鸡脚山锂矿采选总产能为 2000万吨/年，参照行业技术水平，对应可年产8万吨碳酸锂；四川加达锂矿开采规模260万吨/年，参照 行业技术水平，对应可年产约5万吨碳酸锂，目前处于探转采阶段。为持续提升产品盈利能力，公司依 托自主研发的"锂渣无害化综合提锂技术"，在环保、成本与效率方面实现行业突破，该技术可使锂渣排 放量减少50%，有害元素达一类固废标准并实现资源化利用，同步回收钾等有价元素，构建"一矿多 产"循环模式，整体锂回收率提升至约90%，并通过全链条优化持续降低综合成本。在项目建设与运营 方面，公司率先在锂矿开采中采用TBM盾构机技术缩短建设周期，选厂布局于低海拔、交通便利区域 以实现全年连续生产，并引入强磁预选工艺进一步提升选矿效率与成本控制能力。公司凭借专业的矿山 管理能力，持续推动项目高效投产，以规模化运营和技术优势增强整体盈利能力，构建可持续的发展格 局。 ...

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 lithium carbonate market is experiencing a resurgence, with prices surpassing 120,000 yuan/ton, indicating a potential new upward cycle after a significant decline [1][3]. Supply and Demand Dynamics - The supply-demand structure for lithium carbonate is shifting from oversupply to a balanced state, with a notable improvement in the supply situation expected by mid-2025 [3][4]. - Supply constraints are emerging as high-cost production is being curtailed, leading to a projected shortage of 21,000 tons for the year [4]. - Current inventory levels for lithium carbonate are low, with social inventory at 116,000 tons and upstream lithium salt plant inventory at 5-6 days, indicating tight supply conditions [4]. Demand Growth - The demand for lithium carbonate is being driven by the rapid growth of power batteries and energy storage, particularly in AI data centers and renewable energy storage [5][6]. - China's energy storage battery shipments for Q1-Q3 2025 reached 430 GWh, exceeding 30% of the total for 2024, with an expected annual growth rate of over 75% [6]. Cost and Production Techniques - The lithium carbonate industry is characterized by significant cost differences due to varying extraction techniques, including spodumene, salt lake, and lepidolite methods [9][11]. - Spodumene extraction is currently the dominant method, accounting for approximately 225,000 tons of production in the first half of 2025, with a year-on-year increase of 74% [11]. - Salt lake extraction has the lowest production costs, around 30,000 yuan/ton, and is expected to increase its market share significantly [13]. Company Performance and Competitive Landscape - Leading companies such as Ganfeng Lithium, Tianqi Lithium, and Salt Lake Industry are positioned to benefit from the price increase, with Ganfeng having the largest lithium salt production capacity [14][16]. - Ganfeng Lithium's diverse business structure includes chemical materials and battery products, but it faces higher production costs and significant debt levels [16][17]. - Tianqi Lithium has a strong cost advantage in its mining operations, but its production capacity is limited compared to Ganfeng [16][18]. - Salt Lake Industry, with its low-cost extraction methods, is expected to gain a competitive edge in the upcoming cycle due to faster production ramp-up [18].

11月，江西省自然资源厅矿业权管理处对江枧下窝锂矿采矿权出让收益评估报告、评估报告主要参数表、承诺书进行了公示。 12月19日，江西省宜春招标网发布了该项目的环境影响评价第一次环评信息公示。 据 界面新闻，从接近宁德时代(300750.SZ)人士处获悉， 宜春时代新能源矿业有限公司的宜丰县圳口里-奉新县枧下窝锂矿采矿项目，预计于春节前 后复产。 今年8月，宁德时代在投资者互动平台透露，宜春枧下窝锂矿项目在采矿许可证8月9日到期后暂停了开采作业。 ...

11月，江西省自然资源厅矿业权管理处对江枧下窝锂矿采矿权出让收益评估报告、评估报告主要参数 表、承诺书进行了公示。12月19日，江西省宜春招标网发布了该项目的环境影响评价第一次环评信息公 示。 12月24日，智通财经据接近宁德时代(300750.SZ)人士处获悉，宜春时代新能源矿业有限公司的宜丰县 圳口里-奉新县枧下窝锂矿采矿项目，预计于春节前后复产。 今年8月，宁德时代在投资者互动平台透露，宜春枧下窝锂矿项目在采矿许可证8月9日到期后暂停了开 采作业。 ...

证券日报网讯 12月24日，中伟股份（300919）在互动平台回答投资者提问时表示，公司在行业周期底 部精准低成本获取了阿根廷两座盐湖锂矿，预计掌握锂资源超1000万吨LCE。这两座盐湖锂矿目前仍处 于进一步勘探和建设阶段，公司将根据有关规定及时披露阿根廷锂矿相关进展。此外公司在回收端的碳 酸锂出货超万吨。 ...

Group 1 - The core point of the article is that Hualian Holdings Co., Ltd. plans to acquire lithium salt lake mining assets in Argentina for $175 million (approximately 1.235 billion RMB) [1][3] - The acquisition involves obtaining 80% equity in Argentum Lithium S.A., which is held by Lithium Chile Inc. and Steve William Cochrane, covering a project area of approximately 1,970 square kilometers in the Arizaro salt lake region of Salta Province, Argentina [1][3] - The transaction includes six mining rights covering an area of about 205 square kilometers, and the project has completed a pre-feasibility study [1][3] Group 2 - Hualian Holdings stated that this transaction is part of its strategy to advance industrial transformation and seek new business growth points [3] - After the acquisition, the company will maintain its existing real estate development and property management business while adding overseas lithium salt lake mining assets and plans to enter the lithium extraction production business [3] - The company has already made investments in the lithium extraction industry chain, holding relevant patented technologies and adsorbent products [3]

每经AI快讯，有投资者在投资者互动平台提问：阿根廷两个锂矿什么时候完成全部交割？开采生产需 要多久？ 中伟股份（300919.SZ）12月24日在投资者互动平台表示，公司已在行业周期底部精准低成本获取了阿 根廷两座盐湖锂矿，并且均已完成100%股权交割手续。两座盐湖锂矿目前仍处于勘探和建设阶段，公 司将根据有关规定及时披露相关进展。 （文章来源：每日经济新闻） ...

人民财讯12月24日电，中伟股份（300919）今日在互动平台表示，公司已在行业周期底部低成本获取了 阿根廷两座盐湖锂矿，并且均已完成100%股权交割手续。两座盐湖锂矿目前仍处于勘探和建设阶段。 ...

Core Viewpoint - Hualian Holdings is acquiring 100% of Argentum for approximately $175 million (RMB 1.235 billion), gaining an 80% stake in the Arizaro lithium project in Argentina, marking its entry into the lithium resource development sector [2][3]. Group 1: Transaction Details - The acquisition will allow Hualian Holdings to indirectly hold 80% of the Arizaro salt lake project, which is located in the Salta province of Argentina and is considered the largest undeveloped salt lake in South America's "lithium triangle" [3][4]. - The Arizaro project includes six mining rights covering an area of approximately 205 square kilometers [3]. - Hualian Holdings aims to diversify its business due to the stagnation in the domestic real estate market, adopting a strategy of "stabilizing real estate while promoting transformation" [3][4]. Group 2: Strategic Intent - The company plans to maintain its existing real estate operations while adding overseas lithium salt lake mining assets, which aligns with the broader trend of developing the new energy industry [4]. - This acquisition is seen as a significant step in the company's industrial transformation and a way to reduce reliance on the real estate market [4]. Group 3: Financial Position and Previous Investments - Hualian Holdings has a strong financial position, with cash flow exceeding total liabilities, indicating robust capability to fulfill the acquisition without impacting normal operations [5]. - The company has previously invested in lithium-related ventures through industrial funds, including Shenzhen Juneng and Zhuhai Juneng, which focus on lithium extraction and production [5]. Group 4: Challenges and Risks - The acquisition faces potential risks, including local legal and regulatory challenges in Argentina, which could increase operational costs and uncertainty [6][7]. - As a new entrant in the lithium sector, the company may lack the necessary technical expertise and experience in lithium extraction, which could affect production efficiency and project timelines [6][7]. - The competitive landscape in lithium mining is intense, with existing players already established in Argentina, posing additional challenges for Hualian Holdings [7].