大中矿业（001203）(001203.SZ)公告，公司董事会审议通过了《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目的议案》。本次拟实施的湖南省临武县鸡脚山矿区通天庙 矿段2,000万吨/年锂矿采选尾一体化项目建设投资预计为36.88亿元。 公告显示，湖南省临武县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中的采选工程项目 规划建设露天开采规模2,000万吨/年，配套建设2,000万吨/年选矿厂;尾矿库项目设计总库容为9,452万立 方米。 公告称，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。 公司此前于2025年4月2日召开2025年第一次临时股东大会，审议通过了《关于部分募投项目调整建设规 模、结项、变更和延期的议案》，其中"年处理2000万吨多金属资源综合回收利用项目(一期)"获批投资 17.62亿元。本项目包含前期股东大会已批准的"年处理2000万吨多金属资源综合回收利用项目(一期)"的 建设内容，故本次是在原项目投资基础上以自 ...

2026年1月7日晚间，大中矿业股份有限公司（股票代码：sz001203）发布公告称，经公司第六届董事会 第二十一次会议审议，高票通过了《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 选尾一体化项目的议案》，这标志着大中矿业旗下湖南省临武县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正式进入全面开发阶段。这一里程碑式进展，更标志着公司"铁+锂"双主业战略布 局落地见效，凭借核心证照的顺利获批与超大产能规划，将为企业注入强劲利润增长动力。 根据公告规划，该项目涵盖露天采矿、选矿厂及尾矿库三大核心工程，项目建成后，将形成2000万吨/ 年的露天开采规模，配套建设同等规模的选矿厂，及总库容9452万立方米的尾矿库（服务期15.6年）， 通过"采选尾一体化"模式实现资源高效利用。 资源储量与产能规模的双重优势，构筑了项目强大的盈利能力：经自然资源部评审备案，鸡脚山锂矿资 源量达4.89亿吨，折合碳酸锂当量约324.43万吨，按行业标准测算，每年可生产8万吨碳酸锂。在当前碳 酸锂市场持续反弹、下游新能源汽车与储能产业需求旺盛的背景下，项目达产后所得税后财务内部收益 率将达26.73% ...

大中矿业公告称，2026年1月6日，公司董事会审议通过下属全资公司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议案。项目建设投资预计36.88亿元，包含前期获批的"年处理2000万吨多金 属资源综合回收利用项目（一期）"内容，此次拟以自有或自筹资金新增投资19.25亿元，在董事会权限 内，无需股东会批准。目前项目已获批及备案，后续尚需办理手续。项目规模优势突出，建成达产后， 采选工程所得税后财务内部收益率26.73%，将提升公司竞争力与盈利能力 。 ...

12月23日，中国有色金属工业协会锂业分会发布2025年11月锂行业运行情况。其中指出，2025年11月，碳酸锂期货价格逐步抬升，波动逐步加 大。锂企业三季报业绩回升，市场对未来锂价预期乐观。供应端，市场库存逐步加速去化，宁德时代旗下锂矿消息仍形成扰动，锂盐产量小幅下 跌，锂辉石提锂产量小幅增加，锂云母提锂产量小幅下跌。需求端，新能源车在补贴退坡前抢销量，储能表现亮眼。 一、锂产品价格 2025年11月，国内碳酸锂价格中枢明显抬升。电池级碳酸锂价格从月初的81000元/吨上涨至月末的92000元/吨，上涨13.58%；工业级碳酸锂价格 从月初的80000元/吨上涨至月末的92000元/吨，上涨15.00%；碳酸锂期货主力合约收盘价从月初的82280元/吨上涨至月末的96420元/吨，上涨 17.19%，月末期现价差为4420元/吨。 图 1 11月碳酸锂期现价格(元/吨) 11月，国内氢氧化锂价格上升。氢氧化锂价格从月初的77000元/吨上涨至月末的81500元/吨，上涨5.84%。 图 2 11月氢氧化锂价格(元/吨) 市场成交方面，11月，碳酸锂期货日均成交量为134.9万手，比上月上涨70.4万手；日均 ...

Group 1 - The core viewpoint of the article is that Chuaneng Power has clarified the nature of its Li Jiagou lithium mine project, stating that it focuses on the extraction of spodumene ore, producing spodumene raw ore and lithium concentrate, without involvement in the extraction and sale of associated rare metals [2] Group 2 - The company responded to investor inquiries on its interactive platform regarding the specifics of its lithium mining operations [2]

格隆汇11月28日丨川能动力(000155.SZ)在投资者互动平台表示，公司目前拥有两个锂业厂，其中鼎盛 锂业1.5万吨/年，德阿锂业3万吨/年；李家沟锂矿项目原矿采选能力为105万吨/年，锂精矿产能约18万 吨。 ...

Group 1 - Jiangte Electric's stock increased by 5.54%, reaching 12.58 CNY per share, with a trading volume of 1.728 billion CNY and a turnover rate of 8.23%, resulting in a total market capitalization of 21.466 billion CNY [1] - Jiangte Electric, established on May 11, 1995, and listed on October 12, 2007, is primarily engaged in lithium mica mining and lithium carbonate processing, as well as the research, production, and sales of special motors [1] - The company's revenue composition includes 49.80% from motor products, 47.21% from lithium mining and lithium salt manufacturing, and 2.45% from other supplementary products [1] Group 2 - Guotai Fund has a significant holding in Jiangte Electric, with the Guotai CSI Machine Tool ETF (159667) increasing its stake by 2.1532 million shares in the third quarter, bringing its total holdings to 3.887 million shares, which accounts for 3.33% of the fund's net value [2] - The Guotai CSI Machine Tool ETF (159667) was established on October 12, 2022, with a current size of 1.17 billion CNY, achieving a year-to-date return of 44.11% and a one-year return of 52.41% [2] - The fund manager, Miao Mengyu, has been in the position for 4 years and 54 days, with the fund's total assets amounting to 7.268 billion CNY, and the best return during the tenure being 56.07% [3]

Group 1 - The core viewpoint of the news is that Rongjie Co., Ltd. held its first board meeting of the ninth session on November 11, 2025, to discuss the election of members for the specialized committees of the board [1] - For the first half of 2025, the revenue composition of Rongjie Co., Ltd. was as follows: lithium mining accounted for 86.31%, precision equipment manufacturing accounted for 12.76%, lithium salt processing and smelting accounted for 0.66%, and other businesses accounted for 0.28% [1] - As of the report date, the market capitalization of Rongjie Co., Ltd. was 12.6 billion yuan [1]

Core Viewpoint - Shengxin Lithium Energy plans to raise up to 3.2 billion yuan by issuing shares to three investors, with the funds aimed at supplementing working capital and repaying debts [3][8]. Group 1: Fundraising Details - The share issuance price is set at 17.06 yuan per share, with Shenzhen Shengtun Group and Huayou Holding Group each subscribing for 1.1275 billion yuan, while Zhongchuang Xinhang will subscribe for 945 million yuan [3][4]. - The total number of shares to be issued is approximately 187.57 million [4]. Group 2: Company Operations - Shengxin Lithium Energy's main business includes lithium ore mining, production, and sales of basic lithium salts and lithium metal products, with a lithium salt production capacity of 137,000 tons per year and lithium metal capacity of 500 tons per year [3][8]. - The company has established lithium product production bases globally, including several facilities in Sichuan, China, and an operation in Indonesia [3][5]. Group 3: Market Performance - In Q3 2025, the company reported revenue of 1.481 billion yuan, a year-on-year increase of 61.07%, and a net profit of 88.72 million yuan, compared to a loss of 275 million yuan in the same period last year [8][9]. - The average selling price of lithium salt products decreased in the first three quarters of 2025, leading to a year-on-year revenue decline of 11.53% [9]. Group 4: Industry Context - The Chinese power battery installation volume reached 76.0 GWh in September 2025, a month-on-month increase of 21.6% and a year-on-year increase of 39.5% [7]. - Huayou Holding Group has developed into a large investment group with a focus on lithium battery materials, including cobalt and nickel resource development [7][8].

Group 1 - The core point of the article is that Rongjie Co., Ltd. announced the convening of its 28th meeting of the 8th Board of Directors on October 24, 2025, to discuss the proposal for the re-election of the board and the nomination of independent director candidates [1] - For the first half of 2025, the revenue composition of Rongjie Co., Ltd. is as follows: lithium mining accounts for 86.31%, precision equipment manufacturing accounts for 12.76%, lithium salt processing and smelting accounts for 0.66%, and other businesses account for 0.28% [1] - As of the report date, the market capitalization of Rongjie Co., Ltd. is 11.3 billion yuan [1]