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大中矿业:公司的金属锂电池材料项目分三期建设,预计2025年完成金属锂电池新材料研发、小试、中试
Mei Ri Jing Ji Xin Wen· 2025-09-19 07:28
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司投资10亿元做金属锂电池项目,请问公司一直以 采矿为主业,做金属锂呦这方面的技术储备吗?请详细介绍一下公司是做电池还是电池附件? 大中矿业(001203.SZ)9月19日在投资者互动平台表示,公司基于对全球锂电产业链的深度研判和对新 能源行业前景的坚定信心,依托自身锂矿资源优势,投资10亿元布局金属锂电池材料项目。该项目属于 电池材料项目,是公司未来主要产品碳酸锂的进一步延伸。公司规划该项目分三期建设,一期为科研攻 关阶段,预计2025年完成金属锂电池新材料研发、小试、中试。 ...
10亿!百亿龙头,布局金属锂电池
DT新材料· 2025-06-18 14:36
Core Viewpoint - The article highlights the investment by Dazhong Mining in a new lithium battery material project, emphasizing the company's strategic shift towards lithium mining and battery materials, which aligns with the growing demand for high-performance batteries in the renewable energy sector [1][2]. Company Overview - Dazhong Mining plans to invest 1 billion yuan to establish a project with an annual production capacity of 3,000 tons of metal lithium battery materials, located in the Linwu High-tech Industrial Development Zone [1]. - The project will be developed in three phases: the first phase focuses on research and development, expected to be completed by 2025; the second phase aims to build a production line with a capacity of 1,000 tons, starting construction in April 2026 and expected to be operational by the end of 2027; the third phase will expand production to 2,000 tons, with construction starting in June 2027 and completion by the end of 2028 [1]. - As of the end of 2024, Dazhong Mining's total assets are valued at 15.4 billion yuan, with a market capitalization of 15.1 billion yuan [1]. Industry Context - Dazhong Mining has expanded its operations into the lithium mining sector, acquiring control over two major lithium resources in Hunan and Sichuan, which are expected to serve as new profit growth points for the company [2]. - The company has established a complete industrial chain for lithium battery materials, including lithium ore mining and lithium carbonate processing, with a current lithium carbonate equivalent of 3.24 million tons [2]. - The metal lithium battery materials produced are crucial for high-performance batteries, particularly solid-state batteries, which are gaining traction in the renewable energy market [2]. Market Developments - Internationally, companies like Factorial and Mercedes-Benz are advancing solid-state lithium metal batteries, indicating a growing trend in battery technology [3]. - Domestically, companies such as Mengwei Technology and Jinyu New Energy are also making strides in lithium metal battery development, with significant deliveries and production capabilities expected in 2024 [4]. - Industry leaders like CATL are focusing on lithium metal anode technology, which is critical for enhancing battery performance and safety [4].