Trainee reporter Wu Luo
Another100 billion central enterprises are laying out salt lakes to extract lithium.
According to the a
Trainee reporter Wu Luo
Another100 billion central enterprises are laying out salt lakes to extract lithium.
According to the announcement of Xiaolan Technology on the evening of February 5th, the company recently received the bid-winning notice of "Procurement of Adsorption System for the Comprehensive Utilization Project of Lithium Extraction from Old Brine in Lop Nur Salt Lake of SDIC Luok Potassium Company (5000 tons/year)", which is the first industrialized lithium extraction project in Lop Nur Salt Lake, Xinjiang.
SDIC Lok Potassium is controlled by SDIC Group, and its annual output of 5,000 tons of lithium carbonate project will be fully put into production by the end of 2023, and it is expected to expand production rapidly.
Previously, Salt Lake Company, CITIC Group, China Baowu and China Minmetals, among the central enterprises, have invested in several lithium extraction projects in Salt Lake in Qinghai-Tibet region.
According to the forecast of CITIC Securities, the capacity of extracting lithium from China Salt Lake is expected to account for more than 20% of the global lithium supply in the future, and it will become an important part of the global lithium supply.
SDIC enters salt lake to extract lithium.
On the evening of February 5th, Xiaolan Technology announced that the company had recently received the bid-winning notice of "Procurement of Adsorption System for the Comprehensive Utilization Project of Lithium Extraction from Old Brine in Lop Nur Salt Lake of SDIC Luok Potassium Company (5000 tons/year)", and the bid-winning amount was 497 1.0905 million yuan, which was the first industrialization project of lithium extraction in Lop Nur Salt Lake in Xinjiang.
Prior to this, on October 20th, 65438/KLOC-0, the Ninth Five-Year High-Tech also received the letter of acceptance for the project of "Comprehensive Utilization Project of Lithium Extraction from Old Brine in Lop Nur Salt Lake of SDIC Luok Potassium Company (5000 tons/year)-Procurement of Membrane Treatment System", with the winning bid amount of 86246479 yuan.
SDIC Lok Potash is SDIC Xinjiang Lop Nur Potash Co., Ltd., and the state-owned SDIC Group holds 63% of its shares through its wholly-owned subsidiary SDIC Mining.
According to the official website of SDIC Group, the company is a state-owned capital investment company. By the end of 20021,the total assets of the group were 766.4 billion yuan. In 20021year, the total operating income was194.5 billion yuan, and the total profit was 46 1 100 million yuan. For 18 years in a row, it was awarded Grade A in the State Council SASAC performance appraisal.
According to Guannong, which holds 20% equity of Guotou Luoka, the comprehensive utilization project of extracting lithium from old brine in Lop Nur Salt Lake (5,000 tons/year) has obtained the registration certificate of enterprise investment projects in Ruoqiang County, Bazhou, Xinjiang, and the planned completion time of the project is 65,438+February 2023, that is, the product is planned to be completed and put into production before the end of 2023.
According to official media reports in Ruoqiang County, Xinjiang, the above-mentioned 5,000-ton lithium carbonate project of SDIC Luoka started on September 28, 2022. After the project is completed, it will further extend the middle and lower reaches of ternary batteries, lithium iron phosphate batteries and various consumer industrial chains to enhance the added value of related products; After putting into production, it is estimated that the annual output value will be 2.5 billion yuan and the profit and tax will be about 260 million yuan.
5000 tons is still just beginning.
SDIC potash fertilizer mainly develops natural brine resources in Lop Nur and produces potassium sulfate. The company has built a potassium sulfate production plant with an annual output of 6.5438+0.5 million tons and a magnesium sulfate fertilizer production plant with an annual output of 6.5438+0.5 million tons. It is the largest single potassium sulfate producer in the world.
At present, the processing plant adds about190,000 m3 of old brine for potassium precipitation every year, and the lithium ion content is195-288 mg/L. The lithium ion resource in old brine for potassium precipitation is 3705-5486t/a, which is equivalent to about19480-28900 t/a. ..
65438 On February 26th, 2022, Li Shoujiang, Party Secretary and General Manager of SDIC Luoka, published a signed article entitled "Give full play to the" ballast stone "role of state-owned enterprises in stabilizing the economy" in Science and Technology Daily.
The article said that it is necessary to focus on the main business and grasp the core technology and core endowment to carry out the work. First of all, continue to increase scientific research investment in deep exploration technology of Lop Nur Salt Lake, comprehensive utilization industrialization technology, new and efficient brine mining technology, intelligent manufacturing, and new product development of high value-added potash fertilizer. According to the requirements of circular economy, accelerate the comprehensive utilization of resources, promote the work of extracting lithium and bromine from salt lakes, and enhance the new kinetic energy for development.
An insider of the lithium extraction industry in Salt Lake told the China Fund newspaper that all the above pilot projects with an annual output of 5,000 tons of lithium carbonate can be put into production by the end of the year, and it will not be too difficult to expand the production capacity to 1 10,000 tons-1 10,000 tons.
According to the semi-annual report of Guannong Co., Ltd. in 2022, in the first half of 2022, the company's investment income in joint ventures and associated enterprises increased by 297,558,200 yuan compared with the previous year, an increase of 2.2 times, mainly due to the increase in global food prices, the Russian-Ukrainian war, the sharp increase in the price of potassium sulfate and the sharp increase in the net profit of SDIC Luoka compared with the same period of last year, which enabled the company to confirm that the investment income increased compared with the same period of last year.
Guannong Co., Ltd. said that in 20021year, SDIC Loka's operating income was 4.506 billion yuan, and its net profit was 1 1.9 1 billion yuan; In the first half of 2022, SDIC Luoka achieved an operating income of 5.293 billion yuan and a net profit of 2.077 billion yuan.
Many central enterprises compete.
In addition to SDIC, among the central enterprises, CITIC Group, China Baowu and China Minmetals all invested in related lithium extraction projects in Qinghai-Tibet.
Qinghai Lithium Industry under CITIC Group laid out salt lakes to extract lithium earlier. From June 5438 to 10, 2007, its production line with an annual output of 3,000 tons of lithium carbonate was successfully put into trial operation. Two years later, its 10,000-ton lithium carbonate production line was officially put into production. At present, the total annual output of lithium carbonate of CITIC Group in Qinghai Salt Lake is close to 30,000 tons.
In 20021year, Tibet Mining Company under China Baowu started to build a 10,000-ton battery-grade lithium carbonate project, which is expected to be completed on July 30, 2023 and put into production on September 30, 2023.
The Zabuye Salt Lake in Tibet, with exclusive exploitation rights, is the third largest lithium mine salt lake in the world and the largest in Asia. The concentration of lithium in its brine is second only to that of Atacama Salt Lake in Chile, and its lithium-containing products rank second in the world. Brine approaches or reaches the saturation point of lithium carbonate, which is easy to form different forms of natural lithium carbonate precipitation, so it is better than similar salt lake resources in the world.
At present, the revenue proportion of lithium products from mining in Tibet has soared from 6% in 2020 and 50% in 20021year to 87% in the first half of 2022.
Minmetals Salt Lake Co., Ltd., a subsidiary of China Minmetals, owns the mining right of Yiliping Salt Lake. From 2065438 to June 2009, Yili Hongda acquired 49% equity of Minmetals Salt Lake for 564 million yuan, and Minmetals Nonferrous acquired 5 1% equity for 587 million yuan, becoming the controlling shareholder of Minmetals Salt Lake. In 20 18, the company's 10,000 tons of lithium carbonate products were successfully rolled off the assembly line.
According to the data, the industrialization of lithium extraction in China Salt Lake began in1990s, represented by the industrialization projects of Qinghai Lithium Industry and Zabuye Salt Lake.
Since 20 15, with the sharp increase of lithium price, the lithium extraction industry in China Salt Lake has entered a stage of rapid development, and the built capacity has exceeded 654.38+10,000 tons. After 20 18, with the rapid decline of lithium price, the capacity building of lithium extraction in China Salt Lake slowed down, and relevant enterprises strengthened technical research and production line transformation at this stage.
However, since the second half of 2020, the price of lithium has once again entered the upward cycle. Coupled with technological breakthroughs, policy support and other favorable factors, the domestic salt lake lithium extraction industry has entered a new round of expansion cycle.
According to the report released by CITIC Securities in 20021June, the capacity projects of major domestic salt lake lithium extraction enterprises have reached 250,000 tons, and the long-term planning has reached 300,000 tons. The report predicts that with reference to the growth of global lithium demand, the domestic salt lake lithium extraction capacity is expected to account for more than 20% of the global lithium supply in the future and become an important part of the global lithium supply.
Editor: Captain