The Zabuye Salt Lake exploited by the company is one of the three largest lithium salt lakes in the world, ranking second in the world, with a potential resource value of 654.38+050 billion yuan. Tibet mining industry strives to achieve the long-term goal of annual output of 25,000 tons of lithium carbonate products within five years.
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1. China ranks first in the world in lithium resources, with unique advantages. The development of lithium batteries is a major project of the National 863 National Plan for Revitalizing the Country through Science and Technology. Lithium is widely used in battery industry, ceramic industry, glass industry, aluminum industry, lubricant, refrigerant, nuclear industry and photoelectric industry. Because lithium carbonate is the basic raw material for producing secondary lithium salt and metallic lithium, lithium carbonate is the most critical product in lithium industry, and other industrial lithium products are basically inferior products of lithium carbonate.
Two. Listed companies with lithium mine resources
1, Tibet Mining (000762)
The Zabuye Salt Lake exploited by the company is one of the three largest lithium salt lakes in the world, ranking second in the world, with a potential resource value of 654.38+050 billion yuan. Tibet mining industry strives to achieve the long-term goal of annual output of 25,000 tons of lithium carbonate products within five years.
2. citic guoan (000839)
Qinghai Guoan lithium carbonate production capacity is 3,000 tons, and the planned construction capacity is 35,000 tons; Its holding subsidiary Mongolia Li (90%) has a production capacity of 65,438+0,500 tons of lithium cobaltate and 500 tons of lithium manganate; The comprehensive project of salt resources in Qinghai developed by the company has a total reserve of 7,638,500 tons of lithium chloride with a grade of 2.2-3.89g/L; At present, citic guoan has invested 20,000 tons of lithium carbonate project.
3. Lu Xiang shares (002 192)
Rong Da Lithium Industry in Ganzi Prefecture acquired by the company owns the mining right of Xiajika lithium mine1No.34 vein 5114,000 tons of lithium mine, and also controls nearly 30 million tons of underground spodumene mine, ranking first in China, first in Asia and second in the world. [Lu Xiang shares gambling agreement Lu Xiang shares lithium mine business information lithium mine mining cost lithium carbonate production cost]
4. Smick (002 162)
It is planned to cooperate with Yifeng County to develop lithium-containing porcelain clay mine, with an investment scale of about 654.38+0.5 billion yuan.
5. Western Mining Industry (60 1 168)
Qinghai Lithium Industry Co., Ltd., which is controlled by the company, owns Dongtai Jinaier Salt Lithium Mine, the second largest salt lithium resource in China, with a potential development value of about 654.38 billion yuan and an annual output of 654.38 million tons of lithium carbonate.
6. Salt Lake Group (000578)
The table reserves of potassium chloride in Chaerhan Salt Lake are 540 million tons, accounting for 97% of the proven reserves in China. The reserves of magnesium chloride are 65.438+65 million tons, and the reserves of lithium chloride are 8 million tons. The Group invested 533 million yuan to build a lithium carbonate project with an annual output of 65.438+100000 tons. The recovery rate of lithium is over 70%, and the purity of the product is 99%.
7. Foshan Lighting (00054 1)
The lithium carbonate project that the company cooperates with Qinghai Salt Lake Group will be put into production in July. The company has planned to put lithium carbonate material->; Cathode material->; Lithium battery->; Core industrial chain of new energy vehicles powered by electric vehicles; Qinghai Fozhao Lithium Battery Cathode Material Co., Ltd. was established by the company together with Hefei Li New Energy Materials, Qinghai Weili New Energy Materials, Lithium Energy Holdings and Jiangsu Guogang Traffic Engineering. It is mainly engaged in cathode materials for lithium batteries, with a design capacity of 2,000 tons/year.
8. Jiangte Motor (002 176)
The company signed the Letter of Intent for Strategic Cooperation of Lithium Mine Resources with Yichun City, intending to develop the upstream and downstream of lithium battery industry (lithium mine, lithium battery, automobile motor, electric vehicle drive assembly, special electric vehicle, etc.). ) Based on Jiangxi Jiangte Lithium Battery Material Co., Ltd..
9. Western Resources (600 139)
The company established Jiangxi Ganzhou West Resource Lithium Industry, acquired Ganzhou Jingtai Lithium Industry 100% equity, and Ningdu Yu Tai Lithium Industry spodumene mining rights and other operating assets. Heyuan spodumene mine handed over by Yu Tai Lithium Industry has an ore reserve of 4.24 million tons, a Li2O metal content of 4,3341.06 tons, an average grade of 1.04% and a mining scale of 66,000 tons/year. Jingtai Lithium Industry obtained the mining right of spodumene mine in Toubeilikeng, Guangchang County in June 5438+1October this year, with an ore reserve of 163 1 10,000 tons and an average grade of 0.99%. Jingtai Lithium Industry is currently carrying out trial production of the 2500-ton industrial lithium carbonate production line project.
10, Tibet Chengtou (600773)
The company intends to acquire part of the shares of Tibet Ali Shengtuo Mining Co., Ltd. owned by Jintai Industry & Trade and Sun Jianyi by increasing capital and shares or purchasing shares. Tibet Ali Shengtuo Mining Company holds salt lake resources such as Longmucuo in Ali area, which is rich in liquid mineral resources such as boron, sodium, magnesium, potassium, lithium and bromine, and has certain investment value.