However, as the stock price continues to rise, the accumulated risks are also increasing. Although the long-term logic remains unchanged, the risk of short-term stock price adjustment has to be considered. One of them, the sword of Damocles, has always been in my mind-Tianqi's lithium mine is indeed of high quality, but unfortunately most of it is from Australia. In recent years, everyone has seen the political relationship between Australia and China under Morrison's leadership, and the port said it would take it back. The signed Belt and Road Agreement says that if it is torn up, it will be torn up. In the future, with the escalation of the Sino-American struggle, the local and Australian lackeys active in the front line will inevitably take the opportunity to bite you again and force you to hand over the lithium mine. It is also based on the prevention of such risks in the future, so personal advice, especially friends who have accumulated a lot of income with me, is that it is time to control positions.
However, the long-term logic of lithium mine remains unchanged, but now we should turn our attention from abroad to China, especially to extract lithium from salt lakes. Domestic spodumene and mica ores have low lithium content and high mining cost. It is also difficult to make a high ratio of magnesium to lithium in Qinghai, and lakes in Tibet are the most suitable. Let's sort out a few companies that really have mines in Tibet.
I. Mining in Tibet. 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, with proven lithium reserves of 1.8465438+ 10,000 tons. It is a special comprehensive large-scale salt lake deposit rich in lithium, boron and potassium. The actual controller, the State Council State-owned Assets Supervision and Administration Commission, is not very quick, but it has the best lakes and mines.
Second, Zangge Holdings. The company owns two potassium mines in Qinghai, with a total area of over 1.200 square kilometers, of which Chaerhan Salt Lake is the largest soluble potassium magnesium salt deposit in China and one of the largest salt lake deposits in the world. The potash mine in Chaerhan Salt Lake covers an area of 724.3493 square kilometers, and its subsidiary Zangge Potash has obtained the exploration right of 492.56 square kilometers of Heibei potash mine in Langtan, Mangya Hangwei.
Third, Tibet City Investment. The biggest attraction is that it has the third largest lithium carbonate reserve in the world and the first in China. At present, the company controls the resources of Longmucuo Salt Lake and Jiezechaka Salt Lake mining area in Tibet. The area of a single Longmucuo Salt Lake is 345 square kilometers. Together with other salt lakes, the area is at least twice that of Tibet's mining industry, and the local transportation is very convenient.
Fourth, the small blue technology. At present, in the salt lake lithium extraction market, the main technology for the successful industrialization and stable production of lithium carbonate is adsorption. The adsorption-membrane technology route of Xiaolan Science and Technology's independent intellectual property rights has been quite mature, and it has been applied in three industrialization projects of lithium extraction in Zangge, Jintai and Minmetals. With the Qinghai Cold Lake 100t/a lithium carbonate project undertaken by Shaanxi Membrane Separation Technology Research Institute Co., Ltd., the production line was debugged and entered the normal operation stage, and high-purity lithium carbonate was produced. The success of this project indicates that the company has realized the industrialization transformation of the adsorbent, process and core technology of system device for extracting lithium from salt lake brine. At present, the order is running at full capacity. In the field of lithium extraction in salt lake, the company has signed more than 654.38+0 billion contracts and confirmed revenue of nearly 800 million.
Individual stock comments, no investment recommendation, the above stocks are currently gaining a lot, remember to pay attention to risks!