The company owns two mining rights and five exploration rights of lithium porcelain stone mine in Yichun area, and the total reserves of lithium resources it holds or controls exceed 654.38 billion tons. The company's existing lepidolite mining scale is about 6.5438+0.8 million tons per year, including 6.5438+0.2 million tons in Yifeng Shiziling Mining Area and 600,000 tons in Fang Xin Tantalum-Niobium Mine.
The existing mica beneficiation scale of the company is 6.5438+200,000 tons, of which the beneficiation scale of Yifeng Shiziling Mining Area is 600,000 tons, and that of Taichang Mining Area is 600,000 tons.
At present, 202 1 is1.8000 tons and1.2000 tons of mineral processing capacity, and we will strive to reach 3.5 million tons in 2022 and 6 million tons in 2023.
At present, the production capacity of the company's production line for preparing lithium carbonate from mica is 6.5438+500,000 tons/year, and that for producing lithium carbonate from spodumene is 6.5438+500,000 tons/year.
The planned capacity of lithium carbonate 202 1-2023 is 30,000 tons per year and 30,000-40,000 tons in 22 years. It is planned to build a 20,000-ton lithium carbonate plant in Yifeng in 2023, and a total scale of 55,000 tons of lithium carbonate will be formed in 2023.
In addition to Qiankeng, there are four exploration rights, 1 is Meijia porcelain stone mine. Now the exploration and mining work has started, and it is expected that the field work will be officially carried out in April. The second is the archway, which has been thoroughly investigated and the reserves have been put on record. The recorded reserves are 6.5438+0.2 million tons of ore. This is an underground porcelain stone mine with an average grade of 654.38+0.4 ~ 654.38+0.5. If it can be mined, it may be mined underground. If you issue this permit, you only need to make a development and utilization plan, and this permit is also issued by the city. Third, the exploration right of Yeweiling, which is the detailed exploration right, has been changed to lithium. It turned out to be the exploration right of tantalum and niobium, which, like Xikeng, was later changed to lithium mine. The first stage detailed investigation of Yeweiling has been completed, and now the second stage detailed investigation is started. The fourth is Pingtouling. We made a simple survey in Pingtouling, and the grade of Pingtouling was 0.3 to 0.4. The development progress of these resources depends on the market price trend, and the archway ranks second in the subsequent development progress.
Xikeng is expected to get the mining license in the third quarter, and we are already doing other work of three links and one leveling, and the road is being repaired. Preparations such as environmental assessment have been started. In order to get the mining right certificate at that time, these works can be completed in a short time of about 10 working days, which can shorten the time. Strive to complete the local security before the date of 65438+February 3 1, which means that the mining scale can reach 3 million tons by the end of February. exist
We will still dig some before, but if we dig some, we will certainly not dig according to the mode of full production. It allows you to verify while digging, and after a while he will finally come to check and accept. The output of Xikeng is planned to be 400,000-500,000 tons in 2022, and Xikeng will be fully put into production in 2023.
In terms of mineral processing, the concentrator supporting Qiankeng is expected to be completed in the third quarter of 2023. Previously, the company used alternative beneficiation or joint venture with newly-built concentrator to meet the demand for beneficiation. This year, Yifeng Shiziling concentrator will increase.
300,000 tons, through some technical transformation and expansion.
In 202 1 year, the output of lithium carbonate was less than 20,000 tons, spodumene was less than 1 10,000 tons, then mica 1 10,000 tons, and the outsourcing ratio of mica was about 20%. The amount of spodumene's own concentrate is 20,000 tons, and the rest is the OEM of Tianci and Tianqi.
In 2022, our plan for mica is1.5 ~ 20,000 tons. For spodumene, it is still based on the situation of raw materials, which is not very certain and uncertain. At present, there are less than 2,000 tons of lithium concentrate, and then there are more than 20,000 tons of raw ore of wodgina. We also plan to use it all in March and add it up again.
5000 tons of concentrate, more than 600 tons of lithium carbonate, it is planned to burn all this part in March and add mica in April. If spodumene is preliminary in 2022, it is planned to have 5000~8000 tons of lithium carbonate.
In 2023, the output of mica should be 40,000-50,000 tons. Together with Shiziling and Fang Xin, 40,000 tons belong to self-supplied lepidolite concentrate. The market price of lepidolite concentrate of about 3.0 is already 13400, compared with 1340 in the same period last year, which has increased by 10 times, but it is still profitable to make lithium salt.
Second, the company introduction
Jiangte Electric Co., Ltd. is a high-tech enterprise integrating the exploitation and deep processing of lithium carbonate products, research and development, production and sales of special electrical products, and is one of the top 100 enterprises in Jiangxi Province. At present, the registered capital of the company is 65.438+70.6 million yuan, and there are about 3,000 employees. The industries are distributed in Jiangxi, Tianjin, Zhejiang and Germany. In the past two years, the company has encountered a difficult period, and its financial situation is not very good, but it has been greatly improved compared with last year. From the third quarter of last year, from half a year to the third quarter, revenue and profits increased substantially, and the profit forecast for the whole year last year was about 350-450 million.
The layout of the whole industry of the company is mainly divided into three parts. In the first part, we see the lithium industry sector, mainly our mining companies and silver lithium companies, that is, mining and mineral processing and lithium carbonate processing related industries. The motor industry is distributed in Tianjin, Shanghai, Hangzhou, Jiangxi, Jiangsu and Germany, which basically includes our motor industry. Other industries are some idle assets of the company, which are small in volume and will be disposed of later, and there will be some cash.
Then the two main directions of the current industrial layout. The first direction is the lithium industry plate, and the second direction is the motor plate. So what are our advantages compared with other listed companies in the lithium industry sector?
The first advantage is our resource advantage. The company owns two mining rights and five exploration rights of lithium porcelain stone mine in Yichun area, and the total reserves of lithium resources it holds or controls exceed 654.38 billion tons. The company's existing lepidolite mining scale is about 6.5438+800,000 tons/year, including 6.5438+200,000 tons in Shiziling mining area of Yifeng and 600,000 tons in Fang Xin Tantalum-Niobium Mine.
The second advantage is our comprehensive utilization of flotation process. The company's existing mica beneficiation scale is 6.5438+200,000 tons, including 600,000 tons in Yifeng Shiziling Mining Area and 600,000 tons in Taichang Mining Area. By mining its own lithium porcelain stone, the company extracted the main product mica from the lithium porcelain stone, and extracted feldspar powder, tantalum and niobium and other by-products, thus realizing the comprehensive utilization of lithium ore.
Then the third advantage is the capacity advantage of lithium salt processing. At present, the production capacity of our company's mica-based lithium carbonate production line is 6.5438+500,000 tons/year, and the production capacity of spodumene-based lithium carbonate production line is 6.5438+500,000 tons/year. At present, we have two production lines for producing lithium carbonate from spodumene, and one of them is already undergoing compatible technological transformation. In the future, both mica and spodumene can be burned, improving the utilization rate of production capacity.
Article 4 A spodumene production line with an annual output of 654.38 million tons of lithium hydroxide and 5 million tons of lithium carbonate is under construction.
Fifth, our technology is an academician workstation established by us, with 8 invention patents and 8 utility model patents, and it is the drafting unit of domestic industry standard for preparing lithium carbonate from lepidolite.
The above is the lithium board, and our motor board is the board that we have been cultivating for many years since we went public.
Mainly divided into four categories, one is Jiangxi Jiangte, which is our current parent company. The second is Hangzhou MIG, which was acquired in that year, mainly engaged in servo motors. The third is Tianjin Huaxing, and the fourth is Will of Germany.
Then Jiangxi Jiangte has accumulated more than 60 years of motor business experience. The special motor R&D center has accumulated nearly 180 projects, undertaken the national key project 12, and was approved as Jiangxi Art Center and Jiangxi Special Motor Engineering Technology R&D Center. The products have high technical content and complete specifications, and have successfully developed nearly 50 series of motor products with more than 3,000 models and specifications.
It is in the forefront, or the top three in the industry, or even the first in the industry, in various fields such as construction motors, lifting metallurgical motors, military motors, new energy automobile motors, and wind power supporting motors.
Hangzhou MIG is the leading servo motor in China, with an annual output of 6.5438+0 million units, ranking first in domestic servo motor shipments. Products are widely used in automation and intelligent control fields, such as industrial robots.
Tianjin Huaxing was founded in 1985, and its main products are used in elevator motors, escalator motors, escalator drive mainframes and motor components. The company is the gold medal supplier of Otis elevator.
Germany Weir Drive and New Energy Technology Co., Ltd. was established in 1945, which is the base for the company to develop and expand the European market. Specializing in the production and sales of generators, motors and drive system engineering solutions.
We have so many industries. Our strategic policy is to build the core competitiveness of lithium industry and continuously develop the intelligent motor industry. Our strategic goal is to become a global large-scale lithium carbonate product supplier and a first-class intelligent motor integration service provider. With such a grand policy and goal, we will have new positioning and planning in corporate culture brand planning, risk control, human resources information planning and investment planning, including investor relations, media relations, supervision relations and capital operation, so as to satisfy customers, employees, shareholders, government and society.
Our future prospect is the current mining capacity of 20210.8 million tons and the mineral processing capacity of10.2 million tons, which will reach 3.5 million tons in 2022 and 6 million tons in 2023. The capacity of lithium carbonate in 20021-2023 is planned to be 30,000 tons per year, 30,000-40,000 tons in 22 years and 40,000-50,000 tons in 23 years. There is a basic assumption based on the success of exploration and mining in Xikeng. Then increase technological transformation, concentrate resources and fill the gap.
Then the motor industry, one is to continue to consolidate and develop the first position in the engineering motor industry, and stabilize the market share of wind power supporting motors, with domestic output value first and market share first. The third is to broaden the automation application field of high-end servo electrical appliances and supporting products, and continue to maintain the first position in domestic shipments. Fourth, comprehensively lay out the field of military motors, strengthen cooperation with military academies, realize mass production of high-tech products, and accelerate the launch of traditional new energy vehicle motors, with the goal of becoming a global brand supplier of new energy vehicles. Last Friday, we made a new supplement to this strategy, which may be used in the field of electronic control in the near future or in the future.
The planning of team building, relying on the academician workstation, combined with the establishment, construction and joint research institute of lithium ore mining, lithium carbonate deep processing and special motor research and development in related universities, will expand the industrial scale and improve the core interests of products. Then introduce high-end talents, formulate long-term development strategies, strengthen the combination of external introduction and internal introduction, and introduce high-level and innovative management and technical talents through talent incentives, performance incentives and equity incentives. As for incentives, we have already implemented them in the early stage. One is the employee stock ownership plan and the other is the repurchase plan. Then, by repurchasing shares, existing talents are retained, and future talents are introduced as incentive stock reserves, which has been implemented at present.
Future Outlook Company, as an established listed company, has strong brand awareness and high product recognition. The company not only has a track with good new energy, but also has a free and rich elastic disk with mobile resources, as well as a stable brand of special motors. I hope that with the efforts of the company, I will accumulate a lot and achieve faster, better and more stable development.