According to the latest financial report, the revenue of Salt Lake in the first quarter was 76170,000 yuan, which is equivalent to spending all the revenue in the first quarter of this project.
Newly built battery-grade lithium carbonate with an annual output of 20,000 tons+lithium chloride with an annual output of 20,000 tons.
The project plans to build a new battery-grade lithium carbonate with an annual output of 20,000 tons+lithium chloride with an annual output of 20,000 tons. The construction site is located in Chaerhan Potassium Lithium Industrial Park of Salt Lake Co., Ltd., and the construction period of the project is 24 months. The project is funded by the company's own funds and bank loans.
This is the third lithium salt project of Salt Lake Co., Ltd. and the first lithium salt project independently invested by Salt Lake Co., Ltd.
Some analysts pointed out that one of the main reasons for the independent investment of Salt Lake Co., Ltd. is to "catch up with the progress" and the company also has relatively strong financial support.
From the scale of production expansion, the expansion scale of Salt Lake Company includes 20,000 tons of battery-grade lithium carbonate and 20,000 tons of lithium chloride, which is almost doubled compared with the current production capacity of 30,000 tons of lithium carbonate, the annual output of 22,700 tons of lithium carbonate in 202/kloc-0 and the sales volume of lithium carbonate in 1.92 million tons.
According to public information, Michelle Lithium Industry, a subsidiary of Salt Lake, has a capacity of 30,000 tons of lithium carbonate. The reporter learned that at present, the production and sales of lithium industry in Michelle are proceeding as planned. The main product of Michelle Lithium Owner is industrial lithium carbonate, and the latest ex-factory price is about 450,000 yuan.
The main business of Salt Lake Co., Ltd. is the development, production and sales of potash fertilizer and lithium salt. The company's lithium salt plate products are mainly lithium carbonate, which is prepared from the old brine after potash fertilizer production. At present, it has its own advantages in brand, marketing network, products and supply chain. The company has a production capacity of 30,000 tons of lithium carbonate. In 20021year, the output of lithium carbonate was about 22,700 tons, and the sales volume was about 1.92 million tons.
It is reported that with the support of national policies, through years of cultivation of the whole industrial chain of new energy vehicles, all links have gradually matured, rich and diverse new energy vehicle products have continuously met the market demand, and the use environment has been gradually optimized and improved. Under these measures, new energy vehicles are increasingly recognized by consumers.
The output of new energy vehicles continued to hit a new high, driving the demand for power batteries to advance by leaps and bounds, and lithium salt gradually changed from a balance between supply and demand to a tight supply. 202 1.69% China's lithium carbonate imports increased by 6 1.69%, and exports increased by 4.7 1%. In the future, the demand for lithium salt at home and abroad will continue to increase. The development of high value-added and high-purity lithium salt products by Salt Lake Co., Ltd. is also an inherent requirement to meet the growth of market demand.
Company's lithium chloride reserves in Chaerhan Salt Lake12.04 million tons.
According to the introduction of Salt Lake shares in the previously disclosed 202 1 annual report, the company's lithium chloride reserves in Chaerhan Salt Lake12.04 million tons, ranking first in the country. At present, the company has an annual production capacity of 30,000 tons of lithium carbonate, which is the largest capacity for extracting lithium from brine in China. In addition, BYD's 30,000-ton battery-grade lithium carbonate project in Salt Lake is being piloted. The cost advantage of extracting lithium from salt lake is obvious. The technology of extracting lithium by brine adsorption membrane adopted by the company is the company's own technology, and the production cost of producing lithium carbonate has a comparative advantage compared with its peers.
In the 20021annual report, Salt Lake Co., Ltd. said: improve the technology of extracting lithium from brine with high magnesium-lithium ratio, improve the technical level of lithium carbonate production, expand the production scale of lithium carbonate and improve the comprehensive utilization rate of lithium resources.
Develop high value-added products of upstream and downstream series of new energy materials for lithium batteries, research and produce battery-grade lithium hydroxide, lithium chloride, lithium magnesium alloy, lithium cobaltate, lithium manganate, lithium phosphate and other lithium battery cathode materials, and develop magnesium lithium, lithium aluminum and other alloy industries. Develop lithium energy storage materials and build a globally competitive power battery industry chain. Go out and introduce, cooperate with enterprises with strong advantages in lithium battery industry in various ways, develop in series and with high quality, and enhance the competitiveness of lithium industry chain.
Salt Lake Co., Ltd. recently announced on the evening of May 26 that Chaerhan Salt Lake is rich in lithium chloride resources, and the company has unique resource advantages, technical advantages and platform advantages in developing lithium-ion new energy materials. The company will make full use of its own conditions to enlarge and strengthen the new energy materials sector, accelerate the expansion of lithium industry and promote the development of industrial chain. Therefore, the new energy materials for lithium batteries are the sectors where the company needs to increase resources to obtain higher business growth, which has high market appeal and is expected to grow into the main source of revenue and profit for the company in the future.
According to the announcement, this new investment project is in line with the national industrial policy and the development trend of lithium battery new energy market, and is in line with the development orientation of building a world-class salt lake industrial base in Qinghai Province and the company's medium and long-term development strategy. After the completion of the project, it will create good economic benefits for the company, further enhance the competitiveness of enterprise products and consolidate its position in the industry.
As of May 26th, Salt Lake shares closed at 3 1.76 yuan, up 4.99%, with a market value of172.5 billion yuan.