坐拥多个锂云母矿却不赚钱，江特电机实控人想撤退

Core Viewpoint - Jiangte Electric's control rights are undergoing changes, with the actual controllers planning a transfer of control amid ongoing losses in the lithium industry due to falling lithium carbonate prices [3][4]. Group 1: Control Rights and Company Background - Jiangte Electric's actual controllers, Zhu Jun and Lu Shunmin, hold 14.12% of the company's shares through the controlling shareholder Jiangxi Jiangte Electric Group [4]. - The company's total market value before the suspension was 13.2 billion yuan, with the market value corresponding to the actual controllers' holdings at 1.877 billion yuan [4]. - Zhu Jun has been the chairman and general manager since January 2002, while Lu Shunmin joined the board in the same year and became the chairman of the controlling shareholder in 2006 [4]. Group 2: Financial Performance and Industry Context - Jiangte Electric has faced continuous losses since 2023, attributed to the decline in lithium carbonate prices [3][8]. - The company reported a revenue of 6.572 billion yuan in 2022, with a profit of 2.326 billion yuan, marking significant growth compared to previous years [8]. - The company has been involved in the lithium industry since 2010, acquiring various lithium-related assets, but faced substantial losses from its investment in Jiulong Automobile, leading to a strategic shift towards smart motors and lithium industries [6][8]. Group 3: Lithium Resource and Production Challenges - Jiangte Electric holds significant lithium resources, with over 1 million tons of proven lithium resources and several mining rights [7][9]. - The company has a production capacity of 30,000 tons of lithium carbonate per year, but has struggled with profitability due to high production costs compared to current market prices [9][10]. - The company is currently undergoing a 26-day shutdown for maintenance of its lithium salt production line, aimed at improving production efficiency and reducing costs [3][10].