【大佬持仓跟踪】锂电+业绩预增+民爆,公司年底锂盐综合产能将达到13万吨,前三季度净利预增翻倍
Xin Lang Cai Jing·2025-10-21 06:17

Core Viewpoint - The company is expected to achieve a comprehensive lithium salt production capacity of 130,000 tons by the end of the year, with a projected net profit increase of over 100% in the first three quarters, driven by significant revenue from leading companies like CATL and Tesla [1] Group 1: Lithium Battery Sector - The company's lithium battery revenue is primarily derived from top-tier enterprises, with over 90% of its revenue coming from clients such as CATL and Tesla [1] - The company holds multiple lithium mining rights both domestically and internationally, enhancing its competitive position in the lithium supply chain [1] Group 2: Explosives Industry - The company also specializes in the production and sales of niche civil explosives, diversifying its product offerings beyond lithium [1]