停产技改半年后 中矿资源3万吨高纯锂盐项目点火试运营

Core Viewpoint - The company Zhongkuang Resources has successfully completed the construction of a 30,000-ton high-purity lithium salt technical upgrade project, which is set to begin trial production on January 2, 2026, following a six-month suspension for upgrades [1][2]. Group 1: Project Details - The total investment for the 30,000-ton high-purity lithium salt project is 121 million yuan, funded by the company's own or self-raised funds [1]. - The project aims to enhance lithium recovery rates and reduce production costs, with main products being battery-grade lithium carbonate and lithium hydroxide, while by-products include sodium sulfate [2]. Group 2: Financial Performance - In the first half of 2025, the company's revenue reached 3.267 billion yuan, marking a year-on-year increase of 34.89%, while net profit attributable to shareholders fell by 81.16% to 89.1289 million yuan [2]. - The company's non-recurring net profit dropped by 98.31% to 7.5034 million yuan during the same period [2]. Group 3: Market Context - The lithium carbonate market experienced significant changes in the second half of 2025, with supply-demand dynamics improving due to unexpected growth in the energy storage market, leading to a substantial price increase [3]. - As of December 31, 2025, the price of lithium carbonate futures closed at 121,600 yuan per ton, with battery-grade lithium carbonate priced between 115,000 and 122,000 yuan per ton, averaging 118,500 yuan per ton [3]. - Following the completion of the technical upgrade project, the company will have a total annual production capacity of 71,000 tons of battery-grade lithium salts, enhancing its competitive edge in the industry [3].