CORUN(SH:600478) Zheng Quan Ri Bao Zhi Sheng·2026-01-05 14:43Core Viewpoint - The company Keli Yuan is expanding its lithium carbonate production capacity and enhancing its resource control capabilities through innovative technology and strategic location changes [1] Group 1: Production Capacity and Expansion Plans - Keli Yuan's subsidiary, Jinfeng Lithium Industry, has a planned production capacity of 30,000 tons per year for lithium carbonate, with a phased production and expansion model [1] - The first phase of 10,000 tons of lithium carbonate production line was launched in July 2023, and full production is expected to be achieved by December 2023 [1] - The construction of the first phase has laid a solid foundation for the rapid completion of the second phase, which includes facilities and equipment [1] Group 2: Resource Management and Cost Reduction - Donglian Company’s subsidiary, Tong'an Ceramic Mine, obtained a mining license for a recoverable scale of 400,000 tons per year as of December 23, 2024, with normal production and construction progress [1] - The company plans to increase the proportion of self-owned mines in the raw materials for lithium carbonate production, which will gradually reduce manufacturing costs [1] - Innovations in lithium extraction technology are being pursued, with plans to apply these advancements in the second phase project to further lower production costs [1] Group 3: Strategic Location and Resource Control - In 2023, the company changed its registered location to Chenzhou to leverage local lithium resource advantages and strengthen resource control capabilities [1] - The company is conducting innovative research and pilot work on lithium extraction technology in Chenzhou, although a mineral processing plant has not yet been established in Linwu County [1] - The total estimated lithium resource reserves of the company are not less than 12 million tons, equivalent to approximately 400,000 tons of lithium carbonate, which can meet the development needs for over ten years at the planned production capacity of 30,000 tons per year [1] Group 4: Business Model and Sustainability - The company has established a business closed loop from natural mines to industrial chain integration and urban mining through a large-scale energy innovation consortium operating model [1] - The company aims to ensure sustainable development of resource business while continuously improving its business layout through green supply, technological efficiency enhancement, and recycling [1]