调研速递|云图控股接待国投证券等5家机构 磷复肥年销417.97万吨 5.49亿吨磷矿项目推进中

Core Viewpoint - Chengdu Yuntu Holdings Co., Ltd. is actively engaging with institutional investors to discuss its business operations and growth strategies, particularly in the phosphate fertilizer sector. Group 1: Phosphate Fertilizer Business - The company has a robust phosphate fertilizer capacity nearing 8 million tons, with projected sales of 4.18 million tons and revenue of 11.43 billion yuan for 2024 [2] - The production network is strategically located to be close to resources and markets, enhancing overall profitability [2] Group 2: Industrial Chain Development - The Yicheng base is advancing a complete "salt-alkali-fertilizer" industrial chain, with a focus on a 700,000-ton synthetic ammonia project and a 1.5 million-ton refined salt production line, which is currently in trial production [3] - The integration of upstream and downstream operations is expected to improve cost control and competitive advantages [3] Group 3: Phosphate Resource Development - The company owns three phosphate mining projects in Leibo County, with a total resource reserve of approximately 549 million tons, and is making progress on various mining projects [4] - Specific projects include the Aju Luo Xia phosphate mine and the Niu Niu Zhai East and West sections, which are at different stages of development [4] Group 4: High-Value Product Expansion - The Yicheng base has launched a 600,000-ton sulfuric acid production project and is progressing with other high-value projects, including phosphoric acid derivatives [5] - This expansion aims to enhance the company's product offerings and long-term competitiveness in the market [5] Group 5: New Energy Sector Involvement - The company is entering the new energy sector through its iron phosphate business, collaborating with manufacturers of lithium iron phosphate materials [6] - The existing sulfuric acid production capacity of 2.95 million tons supports both fertilizer production and internal demand for new energy materials [6]