西藏矿业(000762.SZ)：扎布耶二期项目已于2025年9月正式投产

Core Viewpoint - The company has announced that the Zhabuye Phase II project will officially commence production in September 2025, marking it as the world's first large-scale lithium extraction project from salt lakes using the "membrane separation + MVR" technology [1] Group 1: Project Details - The Zhabuye Phase II project has overcome significant challenges such as high altitude and harsh natural environments [1] - The project is currently in the capacity ramp-up phase [1] Group 2: Technical and Economic Considerations - The company emphasizes a cautious approach to any future process optimizations, ensuring that all technical modification proposals undergo rigorous technical and economic evaluations [1] - The core objective of these evaluations is to enhance the overall efficiency of the project rather than simply discarding existing assets [1] - Many details regarding the project are still under in-depth research, indicating a level of uncertainty [1]