藏格矿业氯化钾产能调减至120万吨 以匹配实际产量

Core Viewpoint - The announcement from the Qinghai Provincial Department of Industry and Information Technology indicates a reduction in the potassium chloride production capacity of Gelmu Zangge Potash Fertilizer Co., Ltd. from 2 million tons to 1.2 million tons, aligning with the actual production levels of its parent company, Zangge Mining [1][2] Group 1: Production Capacity Adjustment - The production capacity of Gelmu Zangge Potash Fertilizer Co., Ltd. has been reduced from 2 million tons to 1.2 million tons due to a mismatch with actual production levels [1] - Zangge Mining's actual potassium chloride production was 1.0336 million tons last year, with sales of 1.0843 million tons, indicating a high production and sales rate [1] - The company has consistently set lower production targets compared to actual output, with production figures declining over the past three years [1] Group 2: Resource and Operational Challenges - Zangge Mining faces resource challenges as its potassium fertilizer production relies on brine, which is affected by resource availability and climate conditions [1] - The company has voluntarily applied for the capacity reduction due to severe depletion of mineral resources and outdated production facilities [2] - A new development plan for the salt lake resources has been initiated to ensure sustainable resource utilization [2] Group 3: Other Business Operations - Zangge Mining also holds potassium salt resources in Laos, with a resource volume of approximately 984 million tons and plans for a 2 million tons/year potassium chloride project currently in the preparation stage [2] - The company reported a lithium carbonate production of 8,808 tons and sales of 8,957 tons last year, with investment income being the largest contributor to net profit [2] - The confirmed investment income for the company was approximately 2.68 billion yuan, primarily due to the performance of its stake in Tibet Julong Copper Co., benefiting from rising copper prices [2]