环保：盐湖提锂新技术，膜分离核心技术龙头受益

Investment Rating - The report assigns an "Accumulate" rating for the industry, consistent with the previous rating [2]. Core Insights - A research team has achieved a breakthrough in lithium extraction technology from salt lakes, which is expected to accelerate the application of membrane separation technology in lithium extraction, benefiting leading companies with core membrane separation technologies [2][3]. - The new technology significantly shortens the production cycle for lithium extraction from salt lakes, enhancing the efficiency of lithium and magnesium ion separation [3]. - The domestic market for lithium extraction from salt lakes is characterized by a high magnesium-to-lithium ratio, making membrane separation technology particularly suitable due to its high recovery rates and short process flows [3]. Summary by Sections Industry Overview - The report highlights the rapid development of lithium extraction from salt lakes in China, driven by advancements in membrane materials and technology [2][3]. Technological Advancements - The newly developed EDTA-assisted loose nanofiltration (EALNF) process improves lithium recovery rates and allows for the production of battery-grade lithium carbonate [3]. Market Dynamics - The report notes that the increasing domestic production of nanofiltration and reverse osmosis membranes is expected to enhance the market share of local leading companies, such as Walton Technology, Weiserbo, and Sandamembrane [3].