环保：盐湖提锂技术系列报告（三）-盐湖开发稳步推进，供应商持续斩获订单

Investment Rating - The industry investment rating is not explicitly stated in the provided documents, but the context suggests a positive outlook for lithium extraction from salt lakes, indicating potential investment opportunities. Core Insights - The report highlights the steady development of lithium extraction from salt lakes in China, particularly in Qinghai and Tibet, with significant projects underway and expected to contribute to increased lithium supply and price stabilization [32][46]. - The establishment of the China Salt Lake Group aims to consolidate resources and enhance the development of a world-class salt lake industry base in Qinghai, with a target output value of 340 billion yuan by 2025 [66]. - The demand for lithium is projected to grow significantly due to the increasing production of electric vehicles and energy storage systems, with expectations of a robust market through 2025 [40][60]. Summary by Sections Section 1: Lithium Price and Demand - The report anticipates an upward shift in lithium price centers due to improved supply-demand dynamics, with a projected price range of 80,000 to 90,000 yuan per ton by 2025 [62][86]. - The demand for lithium is expected to grow rapidly, driven by the automotive sector and energy storage applications, with a notable increase in new energy vehicle sales in China [41][79]. Section 2: Development of Salt Lake Lithium Extraction - Qinghai's salt lake projects are progressing, with the establishment of the China Salt Lake Group to integrate resources and enhance production capabilities [32][66]. - In Tibet, the Zabuye salt lake has commenced trial production, while other projects are in various stages of development, indicating a gradual ramp-up in production capacity [32][70]. Section 3: Technology and Suppliers - Companies with capabilities in adsorption and membrane technology are highlighted as key players in the lithium extraction process, with several firms securing significant contracts for supply [46][47]. - Notable companies include Jiuwu High-Tech, which has won multiple contracts for its core technology, and Blue Sky Technology, which has established a strong presence in the salt lake lithium extraction market [46][47].