Summary of Conference Call for Cangge Mining Company and Industry Overview - **Company**: Cangge Mining - **Industry**: Lithium and Potash Mining Key Points and Arguments Project Progress and Production Guidance - The Marito Salt Lake Phase I project is progressing as expected, with civil and steel structure works completed at 70%-80% [2][3] - The expected equity output for 2026 is between 4,500 to 6,000 tons, corresponding to a salt lake output of 20,000 to 25,000 tons [2][3] - The total investment for the project has been reduced to 2.8 to 3 billion yuan, with lithium carbonate investment costs around 600 million yuan per ton and production costs controlled under 30,000 yuan per ton, which is nearly 10,000 yuan lower than peers [2][4] Strategic Partnerships and Resource Development - The company is actively communicating with industrial funds and Sansteel Group to integrate the Mami Cuo Fund into the listed company system for consolidated reporting, although no clear timeline is set [2][5] - Cangge Mining indirectly holds a 21% stake in Guoneng Mining and plans to participate in the development of the Jide Chaka (planned 70,000 tons) and Longmucuo (planned 60,000 tons) salt lakes [2][6] Resource Expansion and Environmental Considerations - The company plans to inject resources from the Lagocuo and Mami Cuo salt lakes into the listed company to expand resource reserves and production capacity, with no specific timeline yet [2][7] - The company employs an adsorption-membrane coupling process for lithium extraction, minimizing ecological damage and achieving zero water consumption through self-produced fresh water [4] Production Recovery and Future Capacity - The production at the Chaka Salt Lake has returned to normal, with production guidance for potassium and lithium products in 2026 similar to previous years [2][7] - The company aims to explore further capacity enhancement and has initiated a new 1.5 million tons industrial salt project to recover sodium chloride, which meets environmental standards [2][8] Market Dynamics and Pricing Outlook - The lithium carbonate market is experiencing volatility, with prices driven by supply-demand dynamics and policy changes [11][12] - The expected price range for lithium carbonate is between 100,000 to 120,000 yuan, with the company maintaining a cautious inventory strategy [12] - The company plans to sell 70% of its products through long-term contracts and 30% through spot pricing, using industry-standard pricing for settlements [12] Geopolitical Risks and Strategic Development - The company has conducted extensive market research in South America but has not made investments due to high prices and geopolitical risks [13] - The development of the Laos potash mine is a core focus, with plans to construct a 2 million tons potassium chloride facility in two phases [15][16] Financial Health and Future Plans - The company maintains a healthy financial structure with low debt and good cash flow, supporting a stable dividend policy [27][28] - Future capital expenditures will focus on the Mami Cuo 50,000 tons project and the 200,000 tons potash project, with a cautious approach to new resource acquisitions [22][23] Operational Efficiency Improvements - Post-acquisition by Zijin Group, operational efficiency has improved through refined management practices and cost control measures [24][28] Conclusion - Cangge Mining is strategically positioned in the lithium and potash markets, with ongoing projects and a focus on sustainable practices. The company is navigating market volatility while planning for future growth and resource development.

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603279 证券简称：景津装备 公告编号：2026-001 景津装备股份有限公司关于投资建设过滤成套装备产业化三期项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 投资标的名称：过滤成套装备产业化三期项目（以下简称"本项目"） ● 投资金额 ：本项目总投资约58,105万元人民币 ● 交易实施尚需履行的审批及其他相关程序 景津装备股份有限公司（以下简称"公司"）于2026年1月5日召开第五届董事会第二次（临时）会议，审 议通过《关于投资建设过滤成套装备产业化三期项目的议案》。根据《上海证券交易所股票上市规则》 及《公司章程》等相关规定，本次投资事项未达到股东会审议标准，无需提交公司股东会审议。 ● 其它需要提醒投资者重点关注的风险事项 1、上述投资项目处于初始阶段，项目尚存在一定不确定性。公司将积极关注上述项目的进展情况，并 依据有关规定履行相关信息披露义务。 2、上述投资项目中的建设内容、投资金额等数值均为计划数或预计数，并不代表公司 ...

该项目生产产品包括MVR蒸发器、多效蒸发器、升膜蒸发器、降膜蒸发器，反应釜、陈化釜、溶解 釜，精馏塔、吸收塔、萃取塔、合成塔等塔器，列管式、U型管式、浮头式等类型换热器，化工、食 品、医药卫生级中高压压力容器、常压容器、防腐罐、溶解罐、搅拌罐及各种定制类工业罐体等。这些 产品既可以单独使用，也可以与公司压滤机等产品配套使用，与压滤机在浓缩、过滤与分离等工艺上协 同互补，形成一种兼顾固液分离、能耗优化与资源回收的综合解决方案，适应当前工业企业对节能减排 与资源综合利用的双重需求，契合公司发展成套装备的战略。 景津装备（603279）(603279.SH)发布公告，近年来，公司实施由压滤机单一设备制造商向过滤成套装 备制造商的转型，依托公司压滤机行业龙头的行业地位，为客户提供过滤成套装备及整体解决方案。为 进一步满足未来发展规划的需求，优化公司资源配置和促进公司稳健可持续发展，公司拟在德州天衢新 区投资建设过滤成套装备产业化三期项目。项目总投资约5.81亿元，公司为项目的实施主体。 ...

本次勘探的重大惊喜，在于同步探明了以国家战略性稀有金属镓为核心的多元伴生资源。详查结果显 示，勘查区域内伴生金属镓推断保有资源量达470.56吨，含量0.006%，既满足较好经济效益品位要求， 又达到中型镓矿规模标准。此外，还探明硬质黏土矿推断保有资源量92.86万吨、硫铁矿推断保有资源 量71.98万吨。 作为半导体、光电材料等高科技领域的"工业维生素"，金属镓是国家战略性稀有金属，且已被纳入出口 管制范畴，资源稀缺性与市场价值突出。永泰能源此次实现铝土矿与金属镓等资源的协同发现，不仅显 著增厚了项目资源禀赋价值，更构建起"铝土矿为核心、多资源齐发力"的产业新格局。依托现有矿井生 产系统进行一体化综合开发，相比新建矿山可大幅节约投资、缩短建设周期，既能有效延长矿井服务年 限，又能培育新的盈利增长点，为公司打造第二增长曲线奠定坚实基础。 采矿权申请有序推进 后续资源储备可期 永泰能源表示，本次森达源煤矿"煤下铝"资源储量评审备案的通过，为后续申请协议出让并依法办理采 矿许可证奠定了关键基础。此次成功经验也将为公司旗下其他煤矿的"煤下铝"项目提供重要借鉴，目前 这些项目已规划分阶段勘查"路线图"，未来资源量有望 ...

Core Viewpoint - Cangge Mining Co., Ltd. has announced its production and operation plan for 2026, focusing on the production and sales of potassium chloride, industrial salt, and lithium carbonate, which aims to enhance resource utilization and strengthen the company's competitive edge and sustainable development capabilities [1] Group 1: Production Plans - Cangge Mining's subsidiary, Golmud Cangge Potash Fertilizer Co., Ltd., plans to produce 1 million tons of potassium chloride and sell 1.04 million tons in 2026 [1] - The same subsidiary plans to produce and sell 1.5 million tons of industrial salt in 2026 [1] - Another subsidiary, Golmud Cangge Lithium Industry Co., Ltd., aims to produce and sell 11,000 tons of lithium carbonate in 2026 [1] Group 2: Equity Production Estimates - Cangge Mining's associate company, Tibet Julong Copper Industry Co., Ltd., is expected to produce 300,000 to 310,000 tons of copper concentrate in 2026, with Cangge Mining's equity production estimated at approximately 92,300 to 95,400 tons based on a 30.78% ownership stake [1] - The associate company, Tibet Ali Mami Cuo Mining Development Co., Ltd., is projected to produce 20,000 to 25,000 tons of lithium carbonate in 2026, with Cangge Mining's equity production estimated at around 5,000 to 6,000 tons [1] Group 3: Strategic Implications - The board of Cangge Mining believes that the new industrial salt production plan for 2026 will facilitate the collaborative mining and comprehensive utilization of associated mineral resources, maximizing resource utilization [1] - The 2026 production and operation plan is aligned with the company's current development needs and is expected to steadily advance the overall business strategy [1]

Core Viewpoint - Ningbo Xinfutai New Materials Co., Ltd. focuses on three main business segments: titanium dioxide, sulfuric acid, and new energy battery materials, with a strong emphasis on high-end titanium dioxide products and sustainability initiatives [1][5][8] Group 1: Business Overview - The company operates through three subsidiaries: Ningbo Xinfutai Titanium Dioxide Co., Ltd., Ningbo Xinfutai Chemical Technology Co., Ltd., and Ningbo Turui New Materials Technology Co., Ltd. [1] - Xinfutai Titanium Dioxide has become a preferred supplier for many international brands, exporting products to Europe, America, and Southeast Asia [5] - The company has implemented lean management since 2019, significantly improving management efficiency and innovation capabilities [5] Group 2: Product Quality and Market Position - The "Ningtai" brand NTR-606 rutile titanium dioxide is recognized as a landmark product in China [1] - Xinfutai Titanium Dioxide is noted for its high-quality titanium dioxide, which is considered one of the closest products to chloride production processes, achieving unique whiteness in the global market [5][8] - The company has received certifications for carbon emissions from TUV and other international organizations, ranking in the top 8% of domestic chemical companies for carbon performance [8] Group 3: Resource Utilization and Sustainability - Xinfutai Chemical Technology has established a 600,000 tons/year sulfuric acid production facility, utilizing sulfur as a primary raw material, which is the largest in East China [9] - The company has developed a project to produce battery-grade iron phosphate, utilizing by-products from titanium dioxide production, enhancing economic benefits and sustainability [10] - Xinfutai has implemented a comprehensive waste management strategy for red gypsum, converting it into a resource for construction projects, thus addressing environmental concerns [11][12] Group 4: Digital Transformation and Innovation - The company is advancing digital transformation by integrating IoT devices and developing a production scheduling management system to enhance operational efficiency [14][15] - Xinfutai emphasizes technological innovation, collaborating with research institutions and holding 28 invention patents, contributing to industry standards [17][20] - Future projects include an 80,000 tons/year battery-grade titanium dioxide facility, expected to enhance market competitiveness and reduce reliance on foreign brands [20]

每经AI快讯，惠城环保（300779.SZ）12月31日在投资者互动平台表示，公司20万吨/年混合废塑料资源 化综合利用工业试验装置已完成标定，顺利通过现场性能考核。产品质量达到设计要求，充分验证了 CPDCC技术的成熟度与可靠性，具备良好的产业化推广条件。后续，公司将根据装置运行情况逐步优 化提升，力争稳步提高装置负荷率，全面达成设计产能目标。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company is making steady progress on its 200,000 tons/year mixed waste plastic resource utilization project, focusing on hydrogenation facility construction and process optimization to enhance production stability management [1] Group 1 - The company emphasizes the importance of monitoring key project milestones and aims to improve operational efficiency through technological upgrades and process optimization [1] - The company adheres to a prudent approach in advancing the project and commits to fulfilling information disclosure obligations, ensuring timely updates to investors through legal channels regarding significant developments [1]

甘肃省金昌市因企设市，因矿而兴。面对资源型城市转型的时代考题，近年来，金昌依托丰富的有色金 属资源和庞大的工业固废存量，遵循"减量化、再利用、资源化"原则，全力培育资源综合利用百亿元级 产业集群，构建起"企业小循环、产业中循环、区域大循环"的发展模式。2025年，金昌资源综合利用产 业链实现产值有望突破110亿元，展现出强劲的增长动能。 上下协同贯通产业链 走进位于金昌市经济技术开发区的甘肃佰利联化学有限公司，操作人员正在关注合成金红石生产及设备 运行情况。在生产车间，金川集团昔日需贴费外销的硫酸和难以处理的电石渣，都能转化为生产高端钛 白粉原料的资源。 金昌市每年产生数百万吨冶炼副产品硫酸和氯碱废电石渣，正是生产合成金红石钛白粉的理想原料。 2021年，钛白粉龙头企业龙佰集团投资40亿元在金昌成立甘肃佰利联化学有限公司，建设年产40万吨合 成金红石项目，与金川集团等当地企业实现了深度协同。 "二期项目建成后，每年将消纳本地企业产生的150万吨硫酸和120万吨电石渣，有效破解工业固废处理 难题，实现资源吃干榨净、就地循环。"甘肃佰利联化学有限公司行政副总经理聂振军说。 在金川集团镍钴选矿厂三选矿车间，浮选柱不 ...

该装置2021年11月18日一次投料开车成功，次日顺利产出合格氢气，仅用11小时打通全流程，创下同类 装置最短投产纪录。自一次开车以来，装置即实现"四年一修"的长周期运行目标并连续安全稳定运行 1410天，创下煤焦制氢装置长周期运行纪录，其运行可靠性与时长均处于行业领先地位，各项技术指标 达到国际先进水平。装置采用目前国内单炉最大的国产化四通道烧嘴，单系列气化炉烧嘴连续运行时间 超180天，刷新SE水煤(焦)浆气化单烧嘴连续运行新纪录。 在环保与资源综合利用方面，该装置不仅能高效处理高硫石油焦，还能协同处置炼化过程中产生的黑硫 黄、乙烯焦粉、含油浮渣等多种有机废料、废液与废渣，将其转化为制浆原料，实现炼化副产物与废弃 物的资源化、无害化高效利用。自2021年投运以来，装置已累计循环利用各类废料8.3万吨，降本减排 效益显著。 中化新网讯 近日，中石化宁波工程有限公司提供工艺包、基础设计和EPC总承包的镇海炼化扩建项目 煤焦制氢联合装置，获得2025年度全国优秀工程勘察设计奖中的石油和化工工业工程设计二等奖。 该装置采用日投煤2500吨级SE东方炉水煤(焦)浆气化技术，配套S-COS耐硫变换、S-AGR酸性气体 ...