（文章来源：证券日报） 1月28日，青海盐湖工业股份有限公司（以下简称"盐湖股份"）发布投资者关系活动记录表。盐湖股份 表示，为深化盐湖产业整合融合，妥善解决同业竞争问题，持续提升上市公司质量与核心竞争力，公司 于2025年12月31日披露《关于现金收购五矿盐湖有限公司51%股权暨关联交易的公告》，拟以46.05亿 元现金收购五矿盐湖有限公司51%股权。 五矿盐湖有限公司核心资产为一里坪盐湖，该盐湖矿区面积达422.73平方千米，是一处以液体锂矿为核 心，共（伴）生硼、钾、镁等多种有益组分的大型综合性盐湖矿床，资源禀赋优异且开发潜力巨大。目 前，五矿盐湖有限公司已建成规模化生产能力，形成碳酸锂1.5万吨/年、磷酸锂0.2万吨/年、氢氧化锂 0.1万吨/年及钾肥30万吨/年的产能规模，其锂盐产品在收率、质量控制及成本管控等关键指标上均处于 盐湖提锂行业领先水平，具备显著的产业协同价值。 盐湖股份表示，本次交易完成后，五矿盐湖有限公司将成为公司控股子公司并纳入合并报表范围。这一 举措不仅将进一步扩大公司盐湖资源储备与锂、钾核心产能规模，完善盐湖产业体系布局，更将通过资 源整合、技术共享与产业链协同，有效强化公司核 ...

每经AI快讯，1月23日，盐湖提锂板块持续走高，川能动力（000155）涨停，赣锋锂业（002460）涨超 6%，隆华科技（300263）、西藏珠峰（600338）、金圆股份（000546）、西藏城投（600773）跟涨。 ...

Summary of Nanqiao Technology Conference Call Company Overview - **Company**: Nanqiao Technology - **Industry**: Chemical Industry, Non-ferrous Metals, Life Sciences Key Points Market Position and Growth Potential - Nanqiao Technology has established a strong presence in the chemical industry, non-ferrous metals, and life sciences, particularly in peptide and small nucleic acid pharmaceuticals, which provide a solid foundation for future growth [2][3] - The company is expected to achieve a market capitalization exceeding 50 billion yuan within the next three to five years, indicating significant growth potential [3] Small Nucleic Acid Pharmaceuticals - Clinical trial data for small nucleic acid drugs has shown excellent performance, leading to increased market confidence, with projections estimating the market size to reach 50 billion USD by 2030 [2][4] - Nanqiao's small nucleic acid solid-phase synthesis carriers have gained recognition from major pharmaceutical companies such as Novartis and GSK, indicating a strong competitive position [4] - The global market for small nucleic acid solid-phase synthesis carriers is anticipated to reach 500 million USD by 2030, with Nanqiao expected to capture a significant share due to its high profit margins and low cost advantages [2][4] Lithium Extraction from Salt Lakes - The price of lithium carbonate has surpassed 160,000 yuan per ton, leading to increased capital expenditure enthusiasm in downstream sectors, creating opportunities for Nanqiao's lithium extraction business [2][5] - The company has successfully progressed in the Chaka Salt Lake project, with the first phase of a 10,000-ton facility nearly completed, pending production license approval. This project is expected to generate approximately 300 million yuan in profit per 10,000 tons at current lithium carbonate prices [5] - Nanqiao's business model involves providing equipment and managing operational costs while earning revenue through processing fees and profit sharing [5] Future Expansion Plans - Over the next three years, Nanqiao plans to expand into ultra-pure water and metal extraction sectors, having already entered the semiconductor manufacturing and nuclear power supply chains [6] - The company is also focusing on innovative technologies for rare metal extraction, such as vanadium extraction from coal, which will support long-duration energy storage development [6] - As a platform company with strong technical barriers and competitive advantages, Nanqiao is positioned as a benchmark in the chemical industry, consistently achieving organic growth [6][7]

Core Viewpoint - Salt Lake Co. has established the world's largest single-set lithium extraction facility, utilizing advanced processing technology to enhance lithium recovery and promote sustainable practices [1] Group 1: Technological Advancements - The project employs cutting-edge "continuous ion exchange moving bed + membrane coupling" technology to extract lithium from brine, expected to increase lithium recovery rates by approximately 25% [1] - The facility aims to optimize lithium extraction efficiency through reliable and advanced technological pathways [1] Group 2: Energy Consumption and Sustainability - The project adheres to green development principles, implementing technological innovations to enhance energy efficiency, including reducing desorption temperatures and recovering low-grade thermal energy [1] - Expected outcomes include a 47.4% reduction in freshwater consumption and a 50.6% decrease in comprehensive energy consumption (standard coal) [1] Group 3: Digital Transformation - The project benchmarks against leading smart factories and manufacturing enterprises in China, promoting digital upgrades across all aspects of raw materials, production, operations, and finance [1] - Key processes will be digitized, and production equipment will be modernized to enhance operational efficiency, reduce production costs, optimize management systems, and support strategic decision-making [1]

Core Viewpoint - A Chinese research team has achieved a breakthrough in the efficient separation of lithium, sodium, and potassium ions from lithium-rich brine, which is crucial for lithium extraction and has significant economic implications [1] Group 1: Technological Advancements - The research team developed a green and efficient lithium extraction technology by designing a new type of lithium-selective extractant, addressing traditional extraction system challenges related to environmental protection, safety, and cost control [1] - The new technology can increase the overall lithium ion recovery rate in lithium carbonate production by 15% to 20% and reduce costs by 30%, with water and energy consumption below industry standards by over 30% [1] Group 2: Industry Impact - The world's first industrial demonstration line for extracting lithium from brine, capable of producing battery-grade lithium carbonate at a scale of 10,000 tons, has been established, achieving a lithium recovery rate of over 98% [1] - The new extraction line is expected to generate an additional output value of over 600 million yuan, providing critical technical support for the high-quality development of China's salt lake lithium industry [1] - Experts have evaluated the technology as reaching an international leading level, with its industrial application likely to support efficient recovery and high-value utilization of salt lake lithium resources [1]

本报记者 李万晨曦 1月12日，中国科学院官网显示，中国科学院青海盐湖研究所科研团队日前在盐湖锂资源分离领域取得 重大技术突破，成功攻克沉锂母液中锂、钠、钾离子的高效分离技术瓶颈。青海省同期建成全球首条盐 湖沉锂母液萃取提锂万吨级电池级碳酸锂产业化示范线。 盘古智库（北京）信息咨询有限公司高级研究员余丰慧在接受《证券日报》记者采访时表示："区别于 当前主流的矿石提锂模式，盐湖提锂技术凭借资源储量规模大、原料获取成本低、生产流程环保潜力突 出等核心优势，正成为全球锂资源供给体系的关键破局方向，产业链相关布局企业有望迎来发展机 遇。" 迈入规模化应用 "当前，我国盐湖提锂行业正迎来技术突破、政策支持与需求增长三重利好，行业已从技术探索阶段迈 入规模化应用的新阶段，成为重塑全球锂资源供应格局的核心力量。"北京科方得科技发展有限公司研 究负责人张新原在接受《证券日报》记者采访时表示。 技术创新是盐湖提锂产业突破资源禀赋限制的核心驱动力。目前我国盐湖提锂技术正朝着高效提产、低 碳降耗、成本下行的方向加速迭代，并已取得显著成果。 上市公司积极布局 多重利好驱动下，盐湖提锂产业链上市公司聚焦技术创新，纷纷加码布局，抢占行业 ...

Group 1 - The research team from the Qinghai Salt Lake Research Institute has achieved a significant technological breakthrough in the efficient separation of lithium, sodium, and potassium ions from lithium brine, addressing key technical challenges in the lithium extraction process [1] - A demonstration line for extracting lithium from lithium brine with a capacity of 10,000 tons of battery-grade lithium carbonate has been established in Qinghai Province, generating an additional output value of over 600 million yuan [1] - The newly developed green and efficient lithium extraction technology improves the overall lithium ion recovery rate by 15% to 20% and reduces costs by 30%, with water and energy consumption below industry standards by over 30% [1] Group 2 - By 2026, domestic sales of new energy vehicles in China are expected to reach 19.42 million units, a year-on-year increase of 18%, while global sales are projected to be 24.18 million units, up 15% [2] - The global demand for energy storage cells is anticipated to grow significantly, with an expected increase of 220 GWh in 2026, leading to a total production of 764 GWh and a growth rate exceeding 40% [2] - The Chinese salt lake lithium extraction industry is transitioning from a "cost advantage" to "technology leadership," enabling a full industrial chain upgrade from resource development to high-value utilization, thus providing stable supply for the new energy industry [2]

Group 1 - The research team from the Qinghai Salt Lake Research Institute has achieved a significant technological breakthrough in the efficient separation of lithium, sodium, and potassium ions from lithium brine, which is expected to enhance the lithium extraction industry in China [1] - A new industrial demonstration line for extracting battery-grade lithium carbonate from lithium brine has been established in Qinghai, generating an additional output value of over 600 million yuan [1] - The innovative green extraction technology developed by the research team can increase the overall lithium ion recovery rate by 15% to 20% and reduce costs by 30%, with water and energy consumption below industry standards by over 30% [1] Group 2 - The Chinese lithium extraction industry is experiencing a triple benefit from technological breakthroughs, policy support, and growing demand, transitioning from technical exploration to large-scale application [1] - The demand for lithium is expected to be driven by the growth in the domestic and global electric vehicle markets, with projected sales of 19.42 million units in China and 24.18 million units globally by 2026 [2] - The lithium extraction industry in China is shifting from a "cost advantage" to "technology leadership," aiming for a full industrial chain upgrade to provide stable supply for the new energy sector [2] Group 3 - Relevant A-share concept stocks include Jiuwu Gaoke and Weisaibo, which are associated with the lithium extraction industry [3]

Group 1: Drone Industry - The "Tianma-1000" unmanned transport aircraft developed by China Weapon Industry Group successfully completed its first flight test, showcasing good performance across various flight data [1] - The aircraft is designed for logistics transport, emergency rescue, and material delivery, with a maximum altitude of 8,000 meters, a takeoff distance of less than 200 meters, a maximum range of 1,800 kilometers, and a payload capacity of 1 ton [1] - The Chinese civil drone market is expected to reach approximately 146.8 billion yuan in 2024, with a projected compound annual growth rate of 18.3% from 2024 to 2030, indicating strong growth potential [1] Group 2: Rare Earth Industry - The Baotou Rare Earth Products Exchange has launched a rare earth price index, which will serve as a price "barometer" and "weather vane" for the rare earth product circulation sector in China [2] - Analysts predict that rare earth prices will continue to rise due to ongoing supply-demand improvements, with upstream processing enterprises likely to dominate profit distribution in the industry [2] Group 3: Fertility Support Policies - The National Health and Wellness Conference emphasized the implementation of fertility support policies, including the issuance of childcare subsidies and the optimization of maternal and child services to stabilize the birth rate [3] Group 4: Satellite Internet - The FCC has approved SpaceX's request to deploy an additional 7,500 second-generation Starlink satellites, increasing its total operational satellites to 15,000 [4] - China's application for over 200,000 satellite constellation plans indicates a strategic national-level initiative to enhance its capabilities in low Earth orbit and compete with Western countries [4] Group 5: Solid State Drives - SanDisk has introduced a new contract requiring full cash prepayment from customers to secure supply quotas for the next 1 to 3 years, driven by strong demand for storage devices in AI infrastructure [5] - The price of enterprise-grade SSDs is expected to increase by over 100% in March, reflecting aggressive price hikes in the NAND market [5] Group 6: Controlled Nuclear Fusion - New Hope has successfully tested its second-generation high-temperature superconducting model TF coil, a critical component for commercial fusion reactors [6] - The hydrogen-boron fusion technology is included in China's national fusion energy strategy, highlighting its potential for clean energy and commercialization [6] Group 7: Lithium Extraction from Salt Lakes - A research team from the Qinghai Salt Lake Research Institute has achieved a significant breakthrough in lithium extraction technology, enhancing lithium recovery rates by 15% to 20% and reducing costs by 30% [7] - The development of a large-scale lithium extraction demonstration line is expected to generate over 600 million yuan in new value, positioning China as a key player in the global lithium supply chain [7] Group 8: Macro and Industry News - The State Council has called for enhanced coordination between fiscal and monetary policies to encourage social capital participation in consumption and investment [8] - The National Business Work Conference aims to accelerate the cultivation of new growth points in service consumption and optimize the implementation of old-for-new consumption policies [10]

第五个利好消息，由于人工智能用电量巨大，外围出现电荒，马斯克加大了对燃气轮机等相关方向的订 单。这一消息也利好我国国内的燃气轮机行业，因为该行业产品有可能出口国外。 接下来是短期利空消息，昨天财政部和税务总局宣布取消光伏等产品增值税出口退税，并对电池出口退 税做出向下调整。虽然短期来看是利空，但该方向前期涨幅不大，且中长期来看有利于行业做优做强。 因此，若短期出现回调走弱，反而可能是中长期参与的机会。不过，我们仍需关注下周一的市场反馈， 且此类消息可能促使相关行业和公司在今年一季度前加速出口。 第三个和第四个消息类似，我国科学院研究所及盐湖提锂领域在资源萃取技术上取得重大突破，下周将 利好盐湖提锂等相关方向和公司。 1月11日，和讯投顾高璐明表示，朋友们，这周末消息面十分丰富，包含5个利好消息和1个利空消息， 这些消息将直接影响下周市场走势，具体涉及哪些方向，我们一起来看。 第一个利好消息来自国常会，会议强调要加强财政政策与金融政策的配合联动，引导社会资本参与促消 费扩投资。这一消息不仅利好整个市场，还对相关消费品种构成直接利好。 最后一个利好消息，消费电子提价潮开始蔓延，笔记本和国产手机纷纷提价，幅度在50 ...