藏格矿业投资作为有限合伙人，使用自有资金不超过6.6亿元追加认购藏青基金本次扩募份额。本次追 加投资旨在保障公司前期投资价值，增强公司在盐湖提锂领域的资源布局和持续发展能力，预期将为公 司带来良好的投资回报。 2025年前三季度，藏格矿业实现收入24.01亿元，归母净利润27.51亿元。 12月16日，藏格矿业（000408）发布公告，公司的全资子公司藏格矿业投资（成都）有限公司及其他各 合伙人已签署合伙协议，藏青基金计划扩募14亿元，总规模从53.1亿元增至67.1亿元。 此外，原有限合伙人宁波青出于蓝股权投资合伙企业（有限合伙）将其所持藏青基金份额全部转让至江 苏沙钢集团有限公司并退伙，扩募前后各合伙人的认缴情况如下： | 序号 | 合伙人名称 | 合伙人 | 扩募前 | | 本次追加认 | 扩募后 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 认缴金额 | | | 认缴金额 | | | | | 类型 | | 认缴比例 | 缴金额 | | 认缴比例 | | | | | (万元) | | | (万元) | | | 1 | 无锡拓海 ...

格隆汇12月16日丨藏格矿业(000408.SZ)公布，江苏藏青新能源产业发展基金合伙企业（有限合伙） （简称"藏青基金"）为扩大投资规模，拟新增募集资金14亿元人民币。2025年10月16日，藏格矿业股份 有限公司召开第十届董事会第五次（临时）会议，审议通过了《关于全资子公司追加认购基金份额暨关 联交易的议案》，同意公司全资子公司藏格矿业投资（成都）有限公司（简称"藏格矿业投资"）作为有 限合伙人，使用自有资金不超过人民币65,913.37万元追加认购藏青基金本次扩募份额。本次追加投资旨 在保障公司前期投资价值，增强公司在盐湖提锂领域的资源布局和持续发展能力，预期将为公司带来良 好的投资回报。 近日，藏格矿业投资及其他各合伙人已正式签署《江苏藏青新能源产业发展基金合伙企业（有限合伙） 合伙协议》（以下简称《合伙协议》）。本次藏青基金扩募及合伙人变更的核心事项包括：（一）扩募 实施：藏青基金计划扩募140,000万元，总规模从531,000万元增至671,000万元；（二）合伙人变更：原 有限合伙人宁波青出于蓝股权投资合伙企业（有限合伙）将其所持藏青基金份额全部转让至江苏沙钢集 团有限公司并退伙。其余合伙人成 ...

格隆汇12月16日丨藏格矿业(000408.SZ)公布，江苏藏青新能源产业发展基金合伙企业（有限合伙） （简称"藏青基金"）为扩大投资规模，拟新增募集资金14亿元人民币。2025年10月16日，藏格矿业股份 有限公司召开第十届董事会第五次（临时）会议，审议通过了《关于全资子公司追加认购基金份额暨关 联交易的议案》，同意公司全资子公司藏格矿业投资（成都）有限公司（简称"藏格矿业投资"）作为有 限合伙人，使用自有资金不超过人民币65,913.37万元追加认购藏青基金本次扩募份额。本次追加投资旨 在保障公司前期投资价值，增强公司在盐湖提锂领域的资源布局和持续发展能力，预期将为公司带来良 好的投资回报。 近日，藏格矿业投资及其他各合伙人已正式签署《江苏藏青新能源产业发展基金合伙企业（有限合伙） 合伙协议》（以下简称《合伙协议》）。本次藏青基金扩募及合伙人变更的核心事项包括：（一）扩募 实施：藏青基金计划扩募140,000万元，总规模从531,000万元增至671,000万元；（二）合伙人变更：原 有限合伙人宁波青出于蓝股权投资合伙企业（有限合伙）将其所持藏青基金份额全部转让至江苏沙钢集 团有限公司并退伙。其余合伙人成 ...

证券日报网讯 12月12日，盐湖股份在互动平台回答投资者提问时表示，目前公司中央研究院系统推进 的"察尔汗盐湖卤水直接提锂技术"项目取得重大突破，成功实现镁锂分离因子等核心指标均达到预期要 求，验证了技术路线的可行性。该成果标志着公司在原卤提锂领域迈出重要的一步，为后续构建自主可 控、具备核心竞争力的盐湖提锂产业生态奠定了坚实基础。 （文章来源：证券日报） ...

来源：科技日报 盐湖之畔，科技炼出"白色石油"；田间地头，良种带来"金色丰收"；自然保护区内，"雪山之王"肆意奔 跑……"十四五"以来，青海省胸怀"国之大者"，组织实施各类省级科技计划项目2000余项，推动全省科 技事业实现从"跟跑"到"并跑"，甚至在部分领域"领跑"的历史性跨越，创新画卷正在三江源头徐徐展 开。 引领世界级盐湖产业基地起航 今年9月，记者深入碧波浩渺的察尔汗盐湖，探访了青海盐湖蓝科锂业股份有限公司（以下简称"蓝科锂 业"）。在这里，一滴卤水进入生产车间后，经过复杂精密的生产处理，白色的碳酸锂粉末便如雪花般 被生产出来。 锂被誉为"白色石油"，是电池、光电等新能源领域的关键材料。青海盐湖锂盐资源开发潜力巨大。盐湖 资源是青海的第一大资源，也是全国的战略性资源。青海盐湖中，钾盐、镁盐、锂盐资源储量均居全国 首位，潜在经济价值达百万亿元。 目前，青海省正在建设世界级盐湖产业基地。如何让盐湖这一宝贵资源造福人民是科技界的重大命题。 为此，青海省着力推动相关产业流程、技术、工艺创新，努力实现盐湖产业低消耗、低排放、高效益。 10月，中国盐湖工业集团"4+2"万吨锂盐项目在盐湖之畔投产，锂的产能实现飞跃 ...

Core Insights - The article emphasizes the significance of lithium extraction from salt lakes, highlighting its advantages over traditional rock mining, including larger resource reserves, lower costs, and stronger environmental benefits [1][2][5] - The industry is entering a phase of large-scale application driven by policy support and increasing demand from the downstream new energy sector, with lithium carbonate prices expected to rise after a temporary decline [1][9] Overview of Salt Lake Lithium Extraction Industry - Salt lake lithium extraction involves using various technologies to extract lithium salts from salt lake brine, making it a crucial upstream activity in the new energy supply chain [1][4] - China holds a significant position in global lithium resources, with salt lake brine lithium mines accounting for 73.26% of the country's total reserves, primarily located in Qinghai and Tibet [1][9] Industry Development Background - Lithium is recognized as a strategic metal essential for modern energy transition, widely used in batteries for electric vehicles and consumer electronics [4][5] - The Chinese government has implemented several policies to promote the high-quality development of the lithium industry, focusing on technological innovation and industry collaboration [5][9] Current State of the Salt Lake Lithium Extraction Industry - China's lithium resource reserves are approximately 6.8 million tons, with 3 million tons being extractable, predominantly from salt lake brine [9] - The production cost of lithium from salt lakes is significantly lower than that from hard rock mining, making it a key player in the global lithium supply chain [6][9] Industry Chain Analysis - The salt lake lithium extraction industry chain is well-defined, with upstream companies focusing on resource extraction, midstream firms providing key technologies, and downstream players manufacturing batteries [8][9] - The demand for lithium batteries is rapidly increasing, with production expected to grow from 750 GWh in 2022 to 1170 GWh by 2024, driven by electric vehicles and energy storage [8][9] Future Development Trends - The industry is expected to advance in technology innovation, resource-technology integration, and green transformation, focusing on improving efficiency and sustainability [11][12][13] - Companies are increasingly investing in high-quality salt lake projects, with major players like Cangge Mining and Salt Lake Co. expanding their production capacities [10][11]

Core Viewpoint - The lithium extraction sector in the salt lake region is experiencing significant volatility, with several companies seeing substantial declines in their stock prices [1] Company Performance - Beijite and Zhengguang Co. both experienced declines exceeding 6% [1] - Other companies such as China Electric Environmental Protection, Jiuwu High-Tech, Zhongwei Co., Walton Technology, and Guoji General also saw their stock prices decrease [1]

Core Viewpoint - The lithium extraction concept stocks experienced significant movement, with companies like Beijiete and Zhengguang shares hitting the 20% daily limit, driven by rising lithium carbonate futures prices and strategic acquisitions in the mining sector [1] Group 1: Market Movement - On November 20, the three major A-share indices collectively declined, with the ChiNext index dropping by 1.12% [1] - Lithium extraction concept stocks showed collective movement, with Beijiete and Zhengguang both reaching the 20% daily limit, and Sandamembrane rising over 10% [1] Group 2: Lithium Market Dynamics - The main contract for lithium carbonate futures broke through 100,000 yuan/ton, with a peak increase of over 4% observed on the morning of November 21 [1] - The lithium battery supply chain is witnessing significant large orders, indicating strong demand [1] Group 3: Strategic Developments - On November 19, Beijiete announced plans to acquire a 55% stake in Dahao Mining, enhancing its mining development business layout [1] Group 4: Industry Growth Outlook - According to Zhongyou Securities, China's energy storage industry has established a sustained growth cycle of 3-5 years [1] - The rapid growth of AI-driven data centers, which require high power and have significant fluctuations, is expected to drive the demand for energy storage solutions, with overseas energy storage annual growth rates projected to reach 40%-50% in the next two to three years, becoming a major growth driver for lithium carbonate demand [1]

Core Viewpoint - The lithium extraction sector is experiencing significant gains, with multiple companies seeing substantial stock price increases, indicating strong market interest and potential investment opportunities in this industry [1] Group 1: Company Performance - Bai Jiete and Zhengguang Co. have reached their daily price limit increase, reflecting strong investor confidence and demand for their stocks [1] - Shengxin Lithium Energy, Jiuwu High-Tech, and Xianfeng Holdings are also among the top gainers, showcasing a broader positive trend in the lithium sector [1]

Group 1 - Multiple foreign institutions have released outlook reports for 2026, collectively optimistic about the long-term allocation value of the Chinese stock market, with UBS and Morgan Stanley raising target index levels for the Chinese market [1] - The recent actions of foreign institutions, including increased research and accumulation, indicate a strong commitment to investing in Chinese assets, supported by the steady advancement of high-level institutional openness in China's capital market [1] - The active equity funds have outperformed passive index products in a high volatility market environment, with notable funds like Taixin Development Theme leading the charge [1] Group 2 - The pharmaceutical theme funds are showing signs of recovery after a two-month adjustment, with several funds stabilizing and some even regaining upward momentum, driven by the introduction of a "commercial insurance innovative drug catalog" mechanism in medical insurance negotiations [2] - The lithium battery materials sector continues to experience a "volume and price rise," with battery-grade lithium carbonate prices reaching a new high of 97,550 yuan per ton, benefiting the salt lake lithium extraction industry [3] - The energy storage sector has seen multiple stocks doubling in value this year, with leading companies like Haibo Sichuang and Huasheng Lithium Battery showing significant gains [3] Group 3 - The number of newly registered private equity securities investment funds has exceeded 10,000 this year, with equity strategies dominating the issuance market, reflecting increased market participation [4] - The net subscription amount for equity ETFs has reached 484.69 billion yuan in November alone, indicating a strong influx of capital into the market [4] - The China Securities Regulatory Commission (CSRC) has optimized the ETF registration and listing review process, which is expected to enhance market vitality and promote high-quality development of ETFs [5] Group 4 - Over 70 A-share listed companies have disclosed significant contract signings or strategic cooperation agreements since October, with a focus on industries such as machinery and power equipment [8] - The merger and acquisition activity in the securities industry is intensifying, with China International Capital Corporation planning to absorb and merge Dongxing Securities and Xinda Securities through a share exchange [8] - The integration of banking and social platforms is deepening, with over 65 official accounts established by banks on platforms like Xiaohongshu, indicating a trend towards digital engagement in the banking sector [9]