证券代码： 000036 证券简称：华联控股 华联控股股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访√业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及 | 线上参与公司 2024 年度业绩说明会的投资者 | | 人员姓名 | | | 时间 | 2025 年 5 月 21 日 15:00-16:30 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 副董事长、总经理 张勇华 独立董事 易磊 | | 上市公司接待人 | 副总经理、财务负责人 苏秦 | | 员姓名 | 副总经理、董事会秘书 孔庆富 | | | 财务部经理 万丽亚 | | | 证券事业部经理、证券事务代表 赖泽娜 | | | 公司通过网络远程的方式举行 2024 年度业绩说明会，与投 | | | 资者进行了互动交流和沟通，就投资者关注的问题进行了答复。 | | | 具体内容如下： | | | 1.虽然不参与公司实际经 ...

一场涉及1.14亿元合同的纠纷案在陕西省西安市雁塔区人民法院一审落槌。5月初，蓝晓科技（300487.SZ）与三达膜（688101.SH）的诉讼迎来阶段性进 展：法院一审判决三达膜需向蓝晓科技支付合同价款4828.69万元及逾期违约金，同时驳回三达膜全部反诉请求。尽管三达膜明确表示将提起上诉，但这场 因盐湖提锂项目引发的"诉讼战"已引发市场对产业链上下游合同履约风险的广泛关注。 纠纷溯源：从合作到对簿公堂 这场诉讼的起点可追溯至2022年3月。彼时，三达膜与蓝晓科技签署《5000吨电池级碳酸锂吸附设备供货及安装施工合同》，合同金额达1.14亿元，占蓝晓 科技2021年营收的9.54%。根据合同，蓝晓科技需负责原卤提锂吸附段装置界区工艺、设备、电气、仪表、控制系统等，并协助设计院完成详细工程设计， 总工期为166天。三达膜则按节点支付款项。 2025年5月8日，法院一审判决三达膜需向蓝晓科技支付4828.69万元及逾期付款违约金，同时驳回三达膜全部反诉请求及蓝晓科技其他诉讼主张。法院认 定，蓝晓科技已按合同约定完成吸附设备安装，三达膜应履行支付义务；而三达膜提出的工期延误及设备质量问题，因证据不足未获支持。 对 ...

每经记者｜张文瑜 西安 每经编辑｜贺娟娟 在炙手可热的盐湖提锂赛道，两家陕西上市公司围绕核心设备供应展开的5861万元合同纠纷案，历经数月拉锯战后迎来重要进展。 5月9日，三达膜（688101.SH）最新公告披露一审判决结果，其需向蓝晓科技（300487.SZ）支付4829万元及逾期付款的违约金，同时一审驳 回了三达膜的反诉请求及蓝晓科技其他诉讼主张。 尽管首轮诉讼失利，但三达膜在公告中明确表示将提起上诉，预示着这场"诉讼战"或将进入二审阶段。 一审判决"出炉" 双方争议源头始于一起盐湖提锂项目的合作。 2022年3月，三达膜与蓝晓科技签署《5000吨电池级碳酸锂吸附设备供货及安装施工合同》，合同金额1.14亿元。 该项目是三达膜承接金昆仑锂业2.1亿元EPC总包工程的子环节，蓝晓科技作为吸附设备供应商，负责提供盐湖提锂核心设备及技术支持。合 同明确约定总工期为166个日历天，三达膜将按合同约定进度分批支付货款。 然而，看似清晰的合同条款，却在实际履行过程中引发巨大分歧。双方因部分款项是否满足支付条件争执不下，矛盾迅速升级，最终走向诉 讼。 蓝晓科技率先起诉三达膜，并申请查封、冻结三达膜名下5861万元的银行 ...

Core Viewpoint - The article highlights the strategic development of Salt Lake Co., focusing on potassium and lithium resource development, with the backing of China Minmetals Corporation to enhance its industry position and achieve a world-class salt lake industry goal [2]. Group 1: Company Overview - Salt Lake Co. is based in Golmud, Qinghai, and specializes in the development of potassium and lithium resources, leveraging the rich resources of the Chaka Salt Lake [2]. - The company was established in 1958 as Qinghai Potash Fertilizer Plant and was listed on the Shenzhen Stock Exchange in 1997. It underwent bankruptcy restructuring in 2019 and re-emerged in 2020 after divesting inefficient segments [2]. Group 2: Financial Performance - In 2024, the company reported revenue of 15.13 billion yuan, a year-on-year decrease of 29.9%, and a net profit attributable to shareholders of 4.66 billion yuan, down 41.1% year-on-year [3]. - Despite the decline in profitability, the company's debt-to-asset ratio significantly decreased to 13.5%, and operating net cash flow reached 7.82 billion yuan, indicating strong liquidity [3]. - The company has been actively revising its corporate governance in line with the new Company Law, which is expected to enhance the feasibility and compliance of future dividend plans [3]. Group 3: Market Position and Resource Distribution - Global potassium resources are abundant but concentrated, with China holding 180 million tons, accounting for 3.7% of the global total, ranking sixth worldwide [4]. - Salt Lake Co. holds mining rights for 3,700 square kilometers of the Chaka Salt Lake, with a designed production capacity of 5 million tons of potassium chloride. From 2019 to 2024, the company's potassium chloride output ranged between 4.93 million and 5.8 million tons, representing over 75% of China's total potassium chloride production [4]. - The company benefits from technological and production scale advantages, leading to significant cost advantages in potassium chloride production [4]. Group 4: Lithium Industry Development - The demand for lithium salts is driven by the growth in new energy applications, particularly in power and energy storage batteries, with domestic lithium carbonate production increasing from 170,000 tons in 2019 to 702,000 tons in 2024, reflecting a CAGR of approximately 32.8% [5]. - The company currently has an annual lithium carbonate production capacity of 40,000 tons and utilizes advanced extraction technology to achieve efficient and low-cost production [5]. - A new integrated lithium salt project with a capacity of 40,000 tons per year is expected to be completed within 2025 [5].