证券代码：000792 证券简称：盐湖股份 青海盐湖工业股份有限公司投资者关系活动记录表 编号：2025-004 | 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（请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 (周三) 下午 2025 6 18 14:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 董事长侯昭飞 | | 员姓名 | 财务总监马丕乐 | | | 董事会秘书李舜 | | | 独立董事陈斌 | | | 证券事务代表巨敏 | | | 1、问：目前碳酸锂低价运行，对行业有何影响？贵公司将 如何应对？ | | | 答：您好！当前碳酸锂市场虽处于价格低位调整期，但新能 | | | 源产业长期向好的发展趋势并未改变，行业正经历深度变革 ...

Core Viewpoint - Qinghai Province is positioned as a crucial ecological zone in China, emphasizing its role in ecological protection and high-quality development, particularly as the "water tower" of China [1][4]. Group 1: Ecological Protection and National Parks - Qinghai has established itself as the first pilot province for the national park system in China, focusing on ecological civilization and natural protection [2][3]. - The Three Rivers Source National Park integrates various types of natural reserves, covering an area of 272,200 square kilometers, which is 39.08% of the province's total land area [3]. - The park has seen significant improvements in water resources, biodiversity, and vegetation coverage, with the population of Tibetan antelope increasing from under 20,000 to over 70,000 [4]. Group 2: Economic Development and Green Transformation - Qinghai is pursuing a strategy to build a world-class salt lake industry, a national clean energy base, an international eco-tourism destination, and a source of green organic agricultural products [6][8]. - The Chaka Salt Lake, covering 5,856 square kilometers, is a key site for potassium fertilizer production, with a total salt resource reserve of 60 billion tons [6]. - The province has seen a 14.74% increase in tourist numbers at the Chaka Salt Lake scenic area, reaching 2.7 million visitors in 2024 [8]. Group 3: Water Resource Management - Qinghai has implemented a robust ecological protection system, focusing on water quality management and soil erosion control, with significant investments in environmental projects [9][10]. - The province's air quality has consistently remained at a good level, with over 96% of days classified as having good air quality [10]. - The introduction of the "Qinghai Provincial National Ecological Civilization High Ground Construction Regulations" aims to enhance ecological governance and provide replicable experiences for national ecological development [11].

据介绍，省发展改革委将加强招商引资项目调度和服务保障工作，深化全要素保障、全过程跟踪、全生 命周期服务机制，着力打造市场化、法治化、国际化一流营商环境，让企业在青海放心投资、安心经 营、专心创业、舒心发展，持续为全省经济高质量发展蓄势赋能。（记者 王菲菲） 依托盐湖资源、高原农牧业资源等优势禀赋，坚持"以资源引产业、以产业聚要素"，推动传统产业高端 化、智能化、绿色化改造与新兴产业培育壮大双轮驱动。在盐湖资源开发领域，靶向引入年产2000吨碳 酸锂、哈西亚图C11磁异常铁多金属矿采选、10万吨大修渣危废资源化利用等项目，促进资源优势向产 业优势、经济优势转化，助力打造具有竞争力的特色产业集群。在高原农牧业精细化发展方面，聚焦打 造绿色有机农畜产品输出地，招引了一批牦牛产业化、枸杞、白刺等系列精深加工项目，推动青海特色 农产品向高端化、标准化、品牌化升级。 立足青海独特的高原生态、自然资源、文化旅游等优势，创新"生态+文旅+产业"融合招商模式，引进 城际酒店、驰麟酒店、蓝莓全产业链现代观光都市农园等项目，推动西宁熊猫馆提质升级、"6860"青海 产品文化体验中心、文旅机车摩旅基地等项目落地，加快构建"全域旅游、 ...