藏格矿业交流纪要

Financial Data and Key Metrics - No specific financial data or key metrics changes mentioned in the provided content Business Line Data and Key Metrics - The company's dissolution mining process forms a closed-loop system, maximizing resource utilization by recycling tail brine and fresh water back into the original mining area [1] - The company produces lithium carbonate using "old brine" which is the brine left after the precipitation of carnallite in salt ponds [2] - The company plans to produce 10,500 tons of lithium carbonate in 2024, with a current daily production of 40 tons, potentially reaching 55 tons during peak periods [5] Market Data and Key Metrics - No specific market data or key metrics changes mentioned in the provided content Company Strategy and Industry Competition - The company's dissolution mining process is designed to maximize resource utilization, indicating a focus on sustainable and efficient mining practices [1] - The company is expanding its operations with the construction of the Mami Cuo site, which includes temporary power, temporary housing, and road infrastructure [3] - The Mami Cuo site will use a similar but adjusted process compared to the Zangge Lithium site, due to differences in the brine composition [3] - The Mami Cuo site is expected to have a lower power consumption per ton (6,000-8,000 kWh) compared to the Qarhan site, due to its larger scale and higher brine concentration [4] Management Commentary on Operating Environment and Future Outlook - The company is maintaining a balance between production and sales for lithium carbonate [5] - The Mami Cuo site is expected to achieve rapid production capacity release after commissioning, as it uses a similar process to the Qarhan site with no technical risks [6] Other Important Information - The company's dissolution mining process involves the use of mixed-flow pumps in the dissolution workshop [2] - The Mami Cuo site has completed preliminary construction work, including temporary power, housing, and road infrastructure [3] - The production of 1 ton of lithium carbonate requires 1.5 to 2 tons of sodium carbonate [6] Summary of Q&A Session Question: Advantages of the dissolution mining process? - The dissolution mining process forms a closed-loop system, maximizing resource utilization by recycling tail brine and fresh water back into the original mining area [1] Question: Equipment in the dissolution workshop? - The dissolution workshop includes brine mixing pump stations, old brine pump stations, and raw brine transfer pump stations, with mixed-flow pumps being the main equipment [2] Question: Raw materials for lithium carbonate production? - The company uses "old brine" left after the precipitation of carnallite in salt ponds for lithium carbonate production [2] Question: Construction progress at the Mami Cuo site? - The Mami Cuo site has completed temporary power, temporary housing, and road infrastructure [3] Question: Equipment compatibility at the Mami Cuo site? - The Mami Cuo site will use a similar but adjusted process compared to the Zangge Lithium site, due to differences in the brine composition [3] Question: Power consumption per ton at the Mami Cuo site? - The Mami Cuo site has a power consumption of 6,000-8,000 kWh per ton, lower than the Qarhan site due to its larger scale and higher brine concentration [4] Question: Current concentration of old brine and response to declining lithium concentration? - The current concentration of old brine is around 50ppm, with concentration increasing with longer sun exposure in salt ponds [5] Question: Lithium carbonate production and sales plan for 2024? - The company plans to produce 10,500 tons of lithium carbonate in 2024, with a current daily production of 40 tons, potentially reaching 55 tons during peak periods [5] Question: Time to reach full production at the Mami Cuo site? - The Mami Cuo site is expected to achieve rapid production capacity release after commissioning, as it uses a similar process to the Qarhan site with no technical risks [6] Question: Sodium carbonate consumption per ton of lithium carbonate? - The production of 1 ton of lithium carbonate requires 1.5 to 2 tons of sodium carbonate [6]