藏格矿业(000408) - 藏格矿业投资者关系管理信息

Group 1: Lithium Production and Inventory - As of the end of Q2, lithium carbonate inventory is over 400 tons, and there is no national reserve for lithium carbonate [1] - The production cost of lithium from the Mami Co project is approximately 31,000 RMB/ton, benefiting from higher lithium brine quality compared to the Chaqia Lake project [2] Group 2: Resource Reserves and Production Capacity - The Jiezhe Chaka salt lake has proven lithium chloride reserves of approximately 2.3069 million tons with an average grade of 1,173 mg/L, planning to develop a project with an annual capacity of 30,000 tons of battery-grade lithium carbonate and 30,000 tons of lithium hydroxide [2] - The Longmucuo salt lake covers an area of about 101 square kilometers, with lithium chloride reserves of approximately 2.1695 million tons and an average grade of 793.66 mg/L, planning to develop a project with an annual capacity of 70,000 tons of lithium carbonate [2] Group 3: Strategic Investments and Acquisitions - The company is focused on high-growth potential minerals and actively seeks quality resources for mergers and acquisitions, considering investments when suitable opportunities arise [2] - The transaction process for acquiring 34% equity in Tibet Guoneng Mining Co., Ltd. is progressing smoothly, with the second payment completed and further payments contingent on shareholder resolutions and other prerequisites [2]