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西藏矿业(000762) - 投资者(机构)关系活动记录表(中金)
TMDTMD(SZ:000762)2022-01-09 23:50

Group 1: Resource Verification - The resource verification is based on the exploration reserves minus the historical extraction amounts, which is deemed credible and reasonable by the review experts [2][3] - The verification report is necessary for the renewal of mining rights expiring in May 2022 and for the resource assessment report related to the equity optimization of the Zabuye project [2][3] Group 2: Company Incentives - Following Baowu's acquisition, the company established a comprehensive incentive mechanism, including monthly, quarterly, and annual rewards, as well as exploring long-term incentive mechanisms [3] Group 3: Production and Capacity Planning - The production capacity and operational progress of the Zabuye Phase I solar pond method have improved significantly due to leakage repairs and process optimizations [3] - The annual production plan will be disclosed in the company's subsequent annual report [3] - The construction progress of the 10,000-ton lithium carbonate project is currently on track [3] Group 4: Market and Sales Strategy - The production and sales rhythm of Zabuye salt lake aligns well with local climatic and geographical conditions, with the best production season being winter [4] - Sales are conducted in an orderly manner based on market conditions [4] Group 5: Future Expansion Potential - The potential for further expansion of the Zabuye salt lake is under ongoing research [3] - The overall progress of developing salt lakes in Tibet is supported by both China Baowu and the regional government, aiming to use Zabuye as a benchmark project [3] Group 6: Project Considerations - The decision to suspend the Zabuye lithium salt plant was based on distance from Tibet, lack of cost advantages, outdated processes, and the implementation of a new 10,000-ton lithium carbonate project [3]