盐湖股份(000792) - *ST盐湖调研活动信息

Group 1: Company Overview - Qinghai Salt Lake Industry Co., Ltd. has a 10,000-ton industrial-grade lithium carbonate facility that operates normally, utilizing advanced lithium extraction technology from Russia [3] - The company is currently constructing a 20,000-ton battery-grade lithium carbonate project, with some equipment already undergoing trial runs [3] Group 2: Financial Performance - In 2020, the company achieved a net profit attributable to the parent company of CNY 2.04 billion and a net asset value of CNY 4.119 billion [4][5] - The total investment for the 20,000-ton battery-grade lithium carbonate project is estimated at CNY 3.132 billion, with initial design costs at CNY 2.983 billion [4] Group 3: Production and Cost Efficiency - The complete cost of industrial-grade lithium carbonate production is maintained below CNY 34,000 per ton, which is competitive within the industry [4] - The company consumes approximately 2,000 cubic meters of brine with a lithium chloride concentration of 0.25-0.3 g/l to produce one ton of lithium carbonate [4] Group 4: Future Plans and Developments - The company plans to enhance its lithium segment by increasing R&D investment and developing new lithium-related businesses, including lithium hydroxide and lithium metal [4] - The company is actively preparing supplementary materials for its stock resumption application, which has been accepted by the Shenzhen Stock Exchange [5]