盐湖股份(000792) - *ST盐湖调研活动信息

Group 1: Production and Operations - The company has a 10,000-ton industrial-grade lithium carbonate production facility that is operating normally, with production, quality, and sales showing improvement compared to the same period last year [1][2] - The 20,000-ton battery-grade lithium carbonate project has completed significant construction phases, with some facilities entering trial production [2][3] - The company has maintained stable production during winter months for three consecutive years, indicating minimal impact from low temperatures [2][3] Group 2: Investment and Financials - The estimated investment for the 20,000-ton battery-grade lithium carbonate project is approximately 3.132 billion CNY, with potential for cost reduction due to technological optimization and material price decreases [3] - The preliminary design investment estimate for the same project is around 2.983 billion CNY [3] Group 3: Resource Distribution - The total area of the Chaka Salt Lake is 5,856 square kilometers, making it the largest soluble potassium magnesium salt deposit in China, with the company holding mining rights to approximately 3,700 square kilometers [2][3] Group 4: Future Plans - The company plans to enhance its lithium business through increased R&D investment, focusing on high-quality lithium carbonate as a supplementary business, and developing derivative businesses such as lithium hydroxide, metallic lithium, and potassium nitrate [3]