司尔特(002538) - 司尔特调研活动信息

Group 1: Company Development Plans - The company aims to integrate and develop existing phosphate rock resources to achieve qualitative leaps in its core phosphate fertilizer business [3] - The company acquired mining rights for 4.5602 square kilometers at Mingniwan and 8.38 square kilometers at Yongwen, with total resource reserves of 36.9945 million tons [3] - The Yongwen mine has a production capacity of 300,000 tons per year, with reserves estimated at 10.43 million tons and an average grade of 30.96% [3] Group 2: Current Production and Operations - The Mingniwan mine is expected to achieve an annual production capacity of 800,000 to 1,200,000 tons, while the Yongwen mine is in the planning stage [4] - The company’s sulfur iron mine has an annual production capacity of 380,000 tons, with 50,952.57 tons of sulfur iron mined in the first half of 2021 [4] - The company’s sulfuric acid self-sufficiency rate is currently at 85%, with a production capacity of 1.15 million tons [5] Group 3: Market Outlook and Pricing - The company anticipates stable prices for phosphate fertilizers due to tightening global supply and increasing environmental regulations [5] - The company has the capacity to produce both powdered and granular monoammonium phosphate, allowing it to meet both domestic and international market demands [5] Group 4: Phosphogypsum Management - The company produces approximately 230,000 tons of phosphogypsum annually, with plans to utilize it in environmentally friendly construction materials [5] - The company has established partnerships for the production of new building materials using phosphogypsum, with significant local consumption projected [5] Group 5: Future Plans and Innovations - The company is exploring the development of new energy materials, particularly lithium iron phosphate for electric vehicle batteries, which requires high-quality phosphate rock [6] - The company is conducting research and discussions regarding the production of industrial-grade and food-grade phosphoric acid [6] Group 6: Shareholder Restructuring - The major shareholder is currently undergoing a restructuring process under court supervision, which has not affected the company's daily operations [6]