万里石(002785) - 万里石调研活动信息

Group 1: Company Overview and Financial Performance - Xiamen Wanli Stone Co., Ltd. reported a revenue of 527 million CNY and a net profit attributable to the listed company of 5.0039 million CNY for the first half of 2023 [3] - The company has completed the issuance of A-shares to specific investors, with relevant documents filed and approved by the China Securities Regulatory Commission [1] Group 2: Business Strategy and Market Performance - The company's stone business strategy focuses on prioritizing cash flow and stability, with export markets in Japan and the USA showing stable growth [1] - The lithium extraction project in Qinghai is utilizing a cost-effective N+1 layout, with the first production line launched on August 1, 2023, and achieving an average lithium concentration of 65 mg/L in the brine [1][2] Group 3: Lithium Extraction Technology and Production - The average adsorption rate for the lithium extraction process is above 80%, with an average adsorption capacity of 5 mg/g and a loss rate of approximately 3.2% [2] - The planned production capacity for the Qinghai project is 5,000 tons per year, with the first production line fully automated [5] Group 4: Future Outlook and Strategic Partnerships - The company aims to enhance its asset scale and capital strength post-fundraising, with a focus on stable development in lithium extraction resources [3] - Future collaborations with resource companies are planned, including joint ventures and EPC models to optimize production efficiency [4]