久吾高科(300631) - 久吾高科调研活动信息

Group 1: Company Overview - The company focuses on the research and application of ceramic membranes and membrane separation technology, providing integrated solutions for industrial separation and environmental water treatment [2] - The business areas include biomedicine, chemicals, new energy, industrial wastewater, municipal wastewater, and environmental governance [2] Group 2: Production Capacity and Projects - The company is constructing a lithium adsorbent production capacity of 6,000 tons/year, with 2,000 tons/year already completed [3] - The company has ongoing pilot projects in various salt lakes, including those in Tibet and with partners like Zijin Mining [2][3] Group 3: Product Performance and Market Position - The average gross margin for materials is approximately 40% to 50%, while the gross margin for integrated solutions varies, with equipment parts around 20% to 30% [4] - The company's lithium adsorbent products are reported to have high mass transfer efficiency, selectivity, and long service life [3] Group 4: Future Directions and Innovations - The company aims to focus on large-scale applications for ceramic membranes, particularly in water treatment, and will invest in high-value specialty membranes [4] - There is no current industrial layout for manganese-based adsorbents due to technical challenges [4] Group 5: Financial and Operational Insights - Revenue recognition follows accounting standards, with different methods based on whether installation is required [4] - The usage of adsorbents correlates with lithium carbonate production, typically ranging from hundreds to thousands of tons for a 10,000-ton lithium carbonate project [5]