Nyob rau yav tsaus ntuj ntawm lub Plaub Hlis 12th, Ganfeng Lithium (002460) tau tshaj tawm nws cov ntaub ntawv ua lag luam ua lag luam, hais tias nws cov nyiaj tau los ntawm kev ua haujlwm hauv 2023 yog 32.972 billion yuan, ib xyoos ib zaug txo ntawm 21.16%;Cov nyiaj tau los ntawm cov tswv cuab ntawm lub tuam txhab teev npe yog 4.947 billion yuan, ib xyoos ib zaug poob ntawm 75.87%.
Nws yog to taub hais tias nyob rau hauv 2023, nyob rau hauv lub teb ntawm lithium tshuaj lom neeg kev lag luam, ib xyoos ib zaug kev nthuav dav project ntawm 2000 tons ntawm butyl lithium ntawm Ganfeng Lithium lub 10000 tuj lithium ntsev Hoobkas tau ua tiav.Lub 10000 tuj lithium ntsev Hoobkas thiab Xinyu Ganfeng Hoobkas tau optimized, subdivided, thiab integrated lawv cov khoom thiab ntau lawm muaj peev xwm;Kev tsim txhua xyoo ntawm 25000 tons ntawm lithium hydroxide qhov project hauv Fengcheng Ganfeng Phase I tau ua tiav.
Hais txog cov peev txheej lithium, kev nthuav dav thiab kev tsim kho ntawm 900000 tons / xyoo lithium pyroxene concentrate ntau lawm peev ntawm MountMarion lithium pyroxene concentrate qhov project hauv Australia tau ua tiav, thiab cov peev txheej tsim tau maj mam tso tawm;Thawj theem ntawm Cauchari Olaroz lithium ntsev lake project nyob rau hauv Argentina nrog ib xyoos twg muaj peev xwm ntawm 40000 tons ntawm lithium carbonate tau ua tiav nyob rau hauv thawj ib nrab ntawm 2023, thiab kwv yees li 6000 tons ntawm LCE cov khoom tau tsim nyob rau hauv 2023. Qhov project tam sim no tsis tu ncua nce toj thiab xav tias yuav maj mam ncav cuag nws lub peev xwm tsim los ntawm 2024;Kev tsim kho ntawm thawj theem ntawm Goulamina spodumene qhov project hauv Mali, nrog rau txhua xyoo kev npaj tsim muaj peev xwm ntawm 506000 tons ntawm spodumene mloog zoo, tam sim no tab tom ua haujlwm thiab xav tias yuav muab tso rau hauv kev ua haujlwm hauv 2024;Lub Inner Mongolia Gabus Lithium Tantalum Mine project tau ua tiav kev tsim kho thiab commissioning thawj theem ntawm 600000 tons / xyoo mining thiab tau txais txiaj ntsig qhov project.Nws cia siab tias qhov project yuav txuas ntxiv tsim cov lithium mica concentrate hauv 2024.
Hais txog cov roj teeb lithium: Ganfeng Lithium Battery Chongqing Solid State Battery Production Base Phase I tau raug capped, thiab cov khoom siv roj teeb hauv lub xeev tau xa tuaj;Peb tau xa ntau tshaj li ib puas qhov loj-loj lub zog cia tej yaam num nrog rau tag nrho daim ntawv teev teev ntawm ntau tshaj 11000MWh.Nyob rau hauv cov nqe lus ntawm loj-scale zog cia kev lag luam, peb tau koom nyob rau hauv ob peb lub thawj batch ntawm loj-scale photovoltaic zog cia tej yaam num nyob rau hauv lub teb chaws, thiab tau ua ib tug neeg lub zog cia tej yaam num ntawm ntau tshaj 500MWh thiab ntau yam loj-scale zog cia tej yaam num ntawm loj zog central enterprises.Peb tau ua tiav kev qhib kev lag luam kev lag luam hluav taws xob txawv teb chaws thiab xa tawm ntau tshaj 20 lub thawv hluav taws xob cia khoom;Lub automation kev pab them nqi ntawm ob tus neeg siv khoom siv roj teeb hauv paus hauv Huizhou thiab Xinyu yog tshaj 97%, nrog rau cov zis txhua hnub ntawm 1.85 lab units.
Hais txog kev siv roj teeb: Ganfeng Lithium tau tsim ntau lub hauv paus dismantling thiab rov tsim dua tshiab hauv Xinyu, Jiangxi, Ganzhou, thiab Dazhou, Sichuan, thiab lwm yam.Kev rov ua dua tshiab thiab kev ua tiav ntawm cov roj teeb lithium-ion so thiab cov hlau pov tseg tau mus txog 200000 tons, nrog rau cov lithium kev rov ua dua tus nqi ntau dua 90% thiab nickel cobalt hlau rov ua dua tus nqi ntau dua 95%.Nws tau dhau los ua ib qho ntawm peb lub tuam txhab roj teeb rov ua dua tshiab hauv Suav teb nrog lub peev xwm loj tshaj plaws rau lithium hlau phosphate roj teeb thiab cov khoom siv pov tseg.
Tsis tas li ntawd, Ganfeng Lithium tam sim no npaj tsim 20000 tons ntawm lithium carbonate thiab 80000 tons ntawm hlau phosphate txhua xyoo.Qhov project tab tom tsim kho thiab xav tias yuav ua kom tiav thiab maj mam muab tso rau hauv lub sijhawm thib ob ntawm 2024.
Hais txog tus nqi yav tom ntej ntawm lithium carbonate, Ganfeng Lithium tau hais tias ob peb Australian miners tau nquag auctioned lithium concentrates thiaj li coj tus nqi ntawm spodumene los ntawm ib tug me me ntawm auctions ore.Txawm li cas los xij, lub tuam txhab ntseeg tias cov nqi lag luam tseem txiav txim siab los ntawm kev muab khoom thiab kev thov.Tam sim no, qhov chaw tus nqi ntawm lithium carbonate yog nyob ib ncig ntawm 100000 yuan, thiab yav tom ntej tus nqi yog nruab nrab ntawm 100000 yuan thiab 110000 yuan.
Post lub sij hawm: May-24-2024