What is the cost of extracting lithium from salt lake?

According to reports, Salt Lake Company holds 565,438+0.42% of the shares of Michelle Lithium Industry, and Keda Company holds 48.58% of the shares of Michelle Lithium Industry through its wholly-owned subsidiary Qinghai Keda Lithium Industry (Qinghai Keda Lithium Industry) Co., Ltd. and its holding subsidiary Qinghai Weili New Energy Materials Co., Ltd. There are two forms of lithium metal extraction: ore extraction and salt lake extraction. Extracting lithium ions from ores can be divided into spodumene extraction and mica extraction. Ganfeng Lithium Industry and Tianqi Lithium Industry adopt imported lithium, which is the mainstream production mode at present. High quality spodumene mainly comes from abroad, such as Australia.

The quality of spodumene ore in China is not high and its reserves are abundant. According to statistics, the current price of spodumene concentrate is about $65,438+0,000 per ton (exchange rate is 6.4). According to 8 tons of spodumene concentrate, lithium carbonate product 1 ton is produced. The cost of raw materials is 64,000 yuan, and the production cost is more than 20,000 yuan. The total cost of a ton of lithium products is about 84 thousand yuan, and the gross profit is about 76 thousand yuan/ton. Ganfeng Lithium Industry expects to produce about 60,000 tons of lithium carbonate products in 2065,438+08, with a gross profit margin of 35% and a gross profit margin of 3.36 billion yuan.

The only target company of lepidolite in A shares is Jiangte Electric. According to the data of TF Securities, Yichun Li Yin New Energy, a subsidiary of Jiangte Electric, uses mica lithium refining technology to produce lithium carbonate 10 tons every day, and the cost per ton is less than 70,000 yuan. The price of lepidolite is obviously lower than that of spodumene concentrate. If the company's Shiziling Mine can be put into production in March 2065438+2008 and realize self-production, it is estimated that the cost of lithium carbonate will be reduced to 50,000 yuan. Because mica lithium has no gross profit margin, it can only be estimated according to the sales data of 654.38+0.6 million yuan per ton of lithium carbonate. Then the gross profit of lithium carbonate extracted by mica lithium process is 1 1 10,000 yuan/ton, and after reaching the capacity of10.5 million tons, the gross profit of lithium carbonate is10.6 billion yuan/year.

Lithium extraction from salt lake is to extract lithium from salt water rich in magnesium and lithium in plateau by physical and chemical methods. The cost is very low, but limited by technical ability and harsh geographical conditions, large-scale production has not been carried out. At present, the listed companies participating in the project include Salt Lake, Tibet Mining, Keda Clean Energy, Tibet City Investment, tibetan songs Holdings and Xiaolan Technology. Because Salt Lake is basically located in the plateau, with remote geographical location, poor basic production and living conditions, fragile ecology and cold climate, which is not conducive to large-scale production and personnel recruitment, the company is located in remote areas of Qinghai-Tibet region. Therefore, although the production cost is low, the hidden cost is high. According to the data of Michelle Lithium Industry, the production cost of the company's salt lake lithium battery grade lithium carbonate is about 40,000 yuan/ton. From the hidden cost, if it is relaxed to 50,000 yuan/ton, the gross profit per ton of lithium carbonate in salt lake will be 1 1 10,000 yuan. According to the plan of Lancome Lithium Industry Company to produce 30,000 tons of lithium carbonate in 20 18, the gross profit can reach 3.3 billion yuan.