1, Tibet Mining (00762):

Tibet Mining Development Co., Ltd. is a joint-stock company jointly funded by five founders: Xizang Autonomous Region Mining Development Corporation, Sichuan Dujiangyan Haitang Electric Metallurgical Plant, Shannan Zedang Power Supply Bureau, Shannan Chromite Mine in Tibet and Tibet Zanghua Industry & Trade Co., Ltd. The company is also operated by a single chromite mine, and has developed into three pillar industries of chromium, copper and lithium mining, processing and sales, as well as a production and operation mode supplemented by mineral mining such as boron mine and antimony mine. It has owned 5 1% of Zabuye Salt Lake for 20 years, and its lithium reserves are the third in the world, about 2 million tons. Zhabuye Salt Lake in Tibet is a super-large salt lake deposit of lithium, boron, potassium and other minerals, which belongs to one of the three largest lithium salt lakes in the world and ranks second in the world. According to the recoverable ratio of 1/3, the potential value of resources reaches 1.50 billion yuan. Zabuye Salt Lake has unique natural solid resources of lithium carbonate and the characteristics of high lithium, poor magnesium and rich lithium carbonate. [Retail friends] Brine is close to or reaches the saturation point of lithium carbonate, which is easy to form different forms of natural lithium carbonate precipitation, so it has relatively superior resources, mining and extraction advantages and cost advantages compared with similar salt lakes in the world. Lithium salt production in China takes traditional spodumene and lepidolite as raw materials. Compared with foreign brine lithium extraction process, there is a big gap in scale and cost. The technical level of extracting lithium from brine in Zabuye Salt Lake in Tibet has reached the international advanced level, which has obvious cost advantages and market advantages compared with foreign brine extraction. The development strategy of Tibet mining industry is to make full use of the development space of ferrochrome resources and continue to maintain the annual output of ferrochrome above 50 thousand tons in five years; At the same time, expand the construction scale of Zabuye, further improve the production process, speed up the extraction of lithium carbonate concentrate, and strive to achieve the long-term goal of producing 25,000 tons of lithium carbonate products annually within five years, and build the aircraft carrier of Tibet Mining Group.

2. Lu Xiang shares (002 192):

Meika lithium beryllium deposit, located at the junction of Kangding, Yajiang and Daofu counties in western Sichuan, is a super-large granite pegmatite rare metal deposit discovered in China in the early 1970s. At that time, the proven lithium oxide reserves were 920,000 tons, and the beryllium oxide reserves reached the scale of large-scale deposits, ranking first in China, first in Asia and second in the world. The deposit was discovered in 1959. Team 404 of Sichuan Geological Bureau submitted a detailed investigation report on the Meika rare metal granite pegmatite deposit in Kangding County, and conducted mineral processing tests, which proved that the ore was easy to beneficiate.

The company plans to make equity investment in Ganzi Rong Da Lithium Industry Co., Ltd., with an investment amount of no more than 50 million yuan, accounting for about 25%-40% of the shares of Rong Da Lithium Industry after investment. Rong Da Lithium Industry is a limited liability company jointly funded by Guangzhou Rongjie Investment Management Group Co., Ltd. and Sichuan Mining Co., Ltd., with a registered capital of 50 million yuan, of which Rongjie Investment accounts for 70% and Sichuan Mining accounts for 30%. Its business scope is mainly mining and selecting spodumene ore, processing and selling lithium concentrate, beryllium concentrate, tantalum-niobium concentrate and deep-processed products of lithium, which has nothing to do with Lu Xiang's main business scope. The company owns the mining right of Xiajika 134# vein spodumene mine in Kangding County. The reserves of spodumene in the mining right area are about 5.34 million tons, and the mining right period is 30 years.

3. citic guoan (00839):

Potassium salt resources, lithium salt resources. The Jinaier Salt Lake in Dongtai, Guoan, Qinghai has formed a production capacity of 300,000 tons/year of potassium magnesium sulfate fertilizer, 65,438+10,000 tons/year of potassium chloride and 20,000 tons/year of lithium carbonate.

After years of cultivation, citic guoan has vigorously developed the comprehensive project of salt resources in Qinghai. The total reserve of lithium chloride resources is 7,638,500 tons, and the content of lithium chloride is generally between 2.2 and 3.89 g/L. The internal and external conditions for the development of the deposit are good. Citic guoan invested in a 20,000-ton lithium carbonate project. In terms of lithium carbonate, following the successful production of the 10,000-ton production line at the beginning of the year, Qinghai Guoan focused on equipment testing and technical transformation of spray drying workshops, hydrochloric acid workshops and other related facilities, and gradually increased production capacity while debugging. Citic guoan Mongolia Li (hereinafter referred to as MGL) is a 90% subsidiary of citic guoan Co., Ltd. MGL was established in April 2000, mainly engaged in the research, development, production and sales of key materials for lithium-ion secondary batteries and high energy density power lithium-ion secondary batteries. MGL is the largest manufacturer of lithium cobaltate and lithium manganate as cathode materials for lithium batteries in China, and Wang Dong is also the only large-scale manufacturer of power lithium-ion secondary batteries at home and abroad. The company's power battery was determined by BOCOG as the exclusive supply product of Beiao pure electric bus in 2008. The new products of lithium cobaltate developed by the company have a good sales momentum, and the market share remains relatively stable. Lithium manganate, the cathode material of power battery, has also made great achievements in market application.

4. Salt Lake Group (000578):

Chaerhan Salt Lake, with a total area of 5,856 square kilometers, is the largest soluble potassium-magnesium salt deposit in China. The lake is rich in natural resources such as potassium, sodium, magnesium, boron, lithium and bromine, with a total reserve of over 60 billion tons, including 540 million tons of potassium chloride alone, accounting for 97% of the country's proven reserves; The reserves of magnesium chloride are 65.438+65 million tons, and the reserves of lithium chloride are 8 million tons. On the basis of the successful experiment of 200 tons of lithium carbonate, the Group cooperated with Beijing Metallurgical and Chemical Research Institute of the nuclear industry, invested 533 million yuan to build a lithium carbonate project with an annual output of 65,438+/kloc-0,000,000 tons, and established Michelle Lithium Industry Co., Ltd. in Qinghai Salt Lake. Adsorption-brine lithium extraction technology is a new technology with pertinence and uniqueness. The technology has reached the international level, the lithium recovery rate is over 70%, and the product purity is 99%. In 2009, it was commissioned. On the basis of the successful operation of the 654.38+100000 tons lithium carbonate project, it is planned to expand the lithium carbonate project with a moderate scale in due course, develop and study the downstream series products such as lithium chloride, lithium cobaltate, lithium metal and lithium battery, and extend the lithium industrial chain in a short time to form a certain economic scale.

5. Tianqi Lithium Industry (002466):

Through the bidding of Tianqi Hesheng, a wholly-owned subsidiary, the company obtained the exploration right of Zola spodumene mine in Yajiang County, Sichuan Province, which covers an area of 23.54 square kilometers. At present, the proven resources in the exploration area are about 3.72 million tons of SC6.0 lithium concentrate containing 6% lithium oxide. At present, the company is handling mining rights. We expect to mine in the second half of 20 12, with an annual output of about 80,000 tons of 6% SC6.0 lithium concentrate.

Introduction of leading shares of lithium mine 1, Ganfeng Lithium Industry: leading shares of lithium mine. Looking back on the past 30 trading days, Ganfeng Lithium Industry rose by 9.06%, with the highest price of 153.09 yuan and the total turnover of 8180,000 lots.

2. Tianqi Lithium Industry: the leading stock of lithium mine. Looking back on the past 30 trading days, Tianqi Lithium's share price rose by 2.48%, while its total market value fell by113.44 million, and its current market value is1369.27 million yuan. In 2022, the stock price fell by -8.59%.