The seventh session of the 13th Qinghai Provincial People’s Congress was held in Xining on January 21. When xinchangxing, governor of Qinghai Province, made a government work report, he proposed that accelerating the construction of a world-class Salt Lake industrial base is the primary task of Qinghai Province in 2022. According to the government work report, Qinghai will focus on improving the competitiveness of strategic emerging industries and improve the comprehensive efficiency of salt lake resource utilization by strengthening, extending and supplementing the chain. In order to achieve the goal of “expanding the scale of lithium industry, releasing the capacity of lithium carbonate and improving the level of lithium battery industry”, Qinghai will set up a salt lake industry development fund and introduce a number of high-tech leading enterprises to promote the strength of salt lake industry clusters.
At present, the cost of extracting lithium from salt lakes in China is about 30000-40000 yuan / ton. After years of development, Qinghai salt lake lithium extraction technology has formed a variety of routes such as adsorption, ion exchange membrane, extraction and calcination, and has been used in actual production with low cost. Since 2021, the plan and action plan for accelerating the construction of a world-class Salt Lake industrial base have formed a strong policy thrust, and the assets related to lithium extraction in Qinghai Salt Lake have been continuously capitalized.
According to the theme database of financial Associated Press, among the relevant listed companies:
The zangge mining mining area is located in Chaerhan Salt Lake and Dalangtan salt lake. Chaerhan Salt Lake is the largest soluble potassium magnesium salt deposit in China and one of the large salt lake deposits in the world.
Keda Industrial Group Co.Ltd(600499) indirectly holds 43.58% shares in Lanke lithium. Lanke lithium currently has a 10000 ton industrial lithium carbonate production line, and a 20000 ton battery lithium carbonate production line has released some industrial lithium carbonate capacity in April 2021.