Lithium mine concept stock lithium battery .

Mondo Finance Updated on 2024-01-30

Jiangte Motor. The company owns a number of lepidolite mines in Yichun area, with a total of more than 100 million tons of lithium ore resources held or controlled. The main mine in production is the Lion Ridge mine, with a reserve of 140280,000 tons (332+333), of which lithium oxide resources are 8020,000 tons with a grade of 055%。The original planned production capacity was 1.2 million tons, which was later changed to 600,000 tons.

Ganfeng Lithium. The company has a lithium carbonate production capacity of 430,000 tons, ranking first in China, and there is no expansion plan for 22 years.

Tianqi Lithium. The company is one of the world's lithium resource providers with the highest quality lithium mines and the best quality lithium salt lakes at the same time, holding 2601% of the Talison Greenbushes mine is the world's largest reserves, the best grade, the lowest production cost of spodumene mines, the current production capacity of 1.34 million tons, the third phase of construction of 600,000 tons, the long-term planning of a total production capacity of 2.5 million tons.

Yongxing Materials. By the end of 2022, the company has reached an annual production capacity of 30,000 tons of battery-grade lithium carbonate.

Sinomine Resources. The company holds 100% of the Tanco mine in Canada and participates in the Arcadia lithium mine. Tanco has a proven lithium resource of 460280,000 tonnes at an average Li2O grade of 244%。The annual output of lithium concentrate is 30,000 tons, the mining capacity is 120,000 tons, and the construction is 500,000 tons. The Arcadia lithium mine is still in the pilot stage, and China Mine has been granted the offtake right.

*Mining. The Zabuye salt lake, which is controlled by the company, has proven lithium reserves of 18410,000 tons. The first phase has an annual lithium concentrate capacity of 4,600 tons, 7,000 tons, and 23 reaches 10,000 tons.

Yahua Group. The company's lithium salt production capacity is 430,000 tons, Ya'an Lithium 20,000 tons of lithium hydroxide or lithium carbonate, Xingsheng Lithium 060,000 tons of lithium hydroxide, Guoli Company 170,000 tonnes of lithium salt (including 070,000 tons of lithium hydroxide, 060,000 tons of lithium carbonate). 610,000 tons, with a total production capacity of more than 100,000 tons of lithium salt in 25 years.

Salt Lake shares. In the first half of 2022, the company's lithium carbonate business accounted for 2984%

Rongjie shares. The lithium salt plan of Rongjie Lithium Co., Ltd., which is a shareholder, is 40,000 tons, and the first phase of 20,000 tons has been completed and the equipment is being commissioned. Changhehua Lithium Co., Ltd., which is a holding company, mainly processes crude lithium carbonate into battery-grade lithium carbonate or lithium hydroxide through outsourcing, with an existing production capacity of 3,000 tons of battery-grade lithium carbonate and 1,800 tons of lithium hydroxide.

Shengxin Lithium Energy. The company's existing production capacity includes lithium carbonate 250,000 tons, lithium hydroxide 150,000 tons, and 15 tons of lithium metal. Suining plans 60,000 tons of lithium hydroxide, and the first phase of 30,000 tons is expected to be put into production within 21 years. Shengxin International, a wholly-owned grandson company, plans to establish a joint venture with Indonesia to jointly build an annual output of 50,000 tons of lithium hydroxide and 10,000 tons of lithium carbonate.

Tianhua New Energy. The company is deeply bound to Ningde, and Tianyi Lithium (68% of Tianhua, 25% of Ningde) has an existing battery-grade lithium hydroxide production capacity of 250,000 tons, phase II 250,000 tons will be put into production in 22 years. The planned production capacity includes 50,000 tons in Jiang'an + 60,000 tons in Ganmei Industrial Park, with a total production capacity of 160,000 tons in 25 years.

Zhengguang shares. The company is mainly engaged in the research and development and production of ion exchange and adsorption resins, and the company's products will be used in the lithium extraction and purification of salt lakes.

Zangge Mining. In the first half of 2022, the company's main lithium carbonate accounted for 4826%

Sunwoda. At present, the company's Dongtai Jinel Salt Lake is in the exploration stage.

Jinyuan shares. The second phase of the company plans to build 5,000 tons of battery-grade lithium hydroxide and 4,000 tons of battery-grade lithium chloride production lines.

Red Star Development. The company has a lithium carbonate production capacity of 6,000 tons.

*Everest. Raise 8 billion yuan to invest in Argentina's salt lake lithium extraction project.

BYD. The company has a stake in Zabuye Salt Lake, the largest salt lake lithium mine in ChinaIn addition, the company has made a breakthrough in the research and development of lithium extraction technology from salt lakes, and based on this, it has jointly developed lithium resources in Qinghai Salt Lake with Salt Lake Co., Ltd.

Dawei shares. The company plans to build a comprehensive utilization of lithium-containing mineral resources and lithium battery industry chain project in Guiyang County, Chenzhou City, Hunan Province, of which the lithium mining and dressing, lithium carbonate, environmental protection and tailings treatment projects will invest RMB 9 billion.

EVE Energy. The company acquired 5% of the equity of Dachaidan Dahua Chemical held by Gengxin Lianchuang, the area of Dachaidan Salt Lake is about 240 square kilometers, and Dahua Chemical enjoys the mining rights of Dachaidan Salt Lake.

*Chengtou. **Chengtou's self-developed "Research on the Development of Coordinated Lithium Extraction Process of Jieze Chaka and Longmucuo Salt Lake" has filled the gap in the lithium extraction process technology of salt lakes and is the first in China.

Made by Koda. The company holds 43% of Lanke Lithium58%, the lithium resource reserves of Zarhan Salt Lake are 10.56 million tons of LCE, and the magnesium-lithium ratio is relatively high (500:1), and it is difficult to extract lithium, so the adsorption method is the main method.

Golden Galaxy. The company's grandson Jiangxi Jinde lithium carbonate project has a planned production capacity of 20,000 tons.

Chuanheng shares. The company plans to set up a joint venture subsidiary with Jinyuan Zhongke and Xinwangda, the holding company of Jinyuan Co., Ltd., and this cooperation will integrate relevant lithium resources around the Argentine salt lake through joint investment, which is conducive to enriching the company's industrial chain structure and providing upstream lithium resource guarantee for the company's new energy industry layout.

Yuntu Holdings. The company invests in the development of Jiangsu Tibetan new energy industry and holds 51% of the equity of Ali Mamicuo Mining Development, and the company holds the lithium boron mine prospecting license in the Mamicuo salt lake mining area of Ali Gaize County, and has obtained the mining license with the matching number, and the batch of mining species is lithium ore.

Tiantie shares. The company's investment in lithium salt projects is being actively promoted, through Zhongxin Investment to hold lithium resources, and its wholly-owned subsidiary, Jiangsu Changjili New Energy Technology, has achieved technical achievements in the preparation of lithium carbonate and lithium chloride from lithium-containing wastewater.

Dazhong Mining. According to the announced project progress plan, the first phase of the project construction will start in December, and in March and April 2023, it will need to obtain administrative licenses at all levels related to the development of mineral resources, and trial production will be carried out at the end of 2023.

Jixiang shares. The company acquired Yongshan Lithium, and the design capacity of Yongshan Lithium Phase I was 250,000 tons of lithium salt products, including 10,000 tons of lithium carbonate and 1 million tons of lithium hydroxide50,000 tons, which is still in the stage of capacity ramp-up.

Fulin Seiko. The company signed the "Investment Agreement on the Comprehensive Development Project of Lithium Mineral Resources" with Sichuan Sterry Lithium Co., Ltd., and all parties jointly invested in the establishment of a lithium resource comprehensive development project company with their own funds: Sichuan Lithium Energy Mining Co., Ltd. has a registered capital of 80 million yuan, and the company subscribes to contribute 27.2 million yuan.

Wanli Stone. The company has invested in Xiamen Wanli New Energy Venture Capital Partnership, and the company has successfully invested in Xinjiang Tailixin Mining, a leading enterprise in the extraction of lithium from salt lakes in China, and will increase continuous attention, research and investment in the field of new energy resources at an appropriate time in the future.

Zhezhong shares. The company holds 20 million shares of Ronghui Lithium, and at the same time, the company has complete sets of equipment and technologies for adsorption, separation and crystallization evaporation of lithium extraction from salt lakes.

Chuanneng Power. The company holds 6275% equity interest, with control of Lijiagou lithium mine. Lijiagou lithium reserves reached 403620,000 tons, lithium oxide resource reserves reached 50220,000 tonnes at an average grade of 13%。The planned raw ore mining scale is 1.05 million tons, with an annual production of 180,000 tons of concentrate, and it is planned to be put into production in the second half of 2022.

Gotion Hi-Tech. The company invested in the construction of lithium carbonate projects in Yifeng and Fengxin respectively.

Fu Miao Technology. The company's nanofiltration membrane and equipment project for lithium extraction from salt lakes - "950 sets of separation membrane equipment manufacturing project" has entered the trial production stage, and is expected to reach 15%-20% production in 2023, and then increase year by year.

Western Mining. The company plans to acquire 27% of the equity of lithium resources company held by the controlling shareholder Xikuang Group, actively participate in the development of lithium resources, and intervene in the lithium battery new material industry.

Weiling shares. Jinhui Regeneration, a subsidiary, is committed to the combined separation of non-metallic tantalum and niobium lithium ore and waste rock (tailings) treatment, and its main products are tantalum and niobium concentrate powder, lepidolite concentrate powder, etc. Through the signed orders and extended contracts, the main customers are Yichun tantalum and niobium ore, Jiangte, silver lithium and other leading lithium battery material enterprises.

Dow technology. As of 2022, the company has an annual production capacity of 3,000 tons of lithium carbonate.

Huayou Cobalt. The company has laid out the lithium salt lake in Argentina and the lithium ore resources in the Democratic Republic of the Congo (DRC) through holding or equity participation.

New Schindler. In December 2022, the company acquired 80% of the equity of Yurui Technology to lay out the lithium mining business. The main assets are Caijia Lithium Mine Mining Rights and Nanyangshan Lithium Mining Rights, and the main income comes from lithium concentrate.

Fangyuan shares. The company's fundraising projects include: 160,000 tons of lithium hydroxide, 10,000 tons are expected to be put into production in June 22, 060,000 tons were put into production in 23 years, and the raw materials mainly came from electricity.

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