I-Ganfeng Lithium yethule amaphrojekthi angaphezu kwekhulu wokugcina amandla amakhulu ngonyaka odlule, futhi kulindeleke ukuthi intengo ye-lithium carbonate ihlale izinzile.

Ngobusuku buka-Ephreli 12, i-Ganfeng Lithium (002460) idalule irekhodi layo lomsebenzi wabatshalizimali, yathi imali engenayo yokusebenza ngo-2023 yayingama-yuan ayizigidi eziyizinkulungwane ezingama-32.972, ukwehla konyaka ngonyaka ngama-21.16%;Ingqikithi yenzuzo edalwe kubanikazi bamasheya benkampani esohlwini ibingama-yuan ayizigidi eziyizinkulungwane ezingama-4.947, ukwehla konyaka nonyaka ngama-75.87%.
Kuyaqondakala ukuthi ngo-2023, emkhakheni wemboni yamakhemikhali e-lithium, iphrojekthi yonyaka yokwandisa ukukhiqizwa kwamathani angama-2000 e-butyl lithium e-Ganfeng Lithium's 10000 ton lithium salt factory isiqediwe.I-10000 ton lithium salt factory kanye ne-Xinyu Ganfeng factory baye balungisa, bahlukanisa, futhi bahlanganisa imikhiqizo yabo namandla okukhiqiza;Ukukhiqizwa kwaminyaka yonke kwamathani angu-25000 wephrojekthi ye-lithium hydroxide e-Fengcheng Ganfeng Phase I kuqediwe.
Ngokuphathelene nezinsiza ze-lithium, ukunwetshwa nokwakhiwa kwamathani angu-900000 / ngonyaka we-lithium pyroxene ukugxilisa umthamo wokukhiqiza wephrojekthi ye-MountMarion lithium pyroxene e-Australia sekuqediwe ngokuyisisekelo, futhi amandla okukhiqiza akhululwa kancane kancane;Isigaba sokuqala sephrojekthi ye-Cauchari Olaroz lithium salt lake e-Argentina enamandla okukhiqiza amathani angu-40000 we-lithium carbonate saqedwa engxenyeni yokuqala ka-2023, futhi cishe amathani angu-6000 emikhiqizo ye-LCE akhiqizwa ngo-2023. ukukhuphuka futhi kulindeleke ukuthi kancane kancane ifinyelele umthamo wayo wokuklama ngo-2024;Ukwakhiwa kwesigaba sokuqala sephrojekthi ye-Goulamina spodumene e-Mali, enekhono lokukhiqiza elihleliwe lonyaka lamathani angu-506000 we-spodumene concentrate, okwamanje kuyaqhubeka futhi kulindeleke ukuthi kusetshenziswe ku-2024;Iphrojekthi ye-Inner Mongolia Gabus Lithium Tantalum Mine iphothule ukwakhiwa kanye nokugunyazwa kwesigaba sokuqala samathani ayi-600000/ngonyaka wephrojekthi yezimayini kanye nokuhlomula.Kulindeleke ukuthi iphrojekthi iqhubeke nokukhiqiza i-lithium mica concentrate ngo-2024.
Ngokuphathelene namabhethri e-lithium: I-Ganfeng Lithium Battery Chongqing Solid State Battery Production Base Phase I ivaliwe, futhi amaphakethe ebhethri esimo esiqinile alethiwe;Silethe amaphrojekthi amakhulu okugcina amandla angaphezu kwekhulu anenani eliphelele lesicelo elingaphezu kuka-11000MWh.Mayelana nebhizinisi elikhulu lokugcina amandla, siye sabamba iqhaza ezinhlelweni ezimbalwa zokuqala zamaphrojekthi amakhulu okugcina amandla e-photovoltaic ezweni, futhi senze amaphrojekthi okugcina amandla angaphezu kuka-500MWh kanye namaphrojekthi amaningi amakhulu wokugcina amandla. ezinkulu energy central amabhizinisi.Sivule ngempumelelo ibhizinisi lokugcina amandla phesheya kwezilwandle futhi sathumela izinto zokusebenza zokugcina amandla eziqukathi ezingaphezu kuka-20;Izinga lokufakwa okuzenzakalelayo kwezisekelo ezimbili zokukhiqiza amabhethri omthengi e-Huizhou naseXinyu lingaphezu kuka-97%, nokukhishwa kwansuku zonke kwamayunithi ayizigidi eziyi-1.85.
Mayelana nokugaywa kabusha kwebhethri: I-Ganfeng Lithium isungule izisekelo eziningi zokudilizwa nokukhiqiza kabusha e-Xinyu, e-Jiangxi, e-Ganzhou, nase-Dazhou, e-Sichuan, phakathi kwezinye.Umthamo ophelele wokugaywa kabusha nokucubungula wamabhethri e-lithium-ion asethathe umhlalaphansi kanye nemfucuza yensimbi usufinyelele amathani angu-200000, ngezinga eliphelele le-lithium lokuphinda ligaywe kabusha elingaphezu kuka-90% kanye nezinga le-nickel cobalt metal recycling elingaphezu kwama-95%.Isiphenduke enye yamabhizinisi amathathu aphezulu okugaywa kabusha kwamabhethri e-China enamandla amakhulu kakhulu wamabhethri e-lithium iron phosphate kanye nokugaywa kabusha kwemfucuza.
Ngaphezu kwalokho, i-Ganfeng Lithium okwamanje ihlela ukukhiqiza amathani angu-20000 we-lithium carbonate kanye namathani angu-80000 we-iron phosphate minyaka yonke.Le phrojekthi isakhiwa futhi kulindeleke ukuthi iqedwe futhi kancane kancane iqale ukusebenza engxenyeni yesibili ka-2024.
Mayelana nentengo yesikhathi esizayo ye-lithium carbonate, i-Ganfeng Lithium yathi abavukuzi abambalwa base-Australia bavame ukufaka endalini i-lithium egxilile ukuze kuqondiswe intengo ye-spodumene ngenani elincane lendali yensimbi.Kodwa-ke, inkampani ikholelwa ukuthi izintengo zemakethe zisanqunywa ukuhlinzekwa nokufunwa.Njengamanje, intengo yendawo ye-lithium carbonate icishe ibe yi-100000 yuan, futhi intengo yekusasa iphakathi kuka-100000 yuan no-110000 yuan.