According to Qinghai Daily, recently, Qinghai Salt Lake Research Institute broke through the worldwide technical problem of separating and extracting lithium from salt lake brine with high magnesium-lithium ratio, and overcame the key technology of green and efficient separation and extraction of lithium salt in salt lake.
The research teams of Qinghai Salt Lake Research Institute of Chinese Academy of Sciences and other units have made a series of important theoretical breakthroughs and technological innovations around the "green, efficient and high-value utilization of lithium resources", aiming at the scientific problems that restrict the leap-forward and high-quality development of lithium resources, the outstanding scientific problems and key technical bottlenecks in key technologies and industrial upgrading. After more than ten years of systematic research, the key technology of green and efficient separation and extraction of lithium salt from lithium-containing brine has been overcome.
The industrial demonstration of this project marks a major breakthrough in extracting lithium from salt lakes, which plays an important role in the scientific and technological progress of lithium industry and improving the market competitiveness of enterprises, and makes the comprehensive development and utilization of lithium and boron resources in salt lakes in China enter a new stage, which has important demonstration significance.
Foreign lithium resources are tightening.
The importance of lithium salt in China is prominent.
The total lithium resources in the world are between 310.9 million and 510.9 million tons, which are distributed in brines and ores, of which the lithium resources in brines account for 62.6%, mainly distributed in the "lithium triangle" in South America and the Qinghai-Tibet Plateau in China. About 85% of mineral resources in China are mainly distributed in salt lake brine. Due to the similar properties of lithium and magnesium, it is difficult to separate them, and the existing technology of extracting lithium from salt lakes has a high cost. The production of lithium salt in China has long relied on imported lithium ore.
With the development of new energy vehicles, lithium mines are regarded as strategic resources as important as oil by more countries, and the restrictions on lithium export are becoming more and more strict. 165438+1October 2, Canada's Industry Department asked the subsidiaries of China Mining Resources, Zangge Mining and Shengxin Lithium Energy to divest their investments in key Canadian mining companies on the grounds of so-called national security. In addition to the influence of Canadian policy, Argentina, Bolivia and Chile, the "lithium triangle" countries in South America, are considering establishing the Organization of Petroleum Exporting Countries for Lithium Industry to jointly set the sales price of lithium.
Since the beginning of this year, the price of lithium carbonate has been hitting record highs, and the technology of extracting lithium from salt lakes has also made great progress. Industrial capital has been heavily involved in salt lake development, and salt lake enterprises have become the "hot cakes" sought after by the market, including Sichuan Energy Power, Jinyuan Shares and Fulin Seiko.
Policy support for salt lake development has also increased. Qinghai Province issued the Action Plan for Building a World-class Salt Lake Industrial Base in Qinghai (202 1-2035), proposing that by 2035, the output value of salt lake industry will reach12 billion yuan, and the world-class salt lake industrial base will be basically completed. At the same time, Qinghai has also issued the Action Plan of Science and Technology Leading and Supporting World-class Salt Lake Industrial Base (2022-2035), striving to break through the key technologies that restrict the efficient development, high value and refined utilization of salt lake resources.
The share price of concept stocks adjusted sharply during the year.
Multi-share valuation fell to single digits
According to the different ratio of magnesium to lithium, the methods of extracting lithium from salt lakes include precipitation, solar pond, extraction, calcination, adsorption and membrane. Among them, the extraction method is suitable for extracting lithium from salt lakes with high magnesium-lithium ratio, but the toxic and harmful problems of organic solvents lead to the increase of environmental protection costs, so the extraction method has not been used on a large scale. This technical breakthrough mainly lies in green and efficient extraction and separation.
According to the statistics of Securities Times and DataBao, there are nearly 40 salt lake lithium extraction concept stocks in A-shares, and the companies with salt lake resources mainly include Salt Lake shares, Tibet Everest, Tibet Chengtou, Tibet Mining and Tibet Mining. Companies with lithium extraction technology mainly include SINOMACH, Xiaolan Technology, Xinhua III, Ninth Five-Year High-Tech and so on. The concepts of lithium extraction membrane mainly include Wharton technology, Sanda membrane, glory wins shares, Weisaibo and so on.
At present, among A-shares, membrane method is the main method to extract lithium from salt lake, and Xinhua is the main company to extract lithium. The company's extraction method has matured and has been applied to the recovery of Tibetan 1500 tons of lithium precipitation mother liquor. It also said on the interactive platform that it is actively negotiating with customers on the application of lithium precipitation mother liquor project.
According to the statistics of data treasure, since the beginning of this year, the concept stocks of lithium extraction in Salt Lake have been substantially adjusted back. Among more than 30 concept stocks, more than 20 stocks fell by more than 20%, and SINOMACH, Kodak Manufacturing and Bejet even fell by more than 40%.
After the correction of many concept stocks, their valuations fell to the number of individual stocks. The latest rolling P/E ratios of seven stocks, including Western Mining, Shengxin Lithium Energy, Tianqi Lithium Industry and HKUST Manufacturing, were lower than 10 times.