海南礦業(601969.SH):氫氧化鋰加工成本基本與行業平均水平持平
格隆匯4月20日丨有投資者向海南礦業(601969.SH)提問:公司Bougouni鋰礦開發及運輸成本如何,鋰鹽一體化成本水平如何?
海南礦業回覆:根據KOD公開數據,按照目前Bougouni鋰礦開發計劃來看,公司測算生產環節全成本不超過650美元/噸,在運費方面,非洲內陸鋰精礦運輸在80-100美元/噸,海運至中國約50美元/噸,整體運輸費用約在130-150美元/噸;公司氫氧化鋰加工成本基本與行業平均水平持平,上游資源相對自主可控,疊加海南自貿港税收優惠,使得公司氫氧化鋰產品利潤空間有較強競爭力。
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