盛新鋰能(002240.SZ):目前公司已建成鋰鹽產能7.2萬噸,未來將不斷提升鋰礦原料的自給率
格隆匯9月6日丨盛新鋰能(002240.SZ)於2023年9月5日召開業績説明會,就“請問公司目前精礦自給率如何?展望下下半年的鋰價趨勢”,公司回覆稱,目前公司已建成鋰鹽產能7.2萬噸;鋰資源方面,公司控股的奧伊諾礦業已建成鋰精礦生產規模約為7.5萬噸/年(摺合碳酸鋰約1萬噸);公司控股的津巴布韋薩比星礦山鋰精礦生產規模約為20萬噸/年,該項目已於今年5月進入試生產。未來公司將持續加強對境內外鋰礦資源的關注與投資,不斷提升鋰礦原料的自給率。鋰價受宏觀經濟形勢、市場供求關係、國內外政策環境等因素影響;上半年鋰電行業需求增速放緩,鋰產品價格有所回調,但長期來看有利於行業持續健康發展;未來隨着鋰電新能源和儲能產業的持續擴張,鋰產品需求仍將保持較快速度增長,我們認為鋰行業基本面在未來幾年將持續向好。
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