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Sichuan Yahua Industrial Group (002497.SZ): Lithium salt customers mainly include cathode material companies, battery manufacturers, and vehicle manufacturers, including well-known domestic and international enterprises such as Tesla, Panasonic, and conte
On November 22, Glonghui reported that Sichuan Yahua Industrial Group (002497.SZ) stated in its investor relations that the company's lithium salt customers are mainly cathode material companies, battery manufacturers, and vehicle manufacturers, including well-known companies both domestically and internationally such as Tesla, Panasonic, LGES, LGC, SK ON, and Contemporary Amperex Technology. The company has established a good cooperative relationship with these enterprises, creating a channel advantage for the future expansion and release of the company's lithium salt production capacity. Currently, the proportion of overseas customers remains significant, providing substantial support for the pricing of lithium salt products.
Sichuan Yahua Industrial Group (002497.SZ): The Kamatibi project will reach an annual processing scale of 2.3 million tons of lithium ore next year, with a self-sufficiency rate exceeding 60%.
On November 22, 2023, according to Gelonghui, sichuan yahua industrial group (002497.SZ) stated in its investor relations that the company acquired and integrated the Kamativi lithium mine in Zimbabwe in 2022 and has been engaged in exploration, mine construction, and raw ore selection in 2023. Currently, the second phase of the mine's construction will be fully completed in November 2024 and has already been put into operation. The Kamativi project is expected to reach an annual processing scale of 2.3 million tons of lithium ore next year, with a self-sufficiency rate exceeding 60%, satisfying most of the company's current lithium salt production capacity needs. The company will also continue to expand the selection scale to 3.3 million tons/year, further increasing the company's own lithium resource capacity.
Sichuan Yahua Industrial Group (002497.SZ): with more than 260,000 tons of explosives production capacity and nearly 90 million industrial detonator production capacity.
Sichuan Yahua Industrial Group (002497.SZ) stated in the investor relations that the company has a dynamite production license capacity of over 260,000 tons, an industrial detonator license capacity of nearly 90 million units, an industrial detonating cord and plastics detonating tube license capacity of over 0.1 billion meters. The production capacity is at the forefront of the industry, with complete varieties and specifications, highlighting the advantage of production capacity. The company will comply with the industry's requirements for restructuring and consolidation, utilize its advantages in mergers and acquisitions, actively participate in industry mergers and acquisitions, expand industrial scale, and maintain its leading position in the industry.
Sichuan Yahua Industrial Group (002497.SZ): The current comprehensive design capacity of lithium salt is 0.073 million tons.
On November 22, Gelunhui reported that sichuan yahua industrial group (002497.SZ) stated in investor relations that in 2013, the company entered the lithium industry through investment in Guoli Company, specializing in lithium mine development, lithium resource procurement, product research and development, production manufacturing, sales, and trade. Currently, it owns two lithium mines, the Lijiagou lithium mine in sichuan and the high-quality Kamativi lithium mine in Zimbabwe; has three high-quality lithium salt product production bases, namely Ya'an Lithium Industry, Guoli in sichuan, and Xingsheng Lithium Industry; and has signed long-term off-take agreements with mining resources such as Pilbara, DMCC, ABY, Atlas, providing lithium ore resources for the yahua lithium industry.
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Express News | The second phase of the Sichuan Yahua Industrial Group's Kamativi lithium project in Zimbabwe is fully operational.
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