Lucknow Investment:Ganfeng Lithium Industry (002460) Company Tracking Report: High-quality lithium assets help the company span the lithium price cycle-240826-Haitong International-12.pdfvip

Ganfeng Lithium Industry (002460) Company Tracking Report: High-quality lithium assets help the company span the lithium price cycle-240826-Haitong International-12.pdfvip

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Company Research/Colored Metals/Other Nonferrous Metal Securities Research ReportsLucknow Investment

Ganfeng Lithium Industry (002460) Company Tracking Report

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High -quality lithium assets help the company span the lithium price cycle

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公 Ganfeng Lithium announced the 23 annual report.The company obtained a revenue of 32.97 billion yuan in 2023, with a decrease of 21.2%;

Mother’s net profit was 4.95 billion yuan, which was also reduced by 75.9%.The company’s revenue in the fourth quarter of the 23rd year was 7.29 billion yuan, with a decrease of 48.7%;

The net profit of returning to the mother lost 1.06 billion yuan.Due to the decline in the price of lithium salt, the company’s performance was under pressure.The company intends to be all

Sports shareholders distribute a cash dividend of 8 yuan for every 10 shares.

世界 Lithium salt production can lead the world to achieve vertical business integration.The company is the world’s leading lithium ecological enterprise, is

The only global lithium industry has the industrialization technology of "brine lithium", "lithium lithium" and "recycling lithium" in the worldNew Delhi Investment

Enterprises, with the production capacity of more than 40 lithium compounds and metal lithium products in five categories, are lithium series

One of the most complete manufacturers.The company’s business runs through the lithium resource development of the upstream and the midstream lithium salt deep

Comprehensive recycling and utilization of metal lithium smelting, downstream lithium battery manufacturing and retirement lithium batteries, various business boards

Blocks effectively exert the synergy effect to improve operating efficiency and profitability.In 2023, the company produced lithium

The series of products of 104,300 tons of products, with an increase of 7.3%, and sales of 101,800 tons of LCE, with an increase of 4.6%, realizing

Lithium business revenue is 24.465 billion yuan, and the discount of tons is 240,000 yuan/ton.As of the end of 2023, the company

Lithium salt inventory was 7,240 tons LCE, an increase of 50.8%.

造 High -quality lithium resources create stable and low -cost raw materials sources.The company currently has 15 lithium resources equity, Han

Covering a variety of resource forms such as lithium podium, lithium salt lake, lithium cloud mother and lithium clay.As of the end of 2023, public

Division has 48.04 million tons of LCE.Current

Salt Lake, Pilgangoora 钽 Lithium Mine, Yiping Salt Lake, and Mongolian Gold Mine are in lithium resources.Company

Promote the construction of Goulamina and Mariana Salt Lake, the company expects that the GOULAMINA project will

It was put into production in 2024, and the Mariana project will produce the first batch of products by the end of 2024.Udabur Investment

Lithium battery business has gradually grown into performance.The company’s lithium battery business has covered solid -state lithium batteries and movements

There are more than 20 categories of five major categories such as force batteries, consumer batteries, polymer lithium batteries, energy storage batteries and energy storage systems.

Set up products, and apply solid -state technology to help car companies, battery factories, and consumer brands complete energy.

generation.2023 company Chongqing solid -state battery production

Simla Wealth Management