The concept of lithium mine is active, and many stocks such as Salt Lake Co., Ltd. have a daily limit, and Ganfeng Lithium Industry and others have risen sharply – yqqlm

Lithium ore concept stocks had a strong intraday trend on the 24th. As of press time, Red Star Development, Salt Lake Co., Ltd., Yongxing Materials, China Mining Resources, Zhaoxin Co., Ltd., etc. rose by the daily limit. 8%, Rongjie, Tianqi Lithium, Jiangte Electric, etc. rose by more than 7%.

On the news, the seventh session of the 13th National People’s Congress of Qinghai Province was held in Xining on January 21. The Governor of Qinghai Province Xin Changxing proposed in his government work report that accelerating the construction of a world-class salt lake industrial base is the work of Qinghai Province in 2022. Top priority. The government work report proposes that Qinghai will focus on improving the competitiveness of strategic emerging industries, starting from strengthening the chain, extending the chain, and supplementing the chain, and improving the comprehensive efficiency of salt lake resource utilization. In order to achieve the goal of “expanding the scale of the lithium industry, releasing the production capacity of lithium carbonate, and improving the level of the lithium battery industry”, Qinghai will set up a salt lake industry development fund, introduce a group of high-tech leading enterprises, and promote the strong bones of the salt lake industry cluster.

At present, the cost of lithium extraction from domestic salt lakes is about 30,000-40,000 yuan/ton. After years of development, lithium extraction technology from Qinghai Salt Lake has formed various routes such as adsorption, ion exchange membrane, extraction, calcination, etc., and has been used in actual production with low cost. Since 2021, the planning and action plan to accelerate the construction of a world-class salt lake industrial base has formed a strong policy impetus, and assets related to lithium extraction from Qinghai Salt Lake have continued to be capitalized.

In addition, the Ministry of Industry and Information Technology recently stated that it will give full play to the role of the inter-ministerial joint meeting mechanism for energy conservation and new energy vehicles, formulate policies and measures to support the accelerated development of new energy vehicles, and maintain an effective connection between the policy system. At the same time, we will coordinate and enhance the ability to guarantee key resources, strengthen communication and coordination with Qinghai, Sichuan, Jiangxi and other provinces and cities, and accelerate the development of domestic lithium resources. CITIC Construction Investment said that new energy metals and low-carbon aluminum benefited from energy conservation and new energy, and new energy metals suggested paying attention to Ganfeng Lithium, Salt Lake, Tianqi Lithium, Shengxin Lithium, Yongxing Materials and Rongjie Etc., Aluminum recommends paying attention to Yiqiu Resources, Mingtai Aluminum, Hydropower Aluminum and China Aluminum.