天齊鋰業(002466.SZ):目前泰利森格林布什鋰精礦產能為162萬噸/年
格隆匯4月11日丨天齊鋰業(002466.SZ)披露投資者關係活動記錄表顯示,目前,泰利森格林布什鋰精礦產能為162萬噸/年,包括約14萬噸/年的技術級鋰精礦產能和約148萬噸/年的化學級鋰精礦產能。泰利森鋰精礦根據TLEA和雅保兩位股東的需求進行規劃生產。根據《股東協議》相關約定,泰利森出產的鋰精礦目前僅供給泰利森的兩個股東——TLEA和雅保,兩個股東根據各自實際需要分別可獲得約50%的年產量。目前我們在境內射洪、安居、張家港、銅梁的四個基地可提供6.48萬噸的鋰化工產品年產能(其中安居工廠正處於產能爬坡階段),公司控股的澳大利亞奎納納工廠建成產能為2.4萬噸/年。
公司將結合下游鋰鹽供需狀況、價格情況、公司訂單情況、產能釋放情況和公司經營發展戰略合理規劃公司自有加工和委外加工業務的生產節奏,合理進行泰利森精礦採購安排。
泰利森正在加緊建設化學級鋰精礦三號加工廠,其設計年產能為52萬噸,該項目前期工程建設方案已於2022年3月完成,並計劃於2025年年中建設完成並生產出首噸鋰精礦產品,目前項目建設正在有序推進中。預計在2025年化學級鋰精礦三號加工廠投入運營後,泰利森格林布什鋰精礦規劃年產能將超過210萬噸。
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