主营介绍

  • 产品类型:

    有色金属冶炼及压延加工业、锂电池、电芯及其直接材料

  • 产品名称:

    金属锂系列 深加工锂化合物系列 锂电池 电芯及其直接材料

  • 经营范围:

    锂、铷、铯系列产品、正丁基锂、锂化合物的生产销售;研发、生产、销售锂电池、可充性电池、便携式电子产品、锂电保护装置、充电器、锂电电池组等;锂电新材料系列产品研发、技术咨询、技术转移、信息化应用服务;再生锂资源及其他废旧有色金属的回收、销售;锂矿开采、精选,长石、云母、铌钽销售;普通货物运输和危险品货物运输等。

运营业务数据

最新公告日期:2017-04-12 
业务名称 2016-12-31 2015-12-31
有色金属冶炼及压延加工业库存量(吨) 4457.00 2570.95
采选冶炼行业库存量(吨) 20.02 -

主营构成分析

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营业收入 X

单位(%) 单位(万元)
注:通常在中报、年报时披露 
业务名称 营业收入(元) 收入比例 营业成本(元) 成本比例 利润比例 毛利率
按行业 有色金属冶炼及压延加工业 15.31亿 94.20% 9.65亿 90.18% 101.94% 36.96%
锂电池、电芯及其直接材料 9432.90万 5.80% 1.05亿 9.82% -1.94% -11.42%
按产品 深加工锂化合物系列 10.73亿 76.58% 6.07亿 74.12% 80.05% 43.47%
金属锂系列 3.28亿 23.42% 2.12亿 25.88% 19.95% 35.44%
按地区 境内 12.98亿 79.87% 8.46亿 79.02% 81.49% 34.85%
境外 3.27亿 20.13% 2.24亿 20.98% 18.51% 31.40%

董事会经营评述

  一、概述
  报告期内,公司主要从事锂资源开发、深加工锂产品、锂电新材料、锂动力与储能电池、锂电池综合回收利用等全产业链系列产品的研发、生产及销售,在国内率先建成了锂产品资源闭路循环和综合回收的生态工业系统;公司电池级碳酸锂、电池级氢氧化锂、金属锂、丁基锂、锂动力与储能电池等产品广泛应用于新能源、新材料和新医药等领域,具有技术难度大、附加值高和应用市场广等特点,为未来锂行业的主要增长点。中国新能源汽车需求量的爆发式增长,带动了深加工锂产品行业的快速发展,公司主营业务收入、利润均实现了稳步增长。报告期内,公司实现营业收入16.25亿元,比上年同期增长21%;归属于上市公司股东的净利润6.07... 查看全部▼

  一、概述
  报告期内,公司主要从事锂资源开发、深加工锂产品、锂电新材料、锂动力与储能电池、锂电池综合回收利用等全产业链系列产品的研发、生产及销售,在国内率先建成了锂产品资源闭路循环和综合回收的生态工业系统;公司电池级碳酸锂、电池级氢氧化锂、金属锂、丁基锂、锂动力与储能电池等产品广泛应用于新能源、新材料和新医药等领域,具有技术难度大、附加值高和应用市场广等特点,为未来锂行业的主要增长点。中国新能源汽车需求量的爆发式增长,带动了深加工锂产品行业的快速发展,公司主营业务收入、利润均实现了稳步增长。报告期内,公司实现营业收入16.25亿元,比上年同期增长21%;归属于上市公司股东的净利润6.07亿元,比上年同期增长118.36%;报告期末,公司总资产53.06亿元,比上年同期增长39.30%;净资产27.04亿元,比上年同期增长8.68%。
  报告期内,公司持有43.1%股权的澳大利亚RIM公司Mt Marion锂矿项目顺利投产,并成功实施收购了加拿大美洲锂业17.5%的股权和澳大利亚Pilbara4.84%的股权,不断拓宽原材料的多元化多渠道供应;公司拟发行可转换公司债券,募集资金总额不超过人民币92,800万元,用于投资建设年产6亿瓦时高容量锂离子动力电池项目、年产1.5万吨电池级碳酸锂建设项目和年产2万吨单水氢氧化锂项目;公司投资建设的年产1000T丁基锂及副产1000T氯化锂生产线搬迁项目和34000t/a废旧锂电池综合回收项目分期分步建成投产,年产1.75万吨电池级碳酸锂项目正在加紧建设中。

  二、报告期内公司从事的主要业务
  报告期内,公司主要从事锂资源开发、深加工锂产品、锂电新材料、锂动力与储能电池、锂电池综合回收利用等全产业链系列产品的研发、生产及销售,在国内率先建成了锂产品资源闭路循环和综合回收的生态工业系统;公司电池级碳酸锂、电池级氢氧化锂、金属锂、丁基锂、锂动力与储能电池等产品广泛应用于新能源、新材料和新医药等领域,具有技术难度大、附加值高和应用市场广等特点,为未来锂行业的主要增长点。中国新能源汽车需求量的爆发式增长,带动了深加工锂产品行业的快速发展,公司主营业务收入、利润均实现了稳步增长。报告期内,公司实现营业收入16.25亿元,比上年同期增长21%;归属于上市公司股东的净利润6.07亿元,比上年同期增长118.36%;报告期末,公司总资产53.06亿元,比上年同期增长39.30%;净资产27.04亿元,比上年同期增长8.68%。
  报告期内,公司持有43.1%股权的澳大利亚RIM公司Mt Marion锂矿项目顺利投产,并成功实施收购了加拿大美洲锂业17.5%的股权和澳大利亚Pilbara4.84%的股权,不断拓宽原材料的多元化多渠道供应;公司拟发行可转换公司债券,募集资金总额不超过人民币92,800万元,用于投资建设年产6亿瓦时高容量锂离子动力电池项目、年产1.5万吨电池级碳酸锂建设项目和年产2万吨单水氢氧化锂项目;公司投资建设的年产1000T丁基锂及副产1000T氯化锂生产线搬迁项目和34000t/a废旧锂电池综合回收项目分期分步建成投产,年产1.75万吨电池级碳酸锂项目正在加紧建设中。
  报告期内,公司持续加强创新能力和创新平台建设,坚持以市场需求为导向,以客户满意为动力,以技术创新为支撑,积极开拓新产品新市场,不断提高公司的创新能力。报告期内,公司承担国家、省、市级项目5项,主持(参与)行业标准起草3项,新申请国家专利8项,获授权国家专利3项,继续保持企业在国内深加工锂行业的技术领先优势。

  三、核心竞争力分析
  报告期内,公司主要从事锂资源开发、深加工锂产品、锂电新材料、锂动力与储能电池、锂电池综合回收利用等全产业链系列产品的研发、生产及销售,在国内率先建成了锂产品资源闭路循环和综合回收的生态工业系统;公司持续加强创新能力和创新平台建设,坚持以市场需求为导向,以客户满意为动力,以技术创新为支撑,积极开拓新产品新市场,不断提高公司的创新能力。报告期内,公司承担国家、省、市级项目5项,主持(参与)行业标准起草3项,新申请国家专利8项,获授权国家专利3项,继续保持企业在国内深加工锂行业的技术领先优势。
  报告期内,公司持有43.1%股权的澳大利亚RIM公司Mt Marion锂矿项目顺利投产,并成功实施收购了加拿大美洲锂业17.5%股权和澳大利亚Pilbara4.84%股权,公司还持有江西锂业100%的股权、阿根廷Mariana卤水矿80%的股权和爱尔兰Avalonia锂辉石矿55%的股权,彻底解决了公司发展遇到的原材料瓶颈问题,成为公司新的核心竞争力。
  报告期内,公司加强了新业务板块的团队培养建设,引进了许晓雄博士(科技部“十二五”新能源领域“全固态锂离子储能电池”、国家“863”项目负责人、中科院纳米先导专项长续航动力电池项目课题负责人)等多名锂离子动力电池高端研发人员和资深市场开拓人员,不断提升公司的核心竞争力。

  四、公司面临的风险和应对措施
  1、下游行业政策调整风险
  近些年,在国家政策的大力扶持下,中国新能源汽车行业的快速发展带动了锂电池市场需求的爆发式增长,从而为公司所处锂行业的健康、快速发展提供了良好契机。目前,新能源汽车销量对政府补贴、充电网络建设、汽车上牌政策等依赖较大,如果未来国家相关政策进行大幅调整或政策不能得到有效落实,将会对公司所处的锂行业产生不利影响。
  公司在国内率先建成了“卤水/锂矿石/含锂回收料-氯化锂/碳酸锂/氢氧化锂-金属锂-丁基锂/电池级金属锂-锂系合金-锂电新材料-锂电池-锂电池综合回收利用”的全产业链,打通了锂产品可持续发展的生态系统;作为国内首家电池级碳酸锂、电池级氢氧化锂、金属锂、丁基锂、锂动力与储能电池的锂产品多品种供应商,产品广泛应用于新能源、新材料、新医药等多个新兴行业,提高了对单一产品市场波动的抗风险能力,提升了公司综合竞争实力。
  2、原材料供应风险
  受近年来锂电行业市场火爆的影响,下游客户需求的快速增长造成了上游锂资源的供应紧张,锂矿石、卤水及工业级基础锂盐产品价格大幅上涨,如果公司的上游矿产资源不能按计划开采或者出现原料供应紧张情况,将存在原材料价格大幅上涨及原材料供应不足的风险。
  虽然有专业机构对公司拥有的锂辉石资源储量进行了评估,但该资源量数据的计算及编制仍有可能存在人为的、技术上或其他不可控的因素影响,而可能导致总资源量、储量与实际总资源量、储量不一致的风险;矿产开采需要进行一系列的固定资产投资和技术投入,同时受矿山所处环境的自然条件约束,可能会存在不能达到预期采矿规模的技术风险。
  公司已成功实施收购澳大利亚RIM公司43.1%的股权、加拿大美洲锂业17.5%的股权和澳大利亚Pilbara公司4.84%的股权,并持有江西锂业100%的股权、阿根廷Mariana卤水矿80%的股权和爱尔兰Avalonia锂辉石矿55%的股权,不断拓宽原材料的多渠道供应,随着RIM公司Mt Marion锂矿项目在2017年2月份顺利投产,公司锂辉石原材料供应得到有效保障。同时,公司利用自身技术优势,建立了全球规模最大的锂再生资源综合利用生产线,工业级碳酸锂、氯化锂、回收锂化物和卤水、矿石之间的可替代性也使公司的原材料采购呈现多元化,从而有效控制原材料供应风险。
  3、安全生产风险
  公司的主营产品中金属锂、氟化锂、氢氧化锂和丁基锂等属于危险化学品范畴,具有易燃、易爆、有腐蚀性或有毒的特征,在生产过程中部分工序为高温、高压环境。此外,锂电池产品属于易燃易爆物品,生产和存放过程同样存在安全风险。
  公司生产场所分散,并严格按照《危险化学品安全管理条例》配备有完备的安全生产设施,制定了全套的安全生产管理制度及完善的事故预警、处理机制,使该类危险化学品产品整个生产过程处于受控状态。公司不断改善和提高环保和安全标准,继续推进节能减排工作,开展工艺创新,完善安全生产硬件和软件设施,同时加强对员工的安全生产培训,积极预防安全事故。但不排除因为生产人员安全生产意识降低、岗位工人操作不当或自然灾害等原因造成意外安全事故发生的可能性,从而影响公司日常生产经营的正常进行。 收起▲