鹽湖行業(yè)現(xiàn)狀及發(fā)展前景趨勢展望分析報(bào)告

2018湖行析報(bào)年12

錄1..............................................................................................................................51.1..........................................................................................................51.2.........................................................................51.3...................................................................................................52..................................................................................................................................2.1.........................................................................................................................72.2..........................................................................................................72.2.1......................................................................................72.2.2......................................................................................83.........................................................................................................................123.1.......................................................................................................................133.1.1.-............................................................143.1.2.........................................................................143.1.3.............................................................................153.1.4................................................................................153.1.5....................................................................................163.2........................................................................................................163.2.1....................................................................................163.2.2.............................................................................173.2.3.............................................................................183.2.4.........................................................................193.2.5........................................................................................203.2.6....................................................................................223.2.7................................................................................233.2.8.............................................................................233.2.9................................................................................233.2.10...........................................................................233.2.11..................................................................................243.3.....................................................................................................253.3.1....................................................................................253.3.2.&254.........................................................................................................................264.1.AtacamaSQM...............................................................................................264.1.1......................................................................................................264.1.2......................................................................................................274.2.AtacamaRockwood-.......................................................................274.3.SilverPeakRockwood-............................................................................284.4.SalardeHombreMuertoFMC..............................................................................284.5.SalardeOlarozOrocobre.....................................................................................284.6...................................................................................................................295.......................................................................................................................................305.1.....................................................................................................305.1.1......................................................................................................30

5.1.2..........................................................................................................305.1.3..........................................................................................................305.1.4..........................................................................................................30錄1.62..................................................................................................6.........................................................................................................7.........................................................................................................85.................................................................................................................96...............................................................................................................107.......................................................................................................108...........................................................................................................119................................................................................................10.........................................................................................................1811.........................................................................................................1912.....................................................................................................2013.........................................................................................................22...................................................................................241.62.............................................................................................................83................................................................................................124..................................................................................135..................................................................................................................146.......................................................................................................147................................................................................................158................................................................................................159.......................................................................................................1610.....................................................................................................1611..................................................................................................1712.........................................................................................................1713.........................................................................................................1814.....................................................................................................1915.................................................................................2116.........................................................................................................2117.........................................................................................................2218.................................................................................................2319.........................................................................................................2320.......................................................................................21.........................................................................................................2422.......................................................................................23.........................................................................................................25.........................................................................................................25

.........................................................................................................SQM.2728Rockwood.........................................................................2829FMC................................................................................................2830Orocobre.........................................................................................28..............................................................................................29

1.湖的1.1.鹽湖的形成和類型1.2.提鋰技術(shù)的發(fā)展：礦石提鋰到鹵水提鋰Roskil76%SQMFMC6198085%RIM642.53362.6%85%15%AtacamaHombreMuertoSliverParkOlaroz1.3.鹽湖鋰供應(yīng)的影響因素1——OrocobreSQM2——OrocobreOlaroz20171.51.20-1.252.術(shù)工

5.5

002-321鋰本（/噸

（/

、碳

有礦

程費(fèi)

程費(fèi)

1要鋰2礦工

2.1.礦石提鋰100,-LiCl2.2.鹵水提鋰技術(shù)比較

—2.2.1.3鋰流1230-40

助助碳）將342.2.2.4類技2鋰術(shù)淀法法

M大華

析出堿或溶氫酸化后，沉淀脂溶性離膜循的吸水反脫分

鹵鹵

可靠較合利作方環(huán)收率

進(jìn)行際應(yīng)大量鹵水鹵收率性強(qiáng)成本期膜技

12SQMLi2CO35工3LiFeCl4TBP-3LiFeClLiFeCl442/

6工450%0.14%90%98.5%7取流511-2001100/

8法程6FMC5001300/mg/L)39附工

3.內(nèi)鹽201664313.7%85%15%3省分

萬噸

7247268184SalardeAtacamaSalardeUyuni

4西企量

00

00

00

1-2萬

術(shù)劃現(xiàn)投擴(kuò)張穩(wěn)定工程產(chǎn)放級(jí)電

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0

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預(yù)計(jì)年

鋰生通過該可

能為年初年投產(chǎn)

投產(chǎn)

產(chǎn)量合計(jì)產(chǎn)能合計(jì)

811630000

1455031000

2035053000

2800090000

48500120000

68000130000

的產(chǎn)件限

產(chǎn)能19-20年投產(chǎn)后有

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1030335504

1813638004

2515363004

34140102722

55800135440

757851454403.1.青海鹽湖50%3390

5湖

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資

噸萬噸萬噸

5萬噸3萬噸/萬/

37

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201610023.1.3.26813050.22%6157026804.4716026091638乃資）

萬噸儲(chǔ)量萬噸5/

萬噸

8-9g/L3.1.4.240km4113285.94530.19161651.

9鹽概

萬

鋰當(dāng)萬

3.1.5.422.7215179.9591.81680.54714.129.77100110坪源）

噸

億

100鋰3.2.青海鹽湖相關(guān)企業(yè)3.2.1.420175900120161000

11鹽企

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萬噸

1萬，受預(yù)期新技

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噸放量。產(chǎn)計(jì)實(shí)現(xiàn)預(yù)計(jì)18年底

8月品

18月會(huì)萬前期批8現(xiàn)順始放3.2.2.3.2.2.1.2011-20152014-201520162200201950001-212國產(chǎn)

年E

E

年E

3.2.2.2.18-9/23

3.2.2.3.13212014201611721580166310國結(jié)3.2.3.3.2.3.1.120169855020201113鋰產(chǎn)

EEEE

4416-

85501

85501

9000-

9500-

10000-

.

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3.2.3.3.75.45%23.08%2.08%201785100%11鋰結(jié)3.2.4.3.2.4.1.201612201820172017201814源能

E

E

E

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0

E

13.2.4.2.1%27%有27%司股28%

22.5%24.5%25%73.86%49.5%199950%12源權(quán)3.2.4.3.1233.53.2.5.3.2.5.1.2150/221201812017100033111500

15股三業(yè)劃123

3萬酸鋰1萬氧化1萬化鋰

萬噸/噸4

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到萬能，勢向湖鋰“”建循環(huán)造中第一的地20163800201770002018-201990001000011000320183000-5000201916鋰產(chǎn)

年

E

年

E

E

3.2.5.2.20072008320143.2.5.3.2016622)51.42%

13鋰結(jié)3.2.5.4.11%230037005002343.2.6.3.2.6.1.5000112.551.29450017化規(guī)

萬生產(chǎn)

5萬噸//9萬/年/

3.2.6.2.2/

3.2.7.3.2.7.1.201712.599.9%2017510073.2.7.2.3.2.8.201510100025002000280018博產(chǎn)

當(dāng)量

3.2.9.20173000201721/201819鋰產(chǎn)

--

2月開啟1/3.2.10.3.2.10.1.201017001.5200

EE14股及權(quán)3.2.10.2.1418220股鋰預(yù)

201520162017E2018E0

2019E

20200

預(yù)計(jì)2萬3.2.11.150178223-550100130139.521鹽規(guī)

1萬噸

萬

萬堿1萬噸

萬噸

萬噸萬噸3.3.西藏鹽湖及相關(guān)企業(yè)22鹽關(guān)情

（LCE）萬噸噸

0.

3.3.1.3.3.1.1.184400020003.3.1.2.5004201629465000201923礦產(chǎn)LCELCE

年

E

年E

E

年E

3.3.1.3.03.3.2.3.3.2.1.220113902012161.4979.94230.69124城情

萬鹽湖200萬噸，龍木

萬

鎂鋰1.15龍木年上3.3.2.2.162017500025城產(chǎn)

00

E

E

E

年E4.外鹽

2016AtacamaHombreMuertoSliverParkOlaroz30-4020-30Uyuni