节点:上游(原材料/资源端)位置:上游情绪:中性参考度:2/10


海南业股份有限公司董事长、总裁滕磊表示,公司积极把握海南自贸港发展机遇,根植海南面向全球推动高质量发展,业务布局从铁矿石逐步拓展至石油、天然气及新能源产业,形成“铁矿石+油气+新能源”三大战略资源布局。公司聚焦最上游战略性资源勘探开发与采选加工,传统业务以提质增效为目标,围绕数智化转型和绿色发展,在勘探、采矿等领域技术应用培育新质生产力;新能源赛道结合自身优势,通过产业投资深化布局。

今年5月,公司氢氧化锂项目首批合格产品下线,全流程打通;11月非洲布谷尼锂矿首批3万吨锂精矿从科特迪瓦启运,预计2026年1月运抵海南洋浦港,该批原料享自贸港进口原Ⱦ..关税”政策,运抵后将为氢氧化锂项目提供稳定供应,标志新能源一体化产业链正式打通。目前氢氧化锂已完成首批产品销售,正加速推进碳化产线技改,技改后可在不影响正常生产前提下,将部分晶浆用于生产电池级碳酸锂,提升产品结构灵活性和毛利率。

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