Salt lake refers to a lake with salinity greater than the average salinity of seawater, in which about 200 kinds of salt minerals are deposited, including lithium, magnesium, potassium, boron, bromine, saltpeter, gypsum, halite and alkali. Extracting lithium from salt lake is to extract lithium from salt lake and apply it to new energy, medicine, new materials and other fields. Salt lake lithium extraction concept stocks refer to stocks related to them.

Why the concept stocks of extracting lithium from salt lake will catch fire?

As we all know, before the salt lake lithium extraction plate rose sharply, the leading salt lake lithium extraction plate was the famous loss king, so why did the salt lake lithium extraction concept stocks suddenly catch fire?

First of all, with the popularity of new energy vehicles, everyone is familiar with lithium batteries. Then there are ternary lithium batteries represented by Tesla and lithium iron phosphate batteries represented by BYD (002594). No matter what kind of lithium batteries, the main raw material is lithium carbonate, and the extraction process of lithium carbonate is also very important.

From a professional point of view, the extraction process of lithium carbonate can be divided into ore extraction and salt lake brine extraction. Compared with the preparation of lithium carbonate from spodumene, the preparation of lithium carbonate from salt lake brine is not only rich in lithium content, but also rich in resources, low in energy consumption and low in product price. However, the technical difficulty is high, especially the purification of battery-grade lithium carbonate, which has become the main research direction for domestic and foreign companies to develop and produce lithium salts.

The outbreak of the concept of extracting lithium from salt lake is related to the technical breakthrough released by Minmetals Salt Lake Company. The project "Research on Efficient Extraction of Lithium from Salt Lake Brine" released by Minmetals Salt Lake adopts a new lithium adsorption resin technology, which realizes one-step separation of lithium from potassium, sodium, magnesium, boron and other elements, saving a lot of time in the process of concentration and enrichment of salt lake brine. Moreover, this technology does not stay in the laboratory stage, but can be industrialized.

Therefore, after the breakthrough of lithium extraction technology from salt lakes, the development of salt lakes in China is expected to accelerate, and the rapid growth of lithium production is expected. Therefore, the share price of the related salt lake lithium extraction concept company has also risen sharply recently.