SZSE · 000792.SZ

Qinghai Salt Lake

1 producing

≈ 40 kt LCE/yr attributable

As of Invalid Date

Share price

SZSE:000792

Prices are delayed (end of day for Shanghai and Shenzhen). Hong Kong listings show the company's mainland A-share where it has one.

Capacity by value-chain step

Attributable kt LCE/yr, by stage · As of Invalid Date

40 kt LCE/yr

Producing 40

—

Net seller of lithium units (mines exceed own refining)

Position on the cost curve

Landed US$/t LCE, same assumptions as the cost curve · As of Invalid Date

Stake-weighted landed cost $4,292/t LCE · covers 40 of 40 kt LCE/yr attributable producing capacity · cheaper than about 94% of costed supply · Implied · no reported cost

Grey: every producing mine with a reported cost (width = capacity). Highlighted: this company's mines. The dashed line is the stake- and capacity-weighted average. Lighter dashed bars are implied costs (no reported unit cost).

Lithium assets on Li3atlas

1 asset · As of Invalid Date

Asset	Country	Stage	Ownership	Capacity	Attrib. kt LCE	Landed US$/t LCE	Verified
Upstream: mines and brines · subtotal 40 kt LCE/yr attributable
Qarhan Salt Lake	China	Producing	100%	~40 kt LCE	40	≈$4,292 ⁱ	Pending

Headline counts mines and brines only. Refineries are listed with their attributable conversion capacity, which is shown under Downstream above and not added to the headline, so lithium is not counted twice. Cell plants are demand, not supply. Landed cost uses the assumptions set on the cost curve.

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