In the reception room, Lu Ming handed another piece of material he brought to Qiao Jingping, "Brother Qiao, this is an analysis of the distribution status and future development trends of global lithium resources compiled internally by our company. This will be helpful to you in the future.
The work should be very helpful.”
Qiao Jingping took it over, opened it, took a few glances and said with a smile, "Having this material will save a lot of time."
Lu Ming looked at the materials in his hand and said: "Overall, with the continuous exploration, lithium resources have increased significantly around the world. Existing data shows that the total proven global lithium resource reserves are
More than 53 million tons, including 6.8 million tons in Lao America, 7 million tons in China, 9.8 million tons in Agence, 9 million tons in Bolivia, 8.4 million tons in Chile, and 5 million tons in Australia."
With such lithium resource reserve data, lithium resources appear to be scarce compared to the booming development of the new energy vehicle industry in the future.
The ultimate goal of technological breakthroughs in new energy is undoubtedly controllable nuclear fusion. Once this is achieved, it will be no problem. But the problem is that this thing is not just a breakthrough. If there is a real breakthrough in controllable nuclear fusion technology, then
It's just a problem with the new energy industry, which is a technology that can easily subvert today's world structure.
Controllable fusion technology is definitely not expected in the short term, so lithium mineral resources are currently difficult to replace products in the new energy industry, and their periodic scarcity attributes will be reflected.
Qiao Jingping closed the material and seemed to have thought of something. He immediately looked at Lu Ming and said, "Speaking of which, I remember that An's Group seems to have a large-scale Australian lithium mine. It seems that Mr. An is very forward-looking!"
Lu Ming smiled and said: "The old man's vision is still good. His mine was received from someone else's pledge. When the assets were reset, this mine was the only one left. Unsurprisingly, An's Group made a lot of money from this transaction
of."
The father-in-law of the future has indeed a very good vision. A lithium mine accidentally stepped on the new energy trend of the future. The company is also engaged in wine and medicine. The wine will rise after two years.
The tourism business is also very good. As long as the real estate business is handled well in three years, it will not be a problem for the market value of Anshi shares to reach 2 trillion in three years.
It would be perfect if he invested in the chip industry, but this is a bit embarrassing for the old man. He doesn't understand chip technology at all. Big consumption is what the old man likes.
Qiao Jingping's mention of Mr. An made Lu Ming think of the global black swan incident two years later. The high-quality and popular cultural and tourism industry will be severely damaged.
After all, Tiansheng Capital is still the major shareholder of Anshi Group. It will still have to check for Anshi Group when the time comes. Before the black swan comes, let the old man sell the cultural tourism business quickly, which will be a good sale.
Price, depending on the cash flow, maybe you can get it back at a low price when the time comes.
There is no rush to do this. There are still nearly two years left. We can just sell it in the first half of next year. We will definitely be able to sell it at a good price. Before the black swan breaks out, we are not afraid that no one will take it.
The reason why a black swan is a black swan is an unexpected time that no one can predict.
After the business talk was finished, the two parties chatted for a while, and Qiao Jingping said goodbye and left.
Lu Ming put aside the Anshi Group matter after thinking about it for a while. The focus now is to deploy lithium resources as soon as possible, which is related to the major layout of the new energy industry, especially the matter of mining. We need to buy mines around the world.
, time is actually not enough.
It is not unusual for mergers and acquisitions in overseas markets to drag on for three to five years. Sometimes a lot of time is wasted here but the results may not be achieved in the end. That is why Lu Ming has to take action on a large scale and implement a strategy of casting a wide net.
…
Around 10 o'clock, after Lu Ming received Qiao Jingping, he had a meeting with people from the investment research and analysis department within the company, and it was because of the lithium mine.
Lu Ming was sitting in the chief position of the conference room. At this moment, he only saw an investment research analyst who was responsible for lithium mine research. He looked at a document and said:
"So far, there are mainly three types of lithium deposits discovered in nature, brine type, pegmatite type and sedimentary rock type. Generally speaking, brine type and pegmatite type lithium deposits are the main ones, and the three types account for
66%, 26% and 8%. In addition, clay type and lacustrine evaporite type also have potential development significance.”
The so-called clay type means that clay deposits contain lithium and lacustrine evaporites contain lithium.
Lu Mingyan asked briefly and comprehensively: "What is the situation of domestic lithium mineral resources?"
The analyst flipped through the materials and replied: "According to preliminary statistics from our field survey data, domestic lithium ore resources are mainly distributed in Qinghai, Tibet, Sichuan, Jiangxi, Hunan and other regions. The lithium ore resources are relatively concentrated in Qinghai.
, Tibet and Shu account for 85% of the reserves. Qinghai and Tibet are of the salt lake brine type, while solid lithium mines are mainly distributed in Shu, Xinjiang, Jiangxi and other places."
Lu Ming nodded silently, and the analyst present at the meeting said: "Although domestic lithium resources are quite abundant, due to development conditions, technology, etc., the development level of domestic brine lithium and ore lithium is relatively low.
Low. The raw materials for global lithium carbonate production mainly come from brine. Domestic salt lake brine resources are abundant, and the Qaidam Basin is full of brine with a high magnesium to lithium ratio, but the related lithium extraction technology has not yet reached the maturity of industrial production."
"Lithium in the brine of the Zabiye Salt Lake in the snowy area exists in the form of lithium carbonate and is easy to extract. However, there are other problems. The transportation, electricity, energy and other conditions there limit large-scale development."
"At present, the raw material for the production of lithium carbonate in China is mainly spodumene ore, which is concentrated in Sichuan and Jiangxi. It is rich in resources and occupies an important position in the country and the world. However, the natural environment where the mine is located is poor, the infrastructure is not adequate, and mining and
Tailings processing is difficult, and environmental protection issues also restrict development. Generally speaking, it is 50-50 good or bad."
At this point, the analyst at the meeting stopped speaking and basically gave an overview of the situation of domestic lithium resources. This is the latest data obtained by Tiansheng Capital's internal research team after on-site inspections.
Tiansheng Capital cannot intervene in the acquisition of overseas lithium resources. Now that it is so unpleasant with Lao Mei, if Lu Ming makes a big announcement about buying overseas lithium resources, the general will definitely ambush him from the grass next to him.
, when Tiansheng Capital was halfway through, the leader came out of the grass to gank, and he jumped directly.
But there are no such concerns about the layout of domestic lithium resources. The timing is quite good now. Tiansheng Capital’s investment in the new energy industry layout has indeed experienced floating losses, and relevant industry chain targets hold fixed-increase shares.
The overall floating loss has exceeded 30 billion.
This is a situation that Lu Ming is happy to see. When the entire market is panicking, it is the right time to be greedy. The market does not buy it, and some people even gloat that Lu Ming was buried alive in the new energy field. The current market attitude towards the new energy industry: Boss Jia plays with new energy
Energy has overturned. Now even Brother Yi's new energy play seems to be on the verge of overturning. This time the water is too muddy and too deep.
Many people even say that if Tiansheng Capital hadn't been so large and had trillions of cash flow, Brother Yi might have followed in the footsteps of Boss Jia.
A floating loss of 30 billion is not a small amount!
The market has given such an attitude towards the new energy industry. Lu Ming is almost happy. Tiansheng Capital can confidently deploy lithium resources in a big way without worrying about anyone in the market coming to compete with him.
When the country's 14th Five-Year Plan includes new energy, it will be "Lithium everywhere in the world" in the future, and people who are despised now will rush to help Tiansheng Capital carry the sedan chair.
