盐湖股份半年报速览：锂盐产能冲刺 8 万吨级，净利润逆势增 13.69%

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

盐湖股份半年报速览：锂盐产能冲刺 8 万吨级，净利润逆势增 13.69%

2025-09-01 15:59:14 来源：北方有色网责任编辑：石林

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8 月 29 日，盐湖股份披露 2025 年半年报，核心数据与产能进展引发行业关注 —— 在营收微降背景下，净利润实现两位数增长，且 4 万吨锂盐项目进度超 7 成，9 月底投料试车后将跻身 “8 万吨级锂盐产能阵营”。

一、业绩：营收略降但净利润逆势增长

营收：上半年实现 67.81 亿元，同比下降 6.30%;

净利润：25.15 亿元，同比增长 13.69%，在行业波动中呈现盈利韧性。

二、产销：碳酸锂产销基本持平，氯化钾稳量

半年报显示，公司核心产品产销节奏稳健：

氯化钾：产量 198.98 万吨，销量 177.79 万吨，保持传统资源品供应稳定性;

碳酸锂：产量 2 万吨，销量 2.06 万吨，产销略超体现下游需求承接力。

三、关键进展：4 万吨锂盐项目冲刺，9 月试车后产能翻倍

作为未来增长核心，公司 4 万吨 / 年锂盐项目推进超预期：

项目总体进度达 71%，吸附提锂装置已于 6 月 3 日完成中交验收;

预计 9 月底进入投料试车阶段;

投产后公司锂盐产能将从现有 4 万吨 / 年提升至 8 万吨 / 年，正式迈入 “8 万吨级” 产能规模，进一步巩固国内锂资源龙头地位。

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盐湖股份半年报速览：锂盐产能冲刺 8 万吨级，净利润逆势增 13.69%

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