研报掘金丨华鑫证券：予盐湖股份“买入”评级，2025年业绩大幅增长

中金财经04-09

华鑫证券研报指出，盐湖股份2025年业绩大幅增长，核心驱动在于钾肥、锂盐两大主营产品价格回暖与成本优化共振。公司资源储备坚实，新建4万吨锂盐项目已于2025年9月底建成投料试车，集成自主研发“吸附+膜”提锂工艺。目前公司钾肥产能达500万吨/年、碳酸锂产能达4万吨/年，规模优势持续巩固。展望未来，公司将深度融入中国五矿战略布局，全面落实中国盐湖“三步走”战略，聚焦盐湖资源高效综合开发。预计2030...

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