文｜华夏能源网

jinri，guoneitansuanlichangshangyongshanliye（sh：603399）gongbuleshangbannianyeji，shujuxianshi，gongsigongshixianlirun 6681.62wanyuan，tongbizengzhang648.20%。chaoliubeiyejizengzhang，poweiliangyan。

youqishizaidangqianxingqingxia，lidianchanyeliandimi，yeneitidaoyiluxiahuadetansuanlijiage、jihudiepochengbenxiandaduozhineng“yishengtanxi”，zheiyilirunzengzhangshishunande。

duiyushangyouliyanliyanchangshangeryan，yingshouyingxiangshifenxianzhu，yinglishuangjiangzhe、kuisunzhebuzaishaoshu。

liyanliangdalongtoutianqiliye（sz：002466）heganfengliye（sz：002460），jiufenbieyinglailejinliangnianlaizuichayeji。shujuxianshi，jinnianshangbannian，tianqiliyeyujikuisun48.yiyuanzhi55.3yiyuan，ershangniantongqiyingli64.52yiyuan；ganfengliyeyujikuisun7.6yiyuanzhi12.5yiyuan，shangniantongqizeyingli58.5yiyuan。

yongshanliyeshiruhegoushixianyeji“nishi”zengzhangde？suizhe8yuezhongxunyilai，tansuanlixingqingjixuxiatan（diedaole8wanyuan／dun），weilailiyanchangshangyaokaoshenmecainengzouchuyeji“handong”？

“抠”出来的利润

yongshanliyedezhuyingyewufenbieweimujinshuyewuheliyanyewu。jiezhi2024nianshangbannian，gongsimuyeyingshouzhanbiwei76.99%，liyeyingshouzhanbiwei23.01%。danduibilaikan，muyedemaolilvjinwei1.63%，erliyandemaolilvzegaoda12.03%。

yongshanliyedeliyanyewujiyingshouzhuyaolaizihunanyongshan。houzhechengliyu2019nian，shishanshangufenzaizhangshabujudezhongyaozigongsi，yeshihunanshengdiyigeliyanxiangmu，yu2022nian1yuebeiyongshanliyebingrunangzhong。

hunanyongshanxiangmufenliangqijianshe，yiqiyiyu2022nian6yuetouchan，jinnian7yue，xiangmuerqixiaxianshoupidianchijitansuanlichanpin。xiangmuquanbutouchanhou，yongshanliyejiangxingchengnianchan4.5wandunliyanchanpindeshengchannengli（qizhongdianchijiqingyanghuali3wandun、dianchijitansuanli1.5wandun）。

jucheng，gaixiangmuzongtouziyue30yiyuan，zheibibuxiaodetouziyizaiguoqubannianjinrulehuibaoqi。

shujuxianshi，jinnianshangbannian，hunanyongshanshixianyingyeshouru63225.61wanyuan，yingyelirun7091.55wanyuan，jinglirun5742.45wanyuan，zhichengleyongshanliyeliangyandeyeji。

guanyuyejizengzhangdeyuanyin，yongshanliyecheng，zhuyaodeyiyuliyebankuaidejiangbenzengxiao。jinguanshangbannianliyanshichangzhengtidimi，danyongshanliyetongguotishengliyebankuaidechannengliyonglv，zaichanpinjiagezongtixiajiangdeqingkuangxia，tongguokuodashengchanguimo，youxiaojiangdiledandunchengben。

lingwai，yongshanliyehaicheng，jianchiweirao“dakuangqidakehu”zhanlve，zaibuqikuangyuanduanbandejichushang，yituoxiayouhexinkehudechanpinrenzheng，baochishengchanxiaoshougaozhouzhuan，shixianchanxiaoliangshuangzengzhang。

2023niancaibaoxianshi，yongshanliyelichanpindemaolilvwei-2.05%；erjinnianshangbannianzetishengdao11.75%，zailiyanchanpinjiagechixuxiaxingdebeijingxia，xianranshizaijiangbenfangmianxialedaliqi。neiyongshanliyeshiruhejiangbende？

huaxianengyuanwangzhuyidao，jinnianshangbannian，yongshanliyedexiaoshou、guanli、caiwuheyanfafeiyongdouyouliangweishudejiangfu。youqishiguanlifeiyongwei3075.7wanyuan，tongbijianshaole3720.13wanyuan；xiaoshoufeiyongwei371.78wanyuan，tongbijianshaole235.18wanyuan。

xiangbizhixia，yongshanliyebingmeiyouxiangtianqiliye、ganfengliyedengyiyang，yongyouzijidelikuangziyuan，qiliyanjiagongshengchandeyuancailiaozhuyaolaizicongaodaliyajinkoudelihuishijingkuang。zheixiangduiyuyitihuadeliyanchangshanglaishuo，shijishangshiyidalieshi。weilejiangdichengben，yongshanliyezaiyunshuhuanjiejinxinglejingdaxisuan。

anzhaoliucheng，jinkoudelihuishixiantongguoshuiyunjinruweiyuhunanzhangshagangtongguangangqu，ranhouzaijingqichezhuanyundaodashengchanchangqu。zhengchangqingkuang，conggangkousanhuozhuangxiehuosunyibanweiqianfenzhisan，danshiyongshanliyezejiangqijiangzhiqianfenzhiyiyinei。shujuxianshi，yongshanliyezhuangxie4wandunzuoyoudelihuishi，kejieyueyunshuchengben300yuwanyuan。

锂盐企业仍普遍亏损

zaishejiliyanyewudeshangshigongsizhong，chuyongshanliye，haiyoushujiaqiyezaijinnianshangbannianshixianleyejizengzhang。buguo，tansuanliyewubingbushiyejizengzhangdezhuyaoyinqing。

qizhong，xizangkuangye（sz：000762）yujishixianjinglirunwei9000wanyuanzhi1.3yiyuan，tongbishangzhang255.78％zhi413.91％；zijinkuangye（sh：601899）yujishixianjinglirunyue145.5yiyuanzhi154.5yiyuan，tongbizengjiayue41％zhi50％。

danshi，yuyongshanliyeshixianlirunzengzhangdefangshibutong。xizangkuangyezhuyaocongshigetiekuangjilikuangdekaicaijixiaoshouyewu。jiezhi2023niandi，gongsiyewugouchengwei：lileichanpinyingshouzhanbiwei68.40%，geleichanpinyingshouzhanbiwei31.02%。jinnian8yue16ri，xizangkuangyezaitouzizhehudongpingtaibiaoshi，gongsicongshidezhuyingyewushigetiekuang、lijingkuangdekaicaijixiaoshouyewu。

lingyouziliaoxianshi，2023nian，xizangkuangyeduidelijingkuang，zhanlichanpinyingshoude72.5%，gongyejitansuanliyuezhanlichanpinyingshoude27.5%。yejiushishuo，xizangkuangyededianchijitansuanliyewuhaichuyuqibujieduan，duigongsizhengtiyejizengzhangyingxiangbuda。

zijinkuangyedeqingkuanghexizangkuangyeleisi。qijinruliyanxingyedayuezai2021nian，muqian，gongsidetansuanlizhuyaolaizi“lianghuyikuang”——agenting3qyanhulikuang、xizanglaguocuoyanhulikuanghehunandaoxianxiangyuanlikuang。2023nian，zijinkuangyedetansuanlichanliangwei2900wandun，zhuyaolaizixiangyuanlikuang。

zhengtilaishuo，muqian，zijinkuangyedetansuanliyewuzhanbihaihenxiao，huangjinyutongjinshuyewushijinnianshangbannianyinglidezhuyaogongxianzhe。qizaigonggaopilu，gongsiyejizengzhangzhuyaodeyiyuliangfangmian，kuangchanjin、tong、yinchanliangdezengzhang，ershikuangchanjin、kuangchantong、kuangchanyinxiaoshoujiagetongbishangsheng。

huaxianengyuanwangzhuyidao，zaiguonei，chuleyongshanliye，zhenzhengyitansuanliyewuweizhuyehuozhanbijiaodadeliyanshangshigongsizaijinnianshangbannianjibenchuyuyejixiahuazhuangtai，shenzhichuxiankuisun。

shengxinlineng（sz：002240）yujikuisun1.3yiyuan—1.9yiyuan，tongbiyouyingzhuankui；yanhugufen（sz：000792）jinglirun17yiyuan—23yiyuan，tongbixiajiang54.88%—66.65%；jiangtedianji（sz：002176）kuisun5500wanyuan—7000wanyuan，tongbishangnianxiajiang4.05%—32.42%；yongxingcailiao（sz：002756）jinglirun7.1yiyuan—8.2yiyuan，tongbixiajiang56.93%—62.70%。

zhideyitideshi，zuoweiziyuanjiagongxingqiye，qielikuangshizhuyaoyilaihaiwaijinkou，guoneitansuanlichangshangzaishichangjiagedafubodongmianqianjibenmeiyouliwankuanglandenengli。zailijiaxingqinghaiweixiufudeqingkuangxia，qiyeduolianneigong、qianghuajiangbenzengxiaohuoxushizuijiashengcunzishile。