Lithium extraction from lithium mica overcame many technical problems and injected a strengthening agent into the domestic supply of lithium resources. Science and Technology Daily reports that recently, the “Lepidolite Efficient Lithium Extraction Technology and Equipment Development and Application” project led by China Alcoa International Changsha Nonferrous Metallurgy Design and Research Institute Co., Ltd. successfully overcame major technical problems such as equipment corrosion, rotary kiln coalescence, and low recovery rates faced by China's lithium mica lithium extraction over a long period of time, and achieved large-scale industrial production, marking a key step in the high-value utilization of complex and low-grade lithium mica resources in China. On the supply side, lithium carbonate production lines under China Mining Resources, Tianhua Xinneng, and Jiuling Lithium recently announced plans to stop production and maintenance from August to September. Recent centralized maintenance will cause phased reductions on the supply side. While supply is shrinking in the short term, downstream consumption of lithium carbonate continues to be strong, contributing to the second growth engine of demand for energy storage batteries. In the first half of this year, lithium carbonate prices rebounded markedly. According to Wind data, the average price of battery-grade lithium carbonate in the first half of the year was 163,400 yuan/ton, and the average price in the first half of 2025 was 70,400 yuan/ton, doubling the price. The performance of lithium stocks has been boosted. Statistics show that currently 22 lithium stocks have issued announcements related to their semi-annual results. Five lithium mining stocks turned losses into profits in the first half of the year, and 12 shares achieved a year-on-year increase in net profit to mother, with a happy news ratio of over 70%. In terms of capital, since August, 10 lithium ore stocks have received net financial purchases. Western Mining, Keda Manufacturing, and China Mining have the highest net purchases of resources, reaching 363 million yuan, 76 million yuan, and 50 million yuan respectively.

Lithium extraction from lithium mica overcame many technical problems and injected a strengthening agent into the domestic supply of lithium resources. Science and Technology Daily reports that recently, the “Lepidolite Efficient Lithium Extraction Technology and Equipment Development and Application” project led by China Alcoa International Changsha Nonferrous Metallurgy Design and Research Institute Co., Ltd. successfully overcame major technical problems such as equipment corrosion, rotary kiln coalescence, and low recovery rates faced by China's lithium mica lithium extraction over a long period of time, and achieved large-scale industrial production, marking a key step in the high-value utilization of complex and low-grade lithium mica resources in China. On the supply side, lithium carbonate production lines under China Mining Resources, Tianhua Xinneng, and Jiuling Lithium recently announced plans to stop production and maintenance from August to September. Recent centralized maintenance will cause phased reductions on the supply side. While supply is shrinking in the short term, downstream consumption of lithium carbonate continues to be strong, contributing to the second growth engine of demand for energy storage batteries. In the first half of this year, lithium carbonate prices rebounded markedly. According to Wind data, the average price of battery-grade lithium carbonate in the first half of the year was 163,400 yuan/ton, and the average price in the first half of 2025 was 70,400 yuan/ton, doubling the price. The performance of lithium stocks has been boosted. Statistics show that currently 22 lithium stocks have issued announcements related to their semi-annual results. Five lithium mining stocks turned losses into profits in the first half of the year, and 12 shares achieved a year-on-year increase in net profit to mother, with a happy news ratio of over 70%. In terms of capital, since August, 10 lithium ore stocks have received net financial purchases. Western Mining, Keda Manufacturing, and China Mining have the highest net purchases of resources, reaching 363 million yuan, 76 million yuan, and 50 million yuan respectively.