锂业分会：上半年锂盐产量保持平稳

Core Insights - The lithium industry in China is experiencing stable production levels, with lithium carbonate output increasing while lithium hydroxide production remains flat [1] - The demand for lithium continues to grow, driven by the rapid increase in production and sales of new energy vehicles, as well as a year-on-year increase in power battery installations [1] - Despite some companies undergoing maintenance and others gradually increasing production, overall lithium salt production remains steady [1] Production and Supply - In June 2025, lithium carbonate production saw an upward trend, while lithium hydroxide production remained stable [1] - Some enterprises have halted production for maintenance, but others are ramping up output, leading to a balanced overall production of lithium salts [1] Demand and Market Trends - The demand side shows a sustained rapid growth in the production and sales of new energy vehicles, with a continued increase in the proportion of lithium iron phosphate battery installations [1] - The retail penetration rate of new energy vehicles is on the rise, indicating a strong market trend [1] Pricing and Inventory - A decline in product prices has led to a decrease in sales willingness among companies, resulting in an increase in inventory levels [1]