中国有色金属工业协会党委书记、会长葛红林：我国锂电原料面临三大挑战

Group 1 - The 2025 Suining International Lithium Battery Industry Conference was held in Suining, Sichuan, focusing on lithium resources, liquid lithium batteries, solid-state batteries, sodium batteries, and energy storage [1] - The theme of the conference was "Lithium Towards New Quality, Intelligent Victory in the Future," attracting over 300 industry experts and representatives from various countries [1] Group 2 - China's lithium battery industry has transitioned from "industrial advantage" to "strategic advantage" under the dual carbon strategy, supporting the development of new energy systems [3] - In the first half of this year, China's new energy vehicle production and sales reached 6.968 million units and 6.937 million tons, respectively, with year-on-year growth exceeding 40% [3] - Lithium carbonate production in China reached 389,000 tons in the first half of the year, marking a 29% year-on-year increase, indicating a positive development trend in the industry [3] Group 3 - The lithium raw material industry in China faces three structural challenges: insufficient domestic resource development, complex overseas resource development risks, and price fluctuations in the industry chain [4][5] - Domestic lithium resource development has not kept pace with demand, leading to a "hard gap" in supply security [4] - The "Asian Lithium Belt" has been discovered, spanning 2,800 kilometers across four provinces, which may enhance domestic lithium supply through technological breakthroughs and policy support [4] Group 4 - The global trend of resource nationalism and tightening policies in Latin America pose challenges for Chinese enterprises in overseas investments [5] - The lithium industry has experienced significant price fluctuations over the past decade, with prices peaking at 600,000 yuan per ton in November 2022 before dropping below 60,000 yuan [5] - The current lithium industry chain is in a recovery phase, with upstream, midstream, and downstream sectors facing various challenges [5] Group 5 - The lithium raw material industry must focus on "safety, innovation, green, and collaboration" to align with national strategies and plan for the 14th and 15th Five-Year Plans [6] - The year 2025 is seen as a critical transition year for the lithium raw material industry, moving from "scale leadership" to "quality leadership" [6] - Industry enterprises are encouraged to integrate their development with national dual carbon goals and new industrialization layouts [6]