Core Insights - A significant lithium mineral belt has been confirmed in China, spanning 2,800 kilometers across Xinjiang, Sichuan, Qinghai, and Tibet, marking a strategic discovery for the country's energy future [3][5] - China's lithium resource share has increased from approximately 6% to over 16%, elevating its global ranking to second place with proven reserves of 6.5 million tons and estimated reserves exceeding 30 million tons [5][4] - The discovery of hard rock lithium ore, as opposed to traditional salt lake lithium extraction, promises higher efficiency and lower water consumption, aligning with China's green mining philosophy [15][17] Industry Implications - The Chinese government has implemented export controls on key lithium production technologies, emphasizing the importance of domestic technological capabilities in the lithium supply chain [9][11] - The strategic focus on self-sufficiency in lithium resources is crucial for achieving China's dual carbon goals and supporting the growth of the electric vehicle industry [17][20] - The development of lithium resources is expected to stabilize domestic electric vehicle costs, reducing vulnerability to international market fluctuations [20][22] Technological Advancements - China has established a comprehensive technology system for lithium extraction, including proprietary methods such as adsorption and membrane separation, positioning itself as a leader in the field [11][9] - The emphasis on low-energy and low-pollution modern extraction techniques reflects a shift towards sustainable practices in resource development [15][20] Strategic Vision - The discovery and development of lithium resources signify a shift in China's role in the global energy landscape, moving from a passive participant to a proactive leader in resource governance [22] - The combination of resource control and technological advancement is seen as a strategic chess game, ensuring national energy security and contributing to global sustainable development [20][22]
2800公里“亚洲锂腰带”横贯中国!地下巨龙苏醒,西方一夜失色
Sou Hu Cai Jing·2025-09-22 17:08