亚洲第一大锂矿盐湖投产！西藏矿业相关负责人：结束试生产阶段，可投入规模生产

Core Insights - The announcement from Tibet Mining indicates the official launch of the 10,000-ton battery-grade lithium carbonate project at the Zabuye Salt Lake, marking the end of the trial production phase and the beginning of large-scale production [1][2][3] Group 1: Project Overview - The Zabuye Salt Lake is the largest lithium salt lake in Asia and the third largest in the world, with high lithium concentration and low magnesium-lithium ratio, making it a valuable resource [2][3] - The project is the world's first to utilize a membrane separation and MVR lithium extraction process, which involves complex technical adjustments and environmental adaptations [2] - The project has faced delays and challenges, including issues with power supply and regulatory compliance, but has now successfully completed a 120-hour functional assessment [2][5][6] Group 2: Market Context - The lithium market has experienced significant price fluctuations, with prices rising from a shortage to oversupply, impacting the project's timeline and economic viability [1][5] - The project aims to produce 10,000 tons of lithium salt annually, which is relatively small compared to other industry players, potentially limiting its impact on the overall market [4][6] Group 3: Competitive Position - Tibet Mining claims a cost advantage over other domestic salt lakes, with extraction costs 20% lower than competitors and 50%-70% lower than traditional lithium mining [6] - Other companies, such as Salt Lake Co., are also ramping up lithium production, with their projects showing significant progress and profitability [7]