Core Viewpoint - The lithium extraction capacity from salt lakes, characterized by rich reserves and cost advantages, is expected to see significant growth, particularly in Tibet, starting from 2025 [1] Industry Summary - The domestic lithium extraction capacity from salt lakes is entering a phase of intensive development, with leading companies such as Cangge Mining, Zijin Mining, and Blue Sky Technology accelerating their key project layouts [1] - The scale of lithium extraction from salt lakes in the Qinghai-Tibet Plateau is anticipated to increase significantly [1] Company Summary - Cangge Mining, Zijin Mining, and Blue Sky Technology are identified as key players in the accelerated development of lithium extraction projects in Tibet [1] - The development of salt lakes in Tibet is not hindered by technical challenges, as equipment can be set up and operational within eight months if conditions permit [1]
盐湖提锂产能密集落地 锂资源自主化进程加速