隐藏在中国群山之下100万吨储量元素，足以让氢能和核能黯然失色

Core Viewpoint - The discovery of a significant lithium deposit in the Daba mining area of Sichuan, with a confirmed lithium oxide reserve of 1.1207 million tons, positions China as a major player in the global energy landscape, particularly in the lithium battery sector [1][3]. Industry Summary - The Daba lithium mine's 1.1207 million tons of lithium oxide translates to approximately 5.6 million tons of battery-grade lithium carbonate, sufficient to meet global demand for over five years based on 2024 production estimates [3]. - Sichuan's lithium resources are not isolated, with the entire western Sichuan plateau having over 5 million tons of spodumene resources, accounting for over 80% of China's total [3]. - China's lithium reserves have increased from 6% to 16.5% of global totals, elevating its rank from sixth to second worldwide, significantly altering the distribution of lithium resources [5]. - China has established a comprehensive lithium battery supply chain, with over 70% of global shipments of key materials such as cathodes, anodes, electrolytes, and separators [5]. - In the power battery sector, Chinese companies hold six of the top ten global positions, commanding a market share of 68.79%, while South Korean and Japanese firms combined hold less than 20% [7]. - The emergence of the Sichuan lithium mine enhances China's already leading position in the global lithium battery industry, reducing reliance on imports and improving cost advantages and risk resilience [7]. - Lithium batteries outperform hydrogen and nuclear energy in current applications due to their efficiency, cost-effectiveness, and technological maturity, making them the primary driver of the energy revolution [9][11]. - The cost of lithium batteries has significantly decreased due to technological advancements, with the cost per kilowatt-hour now within a commercially viable range, further solidified by the new lithium resources [13]. - The development of Sichuan's lithium mines will bolster China's energy independence and enhance its influence in the new energy era, marking a pivotal moment in the ongoing energy revolution [15].