外资锂矿山二季度财报梳理-20250819

Group 1: Overall Information - The report is a research report on the non - ferrous metals sector, focusing on the second - quarter financial reports of foreign lithium mines [4][8][13] Group 2: Australian and American Mines Financial Report Summary Australian Mines - Production Forecast: In 2025Q2, Greenbushes' output is 4.3, with a year - on - year increase of 2.4%; Pilbara's is 2.4, a 4.0% decrease; Mt Marion's is 1.2, a 23.7% decrease; Wodgina's is 1.9, a 29.4% increase; Kathleen Valley's is 0.9. The total output of Australian mines in 2025Q2 is 10.6, a 10.3% increase. For 2025YTD, Greenbushes is 8.5 (11.2% increase), Pilbara is 3.7 (-16.2% decrease), Mt Marion is 2.5 (-21.5% decrease), Wodgina is 3.3 (26.0% increase), Kathleen Valley is 2.0. The total for Australian mines is 19.9, an 11.9% increase. In 2024FY and 2025FY, the total output of Australian mines is 36.0 and 40.3 respectively, with a 11.8% year - on - year increase in 2025FY [24] - Lithium Carbonate - Equivalent Output and FOB Price: In 2025Q2, Greenbushes' lithium carbonate - equivalent output is 38018 tons, with an FOB price of 42525 dollars/ton; Pilbara's is 52522 tons, 23510 dollars/ton; Marion's is 52385 tons, 11883 dollars/ton; Wodgina's is 49275 tons, 18675 dollars/ton; Kathleen Valley's is 59591 tons, 9305 dollars/ton [35] American Mines - Production Forecast: In 2025Q2, NAL's output is 0.6, a 15.6% increase; Mibra's is 0.2, a 22.3% decrease; Grota do Cirilo's is 0.7, a 30.9% increase. The total output of American mines in 2025Q2 is 1.5, a 16.0% increase. For 2025YTD, NAL is 1.1 (9.9% increase), Mibra is 0.3 (-22.3% decrease), Grota do Cirilo is 1.5 (23.6% increase). The total for American mines is 2.9, an 11.0% increase. In 2024 and 2025, the total output of American mines is 6.0 and 6.8 respectively, with a 13.0% year - on - year increase in 2025 [30] - Lithium Carbonate - Equivalent Output and FOB Price: In 2025Q2, Grota do Cirilo's lithium carbonate - equivalent output is 48390 tons, with an FOB price of 7406 dollars/ton; Mibra's is 54069 tons, 1660 dollars/ton; NAL's is 86747 tons, 6341 dollars/ton [35] Group 3: Future Outlook and Strategy Recommendation - There is no specific content provided in the given text about future outlook and strategy recommendation