ZANGGE MINING(SZ:000408) 高工锂电·2025-10-15 10:34Core Viewpoint - The article discusses the recovery of lithium production by Zangge Lithium Industry after a temporary suspension due to regulatory issues, highlighting the implications for the lithium market and supply dynamics in the context of rising demand for energy storage solutions [10][12]. Company Updates - Zangge Lithium Industry's subsidiary received approval to resume lithium resource development activities after a suspension lasting 87 days due to violations in lithium resource extraction [4][5]. - The company plans to achieve a lithium carbonate production and sales target of 11,000 tons in 2025, with 5,170 tons produced and 4,470 tons sold in the first half of the year [6]. Market Dynamics - The demand for energy storage has increased significantly, with a reported growth of 20% to 30% in the third quarter compared to the second quarter [10]. - Despite the recovery in production, the low prices of lithium carbonate may lead to financial losses for projects with high extraction costs and low grades, indicating a natural market correction [10]. Industry Outlook - GGII predicts that lithium salt prices may enter a new upward cycle in the second half of 2026, driven by stricter compliance governance in major lithium-producing regions such as Jiangxi and Qinghai [11]. - The resumption of production by Zangge Lithium, along with the revival of operations at the Jiangxiawo lithium mine by CATL, signals positive market sentiment [12].