起点锂电·2025-11-24 10:34Core Viewpoint - The article highlights the ongoing development of lithium resource projects in Xilingol League, particularly focusing on the 80,000 tons per year lithium iron phosphate project, which is expected to commence production in 2026 [2][3]. Group 1: Project Development - The lithium resource comprehensive utilization project is being developed by Inner Mongolia Ganfeng Lithium Co., Ltd., which holds a 70% stake and was established in April 2022 with a registered capital of 500 million yuan [3]. - The project includes multiple components: a 600,000 tons per year lithium niobium tantalum mining project, a 20,000 tons per year lithium carbonate project, an 80,000 tons per year lithium iron phosphate project, and a 2 GWh battery cell and PACK project [3]. - The 600,000 tons per year lithium niobium tantalum mining project has already commenced production, while the first batch of products from the 20,000 tons per year lithium carbonate project was successfully produced in July this year [3]. Group 2: Resource Potential - The Xilingol League is noted for its rich lithium resources, with the core area of the mining zone covering 600 square kilometers and an estimated total ore resource of 9.2 billion tons, with potential reserves reaching approximately 17 billion tons [3]. - Currently, the cumulative identified resource in the developed mining area is 72.443 million tons, with lithium oxide content amounting to 450,000 tons [3]. Group 3: Industry Impact - The introduction of multiple lithium battery projects in Xilingol League, including energy storage battery manufacturing projects from various companies, is expected to reach a combined capacity of 16 GWh [4]. - Ganfeng Lithium has reported significant financial growth, with Q3 2025 revenue reaching 6.249 billion yuan, a year-on-year increase of 44.10%, and a net profit of 557 million yuan, up 364.02% [4]. - The lithium battery industry is entering a new competitive cycle, with Ganfeng Lithium positioned to benefit from the rising prices of lithium carbonate, which have surpassed 100,000 yuan [5].