对话赣锋锂业李良彬：从矿山到电池，从资源赣锋到技术赣锋

Core Viewpoint - The article discusses the evolution of Ganfeng Lithium and its strategic responses to the fluctuations in the lithium industry over the past 20 years, highlighting its transition from a resource-focused company to a technology-driven enterprise [1][2]. Group 1: Company Growth and Strategy - Ganfeng Lithium has implemented a "global buy mine" strategy since its establishment, focusing on securing essential resources to maintain a competitive edge in the global market [1][2]. - The company faced challenges during periods of soaring lithium prices, leading to strategic adjustments such as reducing procurement costs and enhancing technological innovation to navigate through short-term losses [1][2]. - Ganfeng's global expansion strategy emphasizes local integration, ensuring long-term competitiveness by adapting to local market conditions [1][2]. Group 2: Technological Development - Since 2016, Ganfeng has increased its investment in solid-state battery research, aiming to lead in technological industrialization and meet customer demands effectively [2][21]. - The company has diversified its technological layout, focusing on solid-state batteries and energy storage, which are seen as key areas for future growth [2][19]. Group 3: Market Dynamics and Challenges - The volatility of lithium prices has posed significant challenges, with Ganfeng recognizing the need to develop cost-competitive resources to sustain its operations during downturns [16][18]. - The company is exploring advanced extraction methods to lower costs and improve competitiveness in various regions, particularly in Argentina [14][16]. Group 4: Future Directions - Ganfeng aims to prioritize the energy storage sector, viewing it as a significant growth area with substantial market potential [19][23]. - The company anticipates that battery sales will account for 60% to 70% of its overall business in the coming years, reflecting a strategic shift towards battery production [22][23].