Core 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].

相比锂周期高点时对矿山的青睐，周期低谷时，企业更倾向于生产成本更低的盐湖提锂。就在上个月，新疆就发生了一起高溢价的盐湖资产竞拍。 每经记者｜胥帅 每经编辑｜张海妮 由于碳酸锂行情低迷，资本市场几乎都要忘记这个曾经的"宠儿"。 锂企"龙头"天齐锂业（SZ002466，股价30.23元，市值496.14亿元）在4月创出年内股价新低。 《每日经济新闻》记者发现，碳酸锂价格虽然在下跌，但最近三个交易日有止跌趋势，价格也走到了关键博弈点"6.5万元"。 记者采访锂企高管和行业分析师发现，"6.5万元"是外购矿石提锂以及南美盐湖提锂到岸的成本线。 图片来源：每日经济新闻（资料图） "6.5万元"是锂价成本的重要关卡 碳酸锂期货市场渐有企稳迹象。 以碳酸锂LC2506主力合约为例，其今年迎来月线四连跌，年内跌幅超过15%。到了5月12日，该主力合约价格一度触及每吨6.2万元的低点，此后迎来反弹， 形成"两阳包一阴"的底部形态，价格也保持在每吨6.5万元。碳酸锂期货价格的趋势和现货价格类似，5月13日，国内电池级碳酸锂基准价为65633元/吨，较 卓创资讯富宝锂电分析师苏津仪向《每日经济新闻》记者表示，目前进口6%锂辉石CI ...