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2025-09-19 10:25:58
[China Nonferrous Metals Industry Association: Domestic alumina companies are accelerating their lithium extraction projects, which will form economies of scale] On September 19, the 2025 Suining International Lithium Battery Industry Conference was held. Ge Honglin, Secretary of the Party Committee and Chairman of the China Nonferrous Metals Industry Association, said in his speech that from the perspective of lithium battery minerals and refining, my country has formed three process routes for lithium extraction from lepidolite, lithium extraction from spodumene, and lithium extraction from salt lakes. The current production costs of lithium carbonate are 70,000-80,000 yuan/ton, 60,000-70,000 yuan/ton, and 40,000-50,000 yuan/ton, respectively. The market shares of the three process products are 22%, 47%, and 19%, respectively. In addition, many domestic alumina companies are also accelerating their lithium extraction projects, which will soon form economies of scale and should not be underestimated. Therefore, lithium battery raw material companies should focus on future development trends, rationally judge the scale of the industry and the relationship between supply and demand, especially rationally judge the development trends of new energy batteries and new energy vehicles, prevent being misled by false information, and prevent the negative impact of the "involution" of downstream and terminal products.
