--- title: "The demand for energy storage continues to be released, and the \"increase in both volume and price\" of lithium carbonate is expected to continue" description: "The demand for energy storage continues to be released, and the lithium carbonate industry is expected to maintain a trend of simultaneous increase in both volume and price. Ganfeng Lithium, Yahua Gro" type: "news" locale: "en" url: "https://longbridge.com/en/news/263913984.md" published_at: "2025-11-02T23:46:41.000Z" --- # The demand for energy storage continues to be released, and the "increase in both volume and price" of lithium carbonate is expected to continue > The demand for energy storage continues to be released, and the lithium carbonate industry is expected to maintain a trend of simultaneous increase in both volume and price. Ganfeng Lithium, Yahua Group, and Qinghai Yanhu Industry reported net profit growth of 364.02%, 278.06%, and 113.97% year-on-year in the third quarter, respectively. Industry executives pointed out that the growth in energy storage demand is a key factor driving the explosive performance, and it is expected that the demand for lithium carbonate will continue to grow Ganfeng Lithium increased by 364.02% year-on-year, Yahua Group increased by 278.06% year-on-year, and Qinghai Yanhu Industry increased by 113.97% year-on-year... Looking at the third quarter net profit growth data of lithium mining companies in the A-share market, the lithium carbonate industry may have survived the "cold winter." "First, the industry's 'anti-involution' led to a rise in futures prices, and then the actual demand brought about by the energy storage industry has allowed us to catch our breath," said an executive from a lithium salt company in the A-share market. Regarding the collective explosion of third-quarter performance among industry companies, this person believes that the demand for energy storage has played a significant role, and currently, based on energy storage production scheduling, the demand for lithium carbonate will continue to grow in the near future. (Shanghai Securities Journal) ### Related Stocks - [002460.CN - Ganfeng Lithium](https://longbridge.com/en/quote/002460.CN.md) - [01772.HK - GANFENGLITHIUM](https://longbridge.com/en/quote/01772.HK.md) - [002497.CN - Yahua Group](https://longbridge.com/en/quote/002497.CN.md) - [000792.CN - Qinghai Yanhu Industry](https://longbridge.com/en/quote/000792.CN.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 津巴布韦禁令引爆供应担忧,碳酸锂冲破 18 万关口,上市企业密集回应 | 国泰海通证券认为,津巴布韦锂矿出口禁令将加剧当前库存低位与需求回暖形成的供给缺口,预计锂价将偏强震荡运行。中矿资源、雅化集团等中资企业密集回应,部分已提前备货或着手申请新出口许可。 | [Link](https://longbridge.com/en/news/277021060.md) | | 锂价翻倍,锂企溢价囤矿了 | 锂行业资源布局热潮再起,盐湖股份和盛新锂能发布并购公告,前者以 46.05 亿元溢价 352.42% 收购五矿盐湖 51% 股权,后者以 20.80 亿元收购启成矿业剩余 30% 股权。锂价自去年 Q3 以来翻倍,需求增长推动采矿权价值提升 | [Link](https://longbridge.com/en/news/272029333.md) | | 2026 反转之年,锂矿二次迸发大时代 | 碳酸锂期货大涨,标志着行业定价逻辑从 “现实宽松” 转向 “远期紧张”。东方证券指出,在资本开支收缩导致供给递延、储能需求爆发成为第二引擎的背景下,2026 年将迎来供需拐点。金融属性的增强放大了价格波动斜率,预示着锂价中枢将上移至 12- | [Link](https://longbridge.com/en/news/276708105.md) | | Danske Commodities 签署了一项为期 10 年的英国电池储能协议 | 丹斯克商品公司签署为期 10 年的英国电池储存协议 | [Link](https://longbridge.com/en/news/277155931.md) | | 高盛:津巴布韦锂矿出口禁令暂难解除,锂价将 “毫无悬念” 创新高! | 高盛强调,只有当矿企完全遵守津巴布韦政府的本土化加工要求时,这项禁令才可能被解除。以史为鉴,刚果(金)2025 年 2 月实施的钴出口禁令最终在当年 10 月才演变为出口配额制。 | [Link](https://longbridge.com/en/news/277053979.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.