--- title: "Turning losses into profits! The explosive demand for energy storage leads to consecutive good news in the A-share lithium mining sector's 2025 annual reports" type: "News" locale: "en" url: "https://longbridge.com/en/news/281335597.md" description: "The lithium mining sector in A-shares performed well in the 2025 annual report, with a recovery in the lithium carbonate industry. Companies such as TIANQI LITHIUM, Ganfeng Lithium, and Qinghai Yanhu Industry achieved profit growth, mainly benefiting from a surge in energy storage demand and a rebound in lithium carbonate prices. TIANQI LITHIUM's net profit reached 463 million yuan, a year-on-year increase of 105.85%; Ganfeng Lithium's revenue was 23.082 billion yuan, with a net profit of 1.613 billion yuan, both turning losses into profits. The industry expects a tight balance in the lithium carbonate market in 2026, with competition shifting towards resource and cost advantages" datetime: "2026-04-01T09:04:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281335597.md) - [en](https://longbridge.com/en/news/281335597.md) - [zh-HK](https://longbridge.com/zh-HK/news/281335597.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/281335597.md) | [繁體中文](https://longbridge.com/zh-HK/news/281335597.md) # Turning losses into profits! The explosive demand for energy storage leads to consecutive good news in the A-share lithium mining sector's 2025 annual reports According to Shanghai Securities News, the A-share lithium mining sector's 2025 annual reports are filled with good news, signaling a recovery for the once-declining lithium carbonate industry. Leading companies such as TIANQI LITHIUM, Ganfeng Lithium, and Qinghai Yanhu Industry have reported profit growth, driven primarily by the explosive demand for energy storage in the downstream sector, which has stabilized and rebounded lithium carbonate prices. Since 2026, the domestic battery-grade lithium carbonate price has stabilized around the industry-recognized "comfort zone" of 150,000 yuan/ton, supporting stable profits for most lithium mining companies and alleviating cost anxiety in the energy storage industry. In 2025, TIANQI LITHIUM achieved a net profit of 463 million yuan, a year-on-year increase of 105.85%, successfully turning a profit. Its profit recovery relies on a global high-quality resource layout, with its controlling stake in the Australian Greenbushes lithium mine continuously providing low-cost lithium concentrate, and the performance growth of its associate company SQM significantly boosting investment returns. During the same period, Ganfeng Lithium reported revenue of 23.082 billion yuan, a year-on-year increase of 22.08%, and a net profit of 1.613 billion yuan, achieving profitability with a year-on-year increase of 40.05% and 42.47% in lithium carbonate equivalent production and sales, respectively. Lithium extraction companies from salt lakes have become the "top performers" due to their cost advantages. Zangge Mining's net profit in 2025 increased by 49.32% year-on-year, with a net profit growth rate of 54.7% in the fourth quarter, showing a clear trend of improvement quarter by quarter. Industry insiders predict that the lithium carbonate market in 2026 will present a pattern of "tight balance throughout the year, with structural mismatches each quarter," shifting industry competition from "general price increases and profits" to "resource dominance and cost advantages." Recently, there have been frequent industrial project movements. According to news from Shanghai Nonferrous Metals Network, Zijin Lithium's project for producing 25,000 tons of battery-grade lithium carbonate per year has entered the trial production phase, which will directly supply the group's internal lithium iron phosphate cathode material production line, forming an industrial synergy closed loop. The Xinjiang Blue Diamond Lithium Energy project, with an annual production capacity of 35,000 tons of battery-grade lithium carbonate, has released an environmental assessment announcement, with a total investment of 2.5 billion yuan, and the related capacity release will gradually materialize. Disclaimer: The market has risks, and investment should be cautious. This article is generated by AI based on third-party data for reference only and does not constitute personal investment advice ### Related Stocks - [GANFENGLITHIUM (01772.HK)](https://longbridge.com/en/quote/01772.HK.md) - [Ganfeng Lithium (002460.CN)](https://longbridge.com/en/quote/002460.CN.md) - [TLC (002466.CN)](https://longbridge.com/en/quote/002466.CN.md) - [TIANQI LITHIUM (09696.HK)](https://longbridge.com/en/quote/09696.HK.md) - [Qinghai Yanhu Industry (000792.CN)](https://longbridge.com/en/quote/000792.CN.md) ## Related News & Research - [Ganfeng Lithium Turns to 2025 Profit](https://longbridge.com/en/news/281121946.md) - [Lithium Carbonate Industry Chain Should Establish Unified Pricing Mechanism, Tianqi Lithium’s President Says](https://longbridge.com/en/news/280575897.md) - [Ganfeng Lithium Swings Back to Profit on Higher Revenue in 2025](https://longbridge.com/en/news/281118530.md) - [Tianqi Lithium Swings Back to Profit Despite Revenue Decline in 2025](https://longbridge.com/en/news/280830757.md) - [PowerX Wins ¥5.3 Billion Grid-Scale Battery Storage Order](https://longbridge.com/en/news/281161133.md)