--- title: "Positive resonance! Lithium mines surged in the afternoon, Chengxin Lithium hit the limit up, and demand for energy storage + new energy vehicles continues to grow!" type: "News" locale: "en" url: "https://longbridge.com/en/news/282496316.md" description: "Today, the lithium mining sector in the A-share market saw a rapid surge in the afternoon, with Chengxin Lithium hitting the daily limit, and stocks such as Yongxing Materials, YOUNGY, and TIANQI LITHIUM also rising simultaneously. The core logic of the market includes tightening overseas lithium mining supply policies, limited domestic lithium mining capacity, high growth in downstream energy storage and new energy vehicle demand, and a stabilization and rebound in lithium carbonate prices. With the upgrade of overseas lithium mining export controls and a phased contraction in domestic lithium supply, the dual drivers are boosting downstream demand, leading to a sustained high growth in lithium resource consumption, a recovery in industry profit expectations, and an upward trend in the lithium mining sector" datetime: "2026-04-13T06:29:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282496316.md) - [en](https://longbridge.com/en/news/282496316.md) - [zh-HK](https://longbridge.com/zh-HK/news/282496316.md) --- # Positive resonance! Lithium mines surged in the afternoon, Chengxin Lithium hit the limit up, and demand for energy storage + new energy vehicles continues to grow! Today, the lithium mining sector in the A-share market experienced a rapid surge in the afternoon, with a concentrated release of bullish sentiment among investors, significantly enhancing the overall activity of the sector. Core stocks performed remarkably: Chengxin Lithium surged to the daily limit, while Yongxing Materials, YOUNGY, TIANQI LITHIUM, and other stocks also rose in tandem, showcasing a pattern of leading stocks driving the sector and a strong collaboration across the entire chain. The core market logic revolves around four main lines: tightening overseas lithium mining supply policies, temporary limitations on domestic lithium mining capacity, high growth in downstream energy storage and new energy vehicle demand, and the stabilization and rebound of lithium carbonate prices. The supply-demand pattern in the industry has shifted from a previously loose state to a tight balance, with the market's expectation of re-evaluating the value of lithium mining resources continuously strengthening, becoming the core hot track in the afternoon market. **Latest Positive News in the Lithium Mining Industry** **Upgraded export controls on overseas lithium mines, global supply continues to tighten:** According to China Securities Journal, export controls on overseas lithium mines are continuously being upgraded. The Zimbabwe Ministry of Mines has clearly implemented a quota system for lithium concentrate exports and plans to completely ban the export of unprocessed lithium mines by 2027. Coupled with the slowdown in the expansion pace of some Australian mines, the global supply increase of lithium concentrate is significantly restricted. **Temporary production stoppages for domestic lithium mines, short-term supply further shrinks:** According to Securities Times e Company, domestic lithium supply is also showing a phase of tightening. Four lithium mica mines in Yichun, Jiangxi, will start the production stoppage and certificate replacement process in May, leading to a temporary reduction in domestic mica lithium supply, while the overall industry inventory remains at a low level. **Downstream demand driven by dual engines, lithium resource consumption continues to grow:** According to data from the China Association of Automobile Manufacturers and the Power Battery Industry Innovation Alliance, downstream demand is showing a dual-engine driving pattern, with new energy vehicle sales in the first quarter increasing by 18% year-on-year, and the penetration rate exceeding 52%. During the same period, sales of energy storage batteries surged by 108.9% year-on-year, with both power batteries and energy storage batteries driving continuous high growth in lithium resource consumption. **Lithium carbonate prices stabilize and rebound, industry profit expectations recover:** According to monitoring data from Shanghai Nonferrous Metals Network in April, the spot price of battery-grade lithium carbonate stabilized in the range of 153,000-158,000 yuan/ton, with the tight supply-demand balance supporting a steady upward movement of the price center, leading to a continuous recovery of industry profit expectations. **Industries Benefiting from Positive Impacts** The lithium mining sector's upward trend directly drives the **power battery manufacturing industry** to enjoy dual benefits of cost and demand. According to a research report by CITIC Securities in April 2026, the installation volume of power batteries in the first quarter increased by 36.5% year-on-year, with stabilized lithium prices restoring the gross profit margins of battery companies and maintaining high capacity utilization rates. The **energy storage system integration industry** also benefits significantly, as reported by Tianfeng Securities, with new energy storage installations accelerating and explosive demand for commercial and grid-side energy storage driving energy storage battery shipments to increase by over 80% year-on-year, continuously releasing demand for lithium resources. The **new energy vehicle manufacturing and parts industry** also benefits significantly, as stable lithium prices reduce overall manufacturing costs, coupled with high growth in new energy vehicle sales, driving simultaneous recovery in orders and profits across the industry chain, entering a period of robust supply and demand. Risk Warning: The industry information and corporate dynamics mentioned in this article are for reference only and do not constitute any investment advice; there are uncertainties in corporate operations and market fluctuations, please pay attention to related risks ### Related Stocks - [002466.CN](https://longbridge.com/en/quote/002466.CN.md) - [002192.CN](https://longbridge.com/en/quote/002192.CN.md) - [159840.CN](https://longbridge.com/en/quote/159840.CN.md) - [515030.CN](https://longbridge.com/en/quote/515030.CN.md) - [159175.CN](https://longbridge.com/en/quote/159175.CN.md) - [09696.HK](https://longbridge.com/en/quote/09696.HK.md) - [159566.CN](https://longbridge.com/en/quote/159566.CN.md) - [159305.CN](https://longbridge.com/en/quote/159305.CN.md) - [002240.CN](https://longbridge.com/en/quote/002240.CN.md) - [002756.CN](https://longbridge.com/en/quote/002756.CN.md) ## Related News & Research - [BYD in talks with automakers over European factory takeovers](https://longbridge.com/en/news/286502331.md) - [Pop star Wang Leehom swaps Denza endorsement fee for BYD stock](https://longbridge.com/en/news/286844734.md) - [BYD Denza launches N9 flash charging edition, featuring 9-minute fast charging](https://longbridge.com/en/news/286785941.md) - [BYD Denza hits 500,000-vehicle production milestone with N9 flash charging edition](https://longbridge.com/en/news/286645881.md) - [BYD sees monthly sales climbing on battery capacity ramp-up](https://longbridge.com/en/news/286554635.md)