---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38881566.md"
description: "Don't panic about lithium mines, the long-term trend is still upward. Tomorrow's destocking data is likely to be less than 100,000 tons. The negotiations in Zimbabwe have directly reduced inventory by 30,000 to 40,000 tons over two months. The remaining inventory is not enough for 10 days. If middlemen hoard even a little bit, there will be an immediate shortage. Not to mention that several garbage mines in Yichun could stop production for permit renewal at any time. Energy storage orders are backed up until the end of the year, and factories are working non-stop."
datetime: "2026-02-25T13:49:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38881566.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38881566.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38881566.md)
author: "[维德](https://longbridge.com/en/profiles/15228647.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38881566.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38881566.md)


# Don't panic about lithium mines, the long-term tre…


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## Comments (13)

- **超级无敌涨停板 · 2026-02-25T16:15:24.000Z**: Blogger, what do you think about Sinomine Resource Group, Huayou Cobalt, and Shengtun Lithium?
- **♾️ · 2026-02-25T13:56:05.000Z · 👍 1**: Then, can we also take a look at Hong Kong-listed lithium mining stocks?
  - **维德** (2026-02-25T13:59:15.000Z): Among Hong Kong stocks, Ganfeng Lithium is the better one. Tianqi is cheap, but it's already given up.
  - **♾️** (2026-02-25T14:01:15.000Z): Master, what's the meaning of 'lie flat'?
  - **维德** (2026-02-25T14:17:10.000Z): I wouldn't call myself an expert. From the last cycle until now, compared to Ganfeng, Tianqi can be said to have not expanded its equity interests at all. It's just holding on to Greenbush, and the lo
- **zxxxxxx · 2026-02-25T13:55:42.000Z · 👍 1**: How are the $GANFENGLITHIUM(01772.HK) and $TIANQI LITHIUM(09696.HK) in the Hong Kong and A-share markets?
  - **维德** (2026-02-25T13:58:13.000Z): I think Ganfeng is good. A company daring to expand and acquire aggressively at the bottom of the cycle will definitely be rewarded handsomely by the market at the top of the cycle.
- **奇迹的交易员cola · 2026-02-25T13:53:47.000Z · 👍 3**: Got it, then I'll only take profit on 1/4; keep most of it, because I have no direct contact with the lithium industry in reality, it's mainly about mining copper and coal. I'll follow your advice.$Albemarle(ALB.US)