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

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