SZSE · 000155.SZ
≈ 9.4 kt LCE/yr attributable
As of Invalid DatePrices are delayed (end of day for Shanghai and Shenzhen). Hong Kong listings show the company's mainland A-share where it has one.
Net seller of lithium units (mines exceed own refining)
| Asset | Country | Stage | Ownership | Capacity | Attrib. kt LCE | Landed US$/t LCE | Verified |
|---|---|---|---|---|---|---|---|
| Upstream: mines and brines | |||||||
| Lijiagou | China | Producing | 47.06% | 1.05 Mtpa ore; ~150 ktpa SC6 concentrate capacity; H1 2026 production 80.5 kt SC6, sales 79.5 kt SC6. In formal production since Sep 2025 (Yahua H1 2026 report). | 9.4 | — | Pending |
Headline counts mines and brines only. Refineries are listed with their attributable conversion capacity, which is shown under Downstream above and not added to the headline, so lithium is not counted twice. Cell plants are demand, not supply. Landed cost uses the assumptions set on the cost curve.