SZSE · 002497.SZ
≈ 35 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.
Self-sufficiency (upstream ÷ downstream) 48% · Net buyer of feed: refineries need outside concentrate
Not quantified yet: Sichuan Guoli Lithium (Wenchuan)
| Asset | Country | Stage | Ownership | Capacity | Attrib. kt LCE | Landed US$/t LCE | Verified |
|---|---|---|---|---|---|---|---|
| Upstream: mines and brines | |||||||
| Kamativi | Zimbabwe | Producing | 68% | 2.3 Mtpa ore mining and beneficiation; 350 ktpa lithium concentrate (grade not stated); reached design output in H2 2025 (H1 2026 report p.28: 卡玛蒂维锂精矿已于 2025 年下半年达产，年产锂精矿约 35 万吨). 75 ktpa lithium sulp | 30 | — | Pending |
| Lijiagou | China | Producing | 27.94% | 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). | 5.6 | — | Pending |
| Downstream: conversion and refineries | |||||||
| Sichuan Guoli Lithium (Wenchuan) | China | Producing | 56.26% | 13 kt lithium salts (hydroxide/carbonate mix not split by site in the source). | — | — | Pending |
| Ya'an Lithium (Yahua) | China | Producing | 100% | 80 kt lithium salts: 50 kt LiOH + 30 kt Li2CO3 (IR record 27 Mar 2025); Phase 3 adds a 30 kt LiOH line (in commissioning per IR record 12 Nov 2025). Group total 'nearly 130 kt' across Ya'an and Guoli | 74 | — | 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.