SSE · 601899.SS
≈ 111 kt LCE/yr attributable
As of 24 Oct 2026Prices 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 | |||||||
| Lakkor Tso | China | Ramping | 63% | Phase 1 20 ktpa lithium salt in operation; Phase 2 +40 ktpa targeted end-2027; 2025 production 12,000 t LCE (project page); H1 2026 9,065 t LCE (H1 Interim) | 13 | — | 24 Oct 2026 |
| Manono (Manono Lithium) | DR Congo | Ramping | 54.9% | H1 2026 production 5,379 t LCE (2,953 t attributable at 54.9%); DMS plant producing since May 2026 | 69 | — | Pending |
| Tres Quebradas (3Q) | Argentina | Ramping | 100% | Phase 1 commissioned (2025 output 5.8 kt LCE; H1 2026 9.2 kt LCE); upgrade to 30 ktpa Li2CO3 planned; Phase 2 +40 ktpa under RIGI | 30 | — | 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.