节点:下游(终端消费/应用)位置:下游情绪:利好参考度:4/10


2025年作为“十四五”规划收官与“十五五”开局的关键节点,中国锂产业围绕资源保障与新质生产力培育持续推进。新版产资源法7月实施,首次将锂列为独立战略性矿产,监管体系进一步完善。藏格钾肥格尔木项目违规开采后完成整改,10月获采矿证复产;宜春8宗锂矿权因证载矿种不符需变更核实,宁德时代宜春项目暂停续证;宜春拟注销27宗过期采矿证,行业合规性水平提升。

商务部与科技部7月调整技术出口目录,新增下一代高端铁锂制备技术限制出口,修改锂辉石提锂生产碳酸锂、氢氧化锂等四项技术,限制类技术实行许可证管理。锂行业“反内卷”持续推进,锂业分会发布倡议书抵制恶性竞争,车企协会推出供应商账款支付规范,工信部召开座谈会治理非理性竞争,引导产能合理布局与有序出海。

多家企业取得关键采矿证:维拉斯托锂矿(亚洲最大硬岩型)获证,探明氧化锂金属量57.6万吨,一期露天开采2026年7月投产;麻米措盐湖采矿证落地,氯化锂储量250.11万吨,一期5万吨碳酸锂项目启动;鸡脚山锂矿获30年采矿证,资源量折324.43...

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