赣锋锂业：2021年第三季度报告

亿纬锂能：2021年第三季度报告

盛新锂能：2021年第三季度报告

天齐锂业：2021年第三季度报告

艾媒咨询 | 2025年中国小金属领域市场状况及标杆企业经营数据分析报告

2025年，中国小金属产业在全球能源转型、高端制造升级与国家资源战略管控的多重背景下，摆脱以往“价格波动主导”的发展模式，进入供需趋稳、政策赋能、质量提升、格局分化的关键发展阶段。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布《2025年中国小金属领域市场状况及标杆企业经营数据分析报告》数据显示，中国小金属产业中，营收增速TOP10企业多为细分领域特色企业，部分企业增速突破50%，展现出强劲的成长韧性；头部企业与中小企业发展差距进一步拉大，盈利表现差异显著，利润TOP10企业平均毛利率达40.71%，归母净利润合计突破320亿元，部分稀土、钨类企业凭借资源优势维持高盈利，而锂、钴类部分企业受产品价格波动影响，盈利承压。艾媒咨询分析师认为，在全球能源转型与高端制造国产化需求支撑下，具备战略资源属性、技术附加值高的细分赛道持续具备景气优势，而单纯依赖初级产品、缺乏定价权与成本控制能力的企业盈利稳定性偏弱。与此同时，国家对战略资源的保供和高效利用提出更高要求，也将进一步推动整个行业向技术创新、资源集约和产品高端化方向转型。
In 2025, against the backdrop of global energy transition, the upgrading of high-end manufacturing, and national strategic resource regulation, China’s minor metals industry has moved beyond its previous development model dominated by price volatility, entering a critical stage marked by stable supply and demand, policy empowerment, quality improvement, and structural differentiation. According to the latest report 2025 China Minor Metals Market Status and Benchmark Enterprise Operation Data Analysis Report released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy sector, among China’s minor metals enterprises, the top 10 in terms of revenue growth are mostly specialized enterprises in segmented fields, with some posting growth rates exceeding 50%, demonstrating strong growth resilience. The development gap between leading enterprises and small and medium-sized enterprises has further widened, accompanied by significant divergence in profitability. The top 10 profit-making enterprises recorded an average gross profit margin of 40.71%, with combined net profit attributable to parent companies surpassing 32 billion yuan. Some rare earth and tungsten enterprises maintained high profitability thanks to resource advantages, while certain lithium and cobalt enterprises faced profit pressure due to product price fluctuations.In the view of iiMedia Research analysts, supported by global energy transition and the demand for domestic substitution in high-end manufacturing, segmented sectors with strategic resource attributes and high technical added value will maintain a favorable outlook. By contrast, enterprises relying solely on primary products and lacking pricing power and cost control capabilities exhibit weak profit stability. Meanwhile, the country’s higher requirements for the security, supply, and efficient utilization of strategic resources will further drive the entire industry toward transformation featuring technological innovation, resource intensification, and high-end product development.

蔚蓝锂芯：2021年第三季度报告

艾媒咨询 | 2025-2029年中国锂电池行业研究报告

在全球能源结构加速转型与“双碳”目标引领的时代浪潮下，锂电池行业已成为支撑新能源产业发展的核心力量，中国锂电池行业更是凭借政策、技术和产业链等优势在全球市场中占据重要地位。全球新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025-2029年中国锂电池行业研究报告》数据显示，2024年中国锂电池市场规模已达到17500亿元，同比增长25.0%，预计2029年将超过5万亿元。艾媒咨询分析师认为，在全球产业智能化与绿色化转型的浪潮下，低空经济、电动车等战略性新兴产业的蓬勃发展，正成为驱动锂电池需求爆发式增长的核心引擎。
In the era of accelerated transformation of the global energy structure and the guidance of the "dual carbon" goals, the lithium battery industry has become a core force supporting the development of the new energy industry. China's lithium battery industry has occupied an important position in the global market by virtue of its advantages in policy, technology and industrial chain. According to the latest "China lithium battery industry research report from 2025 to 2029" released by iiMedia Research, a third-party data mining and analysis institution for the global new economy industry, the market size of lithium batteries in China has reached 1,750 billion yuan in 2024, with a year-on-year growth of 25.0%. It is expected to exceed five trillion yuan by 2029. Analysts from iiMedia Research believe that under the global wave of industrial intelligence and green transformation, the vigorous development of strategic emerging industries such as low-altitude economy and electric vehicles is becoming the core engine driving the explosive growth of lithium battery demand.

艾媒报告|2019-2021年中国再生资源行业动向及趋势分析报告

本报告研究涉及企业/品牌/案例：启迪环境，格林美，贵研铂业，山鹰纸业，东江环保，葛洲坝集团绿园科技有限公司，大连环嘉集团，爱回收，奥北环保，盈创回收，收荒匠，爱博绿，闲豆回收，小黄狗，回收宝，远洋集团，江苏霞客环保色纺股份有限公司

随着再生资源产业的逐步发展，中国再生资源市场需求旺盛，拥有完善回收网络和渠道的再生资源回收企业拥有议价权。因此，如启迪环境、格林美、豫光金铅等再生资源上市公司营收稳定增长，具有很好的经济效益。特别是互联网+的发展背景下，资本市场对“互联网+再生资源”行业看好，爱回收、闲豆回收、小黄狗、回收宝等企业都获得亿元以上的融资规模。艾媒咨询分析师认为，在政策大力扶持下，再生资源产业发展前景继续看好，再生资源市场将持续加温。

With the gradual development of renewable resources industry, China's market demand for renewable resources is strong, with a perfect recycling network and channels of renewable resources recycling enterprises have bargaining power. Therefore, such as TUS-EST, GEM, Yuguang Gold&Lead and other renewable resources listed companies revenue growth, with good economic benefits. In particular, in the context of the development of the Internet, the capital market is optimistic about the “Internet and renewable resources“ industry, Aihuishou, Xiandou Recycling, Xiaohuanggou, Huishoubao and other enterprises have obtained more than 100 million yuan of financing scale. iiMedia Research analyze that, under the strong support of policy, renewable resources industry development prospects continue to be optimistic, renewable resources market will continue to warm up.