Another company has newly achieved self-sufficiency in overseas lithium mining.

Recently, Yexia Group stated on the investor interaction platform that its lithium mine project in Zimbabwe has already transported a batch of lithium ore back to China and used it for related production. It is expected that the self-sufficiency rate of lithium ore will increase.

Yazhe Group stated that it is currently actively conducting investigations into high-quality lithium resources both domestically and internationally. It will strictly follow the principles of "multi-dimensional argumentation, full-process research, and prudent decision-making" to advance the relevant work.

According to the data, as of November 2025, Yage Group has established a diversified supply channel layout consisting of self-owned mines and purchased mines, and has built a relatively complete lithium resource guarantee system.

In terms of the self-controlled mine, the first and second phase projects of its Kamativi lithium mine in Zimbabwe have been fully completed in 2024. Currently, it has an annual processing capacity of 2.3 million tons of raw ore. The related products have been successively transported back to China for production. Additionally, by holding a stake in the Li Jia Gou lithium mine in Sichuan, Ya Zao Group has obtained the priority supply rights for this mine.

Regarding the purchased minerals, Yageo Group obtained the exclusive sales rights for relevant lithium minerals through signing long-term agreements, such as those from Pilbara in Australia, DMCC in Africa, and Atlas in Brazil, etc. This enables it to meet the lithium mineral resources needed for its own lithium salt production capacity.

According to the previous disclosure by Yage Group, its lithium salt customers mainly sign long-term agreements. Domestic companies include Ningde Times, Zhenhua, Ximatong, etc., while foreign companies include TESLA, LGES, LGC, SKON, Panasonic, etc. Its current comprehensive designed production capacity of lithium salts is 9.9万吨. The newly-built 30，000-ton high-grade lithium salt material production line of Ya'an Lithium Industry is currently in the debugging stage， and it is expected that the comprehensive production capacity of lithium salts will reach nearly 130,000 tons.

From the perspective of lithium mine layout, the production of lithium ore at Yage Group's mine in Zimbabwe has been achieved. This move echoes the global resource layout of companies like Tianqi Lithium and Ganfeng Lithium, demonstrating the industry's ability to independently control core resources, and further enhancing it.

From the perspective of the lithium salt business, Yage Group's increase in its lithium ore self-sufficiency rate will help enhance the resilience of its lithium salt business. Overall, the resource layout of the leading lithium salt enterprises will facilitate the transformation of industry competition from a simple price game to a comprehensive strength competition involving "resource guarantee and cost control".

In this context, lithium salt enterprises with a high self-sufficiency rate in lithium resources will continue to strengthen their resource barriers, and the survival space for small and medium-sized enterprises will be further compressed.

Looking at the future market, with the strong demand from the downstream sectors of new energy vehicles and energy storage, lithium salt enterprises with stronger resource guarantee capabilities and better technology cost reduction capabilities may help the lithium battery industry move towards a "stable symbiotic" ecological competition pattern.