Recently, Guocheng Mining released a record sheet of investor relations activities. Investors ask, how do you view the lithium price trend in the next few years? How to deal with the impact of lithium price fluctuations on the operating efficiency of Jinxin Mining? The company said that the rise in lithium prices in the last round was mainly driven by an explosion in terminal demand combined with inventory replenishment in the industrial chain. Prices were flexible but fluctuated sharply. In addition to electric vehicles on the demand side of this round, energy storage has become the main incremental force — the power grid side and large storage capacity will continue to be released. In the future, the construction of AI and computing power centers will bring new demand for electricity consumption and backup, and supporting energy storage in data centers is forming an incremental scenario; emerging applications such as robotics, low-altitude economy, and consumer electronics are also gradually opening up. At the same time, this round of supply-side emissions is more scattered and the cost curve is steeper. Therefore, the advantages of enterprises located on the left side of the cost curve and with high resource self-sufficiency rates will be more prominent. The price decline period is sufficient to cross the cycle, and the flexibility of the upward price period will increase; the company's new energy business relies on a “resource self-sufficiency plus mineralization integration” cost structure, and profit elasticity is within the safe margin of the cost line, which can effectively avoid the impact of lithium price fluctuations on Jinxin Mining's operating efficiency.

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