On the evening of July 14, Tianqi Lithium announced its 2026 semi-annual results forecast. The net profit for the first half of the year is expected to be 2.85 billion yuan to 4.25 billion yuan, an increase of 3276.35% to 4934.91% over the previous year. This increase of more than 30 times is only a microcosm of the full-scale performance explosion in the lithium sector in the first half of the year. With the exception of Tianqi Lithium, among the more than 10 lithium concept stocks that have disclosed their mid-term performance forecasts according to the reporter's statistics, all were expected without exception. The increase in net profit ranged from about doubling to over 20 times. The industry as a whole showed a recovery trend of “full profit, a sharp increase in advance, and an increase when exposed to lithium.” The other side of the collective success of lithium mining companies is the collective “loss of blood” of downstream automakers. The industry generally estimates that for every 10,000 yuan/ton increase in pure electric models with batteries of around 60 kWh, the cost of a bicycle increases by around 300 yuan. However, competition for inventory in the terminal market is heating up, and various brands continue to fight a “price war,” and the channel where costs are transmitted downward has basically been blocked. Upstream lithium mining companies make big profits, and downstream automakers are under pressure on costs — the automobile industry chain in the first half of 2026 is undergoing a double redistribution of profits.

On the evening of July 14, Tianqi Lithium announced its 2026 semi-annual results forecast. The net profit for the first half of the year is expected to be 2.85 billion yuan to 4.25 billion yuan, an increase of 3276.35% to 4934.91% over the previous year. This increase of more than 30 times is only a microcosm of the full-scale performance explosion in the lithium sector in the first half of the year. With the exception of Tianqi Lithium, among the more than 10 lithium concept stocks that have disclosed their mid-term performance forecasts according to the reporter's statistics, all were expected without exception. The increase in net profit ranged from about doubling to over 20 times. The industry as a whole showed a recovery trend of “full profit, a sharp increase in advance, and an increase when exposed to lithium.” The other side of the collective success of lithium mining companies is the collective “loss of blood” of downstream automakers. The industry generally estimates that for every 10,000 yuan/ton increase in pure electric models with batteries of around 60 kWh, the cost of a bicycle increases by around 300 yuan. However, competition for inventory in the terminal market is heating up, and various brands continue to fight a “price war,” and the channel where costs are transmitted downward has basically been blocked. Upstream lithium mining companies make big profits, and downstream automakers are under pressure on costs — the automobile industry chain in the first half of 2026 is undergoing a double redistribution of profits.