China's lithium battery materials industry has formed a global competitive landscape characterized by one superpower and multiple strong players, accounting for over 60% of the global market share. By 2025, China's lithium battery materials market is expected to exceed 670 billion yuan. With the explosive growth of the energy storage market and the expansion of emerging applications, demand for lithium battery materials continues to grow. Spodumene is a key raw material for lithium battery cathode materials, and its resource conversion efficiency and technological innovation have become key factors in measuring the core competitiveness of the lithium battery industry.