On April 20, Tianqi Lithium Corporation released its performance forecast for the first quarter of 2026. The company expects its first-quarter performance to show a significant year-on-year increase, with net profit attributable to shareholders of the listed company ranging from 1.7 billion yuan to 2.0 billion yuan, a year-on-year increase of 1530.31% to 1818.01%. On the one hand, benefiting from the development of the new energy industry and growth in downstream demand, the company's operating revenue for the first quarter increased significantly compared to the same period last year. On the other hand, the company's investment income from its associate SQM increased significantly year-on-year.

On April 10, Shenzhen Capchem Technology Co., Ltd. released its performance forecast for the first quarter of 2026. The announcement shows that for the period from January 1 to March 31, 2026, the company expects a net profit attributable to shareholders of the listed company of 460 million yuan to 500 million yuan, representing a year-on-year increase of 100.11% to 117.51% compared to 229.8775 million yuan in the same period last year; the net profit after deducting non-recurring gains and losses is expected to be 449.28 million yuan to 489.28 million yuan, a year-on-year increase of 102.48% to 120.51%.

Tianshan Aluminum (002532) released its performance forecast on March 29, projecting a net profit attributable to shareholders of 2.2 billion yuan for the first quarter of 2026, representing a year-on-year increase of 107.92%. The main reasons for the company's performance growth are: the partial commissioning of capacity from the 1.4 million-ton electrolytic aluminum green and low-carbon energy efficiency improvement project, resulting in a year-on-year increase of approximately 10% in electrolytic aluminum production and sales; simultaneously, the sales price of electrolytic aluminum products increased by approximately 17% year-on-year, while production costs were effectively controlled and decreased year-on-year, resulting in a synergistic effect of increased volume and price.

Shenghe Resources Holding Co., Ltd. (600392.SH) disclosed its 2025 annual performance forecast, expecting net profit attributable to owners of the parent company to be 790 million–910 million yuan for the full year of 2025, an increase of 582.8035 million–702.8035 million yuan compared with the same period last year, up 281.28%–339.20% YoY.

Beijing Zhong Ke San Huan High Technology Co., Ltd. disclosed its performance forecast. The company expects to achieve a net profit attributable to shareholders of the publicly listed firm of 80 million to 120 million yuan in 2025, an increase of 566.23% to 899.35% compared with the same period last year.

Recently, Shan Shan Co., Ltd. released a 2025 performance forecast indicating a turnaround to profit, with full-year net profit attributable to shareholders of the publicly listed firm expected to reach 400 million to 600 million yuan, successfully reversing the loss compared to 2024. The net profit after deducting non-recurring gains and losses is projected to be 300 million to 450 million yuan, demonstrating strong growth in the core business operations.