[Securities Daily: rational development of lithium ore is still very important. China must achieve independent control of lithium resources.] on April 27, the Securities Daily article pointed out that it is not cost-effective for enterprises that used to take deposits at high prices to develop now. But is the lithium mine really not smelling good? The answer is no. Lithium resources, as a necessary element in the production of new energy vehicles, still need to be developed continuously in the long run, and should not be reversed because of downstream price fluctuations. From a global point of view, the new energy vehicle industry has been improving for a long time, and the demand for upstream lithium resources in the industrial chain has been there all the time. Under the "double carbon" goal, the market space of the lithium industry chain in the future is still very large. China's lithium resources supply depends on imports, and it is the first importer of lithium resources in the world. To a certain extent, there is a threat of "choking". Judging from the recent regulation of lithium resources in various countries, it is generally strengthening. As the largest country of new energy vehicles, China must realize the self-control of lithium resources. No matter which industry enterprises are in, they will face the ups and downs of the supply and demand structure, and they should not invest wherever the tuyere of the market is. When prices rise, they buy mines crazily, and when prices fall, they will change the track.