根据已披露的勘探数据，木绒锂矿探明的锂资源量接近99万吨，平均品位1.62%，在四川地区处于领先水平。对于任何一家锂盐企业而言，能够将这样一座矿山完全收入囊中，都意味着在未来数十年的经营周期中拥有了牢固的资源底座。
科技巨头被迫变身“能源运营商”，自己建电厂、买绿电、组网供电。资本开支从“买芯片”转向“买电力”，行业壁垒极高，最终形成巨头封闭的算力能源圈。
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