Sichuan Yahua Industrial Group

Name

Sichuan Yahua Industrial Group

Legal name

四川雅化实业集团股份有限公司

Website

https://scyahua.com

Company type

Public

Founded year

1952

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Industrial Chemicals and Explosives

NAICS

Chemical Manufacturing (325), Explosives Manufacturing (32592), Explosives Manufacturing (325920)

SIC

Industrial Inorganic Chemicals (2810), Miscellaneous Chemical Products (2890), Chemicals & Allied Products (2800)

akta.pro primary industry

Battery-Grade Chemical Processing (LiOH/Li2CO3, Ni/Co Sulfates, Mn Sulfate) (IMAKAFAI)

Keywords

• Lithium salt production
• Civil explosives manufacturing
• Mining blasting services
• Electronic detonator technology
• Hazardous materials transport

Headquarters

HQ city

Chengdu

HQ country

China

HQ region

Asia

Offices7 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Operations, Technology or R&D, Personnel, Infrastructure

Revenue model

1. Lithium Products: Manufacturing and sales of lithium salt products including lithium carbonate, lithium hydroxide, and lithium phosphate. Revenue from lithium concentrate mining at Kamativi mine in Zimbabwe. Current lithium salt capacity of 130,000 tons with 60,000 tons overseas capacity planned.
2. Civil Explosives: Manufacturing and sales of industrial explosives, initiation equipment, and blasting materials. 20+ production points across China. Products include emulsion explosives, modified ammonium nitrate fuel oil explosives, electronic detonators, and delay detonators.
3. Mining Services: Comprehensive mining services including blasting solutions, on-site mixed explosive production, mine construction, drilling and blasting, ore sorting, transportation, resource sales agreements, exploration, and financing. Services cover 100+ mines with annual ore mining exceeding 500 million tons.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Sichuan Yahua Industrial Group manufactures and sells industrial explosives, civil explosive devices (including electronic detonators), lithium salt products (lithium carbonate, lithium hydroxide, lithium phosphate), and surfactant products. It also provides integrated mining and blasting services and hazardous materials transportation, with lithium salts supplied directly to global battery and EV manufacturers and explosives/blasting services delivered to mining, infrastructure and construction sectors.

Product overview

Sichuan Yahua Industrial Group operates a dual-core business model comprising lithium industry (雅化锂业) and civil explosives (雅化民爆), supported by mining services (雅化矿服) and hazardous materials transportation (雅化运输). The lithium division produces lithium carbonate, lithium hydroxide, and lithium phosphate through subsidiaries including Ya'an Lithium Co., Ltd., Sichuan Guoli Lithium Materials, Sichuan Xingsheng Lithium, and Kamativi Mining Company (KMC) in Zimbabwe — with current lithium salt capacity of 130,000 tonnes and 60,000 tonnes planned overseas. The civil explosives division manufactures emulsion explosives, industrial detonators, and electronic detonators across 20+ production sites in China and 2 overseas, serving mining, infrastructure, hydropower, and construction sectors. The mining services division provides integrated solutions including explosives supply, on-site mixing, mine construction general contracting, tunnel and earthwork blasting, and mine remediation. The transport division operates 500+ hazardous materials vehicles with nationwide coverage and all 1-9 category dangerous goods transport qualifications.

Differentiator

Problem solved

Functional benefit

Products and services

• Yahua Lithium (雅化锂业) Lithium business division producing and selling lithium salt products (lithium carbonate, lithium hydroxide, lithium phosphate) for global battery manufacturers, cathode material producers, and EV OEMs. Current capacity 130,000 tons with 60,000 tons planned overseas.
• Yahua Civil Explosives (雅化民爆) Civil explosive products including industrial explosives, initiation equipment, blasting materials, and electronic detonators. Operates 20+ production sites across China plus overseas, with electronic detonators ranked #1 in China for four consecutive years.
• Yahua Mining Services (雅化矿服)

Quantifiable outcome

• 130,000 tons current lithium salt capacity with 60,000 tons overseas capacity planned
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, strategic and major.

• FastmarketscoreStrategic or Co-development Partner · 24 June 2026Member of Fastmarkets' digital spot market platform advisory group for lithium. Initiative aims to enhance price transparency and liquidity in the lithium market. Supports platform development alongside PLS Group Ltd and Liontown Ltd.
• 四川资源集团 (Sichuan Resources Group)strategicStrategic or Co-development Partner · 2 June 2026Sichuan Resources Group chairman Luo Zhibo led research visit to Yahua Group's Ya'an lithium facility. Focus on strengthening industrial collaboration and coordinated economic development.
• 山东龙海民爆有限公司 (Shandong Longhai Civil Explosives)strategicStrategic or Co-development Partner · 10 April 2026Equity integration partnership signed in April 2026. Marks strategic consolidation in the civil explosives industry to strengthen market position.
• Lithium Ionic Corp.majorStrategic or Co-development Partner · 25 March 2026Binding five-year offtake agreement for supply of 170,000 tonnes per annum of spodumene concentrate from Bandeira Lithium Project in Minas Gerais, Brazil. Minimum pricing of US$1,000/t with no maximum price cap. Includes US$20 million combined pre-payment facility. Enhances project bankability for construction decision.
• Grand ChenmajorStrategic or Co-development Partner · 25 March 2026Co-counterparty in binding five-year offtake agreement with Lithium Ionic Corp. for spodumene concentrate supply. Both companies are tier-one suppliers to major battery and EV manufacturers including BYD, Tesla, CATL and LG Energy Solution.
• Zimbabwe GovernmentcoreStrategic or Co-development Partner · 27 February 2026Joint venture with Zimbabwean state at Kamativi lithium mine for construction of lithium sulfate plant. Part of Zimbabwe's policy to shift from exporting raw lithium to processing higher-value lithium sulfate domestically.

Scale indicators9 records

Recent moves1 record

Expansion highlights6 records

Direct peers

• Tianqi Lithium: China's largest lithium salt producer (LiOH/Li2CO3) with upstream Australian and Chilean resource holdings. Closest direct competitor to Yahua in battery-grade lithium chemicals, sharing customers like CATL, LGES and global cathode producers.
• Ganfeng Lithium: Vertically integrated Chinese lithium major producing lithium carbonate, hydroxide and metallic lithium with global resource assets. Directly comparable to Yahua's lithium salt business and overlap in cathode/battery customer base.
• Shengxin Lithium Energy: Shenzhen-listed Chinese lithium salts producer with mining assets in Sichuan and overseas. Competes head-to-head with Yahua in battery-grade lithium salts and is part of the same SZSE-listed peer set.
• Yongxing Special Materials: Chinese lithium carbonate producer operating in Jiangxi with integrated lithium chemicals capacity. Directly comparable lithium salt product portfolio and similar downstream customer mix in the battery supply chain.
• EIPL (China Industrial Explosives / Yipuli): China's largest civil explosives and blasting services group. Closest direct competitor to Yahua's explosives and mining services businesses, with overlapping emulsion explosives, detonator and blasting engineering offerings.
• Anhui Jiangnan Chemical (Jiangnan Chemical): Shenzhen-listed civil explosives and chemical company producing industrial explosives, detonators and related blasting materials. Directly competes with Yahua Civil Explosives across China.

Broad incumbents

• Albemarle Corporation: World's largest dedicated lithium producer with integrated brine and hard-rock resources supplying global battery and EV customers. Represents Yahua's largest global competitor in lithium chemicals at much greater scale.
• SQM: Chilean global lithium, specialty chemicals and iodine major with massive brine-based lithium output. Competes with Yahua in the global battery-grade lithium salt market and on price discovery (via Fastmarkets/spot platforms).

Regional players

• Sichuan Energy Development (CNNC): Sichuan-based resources and lithium platform with hard-rock lithium assets in the same province as Yahua. A regional competitor for upstream lithium resources and battery-grade salts within southwestern China.

Emerging players

• Pilbara Minerals: Australian hard-rock spodumene producer (Pilgangoora) supplying upstream feedstock into the Chinese lithium conversion chain. Comparable to the upstream mining segment of Yahua's integrated lithium platform and an indirect competitor via the spodumene spot market Yahua accesses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/sichuan-yahua-industrial-group-co-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries20 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sichuan Yahua Industrial Group