Quan Jing Wang·2025-07-15 08:48Group 1 - The core viewpoint emphasizes the need for a "long-termism" approach in the lithium battery industry, advocating for companies to find their strengths and stable paths for sustainable growth [1][2] - Tianqi Lithium's half-year performance forecast indicates a net profit range of 0 to 155 million yuan, with a non-recurring net profit range of 0 to 89 million yuan, marking a turnaround from losses in the previous year [1] - The company has maintained a leading position in the industry, with significant increases in production and sales of core lithium compounds and derivatives, alongside improved management and governance since the new chairman took over [1] Group 2 - The company is focusing on a "vertically integrated" business model, enhancing its advantages in the supply chain [2] - The demand for new energy vehicles is rising, with 5.622 million new registrations in the first half of the year, a year-on-year increase of 27.86%, accounting for 44.97% of total new vehicle registrations [2] - Analysts project Tianqi Lithium's net profits to reach 1.768 billion yuan, 3.176 billion yuan, and 5.150 billion yuan in 2025, 2026, and 2027 respectively, indicating strong future growth potential [2]