Core Viewpoint - Tianqi Lithium Industries (09696) saw a nearly 5% increase in stock price, reaching HKD 41.28 with a trading volume of HKD 418 million, following the announcement of advancements in lithium battery technology and market opportunities for lithium metal [1] Industry Developments - The 2025 Suining International Lithium Battery Industry Conference highlighted the Ministry of Industry and Information Technology's focus on enhancing lithium battery technology innovation and accelerating the development of solid-state batteries, sodium-ion batteries, all-climate batteries, fast-charging batteries, and key materials [1] - A white paper titled "China's Metal Lithium Industry Development White Paper (2025)" was jointly released by EVTank, the YV Economic Research Institute, and the China Battery Industry Research Institute, indicating that leading companies in solid-state batteries are beginning to develop lithium metal for solid-state battery anodes [1] - The commercialization of all-solid-state batteries and the increasing penetration of lithium metal anodes are expected to create a significant incremental market for lithium metal [1] Company Position - Tianqi Lithium Industries has a production capacity of 600 tons of lithium metal and an additional 1,000 tons under construction, ranking as the second-largest globally [1]
港股异动 | 天齐锂业(09696)涨近5% 工信部提出强化锂电池技术创新引领 金属锂增量市场巨大