Zhi Tong Cai Jing·2025-11-28 07:17Group 1 - Tianqi Lithium Industries (002466)(09696) saw a stock increase of over 3%, currently up 3.57% at HKD 49.26, with a trading volume of HKD 189 million [1] - At the "2025 Second China International Lithium Industry Conference" held in Chengdu on November 24, Tianqi Lithium provided a positive assessment of the industry's supply and demand dynamics, indicating a "recovery" [1] - The company announced a significant breakthrough in the core material for all-solid-state batteries—lithium sulfide—marking its transition from "resource and processing" to "cutting-edge new material research and development" [1] Group 2 - Tianqi Lithium is accelerating the construction of a pilot line for lithium sulfide with an annual production capacity of 50 tons, expected to be completed in the second half of 2026 [1] - According to Pacific Securities, global lithium battery production is projected to exceed 1000 GWh in the first three quarters of 2025, driving strong demand for lithium carbonate, which is stabilizing in price and experiencing fluctuations at the bottom [1] - The company is actively positioning itself in emerging lithium battery material technologies to prepare for the development of the next generation of lithium batteries [1]