TINCI(SZ:002709) Sou Hu Cai Jing·2026-01-05 06:23Core Viewpoint - The company Tianqi Materials is expected to achieve a net profit of 1.1 to 1.6 billion yuan in 2025, exceeding expectations due to strong demand from downstream energy storage and a tight supply of lithium hexafluorophosphate [1] Group 1 - The industry has reached a consensus on cautious and orderly capacity expansion, with the company planning to release new capacity based on market demand [1] - Existing production capacity is expected to maintain a high utilization rate [1] - The company is positioning itself in the core materials for solid-state batteries, creating a competitive advantage [1] Group 2 - The sulfide electrolyte is being developed using a liquid-phase reaction method, showing significant performance advantages [1] - The company is advancing the construction of a hundred-ton pilot production line for sulfide electrolytes, with plans to complete it by mid-2026 [1] - As a leading global producer of lithium hexafluorophosphate and electrolytes, the company is likely to benefit from the rising prices of lithium hexafluorophosphate [1]