高工锂电·2025-11-27 11:15Core Viewpoint - The article emphasizes the importance of technological innovation in navigating the lithium industry cycle, highlighting the strategic shift of leading companies towards next-generation technologies and materials [2][6]. Group 1: Industry Trends - The lithium industry is experiencing a rebalancing of supply and demand, with positive forecasts for recovery [2]. - Emerging sectors such as aerospace, low-altitude economy (flying cars), and artificial intelligence are driving new demand for lithium, beyond traditional energy storage and power batteries [5]. - The breakthrough in solid-state battery technology significantly enhances the industry's resilience, providing greater development space for companies as supply-demand dynamics improve [6]. Group 2: Technological Innovations - Tianqi Lithium has made significant advancements in solid-state battery materials, particularly in lithium sulfide, marking a transition from resource processing to cutting-edge material research [2][12]. - The company has successfully addressed critical challenges in lithium sulfide production, reducing the reaction temperature from 800°C to 350°C through a novel "low-temperature slurry reduction" process [9]. - This innovation leads to a 40% reduction in energy consumption and lowers production costs to 60% of the industry average, effectively removing a major cost barrier to solid-state battery commercialization [10][11]. Group 3: Future Outlook - Tianqi Lithium is preparing for the anticipated boom in solid-state batteries post-2026 by extending its capabilities into high-value-added segments of the supply chain [12]. - The company is currently constructing a pilot line for lithium sulfide production with an annual capacity of 50 tons, expected to be completed by the second half of 2026 [11].