Core Viewpoint - The article highlights the significant rebound in Tianqi Materials' performance, with a projected net profit for 2025 between 1.1 billion and 1.6 billion yuan, representing a year-on-year growth of approximately 127.31% to 230.63% [2] Group 1: Financial Performance - Tianqi Materials expects a net profit of approximately 1.1 billion to 1.6 billion yuan for 2025, which is a substantial increase compared to the 480 million yuan net profit in 2024 [2] - The company's Q1 2025 revenue was about 3.49 billion yuan, a year-on-year increase of approximately 41.6%, with a net profit of around 150 million yuan, up 30.8% [3] - For the first half of 2025, revenue reached approximately 7.03 billion yuan, a 29% increase year-on-year, with a net profit of 268 million yuan, reflecting a 12.79% growth [3] Group 2: Market Dynamics and Strategy - The growth in Tianqi Materials' performance is attributed to the increasing demand in the new energy vehicle and energy storage markets, along with effective capacity ramp-up and cost control [3] - The company has secured large-scale orders from several key players in the industry, including a production target of 2.9 million tons, with expected revenue of around 50 billion yuan [5] - The price of lithium hexafluorophosphate has doubled since July, positively impacting the prices of electrolytes, which rose from 20,000 yuan per ton to over 30,000 yuan per ton [5] Group 3: Technological Advancements - Tianqi Materials has invested significantly in R&D, with expenses reaching 660 million yuan in 2024, accounting for about 5% of revenue, and the number of R&D personnel exceeding 700, a growth of over 25% [4] - The company has developed proprietary technologies, including the ability to produce lithium hexafluorophosphate in-house and advancements in liquid production technology, which streamline the manufacturing process [6] - Tianqi is also preparing for future trends in solid-state batteries, with plans to achieve a production capacity of 1,000 tons by 2026 [6] Group 4: Global Expansion - The company is expanding its production capacity overseas, with projects in Morocco and the United States underway [7] - Tianqi Materials aims to deepen its global strategy, focusing on markets in North America, Europe, and Southeast Asia [8]

新征程呼唤新作为，新篇章更需勇担当。2026年，我将带领天赐材料全体同仁，坚守实业初心、深耕主 业根基，持续加大科技创新力度，引领绿色化学实践，稳步拓展全球产业版图，深度拥抱资本市场。愿 与各界朋友携手并肩、同心致远，在"十五五"的壮阔征程中，以材料创新赋能全球产业升级，共绘高质 量发展的奋进新蓝图！ 作为天赐材料董事长，我始终坚信，未来五年将是锂电与储能产业的全新增长周期，而高水平科技创新 正是企业把握行业机遇、乘势而上的核心动力。我们将持续保持高水平研发投入，依托自有研发创新平 台，深化"领域—产品—技术"一体化创新研发模式，加速前沿科技成果产业化落地，让每一项创新都成 为壮大新质生产力的坚实支撑，全面强化公司在全球产业链、供应链、价值链中的核心竞争优势。 立足全球视野，我们将持续深化全球化战略布局。依托核心技术与卓越品质优势，进一步扩大北美、欧 洲、东南亚等重点区域市场份额，加速布局海外研发生产基地，实现产能落地与本土化服务的协同共 进。我们秉持开放共赢理念，持续深化与核心客户的战略合作，丰富客户结构，同时借助资本市场的资 源配置功能，整合全球优质创新资源与产业资源，锤炼新质生产力的国际竞争力，全力擦亮 ...