Core Viewpoint - The article highlights the recent developments and strategic initiatives of Tianqi Materials in the lithium battery materials sector, emphasizing its investment in Morocco and expansion of LiFSI production capacity to meet growing market demands [3][5][7]. Group 1: Investment and Expansion - Tianqi Materials signed an investment agreement with the Moroccan government to build a comprehensive base for producing 150,000 tons of electrolyte and key raw materials annually, with a total investment of approximately 2.8 billion USD [3]. - The project is strategically located in the Jorf Lasfar industrial park, benefiting from Morocco's abundant phosphate resources, which account for 71% of global reserves [3]. - The company plans to invest over 260 million CNY to expand its LiFSI production capacity from 20,000 tons to 40,000 tons annually, responding to the increasing demand for this key electrolyte component [3][5]. Group 2: Market Trends and Product Development - The proportion of LiFSI used in domestic battery manufacturers' formulations has increased, with some companies using 3%-6% in high-performance applications [4]. - Tianqi Materials is positioned as the market leader in LiFSI, with its expansion aimed at meeting the rising demand from fast-charging and high-capacity battery technologies [5]. - The company has developed a 5V electrolyte that enhances battery performance, achieving significant improvements in cycle life under both normal and high-temperature conditions [5]. Group 3: Financial Performance - Despite facing downward pressure in the lithium battery materials market, Tianqi Materials reported a revenue of 12.52 billion CNY and a net profit of 480 million CNY for 2024, maintaining a gross margin of 18.9% [6]. - In Q4 2024, the company achieved a revenue of 3.66 billion CNY and a net profit of 150 million CNY, with a gross margin increase to 19.9% [6]. Group 4: Industry Insights and Future Outlook - The chairman of Tianqi Materials, Xu Jinfeng, emphasized the importance of technological innovation and quality improvement over price competition in the electrolyte industry [7]. - The company is committed to protecting its intellectual property and has taken legal action against those infringing on its trade secrets [7]. - Xu Jinfeng will share insights on industry trends, challenges, and the future development plans of Tianqi Materials at the upcoming conference [7].

电池安全问题一直是行业痛点，而传统电解液的易燃性更是风险源之一。天赐 最新研发的 5V 电 解液 ， 采用高安全性溶剂，不可燃、不易挥发，即使在高温环境下也能稳如泰山，从根本上提升 安全性。 以下文章来源于天赐材料TINCI ，作者天赐材料 天赐材料TINCI . 天赐材料(股票代码:002709)自成立以来一直致力于精细化工新材料的研发、生产和销售，目前拥有锂离 子电池材料和日化材料及特种化学品两大业务板块。未来，天赐材料将持续秉承"绿色化学成就低碳美 丽生活"的使命，为人类创造更低碳更美丽的生活。 摘要 天赐最新研发的5V电解液，采用高安全性溶剂，不可燃、不易挥发。 传统电解液应用在 5V LNMO 体系中存在 循环衰减快 和 产气严重 两大问题，为了攻克这两大难 点，天赐材料推出 的 5V 体系电解液，凭借 抑制高温产气、保护电极、不可燃 三大核心优势， 推动电解液技术升级，进一步提升安全性和可靠性。 5V LNMO 体系的工作电压区间对于传统高压电解液具有极大的挑战，这是因为常用的碳酸酯类 溶剂在 >4.5V 时会被氧化分解产气，导致电池鼓胀、性能下降，甚至存在安全隐患。 天赐 5V 电解液通过调整溶 ...