TIANQI LITHIUM (09696) surged nearly 5%, rising 4.98% to HK$41.28 as of press time, with trading volume reaching HK$418 million.

On the news front, the 2025 Suining International Lithium Battery Industry Conference was held on September 19. Wu Guogang, Deputy Inspector of the Electronic Information Department at the Ministry of Industry and Information Technology, stated in his speech that the next steps will focus on strengthening lithium battery technology innovation leadership, accelerating the deployment of forward-looking technologies, and expediting the research and industrialization of solid-state batteries, sodium-ion batteries, all-climate batteries, fast-charging batteries, and key materials.

Additionally, research institutions EVTank and Ivy Economic Research Institute, in collaboration with the China Battery Industry Research Institute, recently released the "China Metal Lithium Industry Development White Paper (2025)". According to the white paper, leading solid-state battery companies globally have begun deploying and developing metal lithium for use as anode materials in solid-state batteries. With the large-scale commercialization of all-solid-state batteries and the increasing penetration rate of metal lithium anodes, this will open up a huge incremental market for metal lithium.

Among companies in this sector, TIANQI LITHIUM possesses 600 tons of metal lithium production capacity, with 1,000 tons of capacity under construction, ranking second globally.