HK Stock Market Move | Tianqi Lithium Corporation (09696) rose nearly 5% with the Ministry of Industry and Information Technology proposing to strengthen lithium battery technology innovation leadership. The incremental market for lithium metal is huge.

Tianqi Lithium Corporation (09696) rose nearly 5%, rising 4.98% to HK$41.28 as of the time of writing, with a turnover of HK$4.18 billion. On the news front, on September 19, the 2025 Suining International Lithium Battery Industry Conference was held. Wu Guogang, Deputy Inspector of the Electronics Information Department of the Ministry of Industry and Information Technology, stated in his speech that the next step will be to strengthen lithium battery technology innovation leadership, accelerate the layout of cutting-edge technologies, and accelerate the research and industrialization of solid-state batteries, sodium-ion batteries, all-weather batteries, fast-charging batteries, and key materials. In addition, recently, research institutions EVTank, IWERI, and the China Battery Industry Research Institute jointly released the "China Lithium Metal Industry Development White Paper (2025)." According to the white paper, top solid-state battery companies worldwide have begun to layout and research lithium metal for use as the negative electrode material in solid-state batteries. As solid-state batteries achieve large-scale commercialization and the penetration rate of lithium metal as the negative electrode increases, it will open up a huge incremental market for lithium metal. Tianqi Lithium Corporation has a production capacity of 600 tons of lithium metal, with an additional capacity of 1000 tons under construction, ranking second globally.