Analysis of Tianli Lithium Energy's Strong Performance: Driven by Both Technological Breakthroughs and Industry Prosperity

Tianli Lithium Energy (301152) performed strongly on November 15, 2025, with a single-day increase of 10.93% and successfully entered the strong stock pool [1]. The stock was included in the list of 695 individual stocks that broke their new highs this year in a week, indicating a significant increase in market attention [2].

Tianli Lithium Energy recently obtained an invention patent certificate related to lithium-ion battery cathode materials issued by the State Intellectual Property Office, achieving differentiated breakthroughs in lithium-rich manganese-based materials and COF-modified cathode sheet technology, establishing a high technical barrier [1]. This technological breakthrough has become an important catalyst for market attention.

The lithium battery material industry entered a high prosperity period in 2025, and the price increase of VC electrolyte additives drove the overall industry prosperity [1]. Almost all leading lithium iron phosphate enterprises are operating at full capacity, and the industry’s supply-demand gap is gradually forming, bringing development opportunities for related enterprises [1].

Global lithium battery shipments are expected to continue growing in 2025, with China’s energy storage lithium battery shipments reaching 430GWh in the first three quarters, a year-on-year increase of 65% [1]. The explosive demand from downstream sectors such as new energy vehicles and energy storage provides strong growth momentum for lithium battery material enterprises.

In the third quarter of 2025, the company’s revenue was 1.535 billion yuan, a year-on-year increase of 11.18%, indicating continuous expansion of business scale [1]. However, the company’s net profit remains negative, indicating that profitability needs to be improved, which is a risk point that investors need to pay attention to [1].

Tianli Lithium Energy focuses on the R&D, production and sales of lithium battery materials, with main products including ternary materials, lithium iron phosphate, lithium carbonate, etc. [1]. As a professional supplier of lithium battery materials, the company occupies an important position in the industrial chain.

The company’s technological innovation has been recognized by the market. The acquisition of invention patents not only enhances the technical barrier but also strengthens investors’ confidence in the company’s long-term development prospects. This technology-driven value revaluation is particularly prominent in the current new energy investment boom.

The lithium battery material industry is in a critical period of supply-demand structure optimization. The full capacity operation of leading enterprises and the formation of supply-demand gaps provide historical opportunities for enterprises with technical advantages to achieve both volume and price growth.

Although the stock price performance is strong, the company’s net profit remains negative. This deviation between fundamentals and stock price performance requires investors to maintain rational attention and continuously track the progress of profitability improvement.

• Profitability Risk
  : The company’s net profit remains negative, and there is uncertainty in profitability improvement
• Industry Competition Risk
  : The lithium battery material industry is highly competitive, and technology iteration is fast
• Valuation Risk
  : The stock price has risen sharply in the short term, and there is pressure for valuation correction

• Technical Barrier Advantage
  : Differentiated competitive advantage formed by invention patents
• Industry Prosperity Dividend
  : Opportunities for volume and price growth brought by supply-demand gaps
• Policy Support
  : The new energy industry continues to receive policy support, with good long-term development prospects

Based on the multiple supports of technological breakthroughs, industry prosperity and market demand, Tianli Lithium Energy’s strong performance has certain sustainability. However, investors need to closely monitor the progress of the company’s profitability improvement and changes in the industry competition pattern.

Tianli Lithium Energy’s strong performance is mainly driven by three factors: technological innovation breakthroughs, industry prosperity improvement, and market demand explosion. The company’s recent acquisition of invention patents for lithium-ion battery cathode materials has established technical barriers, while the high prosperity of the lithium battery material industry provides a good development environment for the company. Although revenue maintains growth, net profit remains negative, which is a key risk point that investors need to pay attention to. Overall, under the long-term positive trend of the new energy industry, Tianli Lithium Energy with technical advantages has good development prospects, but short-term stock price performance needs continuous support from fundamental improvement.