Multi-Pronged Approach: Domestic and Overseas Enterprises Accelerate Lithium Sulfide Capacity Layout, Sulphide Solid-State Battery Industrialisation Process Becomes Clear

1. [Solid-State Battery: Tinci Reveals That Approximately 400 kg of Lithium Sulphide Is Required per Ton of Sulphide Solid-State Electrolyte]

On August 14, 2025, Tinci Materials (002709) responded to investor inquiries on the investor relations platform, stating that the mainstream technical route currently requires approximately 400 kg of lithium sulphide per ton of sulphide solid-state electrolyte. The company's sulphide-based solid-state electrolyte is in the pilot stage, primarily cooperating with downstream battery customers for material technical validation at this stage. The progress of technical validation involves confidentiality agreements with customers.

2. [Tianqi Lithium's 50 mt/Year Lithium Sulphide Project Has Commenced Construction]

Tianqi Lithium Co., Ltd. disclosed in an investor relations activity record announcement released on September 2 that, regarding key materials, the company has successfully completed the industrialisation preparations for lithium sulphide, a core raw material for the next generation of solid-state batteries, and is continuously advancing product quality improvement and cost-reduction technology optimisation. To meet the demand for lithium sulphide from downstream sulphide solid-state electrolytes, the company's pilot project with an annual capacity of 50 mt of lithium sulphide has been substantially launched and commenced construction in Meishan, Sichuan. This project adopts a self-developed new patented technology for high-purity lithium sulphide preparation, which features low risk and rapid mass production capability, providing support for the subsequent stable supply of lithium sulphide. To date, the company has conducted sampling with over ten downstream customers, receiving positive feedback.

3. [TONZE Lays Out Liquid-Phase Lithium Sulphide Process, Pilot Line Under Preparation]

TONZE released an institutional survey summary on September 4, 2025, stating that the company has completed laboratory trial production of various materials compatible with solid-state/semi-solid-state batteries, such as the semi-solid-state electrolyte additive lithium bis(trifluoromethanesulphonyl)imide, high-purity lithium sulphide, new-type silicon carbon anode, and single-walled nanotube conductive agent. Meanwhile, the company has decided to adopt a relatively unique liquid-phase process for lithium sulphide preparation, which has initially completed small-scale trial verification and is currently preparing to establish a 2 mt/year pilot trial production line.

4. [South Korea's ISU Specialty Chemical 150 mt Lithium Sulphide Project Commences Construction]

On September 8, 2025, South Korea's ISU Specialty Chemical commenced construction for the commercial production of lithium sulphide, a key raw material for sulphide electrolyte in all-solid-state batteries, with an annual capacity of 150 mt. The project investment amounts to approximately 85.2 billion won (435 million yuan), with a designed capacity of 150 mt per year, expandable to a maximum of 500 mt. The downstream market is estimated to be China, Japan, and South Korea.

5. [TONZE Subsidiary Obtains Patent Authorization for Lithium Sulphide]

On September 8, 2025, TONZE released an abnormal stock trading fluctuation announcement, stating that the company has noted the recent high market attention on the solid-state battery concept. To date, the company's subsidiary Jiangsu Tailian Material Technology Co., Ltd. has obtained a patent for "A Lithium Sulfide Material and Its Preparation Method and Application." Lithium sulfide is a raw material for producing electrolytes in sulphide solid-state batteries. The company is currently advancing the industrialisation of this patent, with related R&D and testing work proceeding in an orderly manner. Affected by macroeconomic, industry policy, and market environment changes, there are also risks that the project may not meet expectations in terms of industrialisation and commercialisation.

6. [Wanbang's Yunneng Lithium Industry 200 mt Lithium Sulfide Project First Environmental Impact Assessment Public Notice]

On September 11, 2025, according to Wanbang's official website, Sichuan Yunneng Lithium Industry New Materials Technology Co., Ltd. released the first public notice for the environmental impact assessment of its "Annual 200 mt High-Purity Lithium Sulfide Demonstration Line." This announcement was reissued due to a change in the environmental assessment unit.

7. [Ganfeng Lithium's Lithium Sulfide Products Supplied to Multiple Customers]

Ganfeng Lithium announced in its investor relations activity record that in the field of sulphide solid-state battery materials, the company has laid out both lithium sulfide and sulphide electrolyte key materials. The company's lithium sulfide product has a main content ≥99.9% and D50 ≤5μm. With high purity, low impurity content, and excellent consistency, it meets the technical requirements for high-conductivity solid electrolyte materials. It has already passed customer quality certification and has been supplied to multiple downstream customers. At the same time, the company is actively developing more cost-advantaged lithium sulfide preparation processes.

8. [EVE Expected to Achieve Breakthrough in Solid-State Battery Production Process by 2026]

According to a representative from EVE Energy Co., Ltd., the company has completed the development of Ah-level pouch sulphide solid-state battery samples. A pilot line with a capacity of 100 megawatt hours is expected to be operational in 2025. The company plans to achieve a breakthrough in the production process of solid-state batteries by 2026, launching a high-power, highly environmentally tolerant, and absolutely safe solid-state battery.

9. [CATL Expected to Produce Small Batches of Sulphide Solid-State Batteries by 2027]

Contemporary Amperex Technology Co., Limited increased its R&D investment in sulphide solid-state batteries in 2025. The company has expanded its R&D team to over 1,000 people. Previously, it established a 10Ah-level solid-state battery validation platform and recently entered the 20Ah sample trial production stage. According to company sources, there is a significant chance of small-batch production of sulphide solid-state batteries by 2027.

10. [Yunnan Enjie Completes Construction of 100 mt Lithium Sulfide Pilot Line]

Yunnan Enjie New Materials Co., Ltd. previously announced that in terms of solid-state battery material layout, its subsidiary Hunan Enjie Frontier New Materials Technology Co., Ltd. has completed the construction and operation of a small-scale annual production capacity for high-purity lithium sulfide. A 100 mt lithium sulfide pilot line has been set up, and a 10 mt solid electrolyte production line has been put into operation, with the capability to deliver products.