# EDGAR Filing Document

**Accession Number:** 0001966702
**File Stem:** 0001966702-26-000001
**Filing Date:** 2026-1
**Character Count:** 11619
**Document Hash:** 3f4f8307c7de4216f884f66c169eb2dd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001966702-26-000001.hdr.sgml**: 20260121

**ACCESSION NUMBER**: 0001966702-26-000001

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20260121

**DATE AS OF CHANGE**: 20260121

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SES AI Corp
- **CENTRAL INDEX KEY:** 0001819142
- **STANDARD INDUSTRIAL CLASSIFICATION:** MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES [3690]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 000000000
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-91985
- **FILM NUMBER:** 26544967

**BUSINESS ADDRESS:**
- **STREET 1:** 35 CABOT RD.
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801
- **BUSINESS PHONE:** 339-298-8750

**MAIL ADDRESS:**
- **STREET 1:** 35 CABOT RD.
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ivanhoe Capital Acquisition Corp.
- **DATE OF NAME CHANGE:** 20200723
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Tianqi Lithium HK Co., Ltd.
- **CENTRAL INDEX KEY:** 0001966702

**ORGANIZATION NAME:**
- **EIN:** 000000000

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G/A

**BUSINESS ADDRESS:**
- **STREET 1:** 402 JARDINE HOUSE 1 CONNAUGHT
- **STREET 2:** PLACE CENTRAL
- **CITY:** HONG KONG
- **STATE:** K3
- **ZIP:** 999077
- **BUSINESS PHONE:** 86 028 85146615

**MAIL ADDRESS:**
- **STREET 1:** NO. 10 EAST GAOPENG ROAD
- **CITY:** CHENGDU, SICHUAN
- **STATE:** F4
- **ZIP:** 610041

### Attached PDF Documents

**Attachment 1:** `Exhibit-99-1.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**(Amendment No. 1)**

**Issuer:** SES AI Corp

**Title of Class of Securities:** Class A common stock, par value $0.0001 per share

**CUSIP Number:** 78397Q109

**Date of Event Which Requires Filing of this Statement:** 12/31/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [ ] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [x] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>Tianqi Lithium HK Co., Ltd. | Names of Reporting Persons<br>Tianqi Lithium HK Co., Ltd. |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>K3 | Citizenship or Place of Organization<br>K3 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>24922386.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>24922386.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>0.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>24922386.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>24922386.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.8% | Percent of Class Represented by Amount in Row (9)<br>7.8% |
| 12. | Type of Reporting Person (See Instructions)<br>CO | Type of Reporting Person (See Instructions)<br>CO |

**Comment for Type of Reporting Person:** 1. Represents (i) 22,140,256 shares of the Issuer's Class A Common Stock and (ii) 2,782,130 shares of Class A Common Stock that will be issued to the reporting person if the closing price of shares of the Class A Common Stock is equal to or greater than $18.00 during the period beginning on the date that is the one year following the closing of the Business Combination (the "Closing") and ending on the date that is five years following such closing (the "Earn-Out Shares").

2. Calculated based on 321,190,509 shares of Class A Common Stock outstanding as of 10 Nov 2025 as reported on the Issuer's Form 10-Q, filed on 12 Nov 2025.

---

| 1. | Names of Reporting Persons<br>Tianqi Lithium Corporation | Names of Reporting Persons<br>Tianqi Lithium Corporation |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>F4 | Citizenship or Place of Organization<br>F4 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>24922386.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>— |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>24922386.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>— |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>24922386.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>24922386.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.8% | Percent of Class Represented by Amount in Row (9)<br>7.8% |
| 12. | Type of Reporting Person (See Instructions)<br>CO | Type of Reporting Person (See Instructions)<br>CO |

**Comment for Type of Reporting Person:** 1. Represents (i) 22,140,256 shares of the Issuer's Class A Common Stock and (ii) 2,782,130 shares of Class A Common Stock that will be issued to the reporting person if the closing price of shares of the Class A Common Stock is equal to or greater than $18.00 during the period beginning on the date that is the one year following the closing of the Business Combination (the "Closing") and ending on the date that is five years following such closing (the "Earn-Out Shares"). Tianqi Lithium HK Co., Ltd. is wholly owned by Chengdu Tianqi Lithium Limited, and Chengdu Tianqi Lithium Limited is wholly owned by Tianqi Lithium Corporation.  Therefore, Chengdu Tianqi Lithium Limited and Tianqi Lithium Corporation may be deemed to be beneficial owners of the shares of Class A common stock held by Tianqi Lithium HK Co., Ltd..

2. Calculated based on 321,190,509 shares of Class A Common Stock outstanding as of 2025-11-10 as reported on the Issuer's Form 10-Q, filed on 2025-11-12.

---

**Item 1(a). Name of Issuer:**
SES AI Corp

**Item 1(b). Address of Issuer's Principal Executive Offices:**
35 CABOT RD., 35 CABOT RD., WOBURN, MASSACHUSETTS, 01801.

**Item 2(a). Name of Person Filing:**
This Statement is being filed on behalf of (i) Tianqi Lithium HK Co., Ltd., and (ii) Tianqi Lithium Corporation. Tianqi Lithium HK Co., Ltd. and Tianqi Lithium Corporation are each referred to herein as a "Reporting Person" and are collectively referred to herein as the "Reporting Persons".  The agreement between the Reporting Persons relating to the joint filing of this Statement is attached hereto as Exhibit 99.1.

**Item 2(b). Address of Principal Business Office:**
The address of the principal business office for each Reporting Person is No.166 Hongliang West 1st Street, Tianfu New Area, Chengdu, Sichuan, China.

**Item 2(c). Citizenship:**
The citizenship of Tianqi Lithium HK Co., Ltd. is Hong Kong. The citizenship of Tianqi Lithium Corporation is the People's Republic of China.

**Item 2(d). Title of Class of Securities:**
Class A common stock, par value $0.0001 per share

**Item 2(e). CUSIP Number:**
78397Q109

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [ ] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

The information required by Items 4(a) is set forth in Row 9 of the cover page for each Reporting Person and is incorporated herein by reference.

**(b) Percent of class:**

The information required by Items 4(a) is set forth in Row 11 of the cover page for each Reporting Person and is incorporated herein by reference.

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

The information required by Items 4(c) is set forth in Rows 5-8 of the cover page for each Reporting Person and is incorporated herein by reference.

**(ii) Shared power to vote or to direct the vote:**

—

**(iii) Sole power to dispose or to direct the disposition of:**

The information required by Items 4(c) is set forth in Rows 5-8 of the cover page for each Reporting Person and is incorporated herein by reference.

**(iv) Shared power to dispose or to direct the disposition of:**

—

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

Not Applicable

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

—

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Tianqi Lithium HK Co., Ltd.**

**Date:** 12/31/2025

**By:** Yuway Szetoo

**Name & Title:** Director

**Tianqi Lithium Corporation**

**Date:** 12/31/2025

**By:** Frank Chun Shing Ha

**Name & Title:** Chief Executive Officer