证券日报网讯12月24日，多氟多（002407）在互动平台回答投资者提问时表示，公司六氟磷酸锂现有产 能6万吨/年左右，扩产节奏根据市场实际需求做动态调整；根据规划，明年年底电池板块产能预计达到 50GWh，计划出货30GWh左右，具体收入情况由产品销售量和市场价格决定；公司各业务板块详细介 绍，请参阅公司年报相关章节。 ...

证券日报网讯 12月24日，多氟多在互动平台回答投资者提问时表示，六氟磷酸锂的生产涉及复杂的工 艺流程，不同企业在技术路线、生产规模及精益化管理水平上存在差异，因此具体原材料单耗数据属于 企业核心工艺参数。多氟多作为全球晶体六氟磷酸锂行业头部企业，通过持续的技术迭代与工艺创新， 已形成独到的闭环生产体系，在原料利用率、能量回收及副产物循环利用等方面达到行业先进水平，单 位产品原料消耗低于行业平均，具备全产业链成本竞争优势。 （文章来源：证券日报） ...

证券日报网讯 12月24日，多氟多在互动平台回答投资者提问时表示，公司不存在应披露而未披露的重 大信息。 （文章来源：证券日报） ...

Market Overview - As of December 24, the Shanghai Composite Index closed at 3940.95 points, up by 20.97 points, representing a 0.53% increase [1] - The Shenzhen Component Index closed at 13486.42 points, up by 117.43 points, with a 0.88% increase [1] - The ChiNext Index closed at 3229.58 points, up by 24.57 points, reflecting a 0.77% increase [1] Stock Performance - A total of 89 A-shares had a turnover rate exceeding 20%, with six stocks, including C Jianxin and C Nabai Chuan, having turnover rates above 50% [1] - C Jianxin (688805) had a closing price of 58.12 yuan and a turnover rate of 77.25%, with a significant increase of 212.81% [1] - C Nabai Chuan (301667) closed at 82.73 yuan, with a turnover rate of 67.98%, but experienced a decline of 28.06% [1] - C Xihua (603248) closed at 26.01 yuan, with a turnover rate of 57.63%, and a decrease of 29.34% [1] - C Tiansu (301449) closed at 75.83 yuan, with a turnover rate of 54.69%, down by 24.93% [1] - Other notable stocks include C Youxun (688807) with a closing price of 231.60 yuan and a turnover rate of 50.23%, up by 14.03% [1] Additional Notable Stocks - Huazhong Cable (001208) closed at 21.05 yuan with a turnover rate of 49.18%, up by 6.10% [1] - Guangdao Tui (920680) closed at 1.32 yuan, with a turnover rate of 46.41%, and an increase of 29.41% [1] - Tongyu Communication (002792) closed at 34.71 yuan, with a turnover rate of 42.86%, up by 6.31% [1] - Shennong Agriculture (300189) closed at 7.90 yuan, with a turnover rate of 41.35%, up by 1.41% [1]

（文章来源：每日经济新闻） 多氟多（002407.SZ）12月24日在投资者互动平台表示，公司六氟磷酸锂现有产能6万吨/年左右，扩产 节奏根据市场实际需求做动态调整；根据规划，明年年底电池板块产能预计达到50GWh，计划出货 30GWh左右，具体收入情况由产品销售量和市场价格决定；公司各业务板块详细介绍，请您参阅公司 年报相关章节。 每经AI快讯，有投资者在投资者互动平台提问：公司明年扩产后，六氟磷酸锂年产能是多少，一吨的 生产成本是多少？ 明年扩产后电池的出货量是多少GWh，能带来的收入是多少？ 公司还有其他业务可 以披露吗？ ...

人民财讯12月24日电，多氟多（002407）12月24日在互动平台表示，公司对明年六氟磷酸锂产品的供需 及价格预期较乐观。 ...

Group 1 - The core viewpoint of the article is that the company, 多氟多, is adjusting its production capacity of lithium hexafluorophosphate based on market demand, with a current capacity of approximately 60,000 tons per year [1] - The company plans to expand its battery segment capacity to 50 GWh by the end of next year, with an expected shipment of around 30 GWh [1] - Revenue from the battery segment will be determined by product sales volume and market prices [1]

Group 1 - The core viewpoint of the article is that the company, 多氟多, has indicated that its boron-based materials can be applied in niche sectors such as the nuclear industry and pharmaceuticals [1]

Core Viewpoint - LiFSI (Lithium bis(fluorosulfonyl)imide) is transitioning from a performance-enhancing additive to a core material in high-end battery formulations, with its usage in leading battery manufacturers increasing from 5% to 15% as the industry moves towards high-nickel ternary, fast-charging, and solid-state batteries [1] Group 1: Advantages and Shortcomings of LiFSI - Core advantages include high efficiency and safety, with an ionic conductivity of 10.2 mS/cm at 25°C, which is 15% higher than traditional LiPF₆, and a capacity retention rate of 82.3% after 1000 cycles with high-nickel cathodes [3] - LiFSI remains conductive at -40°C, addressing range reduction issues for electric vehicles in cold climates, and shows excellent compatibility with silicon-carbon anodes and high-voltage cathodes above 4.4V, making it a standard material for 800V platforms [4] - As a primary salt, LiFSI can create high-concentration electrolytes, meeting the interface control needs of semi-solid batteries, with CATL's Kirin battery requiring at least 20% addition [5] - Current production costs are high, ranging from 120,000 to 200,000 yuan per ton, which is 2-3 times that of LiPF₆, despite a significant decrease from 800,000 yuan per ton in 2021 [6] - There is a risk of aluminum foil corrosion at high voltages, necessitating the use of additives like LiPO₂F₂ or blending with LiPF₆, complicating formulations [7] - The synthesis process is complex, requiring multiple reactions and a product purity of over 99.99%, with metal impurities needing to be controlled below 5 ppm [8] Group 2: Capacity Landscape - The domestic LiFSI market is highly concentrated, with over 85% market share held by five companies, including Tianqi Materials and Dongyue Group, as of Q3 2025, with effective capacity reaching 32,000 tons [9] - Tianqi Materials leads the industry with a capacity of 30,000 tons, expected to expand to 90,000 tons by 2026, benefiting from a cost advantage of 15% due to its integrated supply chain [10] - Dongyue Group operates at full capacity with 8,000 tons, achieving over 90% self-sufficiency in intermediates and maintaining top-tier impurity control [11] - New Zhongbang and Yongtai Technology focus on high-end markets with capacities of 5,000 tons and 6,000 tons, respectively, with the latter reducing energy consumption by 30% through continuous flow processes [12] - By 2026, planned domestic capacity is expected to exceed 50,000 tons, but only 30% will be high-end electronic-grade, leading to price competition in mid-to-low-end products [13] Group 3: Development Pathways - In the short term (2025-2027), LiFSI is expected to penetrate the market as an additive, increasing its proportion in power batteries from 8.5% to 20%, with high-end consumer electronics penetration exceeding 68% [15] - In the medium term (2028-2030), the demand for LiFSI as a primary salt will grow due to the mass production of semi-solid batteries, with usage in 4680 cylindrical batteries rising to over 5% per ton [16] - In the long term (post-2030), LiFSI is anticipated to adapt to new scenarios such as sodium-lithium hybrid batteries and hydrogen energy storage, with global demand potentially exceeding 200,000 tons [18] Group 4: Upstream and Downstream Dynamics - The upstream supply chain faces constraints, particularly with chlorosulfonic acid, which is essential for LiFSI production, leading to a 50% price surge to 2,050 yuan per ton due to increased demand [20] - The domestic effective capacity for chlorosulfonic acid is locked at 565,000 tons, with environmental approvals causing supply gaps, while Kaisheng New Materials monopolizes 40% of the market with 150,000 tons [20] - The downstream battery manufacturers are shifting from passive procurement to joint development, customizing LiFSI formulations to suit silicon-carbon anodes and solid electrolytes, with the average mixing ratio reaching 8.5% in 2024, up 6 percentage points from 2022 [22] - Three pathways for overcoming bottlenecks include upstream integration of raw materials, promoting process innovations, and establishing green approval channels for chlorosulfonic acid production [23][24][25] Conclusion - The evolution of LiFSI reflects the lithium battery industry's shift towards higher energy density and safety, with short-term raw material constraints supporting industry growth, while long-term leaders with integrated capabilities and technological barriers are expected to dominate [27]

Group 1 - The core material for electrolytes, lithium hexafluorophosphate, has seen a price increase that exceeds market expectations, reaching an average price of 177,250 yuan per ton, which is over a 200% increase since early November [1] - The demand from energy storage and new energy vehicles has triggered a boom in the lithium battery industry chain, marking a turning point in industry prosperity since December 2025, with price increases expected to continue until the second quarter of 2026 due to supply-demand mismatches [1] - As of December 24, 2025, the CSI New Energy Vehicle Industry Index (930997) rose by 0.36%, with notable increases in component stocks such as Weichai Power (8.32%) and Zhongmin Resources (4.77%) [1] Group 2 - The CSI New Energy Vehicle Industry Index closely tracks the performance of 50 listed companies involved in the new energy vehicle sector, including manufacturers of electric vehicles, electric motors, battery equipment, and materials [2] - As of November 28, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 51.96% of the index, with leading companies including CATL, BYD, and Ganfeng Lithium [2]