川金诺磷酸铁锂项目投资中止

Group 1 - The company, Chuanjinnuo, announced a strategic shift in its investment plans, reallocating approximately 455 million yuan of unutilized funds from its lithium iron phosphate precursor material projects to the Suez Phosphate Chemical Project in Egypt [1] - The new Suez Phosphate Chemical Project will involve the production of 800,000 tons of sulfuric acid, 300,000 tons of industrial wet-process crude phosphoric acid, 150,000 tons of 52% phosphoric acid, 300,000 tons of monoammonium phosphate, and 20,000 tons of sodium fluorosilicate [1] - The company acknowledged that the competitive landscape in the lithium iron phosphate market has changed, leading to a cautious approach in project development [1] Group 2 - Lithium iron phosphate batteries are noted for their higher safety, better economic efficiency, and longer lifespan compared to ternary materials, contributing to lower production costs for electric vehicles [2] - Despite the growing demand for lithium iron phosphate materials, the industry is currently facing an oversupply situation, resulting in low overall profitability for companies in the sector [2] - Chuanjinnuo is recognized as one of China's largest phosphate importers, with its Guangxi base importing over 500,000 tons of phosphate annually, primarily from Egypt [2]