新宙邦:六氟磷酸锂预计2025年底技改完成后产能将达3.6万吨/年

Core Viewpoint - The company Xinzhou Bang is successfully operating its acquired subsidiary Shilei Fluorine Materials, with significant production capacity in lithium hexafluorophosphate [1] Production Capacity - The current annual production capacity of lithium hexafluorophosphate is approximately 24,000 tons, with a stable monthly output of around 2,000 tons [1] - By the end of 2025, after technical upgrades, the production capacity is expected to reach 36,000 tons per year, with an additional flexibility of 10%-20% [1] Supply Chain and Self-Sufficiency - The company's self-supply ratio for lithium hexafluorophosphate currently ranges from 50% to 70%, with the remainder supplemented through long-term cooperative channels [1] - As Shilei's production capacity is further released, the self-supply rate is expected to moderately increase over the next two years while balancing cost control and supply chain stability [1]