天际股份：明年六氟磷酸锂Q1出货量会环比有所减少 但是幅度不会太大

Core Viewpoint - The company reported a strong demand outlook for lithium hexafluorophosphate (LiPF6), with Q3 shipments reaching 12,000 tons and optimistic projections for future sales despite a slight expected decrease in Q1 due to seasonal factors [1] Group 1: Production and Sales - In October, the company sold 4,200 tons of LiPF6, with plans to maintain sales around 4,000 tons for November and December [1] - Current production capacity is approximately 3,800 tons per month, with inventory levels being low [1] Group 2: Market Demand and Pricing - The company has received optimistic demand forecasts from battery cell manufacturers, predicting market demand could reach 2.5 million tons, translating to over 300,000 tons of LiPF6 needed [1] - The current production capacity stands at 350,000 to 360,000 tons, with an expected increase to around 380,000 tons next year due to new capacity additions [1] - Despite potential price increases, the company anticipates that the rate of increase will be moderate, given the tight supply situation [1]