调研速递|山东丰元化学接待中信证券等2家机构调研 磷酸铁锂已建成产能22.5万吨 规划达30万吨
Xin Lang Cai Jing·2025-11-14 11:32

Core Viewpoint - Shandong Fengyuan Chemical Co., Ltd. is actively expanding its lithium iron phosphate production capacity and focusing on product differentiation to meet market demands, while maintaining a strong emphasis on customer collaboration and operational efficiency [1][2]. Group 1: Production Capacity - The company has established a total lithium iron phosphate production capacity of 225,000 tons, with an additional 75,000 tons currently under construction, aiming for a total planned capacity of 300,000 tons [1]. - The production utilization rate has remained high since Q4 2025, driven by sustained growth in downstream demand [1]. Group 2: Product Development and Customer Collaboration - The company is advancing new product development focused on differentiated customer needs, particularly high-pressure dense products [1]. - It is strengthening long-term partnerships with existing core customers through joint technical research and improving service response efficiency, while also actively seeking collaborations with other leading enterprises in the downstream sector [1]. Group 3: Pricing Strategy and Performance Expectations - The company plans to adjust product prices based on market dynamics, customer feedback, and raw material price trends, engaging in proactive negotiations to ensure mutual benefits for supply and demand [1]. - The global market for power batteries and energy storage batteries is expected to grow significantly, providing ample development opportunities for the lithium battery cathode materials industry [2].