富祥药业：计划通过技改等措施将VC产品产能增加至1万吨/年 预计明年二季度改造完成

Core Viewpoint - The recent rapid increase in VC product prices is driven by the growing demand from energy storage and power batteries, along with macroeconomic policies and changes in industry supply and demand dynamics [1] Company Summary - The company currently has a production capacity of 8,000 tons per year for VC products and approximately 4,000 tons per year for FEC products [1] - The company plans to increase its VC production capacity to 10,000 tons per year through technological upgrades, with completion expected by the second quarter of 2026 [1] - Depending on market demand and industry capacity release, the company aims to further increase VC and FEC production capacities to 20,000 tons per year and 5,000 tons per year, respectively [1] Industry Summary - VC product prices have been around 50,000 yuan per ton in the past two years, but have recently seen a significant rise due to various factors [1]