泰和科技:拟通过改造原磷酸铁锂生产装置生产磷酸焦磷酸铁钠 形成年产1万吨磷酸焦磷酸铁钠生产规模

Core Viewpoint - The company announced that its wholly-owned subsidiary, Taihe New Energy Materials (Shandong) Co., Ltd., has achieved industrial production capacity for its annual production of 10,000 tons of lithium iron phosphate cathode materials, but continuing the lithium iron phosphate project lacks cost advantages [1] Group 1: Project Development - The company plans to transform the original lithium iron phosphate production facility to produce sodium iron pyrophosphate, targeting an annual production scale of 10,000 tons [1] - The project adjustment is a cautious decision based on policy guidance, changes in the new energy industry and market environment, and aims to optimize product structure and seize market development opportunities [1] Group 2: Risks and Challenges - There are potential risks associated with not achieving pilot test indicators, insufficient market development capabilities, changes in the market environment, and industry policies [1] - The company faces risks that the project transformation may not be implemented as expected, or that market expansion and economic benefits may fall short of expectations [1] Group 3: Strategic Alignment - The project adjustment aligns with the company's long-term development plan and the fundamental interests of all shareholders, enhancing core competitiveness [1]