泰和科技(300801.SZ)：拟通过改造原磷酸铁锂生产装置生产磷酸焦磷酸铁钠

Core Viewpoint - Taihe Technology (300801.SZ) is shifting its focus from lithium iron phosphate (LFP) production to sodium battery materials due to changing market conditions and competitive pressures in the LFP sector [1] Group 1: Project Development - The company’s subsidiary, Taihe New Energy Materials (Shandong) Co., Ltd., plans to invest in a project to produce 10,000 tons of lithium iron phosphate annually, which has already achieved industrial production capacity [1] - Since the project's initiation, the supply and demand situation for lithium iron phosphate has fluctuated significantly, leading to increased market competition and uncertainty [1] Group 2: Strategic Shift - The company has decided to pivot towards sodium battery materials, specifically sodium iron phosphate (NFPP), which is seen as a promising segment within the new energy business [1] - Sodium batteries are recognized for their excellent low-temperature performance and safety advantages, creating a complementary energy supply landscape alongside lithium batteries [1] Group 3: Production Adaptation - The production process and equipment for NFPP share commonalities with the existing lithium iron phosphate project, allowing the company to repurpose its current production facilities to manufacture sodium iron phosphate [1] - The company aims to establish a production scale of 10,000 tons per year for sodium iron phosphate through the modification of its original lithium iron phosphate production setup [1]