云图控股(002539.SZ)：在雷波基地拥有年产能6万吨黄磷，目前黄磷产品以外售为主

Core Viewpoint - The company is focused on its yellow phosphorus business and its downstream applications, highlighting the production capacity and potential cost advantages from self-sourced raw materials [1] Group 1: Yellow Phosphorus Business - The company has an annual production capacity of 60,000 tons of yellow phosphorus at its Leibo base [1] - Yellow phosphorus is primarily used to produce thermal phosphoric acid and phosphorus trichloride, with applications in pesticides, new energy batteries, and phosphorus-based flame retardants [1] - The company aims to reduce production costs and enhance profitability by utilizing self-mined phosphate rock as the Leibo phosphate mine project comes online [1]