厦门钨业:2025年全年实现钴酸锂销量6.53万吨

Core Viewpoint - The company aims to leverage national subsidy policies and the trend of AI-driven battery upgrades in 3C consumer devices to enhance its market share in lithium cobalt oxide, projecting a sales volume of 65,300 tons in 2025, representing a year-on-year increase of 41.31% [1] Group 1: Lithium Cobalt Oxide Market - The company anticipates a continuous increase in its market share for lithium cobalt oxide [1] - Projected sales volume for lithium cobalt oxide is 65,300 tons, reflecting a growth of 41.31% year-on-year [1] Group 2: Power Battery Materials - The company is strengthening its technical capabilities in high-voltage and high-power ternary materials [1] - The company is actively expanding its market presence by leveraging the differentiated advantages of hydrothermal phosphoric iron lithium [1] - Sales volume for power battery cathode materials, including ternary materials and phosphoric iron lithium, is expected to reach 77,400 tons, marking a year-on-year increase of 47.83% [1]

XTC-厦门钨业:2025年全年实现钴酸锂销量6.53万吨 - Reportify