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天原股份回应:没有停止磷酸铁锂项目的计划

Core Viewpoint - The article discusses the current dynamics in the lithium iron phosphate (LFP) battery market, highlighting the contrasting fortunes of companies involved in LFP production and the competitive landscape that is evolving both domestically and internationally [2][7]. Group 1: Event Information - The fifth "Starting Point Two-Wheeled Vehicle Battery Swap Conference" and "Lightweight Power Battery Technology Summit Forum" will be held on July 10-11, 2025, in Shenzhen [2]. - The event is sponsored by various companies including Yadi Technology Group, Tailin Group, and others, indicating strong industry interest and participation [2]. Group 2: Industry Dynamics - The LFP market is experiencing a split, with companies like Fulin Precision and Longpan Technology receiving large orders, while others, including Huayun Titanium Industry and Jinhai Titanium Industry, are halting or delaying their LFP projects [2][3]. - Tianyuan Co., which has been involved in LFP projects, confirmed it has no plans to stop its LFP initiatives, with production lines for LFP materials already established [3][4]. Group 3: Company Performance - Tianyuan Co. has built a 100,000-ton LFP cathode material production line and is constructing another 50,000-ton line, with a total investment of 2.389 billion yuan planned for these projects [4][5]. - In 2024, Tianyuan's revenue from the new energy battery and materials sector is expected to be 543 million yuan, accounting for only 4.06% of total revenue, with a gross margin of -12.32% for lithium battery production [5][6]. Group 4: Competitive Landscape - The LFP market is characterized by intense competition, with leading companies like Hunan Youneng holding a market share of 29.8%, followed by Wanrun New Energy and Defang Nano [7]. - International players such as Samsung SDI and LG Energy are accelerating their entry into the LFP battery market, indicating a potential shift of market growth towards overseas competitors [7].