DFD(SZ:002407) 起点锂电·2025-09-02 10:21Core Viewpoint - The company is experiencing significant growth in battery shipments and material sales, with a focus on expanding production capacity and enhancing product performance in the lithium battery sector [2][4][6]. Group 1: Battery Production and Sales - The company announced a battery shipment volume of 3.2 GWh for the first half of the year, aiming for a 50% increase in the second half, targeting a total of 8.5 GWh for the year [2]. - In July, the company shipped over 8.8 million units of large cylindrical batteries, with expectations to exceed 10 million units in August [2]. - The company is currently operating at full production capacity, indicating strong demand for its battery products [6]. Group 2: Material Sales and Pricing - The company reported that the revenue from fluorine-based new materials and new energy materials is the largest, with lithium hexafluorophosphate shipments estimated at 23,000 to 24,000 tons in the first half of the year, projected to reach 50,000 tons for the full year [2][4]. - The price of lithium hexafluorophosphate has rebounded strongly, with current prices around 56,000 yuan per ton, and expectations for further increases, potentially exceeding 60,000 yuan per ton [4][5]. Group 3: Solid-State Battery Development - The company is focusing on polymer and sulfide multi-material routes for solid-state batteries, collaborating with top domestic universities to optimize material performance and reduce costs [2]. - Large-scale industrial investment in solid-state battery production has not yet commenced, as the company is still in the experimental phase [2]. Group 4: Production Capacity Expansion - The company plans to expand its production capacity to 22 GWh by the end of October this year, with a goal to increase it to 32 GWh by the second half of next year [2]. - The produced battery cells will be utilized across various sectors, including power, small power, home storage, and portable energy storage [2]. Group 5: Market Trends and Product Development - The company has a comprehensive layout from materials to batteries and recycling, forming a complete closed-loop industrial chain [7]. - The large cylindrical battery has been widely recognized in the market, with ongoing upgrades focusing on energy density, safety, lifespan, and cost control [7]. - The company’s diverse product model offerings cater to different market segments, ensuring flexibility in production lines [9][10].