FENGYUAN(SZ:002805) 起点锂电·2025-10-21 10:19Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [2] - The event will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2] - A significant number of leading companies in the battery industry, including CATL, BYD, and Guoxuan High-Tech, are participating as exhibitors or sponsors [2] Group 2 - Fengyuan Co., Ltd. signed a cooperation framework agreement with Chunan New Energy, committing to supply a total of 100,000 tons of lithium iron phosphate cathode materials from September 20, 2025, to December 31, 2028 [4] - Chunan New Energy is expanding its production capacity, with plans to increase its effective capacity from 110 GWh to 300 GWh by the end of 2026 [4] - Fengyuan's existing lithium iron phosphate capacity is 225,000 tons, with plans to reach a total capacity of 300,000 tons by the end of 2025 [5][6] Group 3 - Despite a significant increase in sales volume of lithium battery cathode materials, Fengyuan reported a net loss of 362 million yuan in 2024 and a loss of 243 million yuan in the first half of 2025 due to industry oversupply and declining prices [6][7] - The lithium iron phosphate industry is expected to see a rebound, particularly in high-pressure dense lithium iron phosphate, with anticipated price increases [7] - Fengyuan's market share in lithium iron phosphate was approximately 3% in 2024, with a 68.75% year-on-year increase in sales volume in the first half of 2025 [8]