15万吨！光伏龙头再扩产磷酸铁锂材料

Core Viewpoint - The article highlights the significant investment and project developments in the lithium battery materials sector, particularly focusing on the collaboration between GCL Group and the local government in Ren Shou County, Sichuan, which aims to enhance production capacity in the lithium battery supply chain [1][3]. Group 1: Project Signings and Financials - A total of 43 projects were signed during the Sichuan Meishan (Beijing) Central State-owned Enterprise Matching Conference, with a total contract amount of 506.04 billion yuan, of which 32 manufacturing projects accounted for 380 billion yuan [1]. - GCL Group signed a contract with the Ren Shou County People's Government for a project to produce 150,000 tons of lithium battery cathode materials annually [1]. Group 2: Project Development Timeline - The first phase of the project, with a total investment of 1.7 billion yuan, involves the construction of a production line with an annual capacity of 120,000 tons of lithium iron phosphate cathode materials, which commenced construction in October 2022 and began production in July 2023 [2]. - The second phase of the 150,000-ton project is planned to start construction by the end of 2025, with additional plans for a 150,000-ton capacity in Leshan [3]. Group 3: Future Capacity Projections - By 2026, GCL Lithium Battery is expected to exceed a production capacity of 400,000 tons [3].