【风口研报】储能电池拉动磷酸铁锂需求回暖，这家北交所小龙头拥有15万吨磷酸铁+15万吨磷酸铁锂产能，高压实产品完成客户验证

Group 1 - The core viewpoint of the article highlights the recovery in demand for lithium iron phosphate driven by energy storage batteries, with a specific focus on a small-cap company on the Beijing Stock Exchange that has a production capacity of 150,000 tons of lithium iron phosphate and 150,000 tons of lithium iron phosphate products, which have completed customer validation for both power and energy storage applications [1] - The company is also benefiting from multiple business breakthroughs in core components for gas-fired power generation, hydrogen energy, fuel cell systems, and electronic control actuators, which are accelerating due to the current AI and energy cycles, with a projected price-to-earnings ratio of less than 20 times for the next year [1]