盛屯集团20万吨磷酸铁锂项目落地

Group 1 - The core viewpoint of the article highlights the significant investment by Shengtun Group in a lithium battery material project in Guizhou, with a total investment of 5.9 billion yuan, marking it as the largest single investment in lithium iron phosphate materials by the company [2] - The project aims to establish an integrated industrial chain from phosphate mining to lithium iron phosphate production, leveraging local phosphate resources exceeding 2 billion tons, with an annual production capacity of 240,000 tons of phosphate and 200,000 tons of lithium iron phosphate [2] - Shengtun Group has a history of investment in Guizhou, having established a base for battery-grade new energy materials in 2021, with plans for further expansion in the production of phosphate materials and nickel-cobalt products [2][4] Group 2 - The lithium iron phosphate project in Guizhou is seen as a strategic move for Shengtun Group to diversify its product offerings, extending from primarily ternary precursor materials to include high-performance lithium iron phosphate [3] - Shengtun Group has previously invested in multiple bases for lithium iron phosphate production in Xiamen and Sichuan, with significant planned capacities and timelines for production [4] - The lithium iron phosphate industry is experiencing a robust demand, particularly in the power battery sector, with a stable market share of over 80% for power battery installations and a storage demand growth rate exceeding 75% [4]