五大磷酸铁锂项目落地 新增产能超百万吨

Core Viewpoint - The article highlights the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, emphasizing the growth in lithium iron phosphate (LFP) production capacity and the increasing demand for energy storage solutions [2]. Group 1: Event Details - The 2025 Lithium Battery Industry Annual Conference will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 in-person participants and 30,000 online viewers [2]. - The event is organized by Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, marking the 10th anniversary of Qidian Research [2]. Group 2: Industry Developments - Recent developments indicate a significant acceleration in the expansion of LFP production capacity, with four major projects expected to add nearly one million tons of new high-performance product capacity to the LFP sector [2]. - In Anhui, Chizhou Yinzhu Technology Co., Ltd. is set to produce 500 tons of lithium battery cathode material and 1,500 tons of ultra-high rate LFP materials [3]. - Shanxi Pengbo New Materials Co., Ltd. is progressing with a project to produce 100,000 tons of high-performance lithium-ion cathode materials, with an expected capacity of 10,000 tons of LFP per year upon completion [3]. - Sichuan Fulian New Materials is conducting a second public review for a project that will produce 350,000 tons of new energy lithium battery cathode materials [4]. - Leshan Xinneng New Materials Technology Co., Ltd. has announced a project for 400,000 tons of cathode materials, with construction planned in two phases [5][6]. Group 3: Strategic Partnerships - Jiangxi Shenghua, a subsidiary of Sichuan Fulian New Materials, is utilizing ferrous oxalate technology for LFP production and is currently a supplier for CATL. CATL plans to invest 2.56 billion yuan to increase its stake in Jiangxi Shenghua to 51% [5]. - Sichuan Xiexin Lithium Battery Technology Co., Ltd. has achieved stable production of fourth-generation semi-LFP materials with a powder density of 2.65 g/cm³ as of August 2023 [7].