起点锂电·2025-12-26 10:05Group 1 - Hunan YN announced that its capacity utilization rate has exceeded 100% since the beginning of the year, and to maintain normal operation and product quality, the company plans to conduct maintenance on some production lines starting January 1, 2026, for approximately one month. This is expected to reduce the production of phosphate-based cathode materials by 15,000 to 35,000 tons, but will not have a significant impact on the company's 2026 operating performance [2] - Wanrun New Energy announced that since the fourth quarter of 2025, its lithium iron phosphate production lines have been operating at full capacity. To ensure safe and stable operation, the company will reduce production on some lines starting December 28, 2025, for one month, which is expected to decrease production by 5,000 to 20,000 tons. This maintenance is not expected to significantly impact the company's operations [2] - Defang Nano announced plans for annual equipment maintenance starting January 1, 2026, for one month. This maintenance will involve technical upgrades to ensure optimal equipment performance and product quality, and is not expected to significantly affect the company's 2026 operating performance [3] Group 2 - The industry is witnessing significant expansions, with companies like Yiwei Lithium Energy investing in three major projects and CATL signing a 300GWh energy storage contract [4] - The 2026 Start Point Lithium Battery and Solid-State Battery Annual Plan includes various events such as the 2026 Start Point Lithium Battery Two-Wheeled Vehicle Swap Conference and the Lightweight Power Battery Luban Award Ceremony scheduled for April 2026 [8]