锂电池产能规划
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多氟多:今年预计锂电池版块出货10GWh左右,2026年计划出货30GWh
Ge Long Hui A P P· 2025-10-23 10:42
Core Viewpoint - The company, 多氟多, plans to significantly expand its lithium battery production capacity, aiming for 22GWh by the end of 2025 and 50GWh by the end of next year [1] Production Capacity - The lithium battery segment is expected to achieve a production capacity of 30GWh in Q1 of next year and 50GWh by the end of the year [1] - By the end of 2025, the total production capacity is projected to reach 22GWh [1] Shipment Expectations - The company anticipates shipping approximately 10GWh of batteries this year, with a target of 30GWh in 2026 [1] - The shipment structure for this year indicates that the power sector accounts for 40%-50%, while the two-wheeler/three-wheeler market represents about 10%, and the energy storage sector comprises around 40% [1] Market Trends - Starting next year, the proportion of shipments in the power sector is expected to decrease, with a corresponding increase in the energy storage business [1] - The company estimates a shipment of around 50,000 tons of lithium hexafluorophosphate this year, with projections of 60,000 to 70,000 tons in 2026 [1] - The demand for lithium hexafluorophosphate is expected to remain strong in October, with a forecasted upward trend in prices for next year [1]