投资者关注多领域问题，公司逐一回应碳酸锂采购策略：公司以保障正常生产需求为主，密切关注原材 料价格波动，灵活调整库存和采购策略，同时在期货市场实施套保策略。反内卷政策影响："反内卷"促 进行业良性竞争、有序发展，有利于产业链上下游形成正向循环。行业协会倡议抵制恶性价格竞争等四 大措施，推动行业从价格战转向价值战。第四代磷酸铁锂产品占比：第四代高压实密度磷酸铁锂产品在 目前产品结构中占比约20%-30%。第五代磷酸铁锂材料进展：第五代高性能磷酸铁锂材料核心性能卓 越，适用于动力与储能领域，已进入中试量产阶段。补锂增强剂应用及富锂铁酸锂优势：补锂增强剂获 独家定点项目增加，已在快充等领域交付订单；富锂铁酸锂具有高容量等优势，可提升电池多种性能。 补锂增强剂在固态电池应用：在半固态及固态电池中添加比例高于液态电池，无负极锂金属全固态电池 中可改善能量密度损失，半固态电池领域已开始有订单交付。未来产能规划：公司现有建成且具备生产 条件的磷酸盐系正极材料产能25万吨/年，正在调试中的产能8万吨/年，未来新增产能将根据下游市场 需求推进。下半年加工费趋势：下半年市场需求较好，目前加工费相对稳定，后续调整要看市场供需和 竞 ...

人民财讯9月2日电，德方纳米（300769）在业绩说明会上表示，公司的补锂增强剂已获独家定点的项目 逐渐增加，在快充、长寿命储能、半固态电池等领域已逐步开始实现订单交付；富锂铁酸锂高容量、易 加工、性价比更高，可为当前电池体系提供多重极致的性能提升，包括大幅提升电池的循环性能、日历 寿命和能量密度，同时可以改善低温性能以及快充性能，提升电芯能效，降低电池自放电，提升体系安 全性等，具有较强的竞争优势。 ...

Core Viewpoint - The article highlights the advancements in battery technology showcased at the 17th Shenzhen International Battery Technology Exchange and Exhibition (CIBF 2025), emphasizing the innovative materials and solutions presented by the company, which aim to enhance energy density, safety, and performance in various applications [1][4][6][9][11][12][13]. Group 1: High Voltage Lithium Cobalt Oxide - The 4.55V high voltage lithium cobalt oxide/O2 phase technology was introduced, achieving a charging cutoff voltage above 4.55V through advanced doping and crystal orientation control, enabling high energy density and lightweight products [4]. Group 2: NCA and High Nickel Materials - NCA products exhibit low DCR, high cycle stability, and high volumetric density, successfully integrated into domestic leading enterprises and various emerging fields such as high-end power tools and humanoid robots [6]. - The ultra-high nickel ternary 9 series materials have achieved a nickel content of ≥ 94%, showcasing high capacity, low internal resistance, and long cycle life, setting industry benchmarks for high-end power batteries and low-altitude flying vehicles [6]. Group 3: High Entropy Composite Materials - The company is developing high entropy composite materials to enhance thermal stability, structural stability, and low-temperature performance, aiming to meet the demands of high-end power batteries for safety and longevity [9]. - The new lithium supplement product, lithium-rich iron phosphate, shows high irreversible capacity and low pH residual alkalinity, enhancing battery energy density and cycle performance [9]. Group 4: Solid-State and Sodium Batteries - The company is collaborating with leading battery manufacturers to develop a new type of lithium-rich manganese-based material for solid-state batteries, with the first generation undergoing trial verification [11]. - LATP solid-state electrolyte materials have been certified by leading firms, while the company is also researching higher conductivity LLZO electrolytes and halide/sulfide solid-state electrolyte technologies [12]. - Sodium battery products are being developed using layered oxide and polyanion dual technology routes, with successful trials indicating broad application potential [12]. Group 5: Industry Integration and Innovation - The partnership with Hengtong Group aims to integrate the entire supply chain from material research to end applications in the new energy sector, showcasing innovation in copper-based materials [13]. - The company emphasizes the need for deep integration of technology innovation with the supply chain, shifting competition from single performance metrics to systemic innovation and ecological construction [13].