Core Viewpoint - The rising price of lithium iron phosphate is expected to positively impact the revenue and profit of the company's new energy business segment [2]. Group 1 - The company’s subsidiary, Hunan Yacheng, is primarily engaged in the research, production, and sales of battery-grade lithium iron phosphate, cobalt tetroxide, and cobalt hydroxide [2]. - The increase in lithium iron phosphate prices is anticipated to have a certain positive effect on the company's revenue and profit [2].

Group 1 - The core viewpoint of the article highlights the development of the battery-grade iron phosphate project by Jiujiang Tiansheng Plastic Additives Co., Ltd., which is set to produce 10,000 tons annually in the first phase and 20,000 tons in the second phase, totaling 30,000 tons upon completion [2] - The project is part of a broader trend, with seven major lithium iron phosphate projects being established [2] - The article mentions that Hecent Energy has secured a 3GWh energy storage cooperation, indicating growth in the energy storage sector [2] Group 2 - The first forum on household storage and portable energy storage battery technology is scheduled to be held in Shenzhen on September 26 [2] - The first International Summit and Exhibition on Sulfide All-Solid-State Batteries will take place in Guangzhou on November 8, 2025 [2]

Core Viewpoint - Sichuan Development Longmang Co., Ltd. reported a revenue of 4.7 billion yuan and a net profit of 239 million yuan for the first half of 2025, highlighting its strong position in the phosphate chemical industry and ongoing efforts to enhance resource supply capabilities [1][2]. Group 1: Financial Performance - The company achieved an operating income of 4.7 billion yuan and a net profit attributable to shareholders of 239 million yuan in the first half of 2025 [1]. - The company produced 932,100 tons of phosphate rock in the first half of 2025, with a production capacity of 4.1 million tons per year [1]. Group 2: Strategic Development - Sichuan Development Longmang is focused on a mineralization integrated development model, enhancing its green circular economy industrial chain around multiple resources including sulfur, phosphorus, titanium, iron, lithium, and calcium [1]. - The company owns approximately 130 million tons of phosphate rock resources, with a focus on self-sufficiency in phosphate rock supply, which is expected to improve its resource matching and cost advantages [1]. Group 3: Acquisition and Innovation - The company successfully completed the acquisition of 60% of Tianbao Animal Nutrition Technology Co., Ltd. for 432 million yuan, enhancing its industrial synergy [2]. - The company has been actively promoting technological innovation in the phosphate chemical and new energy materials sectors, with a total of 210 authorized patents as of mid-2025 [2]. - The company is advancing three provincial key research projects related to the utilization of phosphate resources and new energy materials, and is fostering deep integration of industry, academia, and research [2].

在电池回收领域，融捷集团于2018年成立了全资子公司合肥融捷动力电池循环利用有限公 司，致力于动力电池的循环利用和梯次利用。此次公示的动力电池循环利用项目，正是融捷集 团在新能源板块布局的重要一环。 从上游锂资源的开发，到中游锂电池材料、锂电池装备的生产，再到下游锂电池制造及锂电池 循环利用，融捷集团已经构建了完整的锂能源产业链。特别是在锂资源开发方面，融捷集团早 在2005年就投资了四川省甘孜州甲基卡固体锂辉石矿，该矿被誉为"亚洲第一，全球第二"， 锂辉石储量约3000万吨，锂矿石氧化锂平均含量超过1.4%，并伴生有钽、铌、铍等稀有金 属。 （ 来源： 合肥市生态环境局、融捷集团 ） 3月24日，安徽省合肥市生态环境局发布《合肥融捷动力电池循环利用有限公司动力电池循环 利用项目》的环境影响评价信息第一次公示。 据悉，该项目总投资高达36.2097亿元，旨在建设一系列先进的生产设施，包括电池包拆解车 间、电芯拆解车间、浸出预处理车间、磷酸铁车间、碳酸锂车间、石墨再生车间等，以及配套 的仓库、办公和宿舍等公辅设施。项目全面建成后，将具备年产8.4万吨电池级磷酸铁、1.8万 吨电池级碳酸锂、2.5万吨磷酸铁锂、3 ...