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华友钴业_花旗 2025 中国峰会新动态_2026 年硫酸锂项目投产助力锂成本下降
花旗· 2025-11-24 01:46
Flash | 16 Nov 2025 15:42:09 ET │ 10 pages Nickel intermediate – Considering both Huayue and Huafei projects have been fully ramped up and achieved more than 100% capacity utilization ratio with stable operations, mgmt. expects no significant increase in nickel intermediate output YoY in 2026E. The Pomalaa project with 120ktpa MHP capacity is expected to be in operation by YE2026. The company will increase % of laterite nickel ore sourced from Maluku Island for Huafei project to save the transportation cost ...