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中文(ZH) 天赐材料:预计公司三季度电解液排产数量环比进一步增长

CD Material eyes Q3 production boost amid strong energy storage demand

CD Material anticipates a significant increase in electrolyte production for the third quarter, driven by robust demand from the energy storage sector. The company's electrolyte and lithium hexafluorophosphate production lines are operating at near-full capacity. Furthermore, CD Material is on track to bring its new 35,000-ton lithium hexafluorophosphate capacity online in the latter half of 2026, adjusting its rollout based on market conditions and orders. AI

RANK_REASON This item discusses a company's production capacity and market outlook, which falls under operational or product-related news rather than a frontier release, significant industry event, or research.

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CD Material eyes Q3 production boost amid strong energy storage demand

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CD Material: Company expects electrolyte production volume to further increase quarter-on-quarter in the third quarter

    36氪获悉,天赐材料在分析师会议上表示,公司电解液和六氟磷酸锂产能利用率接近满产水平。根据下游客户的需求预测,在储能电池需求增长的提振下,预计公司2026年三季度电解液排产数量环比进一步增长,下游需求持续旺盛。公司六氟磷酸锂原规划的3.5万吨新增技改产能目前正按计划推进,公司将按市场及订单需求情况调整投放节奏,预计于2026年下半年投产。