On November 29, Do-Fluoride New Materials Co.,Ltd. (002407) stated on an interactive platform that the company has deployed polymer/gel solid-state battery systems and developed new fluorine-containing polymer electrolytes suitable for solid-state batteries. Leveraging its existing battery production lines, the company already possesses vehicle-mounted production capabilities.
Additionally, Do-Fluoride mentioned that its lithium hexafluorophosphate production lines are currently operating at full capacity. Overall, lithium hexafluorophosphate prices are expected to maintain an upward trend next year, supported by strong market demand certainty.
Separately, Yongtai Technology (002326) disclosed on December 1 during an institutional research meeting that its solid-state lithium hexafluorophosphate capacity has reached approximately 18,000 tons annually, while liquid lithium bis(fluorosulfonyl)imide capacity stands at 67,000 tons per year. Future capacity expansion plans will adhere to prudent operational principles, dynamically adjusting based on market supply-demand shifts, industry trends, and existing capacity utilization.
On November 30, Lianhe Advanced Materials (003022) noted via an interactive platform that its lithium battery carbonate solvent facilities—including 100,000 tons/year EC, 50,000 tons/year EMC, and 9,000 tons/year DEC—are operating smoothly with full order books, achieving complete production-to-sales conversion. Recent tight supply and rapid price increases for EC and other solvents have been driven by downstream demand.
Hongyuan Pharmaceutical (301246) reported on November 27 that its lithium hexafluorophosphate products are currently at full production and sales capacity. The company’s designed annual capacity stands at 8,000 tons, with existing operational capacity of 2,000 tons.
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