A new development has emerged in the lithium battery materials industry chain. Tianci has issued two major announcements, one concerning the suspension of 6F production and the other involving adjustments to the electrolyte project.

First, regarding the suspension—starting from March next year, the Longshan North Base's 150,000-ton annual liquid lithium hexafluorophosphate production line will shut down for maintenance, lasting 20 to 30 days. In other words, this will reduce monthly supply by approximately 4,000 tons of solid-state 6F capacity. Sounds like not much? But in the context of the entire industry, this could cut about 15% of the monthly supply. The upstream of the industry chain is already tight, and this shutdown window will cause a significant disturbance.

Looking at the electrolyte side—originally, there was a plan to expand the 300,000-ton electrolyte capacity by an additional 100,000 tons through a battery dismantling project. Now, it has been adjusted to a 250,000-ton electrolyte scale. What does a reduction of 50,000 tons mean? It could be a market demand expectation adjustment or an optimization of resource allocation strategy. But regardless of the reason, this reflects that upstream companies are becoming more cautious in their capacity planning.