Tianci Material: It is expected that the total production capacity of lithium hexafluorophosphate solid conversion will reach 200000 tons by 2027

On the evening of November 2nd, Tianci Materials released an investor relations activity record form, answering questions about the company's performance in the third quarter of 2026, as well as its product production capacity and planning. Fluorine Chemical has compiled the following information:
Revenue situation in the third quarter of 2026.
In the first three quarters of 2026, the company achieved a revenue of 23.542 billion yuan, a year-on-year increase of 117.12%, a net profit attributable to shareholders of the listed company of 3.902 billion yuan, a year-on-year increase of 827.68%, and a net profit attributable to shareholders of the listed company after deducting non recurring gains and losses of 3.841 billion yuan, a year-on-year increase of 929.17%.
2. The current production capacity and future expansion plans of lithium hexafluorophosphate and VC in the company.
The company currently has a fixed production capacity of approximately 140000 tons of lithium hexafluorophosphate. The annual production of 200000 tons of liquid lithium hexafluorophosphate project is being constructed in an orderly manner and is expected to be completed by the end of 2027. After the project is completed, the company's total fixed production capacity of lithium hexafluorophosphate will reach 200000 tons. The refining capacity of 20000 tons of VC additives has been completed and put into operation by the middle of this year.
3. The current progress of the company's solid-state electrolyte pilot production line and the production capacity layout of sodium ion battery electrolytes.
The company has built a pilot production line for 100 ton lithium sulfide and solid electrolyte. Currently, the production line debugging work has been basically completed, and relevant small batch samples have been sent to top customers for testing and verification.
The company has achieved bulk supply of sodium ion battery electrolyte to top customers. By relying on the existing lithium battery electrolyte production line, flexible switching production with sodium ion battery electrolyte can be achieved, matching the demand brought by the subsequent increase in the volume of sodium ion battery industry.
4. The level of LIFSI addition ratio in the electrolyte.
The proportion of LIFSI added to the electrolyte in the third quarter is about 2%. With the promotion and application of formulas such as fast charging batteries by customers, the amount of LIFSI added has shown a significant upward trend. In the future, the average proportion of LIFSI added to the electrolyte is expected to reach 4% -5%.
5. Current progress in emerging businesses such as heat dissipation materials, semiconductors, and rubber.
In emerging business areas, the company's Shanghai Institute of Advanced Research has collaborated to layout automotive electronics and semiconductor materials. The products are mainly aimed at automotive electronics, semiconductor packaging, and photovoltaic BC insulation adhesive. The related technology platform is the same as the company's existing electronic adhesive technology, and the product specifications require higher standards; In terms of lightweight materials, the PEEK material business continues to advance, with continuous delivery of kilogram level products. At the same time, the company is also promoting the development of new projects such as PPE for PCB. Overall, emerging businesses are still in the development and experimental stage, and will not have a significant impact on profit contribution in the short term. The related benefits are expected to gradually be reflected in subsequent years.