5, Tianzhi Materials announced that Jiujiang Tianzhi High-tech Materials Co., Ltd. (Hereinafter referred to as "Jiujiang Tianzhi"), a wholly-owned subsidiary of the company, had signed the Long-term Supply Agreement with Huizhou Yiwei Lithium Energy Co., Ltd. (Hereinafter referred to as "Yiwei Lithium Energy"). According to
the agreement, Jiujiang Tianci promises to supply 450000 tons of electrolyte products to Yiwei Lithium Energy from 2027 to 2029, and both sides agree to execute orders according to 20% of the forecast demand.
Tianzhi Material also disclosed the implementation of several electrolyte framework agreements signed in the past three years in the announcement on the same day.
Among them, the relevant electrolyte supply agreement with Ningde Times has been fulfilled. In addition, the framework agreement cooperation between Tianzhi Material and Chuneng New Energy, Zhongchuang Xinhang, Guoxuan Gaoke, Ruipu Lanjun and other enterprises is in normal progress. In the past three years, the framework agreement contract has locked in nearly 4 million tons of supply.
One side is the continuous signing of downstream leading orders, the other side is to accelerate the expansion of production layout.
At the recent three-quarter performance presentation meeting, Tianzhi Material disclosed that the company's current production capacity of iron phosphate is 330000 tons, and another 300000 tons of new production capacity are planned to be built, which will be completed by the end of 2027, and the total production capacity of all projects will reach 630000 tons after landing. Nearly double the current capacity.
In addition, in the expansion of lithium hexafluorophosphate, the pace of Tianzhi materials is also accelerating.
Tianci Materials disclosed that the company's existing production capacity of lithium hexafluorophosphate is about 140,000 tons, and the project with an annual output of 200,000 tons of liquid lithium hexafluorophosphate is under construction in an orderly manner, which is expected to be completed by the end of 2027. After the completion of the project, the company's total production capacity of lithium hexafluorophosphate will reach 200,000 tons. In addition, the refining capacity of 2 million tons of VC & nbsp; additives has been completed and put into operation in the middle of this year.
In addition, the project construction of Tianci Materials in the United States and Morocco is also progressing in an orderly manner, and is expected to be completed in 2028.
Three quarterly data show that in the first three quarters of 2026, Tianci Material realized operating income of 23.542 billion yuan, an increase of 117.12% over the same period last year; the net profit attributable to shareholders of listed companies was 3.902 billion yuan, an increase of 827.68% over the same period last year; the net profit deducted from non-profits was 3.841 billion yuan, an increase of 929.17% over the same period last year.
In the third quarter, the company realized operating income of 8.832 billion yuan, an increase of 131.58% over the same period last year; the net profit attributable to shareholders of listed companies was 1.041 billion yuan, an increase of 581.69% over the same period last year; Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 1.033 billion yuan, an increase of 645.56% over the same period last year.
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