On February 5th, it was reported that Tianci Materials recently stated that the company's current annual production capacity of lithium hexafluorophosphate is approximately 110,000 tons (on a solid equivalent basis). It is expected to add around 40,000 tons of annualized capacity in 2026, followed by approximately 60,000 tons (solid equivalent) each in 2027 and 2028. By the end of 2028, the annualized production capacity of lithium hexafluorophosphate is projected to exceed 270,000 tons (solid equivalent). Chempricehub's analysis of lithium hexafluorophosphate assigns a bullish-bearish score of -1.5. The article reports Tianci Materials' plans to gradually increase the annual production capacity of lithium hexafluorophosphate from the current approximately 110,000 tons to over 270,000 tons between 2026 and 2028, with an additional 40,000 tons in 2026 and 60,000 tons each in 2027 and 2028. This significant capacity expansion is expected to substantially increase market supply. However, the article does not mention any signals of synchronized demand growth, which could lead to a risk of oversupply. Given that lithium hexafluorophosphate is a key raw material for lithium battery electrolytes, the increase in supply is likely to exert downward pressure on spot prices, indicating a clear bearish factor. The score of -1.5 reflects a moderately strong bearish impact, as the phased implementation of capacity expansion and potential demand growth may partially cushion the decline, but it still poses a significant constraint on prices.