Azure Lithium Core Denies Raw Material Supply Issues for 21700-2.6Ah Full-Tab LFP Battery
In response to rumors that the company's 21700-2.6Ah full-tab lithium iron phosphate battery faces raw material supply problems affecting production capacity and third-quarter results, Azure Lithium Core (002245) said on September 18, 2026, on an investor interaction platform that the rumors are untrue.
Currently, the BBU battery cells the company contract-manufactures have already entered mass production, and business development for the direct-supply portion is proceeding normally. The company has put multiple full-tab production lines into operation, and its production capacity is sufficient to meet customer demand.
Why this event matters
The event has a measured impact on 2 industrys. The strongest current signal is neutral for Batteries & Energy Storage, with intensity 30/100 and 70% confidence over a short term horizon.
Batteries & Energy Storage
- Direction
- neutral
- Intensity
- 30
- Confidence
- 70%
- Horizon
- Short term
Auto Parts
- Direction
- neutral
- Intensity
- 20
- Confidence
- 60%
- Horizon
- Short term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.