🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 7.7%
🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) +7.7% at 2026-05-22 12:00 JST from 2026-05-21 15:30 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2026-05-21 18:19 KST | Korea’s Intellectual Property Office chief visits L&F’s Daegu cathode-material site for a roundtable, explicitly describing L&F as a leading domestic battery cathode producer, underscoring its strategic role in the national battery supply chain and signaling policy attention/support. (v.daum.net) | 지식재산처-엘앤에프 간담회 |
| 2026-05-20 10:05 KST | NewDaily feature on K‑LFP cathode makers highlights L&F as effectively first to market: its new Daegu LFP cathode plant will start full‑scale mass production from 3Q, backed by a ~KRW 1.6tn long‑term LFP contract with Samsung SDI and plans to lift capacity from 30,000 t/yr to 60,000 t/yr by 2027, positioning L&F as the front‑runner in non‑Chinese LFP supply. (biz.newdaily.co.kr) | 배터리 소재사, K-LFP 양극재로 中 독주 깬다 |
| 2026-05-20 08:26 KST | News1/Fnnews reports that L&F’s LFP‑dedicated subsidiary L&F Plus has completed its Daegu LFP cathode plant and will begin producing 30,000 t/yr of LFP cathode from 3Q, ramping to 60,000 t/yr by 2027; it stresses L&F is the first large non‑Chinese LFP cathode producer and that output will supply Samsung SDI’s U.S. JV ESS battery plant, benefiting from U.S. anti‑China supply‑chain incentives. (fnnews.com) | K-배터리 소재사 LFP 국산화 속도전…20만톤 생산 능력 갖춘다 |
| 2026-05-18 19:34 KST | ZDNet Korea reports that L&F has completed construction of its L&F Plus LFP cathode plant in Daegu after a KRW 338.2bn investment; the company will start mass production of 30,000 t/yr of high‑density 3rd‑generation LFP cathode from late 3Q and plans to expand to 60,000 t/yr, targeting U.S. ESS and EV demand and aiming to be the first large non‑Chinese LFP supplier. (zdnet.co.kr) | 엘앤에프, LFP 양극재 공장 준공…3분기 말 양산 돌입 |
| 2026-03-24 10:46:51 KST | Official DART filing discloses that L&F signed a mid‑ to long‑term LFP cathode supply and purchase agreement with Samsung SDI worth KRW 1.6067tn (about 84% of L&F’s recent annual sales), covering deliveries mainly to North America from 2026‑03‑30 to 2029‑12‑31, securing multi‑year revenue visibility and utilization for its new LFP capacity. (awakeplus.co.kr) | 엘앤에프/단일판매ㆍ공급계약체결/2026.03.24 |
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