两部门发布！这类新能源技术限制出口，国内龙头有望长期保持竞争力

Group 1 - The Ministry of Commerce and the Ministry of Science and Technology have adjusted the "Directory of Technologies Prohibited from Exporting and Restricted from Exporting" [1] - The adjustment includes the addition of battery cathode material preparation technology and modifications to non-ferrous metal metallurgy technology [2] - The new technologies include lithium iron phosphate preparation technology and lithium extraction technologies, which are aimed at enhancing domestic competitiveness and preventing core technology leakage [2][3] Group 2 - The lithium iron phosphate battery is favored for its high safety, long cycle life, and good thermal stability, making it suitable for energy storage applications [2] - Domestic battery manufacturers are expected to maintain a competitive edge during the transition period as overseas companies ramp up their production lines [2] - Leading companies in the industry include CATL, Fulin Precision, and Deyang Nano [4]