13家湿法隔膜企业达成“反内卷”共识

Core Insights - The meeting held on August 23 in Suzhou focused on how the wet-process lithium battery separator industry can respond to and implement national policies aimed at addressing "involution" competition, ensuring healthy and orderly industry development [1] Group 1: Industry Challenges - The lithium industry is undergoing a significant transformation under national policy guidance, with "involution" competition posing severe challenges to the healthy development of the industry, compressing reasonable profit margins for companies, and hindering technological innovation and sustainable development [1] Group 2: Consensus Among Companies - Thirteen wet-process separator production companies, including Yunnan Enjie New Materials Co., Ltd. and Shenzhen Xinyuan Materials Technology Co., Ltd., reached six key agreements regarding production and sales for 2024 and the first half of 2025 [2] - The first consensus emphasizes price discipline, ensuring product prices remain above cost lines to support normal operations and development [2] - The second consensus focuses on capacity regulation, advocating for scientific production planning based on market supply and demand dynamics [2] - The third consensus highlights the need to avoid the duplication of low-quality and inefficient production capacities [2] - The fourth consensus calls for enhanced information sharing and cooperation among upstream and downstream enterprises to provide quality products and services, maintaining a healthy ecosystem within the industry [2] - The fifth consensus stresses the importance of respecting and protecting intellectual property rights and encouraging independent research and development to drive technological innovation [2] - The sixth consensus urges industry associations and society to play a supervisory role in fostering a fair, just, and orderly market environment [2]