头部电池厂抢货 磷酸铁锂厂商悄然启动新一轮扩产

Core Viewpoint - Leading battery manufacturers are intensifying their investments in lithium iron phosphate (LFP) production, with CATL making a significant investment in a subsidiary of Fulin Precision, aiming to secure high-density LFP capacity in response to strong market demand [1] Industry Summary - Major LFP manufacturers are initiating a new round of capacity expansion driven by robust downstream market demand [1] - The current expansion trend is characterized by a shift from competing on price and scale to focusing on value and technology, reflecting a more rational approach in the industry [1] - Capacity planning is becoming increasingly globalized, indicating a strategic shift in the industry's operational focus [1]