研究显示磷酸铁锂行业成本与价格矛盾突出

Group 1 - The core viewpoint of the article highlights the significant contradiction between costs and prices in the lithium iron phosphate (LFP) materials industry, which has become a critical pressure point for profits in the lithium battery supply chain [1][2] - The lithium battery industry in China is experiencing strong growth, with lithium-ion battery exports reaching $55.38 billion from January to September 2025, a year-on-year increase of 26.75%, and the penetration rate of domestic new energy vehicles exceeding 45% [1] - The installed capacity for energy storage has surged by 60% year-on-year, and the overall industry output value is expected to exceed 3 trillion yuan [1] Group 2 - The average cost range for LFP materials, based on audited data from seven leading companies, is estimated to be between 15,714.8 yuan/ton and 16,439.3 yuan/ton (excluding tax), while the average market price during the same period is 14,177.1 yuan/ton [2] - The association's deputy secretary-general has called for collaborative actions to rebuild market pricing logic, curb vicious competition, and shift the industry focus from scale competition to quality competition [2] - The initiative emphasizes the importance of balancing supply and demand to create a collaborative development ecosystem and guide the orderly release of production capacity [2]