行业协会将建议设成本红线规范报价 磷酸铁锂行业推进反内卷
Xin Lang Cai Jing·2025-11-20 08:47

Core Viewpoint - The lithium iron phosphate industry in China is facing continuous overall losses due to chaotic competition and low-price undercutting, threatening the survival and sustainable development of the entire industry [1] Industry Summary - The China Chemical and Physical Power Industry Association will issue a notice regarding the reference cost index for lithium iron phosphate and the standardization of industry development [1] - The notice suggests that companies should use the average industry cost range disclosed by the association on November 18 as an important reference for pricing, avoiding price dumping that exceeds cost thresholds [1] - Starting this month, the association will regularly disclose the average industry cost range on a monthly basis to provide authoritative regulatory guidance for company pricing [1] - The association also recommends that companies fulfill their obligation to report information, submitting accurate and complete operational data such as capacity, output, and inventory to the association on a monthly basis, which will serve as an important reference for resource allocation in the industry [1]