【独家】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

Core Viewpoint - The lithium iron phosphate (LFP) industry in China is facing significant challenges, including continuous overall losses, disordered competition, and low-price internal competition, which threaten the survival and sustainable development of the industry [1] Industry Summary - The China Chemical and the Physical Power Industry Association will issue a notification to guide the industry, suggesting that companies use the average cost range disclosed on November 18 as an important reference for pricing [1] - The notification emphasizes that companies should avoid engaging in low-price dumping that exceeds the cost line [1] - Starting this month, the association will regularly disclose the average cost range of the industry on a monthly basis to provide authoritative regulatory guidance for company pricing [1] - Companies are encouraged to fulfill their obligation to report information, including capacity, output, and inventory data, to the association on a monthly basis, which will serve as an important reference for resource allocation in the industry [1] Market Conditions - Since 2022, the LFP materials industry has been trapped in a situation of overcapacity and homogeneous competition, leading to significant contradictions between costs and prices [1] - The LFP segment has become the most severely pressured area in terms of profits within the lithium battery supply chain [1] - To achieve high-quality development in the industry, there is a need to strengthen efforts against internal competition and curb malicious competition that occurs below cost [1]