行业协会建议设磷酸铁锂成本红线规范报价

Core Viewpoint - The lithium iron phosphate (LFP) industry in China is facing significant challenges due to prolonged overall losses, disordered competition, and price undercutting, prompting the China Chemical and Physical Power Industry Association to issue a notification to standardize pricing based on cost indices [1][3]. Group 1: Industry Challenges - The LFP industry has been trapped in a cycle of overcapacity and homogeneous competition since 2022, leading to a severe contradiction between costs and prices, which has become the most pressured segment in the lithium battery supply chain [1][3]. - The association will begin disclosing the average industry cost range monthly, providing authoritative regulatory guidance for companies' pricing strategies [1]. Group 2: Recommendations and Actions - The notification advises companies to use the disclosed average cost range as a critical reference for pricing and to avoid engaging in price dumping below cost [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 within the industry [1].