磷酸铁锂行业协会将设成本红线规范报价

Core Viewpoint - The lithium iron phosphate (LFP) industry in China is facing significant challenges, including continuous overall losses, chaotic competition, and price undercutting, which threaten the industry's survival and sustainable development [1]. Industry Overview - The China Chemical and Physical Power Industry Association plans to issue a notification to guide the LFP industry, suggesting that companies use the average cost range disclosed on November 18 as a key reference for pricing [1]. - The association will begin monthly disclosures of the industry average cost range to provide authoritative regulatory guidance for pricing [1]. - Companies are encouraged to fulfill their obligation to report information, including capacity, output, and inventory data, to the association for better resource allocation [1]. Current Challenges - Since 2022, the LFP industry has been trapped in a cycle of overcapacity and homogeneous competition, leading to significant contradictions between costs and prices, making it the most pressured segment in the lithium battery supply chain [1]. - The industry requires efforts to combat internal competition and curb malicious competition that occurs below cost levels to achieve high-quality development [1].