磷酸铁锂“涨价潮”背后：成本上涨叠加供需转暖 企业谋求提价减亏

Core Viewpoint - The price of lithium iron phosphate, a key material in the new energy industry, is rising due to increased demand and higher raw material costs, prompting manufacturers to seek price increases to alleviate losses [1][2]. Group 1: Market Dynamics - The lithium iron phosphate industry is currently operating at full capacity, indicating a tight supply-demand balance [1]. - The price of lithium iron phosphate has increased from 31,800 yuan/ton at the end of June to 41,200 yuan/ton by mid-December, reflecting a recent monthly increase of 2,600 yuan/ton [2]. - The industry is experiencing a shift towards supply-demand balance, with companies actively negotiating price increases with downstream customers [2]. Group 2: Cost Factors - The core driver of the recent price increase in lithium iron phosphate is the rapid rise in raw material costs, including phosphoric acid and iron sulfate [3]. - The average price of phosphoric acid rose by 6.9%, while other key raw materials saw increases of 8.5% and 3.1%, respectively, contributing to higher production costs for lithium iron phosphate [3]. - Companies are facing a situation where the cost increase is greater than the price increase passed on to downstream customers, leading to continued financial strain [3]. Group 3: Industry Outlook - The lithium iron phosphate market is expected to grow significantly, with production capacity projected to reach 4.7 million tons in 2024, a 34% increase year-on-year [1]. - The demand for lithium iron phosphate is bolstered by the rapid growth of the electric vehicle market and a 60% year-on-year increase in energy storage installations [4]. - Despite the price recovery, the industry remains in a loss-making situation, with prices still below production costs, necessitating a sustainable pricing model for long-term viability [5]. Group 4: Technological Advancements - Companies are focusing on technological upgrades and supply chain integration to enhance competitiveness, with some diversifying into advanced materials like manganese iron phosphate and solid-state battery components [5]. - The industry is encouraged to innovate and transition from scale competition to quality competition to foster sustainable growth [5].