Core Viewpoint - The lithium iron phosphate (LFP) industry is experiencing a price increase trend driven by rising demand from the energy storage sector, upward pressure on raw material prices, and a shift away from excessive competition within the industry [1] Industry Summary - Multiple LFP manufacturers are currently engaged in price negotiations with clients, achieving positive progress in these discussions [1] - Analyst Miao Min from Zhuochuang Information indicates that if processing fees increase by 3,000 yuan per ton by 2026, the gross margin for LFP could rise to 7.5%, an increase of over 7 percentage points compared to current levels [1] - Despite the price increase trend, the LFP sector has not reversed its downward trend in the secondary market, with the LFP battery index dropping by 15.62% from its peak on November 18 to the close on December 16 [1] - Specific companies such as Fengyuan Co., Anada, and Wanrun New Energy have seen declines exceeding 38% during this period [1]
磷酸铁锂涨价潮涌：需求爆发下供需重构 涨势或持续至2026年
Ge Long Hui A P P·2025-12-17 10:31