Group 1 - The core viewpoint of the article is that CATL (宁德时代) is increasing its focus on the supply chain of high-pressure lithium iron phosphate, particularly through the development of oxalic acid-based lithium iron phosphate, which is expected to see demand growth surpassing that of traditional lithium iron phosphate [1][2] - The demand for oxalic acid-based lithium iron phosphate is anticipated to grow due to its performance and process advantages in high-pressure applications, with a price premium of 1,000 to 3,000 yuan per ton compared to standard products [2][3] - CATL's recent investment in Fujian Precision Engineering, a leading company in oxalic acid-based lithium iron phosphate, indicates a strategic shift towards internal supply relationships, enhancing supply chain security [1][2] Group 2 - The rapid growth in the production of oxalic acid-based lithium iron phosphate is expected to make the new energy sector the largest application area for oxalic acid, with an estimated additional demand of over 180,000 tons from new production capacities planned by Fujian Precision Engineering and Pengbo New Materials [3] - The supply of oxalic acid is projected to tighten, with significant new supply contributions expected only by the end of 2026, while immediate contributions will come from limited new projects in the first half of next year [3]