从低效同质竞争迈向高质量新赛道 《关于维护磷酸铁锂材料行业健康有序发展的倡议》发布

Core Viewpoint - The China Chemical and Physical Power Industry Association has issued an initiative to promote the healthy and orderly development of the lithium iron phosphate (LFP) materials industry, addressing challenges such as persistent losses among companies, volatile lithium resource prices, low overall capacity utilization, and frequent low-level redundant construction [1][5]. Group 1: Market Environment and Challenges - The global energy transition has accelerated, leading to a surge in demand for LFP materials, with China's production capacity expected to exceed 95% of global capacity by the end of 2025 [1][5]. - The industry faces significant challenges, including ongoing losses for many companies, severe price fluctuations in lithium resources, low capacity utilization rates, and issues related to redundant construction [1][5]. Group 2: Initiatives for Industry Improvement - The association advocates for the establishment of a "LFP product cost price index" to provide objective pricing references and to combat malicious price competition [1][5]. - It calls for upstream and downstream companies to strengthen strategic collaboration to build a resilient supply chain ecosystem, addressing the impact of raw material price volatility [2][6]. Group 3: Capacity Management and Industry Standards - Companies are encouraged to manage capacity utilization dynamically, with a recommendation to pause new capacity investments if utilization falls below 70%, and to eliminate outdated production lines [3][7]. - The initiative promotes the establishment of high industry entry standards based on existing regulations, aiming to accelerate the exit of inefficient capacity and optimize the industry structure [3][7]. Group 4: Innovation and Quality Focus - Companies are urged to shift their competitive focus from price to technological innovation, product performance, and service enhancement, with an emphasis on increasing R&D investment [4][8]. - The association aims to foster a high-quality industry ecosystem driven by innovation, adhering to national regulations and promoting a culture of quality and safety [4][9].