多部门对动力储能电池重申“反内卷” 企业称“价格战”已让行业不堪重负

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) and other regulatory bodies are addressing the irrational competition and overcapacity issues in the power and energy storage battery industry, emphasizing the need for market regulation and industry self-discipline [1][2]. Group 1: Industry Challenges - The rapid development of China's power and energy storage battery industry has led to competitive advantages globally, but irrational behaviors such as blind construction and price wars are disrupting market order and sustainability [1]. - The lithium battery materials industry has experienced blind expansion over the past two years, resulting in overcapacity and financial difficulties for many companies, with some facing low profits or losses [2]. - The price of lithium iron phosphate materials has plummeted from 173,000 yuan/ton to 34,000 yuan/ton, a decrease of 80.2%, leading to over 36 months of continuous losses across the industry [2]. Group 2: Regulatory Measures - MIIT has proposed strengthening market supervision, enhancing price enforcement, and increasing product quality checks to combat intellectual property violations and manage capacity effectively [1]. - The industry association has called for members to avoid selling below cost and to be cautious about capacity expansion to mitigate irrational competition [3]. Group 3: Price Competition and Its Impact - The ongoing price war has severely burdened the industry, with storage system prices dropping by approximately 80% over the past three years, raising concerns about quality and safety [4]. - A significant portion of system integrators is reportedly selling below cost, which is increasing the risk of systemic issues within the energy storage supply chain [4]. Group 4: Recommendations for Industry Players - Leading companies are encouraged to set an example by resisting bids below cost and establishing enforceable self-regulatory mechanisms [5]. - There is a call for reforming the bidding evaluation system to increase the weight of technical assessments, moving away from a price-centric mindset [5].