鑫椤锂电·2025-05-23 09:03Core Viewpoint - The phosphoric iron lithium industry is experiencing an unprecedented "order frenzy" in 2025, with major companies like CATL, BYD, and Chuangneng New Energy signing contracts worth hundreds of billions in a short period [2][4]. Group 1: Major Contracts and Agreements - CATL has signed an agreement with Wanrun New Energy to supply approximately 1.3231 million tons of phosphoric iron lithium products from May 2025 to 2030, with a commitment to purchase at least 80% of the agreed monthly volume [2]. - Chuangneng New Energy has reached an agreement with Longpan Technology to sell a total of 150,000 tons of phosphoric iron lithium cathode materials from 2025 to 2029, with an estimated total sales amount exceeding 5 billion [2]. - BYD has entered a three-year framework agreement with Fengyuan Co., Ltd. for the supply of phosphoric iron lithium cathode materials, ensuring stable supply and prioritizing Fengyuan's products under equal business conditions [3]. Group 2: Industry Trends and Future Outlook - Since the second half of 2024, there has been a significant increase in long-term contracts in the phosphoric iron lithium sector [4]. - Ford has signed a five-year supply agreement with CATL for stable supply of phosphoric iron lithium batteries from 2026 to 2030, while Renault has secured orders from LG New Energy and CATL for a total procurement of 39 GWh from 2025 to 2030, sufficient for 590,000 electric vehicles [5]. - The trend of major companies locking in orders indicates a further industry differentiation, with leading firms expanding their advantages while smaller firms face challenges amid price wars. This reflects a recovery in industry prosperity and a rapid increase in global demand for phosphoric iron lithium [5].