锁定技术红利，磷酸铁锂、提锂技术正式纳入限制出口目录

Core Viewpoint - The recent adjustments to the "China's Export Ban and Restriction Technology Catalog" highlight the increasing importance of high-value phosphate materials and low-cost lithium processing technologies, with a focus on domestic advancements in lithium iron phosphate (LFP) materials and lithium extraction techniques [1][4]. Summary by Sections Export Restrictions - The Ministry of Commerce and the Ministry of Science and Technology have included battery cathode material preparation technology and lithium extraction technology in the restricted export category, specifically targeting LFP, lithium manganese iron phosphate (LMFP), and phosphate cathode raw materials [2][5]. - The adjustment in the testing pressure for LFP from 300MPa to 220MPa aligns more closely with actual industrial applications, indicating a shift towards high-end products that have achieved large-scale application domestically [2][3]. Industry Trends - The rapid upgrade of LFP products is evident, with third-generation and above LFP materials becoming mainstream high-value products. For instance, CATL's procurement of third-generation and above products is projected to reach 50% by mid-2025, a 20 percentage point increase from the end of 2024 [3]. - BYD is also accelerating its transition to third-generation technology, driven by high demand for materials with greater density [3]. Lithium Processing Technology - The revised catalog introduces five new restrictions on lithium extraction technologies, addressing the contradiction of China's 60% global lithium processing capacity while relying on 55% imported resources [4]. - The establishment of technical barriers aims to compel overseas companies to pay higher prices for lithium resources, thereby protecting the cost advantages of domestic lithium extraction technologies [4].