10万吨磷酸铁锂项目将投产！

Core Viewpoint - The article highlights the rapid development and potential of the lithium iron phosphate (LFP) battery industry, particularly focusing on the advancements in production technology and the upcoming industry events that will showcase these innovations [1][5]. Group 1: Industry Events - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1]. - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: Company Developments - Hunan Pengbo New Materials Co., Ltd. is constructing a project with an annual production capacity of 100,000 tons of high-performance lithium iron phosphate cathode materials, which is expected to significantly contribute to the local energy revolution and industrial upgrade [2]. - The project has a total investment of 1.85 billion yuan and aims to start trial production by mid-September 2023, with mass delivery planned for October [2]. Group 3: Market Dynamics - As of June 2025, global LFP production capacity reached 6.17 million tons, but the utilization rate was only 52.8%, indicating significant overcapacity in the industry [3]. - The industry is witnessing a shift where traditional low-end production is being phased out due to high costs and poor performance, while high-performance products are in demand due to technological advancements [4]. - By 2025, the LFP industry is expected to enter a new phase of demand explosion driven by the electric vehicle market and energy storage policies, with a projected 15% of shipments being fourth-generation products [4].