磷酸铁锂行业，推进反内卷

Core Viewpoint - The lithium iron phosphate industry in China is facing significant challenges, including continuous overall losses, disorderly competition, and low-price undercutting, which threaten the industry's survival and sustainable development [1]. Group 1 - The China Chemical and Physical Power Industry Association will issue a notice regarding the reference cost index for lithium iron phosphate and the standardization of industry development [1]. - The notice suggests that companies should use the industry average cost range disclosed by the association on November 18 as an important reference for pricing and avoid engaging in low-price dumping that exceeds cost thresholds [1]. - Starting this month, the association will regularly disclose the industry average cost range on a monthly basis to provide authoritative regulatory guidance for company pricing [1]. Group 2 - The association recommends that companies fulfill their obligation to report information, requiring them to submit accurate and complete operational data, including capacity, output, and inventory, on a monthly basis [2]. - This data will serve as an important reference for resource allocation within the industry [2].