磷酸铁涨价1000合理吗？

Core Viewpoint - The recent price increase rumors in the lithium iron phosphate market are driven by strong order volumes and a significant improvement in the supply-demand balance, alongside rising raw material prices [2][3]. Group 1: Price Increase Factors - Company A is aiming for profitability by December, prompting price hikes [2]. - Company B announced a comprehensive increase of 3000 yuan per ton in processing fees [2]. - Company C stated it will not accept orders below its cost price [2]. Group 2: Raw Material Price Changes - The price of wet-process phosphoric acid rose from 6400 yuan per ton at the beginning of November to 7250 yuan per ton, with corresponding cost increases for different methods [4]. - The price of ferrous sulfate increased from 500 yuan per ton to 580 yuan per ton, with minimal overall impact on phosphoric acid costs from other raw materials [5]. - Industrial ammonium prices rose from 5700 yuan per ton to 6700 yuan per ton, reflecting an increase in ammonium method costs [7]. Group 3: Cost Transmission to Phosphate Prices - The total cost of phosphoric acid has increased by approximately 1000 yuan per ton from November to the current date, making a corresponding price increase reasonable [5]. - Historically, when costs rise, phosphoric acid companies have only been able to pass on about half of the cost increase to downstream prices, raising questions about the feasibility of the current price hikes [5].