BYD(SZ:002594) 起点锂电·2025-12-05 04:15Core Viewpoint - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the increasing demand for lithium iron phosphate (LFP) batteries, highlighting significant partnerships and production expansions in the industry. Group 1: Event Details - The 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony will be held on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 in-person participants and 30,000 online viewers [2][19]. - The event is organized by Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [2]. Group 2: Industry Partnerships - On December 4, 2023, Xingfa Group announced a processing agreement with Qinghai Fudi Industrial Co., Ltd. for the production of 80,000 tons/year of LFP products, enhancing Xingfa's capacity utilization and potentially boosting its lithium battery segment performance [5]. - BYD has initiated a bidding process for LFP ahead of other materials, indicating a strong commitment to LFP technology, which has been crucial for its blade battery development [6][7]. Group 3: Market Dynamics - The demand for LFP has surged due to a booming energy storage market, with major companies like CATL, EVE Energy, and Guoxuan High-Tech securing long-term contracts to lock in production capacity [5]. - BYD's battery production capacity is projected to reach 655 GWh by 2025, with plans to increase to 810 GWh in the next 1-2 years to meet the growing needs of the electric vehicle and energy storage markets [8]. Group 4: Price Trends - As of November 2025, the price of LFP has rebounded, with power-type LFP priced at 39,230 yuan/ton and energy storage-type at 39,780 yuan/ton, reflecting a cumulative increase of approximately 20% since the beginning of the year [9]. - Several LFP companies, including Hunan Youneng and Longpan Technology, have raised processing fees by 3,000 yuan/ton, indicating a trend of price increases across the sector [10].