鑫椤锂电·2025-12-30 06:28Group 1 - The core viewpoint of the article highlights a simultaneous maintenance wave among leading phosphate iron lithium manufacturers due to high downstream demand, particularly in the energy storage sector, leading to a supply tightness in phosphate iron lithium materials [1][2] - Major companies such as Hunan YN, Wanrun New Energy, and others are planning maintenance that will reduce their phosphate lithium production by significant amounts, ranging from 1,500 to 30,000 tons [3][5] - The maintenance is primarily aimed at ensuring equipment safety and product quality, but there is an underlying motive to increase selling prices due to rising costs of core raw materials like lithium carbonate and phosphoric acid [5][6] Group 2 - The collective price increase effort comes at a time when the demand drop from December 2025 to January 2026 is only 4%, indicating a relatively stable market compared to previous years [6][8] - Capacity utilization rates for major shipping companies are expected to improve significantly, with 2024 rates between 30-60% and 2025 rates between 55-85% [8]