Group 1 - The first second council meeting of the Lithium Iron Phosphate Materials Branch will be held on August 22 in Shenzhen, focusing on industry internal competition and backward capacity elimination plans, as well as low-carbon transformation paths for the entire industry chain [1] - Current profitability for first and second-tier companies ranges from a loss of 2500 to a profit of 1000 yuan per ton. Measures to counter internal competition include capacity reduction and limiting processing fees [2] - The industry has an annual effective capacity of 5.32 million tons, with an average capacity utilization rate of around 67% in July. If backward and low-end capacity of over 80000 tons is eliminated, the overall industry capacity utilization rate could rise to over 80%, potentially leading to price increases [2] Group 2 - Current processing fees for the fourth generation are 17,000 to 18,000 yuan per ton, while the third generation and below range from 14,000 to 17,000 yuan per ton. An average increase of around 2000 yuan could help second-tier companies return to profitability [2] - The article mentions BYD's expansion into Southeast Asia and CATL's growth in the energy storage market, which is outpacing the growth in the power market [7]