至于提价的原因，业内纷纷指向了储能爆发带动需求提升，原材料价格上行的传导，以及行业"反内 卷"。不过，这轮提价潮，并未能扭转板块在二级市场的下跌走势。数据显示，自11月18日高点下跌以 来至12月16日收盘，磷酸铁锂电池指数累计下跌15.62%。其中，丰元股份、安纳达、万润新能的跌幅 均超过38%。 格隆汇12月17日｜据钛媒体，新能源产业链的"反内卷"和涨价潮，还是烧到了磷酸铁锂行业。近来，磷 酸铁锂正极材料厂商集体掀起提价潮。从部分磷酸铁锂上市公司、行业分析师等多渠道获悉，近期多家 厂商正与客户进行提价谈判，且多取得积极进展。甚至卓创资讯富宝锂电分析师苗敏表示，"若2026年 加工费提升3000元/吨，磷酸铁锂毛利率可升至7.5%，较当前提升超7个百分点。" ...

龙蟠科技（02465）午前股价上涨3.20%，现报13.56港元，成交额9008.77万港元。 近期磷酸铁锂涨价的消息引发市场广泛关注。据中证报，记者多方调研获悉，受上游原材料价格上涨以 及下游市场旺盛需求的提振，磷酸铁锂生产企业纷纷寻求涨价，试图扭转亏损困局。中国化学与物理电 源行业协会磷酸铁锂材料分会秘书长周波在接受记者采访时表示："目前，磷酸铁锂行业很多企业都是 满产状态，供需整体应该是偏紧的状态。"有受访企业则告诉记者："公司正在积极与下游客户沟通提 价，这轮上涨行情，有望大幅收窄公司磷酸铁锂业务的亏损。" 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 近期磷酸铁锂涨价的消息引发市场广泛关注。据中证报，记者多方调研获悉，受上游原材料价格上涨以 及下游市场旺盛需求的提振，磷酸铁锂生产企业纷纷寻求涨价，试图扭转亏损困局。中国化学与物理电 源行业协会磷酸铁锂材料分会秘书长周波在接受记者采访时表示："目前，磷酸铁锂行业很多企业都是 满产状态，供需整体应该是偏紧的状态。"有受访企业则告诉记者："公司正在积极与下游客户沟通提 价，这轮上涨行情，有望大幅收窄公司磷酸铁锂业务的亏损。" 责任编辑： ...

消息面上，近期磷酸铁锂涨价的消息引发市场广泛关注。据中证报，记者多方调研获悉，受上游原材料 价格上涨以及下游市场旺盛需求的提振，磷酸铁锂生产企业纷纷寻求涨价，试图扭转亏损困局。中国化 学（601117）与物理电源行业协会磷酸铁锂材料分会秘书长周波在接受记者采访时表示："目前，磷酸 铁锂行业很多企业都是满产状态，供需整体应该是偏紧的状态。"有受访企业则告诉记者："公司正在积 极与下游客户沟通提价，这轮上涨行情，有望大幅收窄公司磷酸铁锂业务的亏损。" 龙蟠科技（603906）(02465)涨超3%，截至发稿，涨3.04%，报13.54港元，成交额7934.28万港元。 ...

近期，新能源产业的关键材料磷酸铁锂涨价的消息引发市场广泛关注。中国证券报记者多方调研获悉， 受上游原材料价格上涨以及下游市场旺盛需求的提振，磷酸铁锂生产企业纷纷寻求涨价，试图扭转亏损 困局。 中国化学与物理电源行业协会磷酸铁锂材料分会秘书长周波在接受中国证券报记者采访时表示："目 前，磷酸铁锂行业很多企业都是满产状态，供需整体应该是偏紧的状态。"有受访企业则告诉记者："公 司正在积极与下游客户沟通提价，这轮上涨行情，有望大幅收窄公司磷酸铁锂业务的亏损。" ● 本报记者 李嫒嫒 出现反弹信号 企业提价迫切 "磷酸铁锂材料成为锂离子电池产业的核心支柱，以近74%的正极材料出货占比支撑全产业链运转，在 储能电池领域更以99.9%的绝对占比，成为新型电力系统建设的关键基石。"中国化学与物理电源行业 协会副秘书长汤雁日前表示。 汤雁介绍，2024年行业产能逼近470万吨，同比增长34%，而实际产量230余万吨，产能利用率不足 50%；从2022年底到2025年8月，磷酸铁锂材料价格从17.3万元/吨暴跌至3.4万元/吨，跌幅高达80%，全 行业连续亏损超36个月，6家上市企业平均负债率达67.81%。 这种僵局在今年下 ...

Core Viewpoint - The lithium iron phosphate (LFP) market is experiencing a price rebound due to factors such as rising lithium carbonate prices and increased demand for energy storage and power batteries, with LFP prices rising approximately 20% since the beginning of the year [1][8]. Price Increase Initiatives - Several LFP companies have announced price increases, with Hunan Youneng raising processing fees by 3,000 yuan/ton starting January 1, 2026, citing supply-demand imbalance and rising raw material costs [2][9]. - Longpan Technology is negotiating price increases with downstream customers, confirming a clear upward trend in the industry [2][10]. - Wanrun New Energy and Defang Nano have also joined the price increase movement to improve operational quality and alleviate losses, respectively [2][9]. Market Dynamics - The LFP industry has historically faced challenges such as weak bargaining power and losses, making the current price increase a rational demand for basic interests [3][10]. - Supply-demand imbalance, rising raw material prices, and policy guidance are contributing to the expected price increases [4][11]. - The cost of LFP production is significantly affected by lithium carbonate prices, with each 10,000 yuan/ton increase in lithium carbonate raising LFP production costs by approximately 2,300-2,500 yuan/ton [4][11]. Supply and Demand Situation - The current market shows strong demand for energy storage, with first and second-tier energy storage cell manufacturers operating at full capacity [5][12]. - In October, new energy vehicle sales reached a record high, with a market penetration rate exceeding 50%, maintaining a healthy demand for lithium batteries [5][11]. - LFP batteries accounted for 81.5% of the power battery installation volume in the first three quarters of the year, a year-on-year increase of 62.7% [5][11]. Industry Collaboration and Future Outlook - A recent seminar on LFP material costs emphasized the need for rational pricing and collaboration across the industry to shift from scale competition to quality competition [6][13]. - Leading LFP companies are focusing on high-end product orders and long-term supply agreements to secure future cash flow and allow for price adjustments [6][13]. - The demand for LFP is expected to remain strong into 2026, necessitating cooperation among industry players to address overcapacity and pricing strategies [6][13].

Core Viewpoint - The lithium iron phosphate (LFP) market is experiencing a price rebound driven by supply-demand imbalances, rising raw material costs, and increased demand for energy storage and power batteries. Companies are collectively raising prices to improve profitability and address cost pressures [4][10][11]. Price Trends and Market Dynamics - In the second half of 2025, LFP prices are expected to rebound due to a resurgence in lithium carbonate prices and seasonal demand for energy storage and power batteries. As of November, the price for power-type LFP reached 39,230 yuan per ton, and storage-type LFP reached 39,780 yuan per ton, marking a cumulative increase of approximately 20% since the beginning of the year [4]. - Several LFP companies, including Hunan Youneng and Longpan Technology, have announced price increases due to strong demand and rising raw material costs. Hunan Youneng plans to raise processing fees by 3,000 yuan per ton starting January 1, 2026 [5][6]. Industry Response and Future Outlook - The price increase is seen as a rational response to the long-standing losses in the LFP sector, where companies have historically had weak bargaining power due to market structure and competition. The current supply-demand imbalance and rising raw material prices have made price hikes inevitable [9][10]. - The cost of LFP production is significantly affected by lithium carbonate prices, with each 10,000 yuan per ton increase in lithium carbonate raising LFP production costs by approximately 2,300 to 2,500 yuan per ton. The prices of upstream materials like sulfur and phosphoric acid have also risen, further increasing production costs [10]. - The LFP battery segment has maintained a dominant position in the market, with a 81.5% share in the power battery sector and over 90% in the energy storage battery sector as of the first three quarters of the year [10][11]. Supply Chain and Production Capacity - The supply of LFP has become tight, with leading manufacturers operating at full capacity and some orders extending into 2026. The average debt ratio in the industry is high at 67%, indicating significant pressure on expansion and profitability [11]. - A recent seminar on LFP material costs emphasized the need for rational pricing and collaboration across the supply chain to transition from "scale competition" to "quality competition" [11][12].

该工作人员直言，当前磷酸铁锂的原材料价格上涨，磷酸铁锂行业利润空间承压，叠加市场需求持续扩大，价格上涨是行业必然趋势。"公司对磷酸 铁锂未来价格走势比较乐观"。 据 21世纪经济报道 ，有报道称，磷酸铁锂行业正在发生一场集体提价行动。 对此， 21世纪经济报道 记者以投资者身份致电龙蟠科技时，接线工作人员确认， 近期行业确实有相关涨价的行情，目前公司销售人员也正在和客户 积极沟通涨价事由。 ...

Core Viewpoint - The lithium iron phosphate (LFP) industry is experiencing a price increase trend in 2025, with various companies adopting price maintenance strategies despite reduced sales volumes [2][3]. Group 1: Price Maintenance Strategies - Hunan YN has been a leader in price maintenance, announcing price increases for both standard and high-end products [2]. - Leading company A has maintained its price strategy despite a 40% reduction in sales volume, indicating a willingness to cut supply to large customers if they do not agree to price increases [2]. - Leading company B continues to supply high-pressure products at the highest prices in the industry, confident in demand from other customers even if large clients resist price hikes [2]. - Leading company C has been negotiating price increases, with a recent surge in demand from large clients in April reinforcing its determination to maintain prices [2]. - Leading company D has not fully achieved its price increase goals but has adjusted customer supply agreements to mitigate losses [2]. - Leading company E has focused on maintaining supply for two major joint venture clients while halting supply to lower-margin customers [2]. Group 2: Market Dynamics - Central company F successfully raised prices for high-end energy storage cells, halting supply to lower-tier clients to maintain high operational rates [3]. - Central company G, having achieved full production last year, is now reducing supply due to unsuccessful price increases and focusing on upgrading product lines [3]. - Central company H, despite reliance on large clients, has rejected additional volume requests due to unmet price expectations [3]. - Smaller companies I/J are cautious about accepting orders due to strict loss control measures set by their groups, even with existing orders [3]. - The overall market for lithium iron phosphate shows a solid foundation for price increases, supported by ongoing demand and the challenges faced by leading battery companies in negotiating lower prices [3].