成本红线方面，协会发布行业平均成本区间(15714.8元/吨—16439.3元/吨)，并以此为基期，为企业成本 管控提供精准参照，建议企业报价不得低于成本线，避免低价倾销；同时，加强数据透明化，业内企业 需每月提交产能、产量等经营数据，作为行业资源调配依据；在技术创新上，推动高压密磷酸铁锂、磷 酸锰铁锂等技术研发，促进行业从"价格战"转向"质量竞争"。 作为动力电池与储能电池的核心材料，磷酸铁锂以高安全性、长循环寿命及成本优势，支撑全球锂电产 业链运转，我国构建起全球最完整、最具竞争力的供应链体系。 当前锂电产业增长动能强劲，2025年1至9月我国锂离子电池出口额达553.8亿美元，同比增长26.75%， 国内新能源汽车渗透率突破45%，储能装机量同比激增60%，全行业产值今年有望突破3万亿元大关。 磷酸铁锂材料作为核心支撑，以近74%的正极材料出货占比，为交通电动化和能源绿色化转型筑牢根 基。 无序竞争+利润分配不合理是限制产业链良性复苏的瓶颈 储能与新能源汽车领域的高增长，持续拉动磷酸铁锂材料需求。然而，行业呈现出"高端紧缺、低端过 剩"的核心结构性矛盾：一方面，高端产能投放速度仍滞后于需求增长；另一方面 ...

研讨会上发布的《磷酸铁锂材料行业成本研究》显示，磷酸铁锂材料成本结构呈现"主材占比最高、能 耗与直接费用并重"特征，行业盈利企业占比仅16.7%，远低于三元正极、负极等其他锂电核心材料行 业，存在盈利压力与财务风险。 为推动磷酸铁锂行业有序竞争，会上行业各方展开深入交流，在技术创新方面，明确重点布局高压密磷 酸铁锂、磷酸锰铁锂、无钴材料等方向，通过粒径分布优化、形貌控制、碳包覆工艺升级、烧结工艺优 化，实现性能提升与成本管控的平衡。值得注意的是，压实密度作为影响电池性能的关键参数，其优化 需兼顾工艺复杂度与生产成本，避免盲目追求高性能而推高成本。（记者王悦阳） 数据显示，2025年1至9月我国锂离子电池出口额达553.8亿美元，同比增长26.75%，国内新能源汽车渗 透率突破45%，储能装机量同比激增60%。磷酸铁锂材料作为核心支撑，为交通电动化和能源绿色化转 型筑牢根基。 今年以来，受下游新能源汽车和储能市场快速增长带动，磷酸铁锂材料需求大增，但磷酸铁锂材料成本 压力未根本缓解。 中国化学与物理电源行业协会副秘书长汤雁在日前举办的《磷酸铁锂材料行业成本研究》研讨会上发出 磷酸铁锂材料行业协同行动倡议，其中提 ...

Core Insights - China's automotive exports have entered a critical phase characterized by "stable quantity and improved quality," positioning the country as a significant growth driver in global automotive trade. The collective strategy of Chinese automotive brands is to "go global" [1] - The focus of global automotive competition is shifting from price to quality, with stringent safety, reliability, and compliance requirements in mature markets like Europe and the U.S. Quality is essential for Chinese brands to overcome trade barriers and build market trust [1] Group 1: Export Growth and Market Dynamics - Since 2021, China's automotive exports have seen exponential growth, with an expected total export volume of 7.2 million vehicles in 2025, reflecting a year-on-year increase of over 20% [3] - The distribution of China's automotive export markets is diverse, with Mexico being the largest by quantity (7.3% share) and the UAE by value. The top 15 export markets account for 1.2% to 7.3% of total exports, mitigating risks from market fluctuations [5] - In 2023, exports of complete vehicles surpassed those of parts for the first time, and this trend is expected to continue, with complete vehicles and parts accounting for 10% of total electromechanical product exports by 2024 [5] Group 2: Challenges and Strategic Recommendations - The global supply chain is undergoing rapid restructuring, with U.S. tariffs reducing China's share of automotive parts exports to the U.S. from 26% in 2018 to an anticipated 13% by 2025. The EU is also implementing various regulations affecting Chinese automakers [5] - Chinese automakers are advised to address shortcomings in overseas service quality, brand trust, and marketing strategies, shifting focus from merely increasing sales to enhancing quality, customer satisfaction, and profitability [5][3] Group 3: Industry Trends and Future Outlook - The global automotive industry is experiencing unprecedented changes, with significant adjustments expected in the European automotive sector. Competition will increasingly focus on Chinese, Japanese, and Korean manufacturers, with companies like BYD and Geely rapidly emerging [3] - China's automotive industry possesses significant advantages, including a leading position in the global new energy vehicle supply chain, with projections indicating that by 2025, pure electric vehicles will account for 65% of global sales [7] - The transition from "scale export" to "value export" is crucial for Chinese automotive companies, emphasizing the need to solidify the supply chain foundation and accurately seize global market opportunities [12]

Core Insights - The focus of the new energy vehicle (NEV) industry should shift from price competition to quality competition, as price wars are merely a means of market competition rather than an end goal [1][2] - The NEV industry in China has achieved significant growth, with annual production reaching 10 million units for the first time in 2024, up from 78,000 units in 2014 [1] Industry Development - The NEV market is currently characterized by price competition, but as the market consolidates and leading brands establish pricing power, the emphasis should transition to quality, technology, and user experience [1][2] - The rapid growth of the NEV industry in China reflects a new phase of marketization, industrialization, and scaling, with production increasing from 100,000 units in 2018 to 10 million units in 2024 [1] Quality and Consumer Expectations - There exists a gap between product quality and consumer expectations, with significant differences in user feedback across markets, particularly regarding issues like interior odor [2] - The concept of "perceived quality" is central to understanding consumer experiences, highlighting the need for companies to conduct market-specific research to address these discrepancies [2] Future Trends - The NEV market is expected to continue experiencing price competition in the near term, but over half of high-tech features are underutilized, indicating a need to shift from merely adding features to optimizing user experience [2] - Long-term development in the industry will depend on a focus on quality, which requires sustained investment in data validation and consumer feedback analysis [2]

以下文章来源于商业弧光 ，作者李佳琪 商业弧光 . 听风者，捕光人，最准点的商业节拍 出品｜虎嗅商业消费组 作者｜李佳琪 编辑｜苗正卿 题图｜AI生成 时隔16个月，休闲零食品牌良品铺子再次做出重大人事调整。 3月3日晚，良品铺子发布公告称：原董事长、总经理杨银芬因个人原因辞任，经董事会全票表决通过，由 董事、战略与发展委员会召集人程虹接任董事长并代行总经理职责。 自2023年上任以来，杨银芬任董事长不足两年。 杨银芬曾在上任后向虎嗅表示，自己思考的一个关键难题是：如何在利润和价格之间找到平衡点。 如今这个平衡点是否找到不得而知。但杨银芬曾给自己制定的"两个半年"目标中的第二个目标：2024年上半 年，一系列调整要在经营业绩上看到成效。从业绩上看，这些似乎未能完全如愿。 财报显示：2024年上半年，良品铺子营收38.86亿元，同比减少2.52%；扣非净利润仅746万元，同比下滑 93.97%，现金流净额同比下降90.81%。 而放眼全年，良品铺子近期披露的业绩预告显示：经公司财务部门初步测算，公司2024年预计将亏损2500 万元—4000万元。归属于上市公司股东的扣除非经常性损益的净利润为-7,000万元到 ...