Core Viewpoint - The article discusses the upcoming 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, highlighting the growth and developments in the lithium iron phosphate (LFP) battery sector, particularly focusing on Guizhou Anda Technology's expansion in LFP precursor production capacity [1][14]. Group 1: Event Details - The conference will take place on July 10-11, 2025, at the International Hall of the Dingshi Road International Hotel in Bao'an, Shenzhen [1]. - Major sponsors and participants include leading companies in the battery and electric vehicle sectors, such as Yadi Technology Group, Tailling Group, and others [1]. Group 2: Anda Technology's Expansion - Guizhou Anda New Energy Materials Co., Ltd. is advancing its 450,000 tons/year LFP precursor project, with an environmental impact assessment recently publicized [3]. - The project consists of two phases: Area A with a capacity of 300,000 tons and Area B with 150,000 tons, with total investments of 14 billion and 10 billion yuan respectively [3]. Group 3: Financial Performance - Anda Technology reported a revenue of 1.511 billion yuan in 2024, a decrease of 49.02% year-on-year, with a net loss of 679.9 million yuan [5]. - The revenue from LFP and its related products accounted for over 81% of total revenue, with specific revenues of 983 million yuan and 245 million yuan respectively [6]. Group 4: Technological Advancements - Anda Technology has achieved a new generation of LFP production methods and plans to launch the fourth generation of LFP products in 2025 [7]. Group 5: Market Position and Competition - As of the end of 2024, Anda Technology's production capacity includes 150,000 tons/year of LFP and 150,000 tons/year of LFP precursor, with ongoing projects expected to increase total production capacity significantly [9][10]. - The company maintains partnerships with major clients like BYD and is working to diversify its customer base, although it faces challenges in expanding its overseas market presence [10][11]. - The demand for LFP materials in China is projected to grow, with a forecasted increase of 36.3% in shipments to reach 3.3 million tons in 2025, favoring companies with technological and overseas production advantages [11].

2025 年 4 月 18 日，湖南裕能在投资者答疑环节表示" 公司不论是普通产品，还是高端产品都有涨价。 "今年以来，湖南裕能一直是挺价的急先锋，在 2 月底 3 月初就陆续从一些中小电芯企业，以及其他磷酸 铁锂材料友商口中传出湖南裕能挺价的消息。 除了湖南裕能外，还有很多磷酸铁锂材料企业均以不同的形式来挺价， 2025 年以来磷酸铁锂行业涨价反 攻潮一直没有断过。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 龙头企业 A ： 2025 年以来就坚持挺价策略，虽然出货量锐减 40% ，但截至目前依然没有放弃挺价策 略，大客户不给涨价供货量减半，中部客户账期拉长的断供，小客户加工费干脆涨到 2 万 + ； 龙头企业 B ： 生产的均是高压实产品，大客户的高端电芯离不开，一直是行业内价格最高的，大客户就 算不同意也不担心，毕竟有很多其他客户等着拿货，所以即使给大客户供货价格也持续坚挺； 龙头企业 C ： 2025 年以来一直在跟客户谈涨价的事情，但 1-3 月份大客户需求量一般，公司选择妥协 涨价不及预期，但 4 月份大客户需求量激增 ...