来源：上海证券报·中国证券网 上证报中国证券网讯（记者 王玉晴）12月30日，中国化学与物理电源行业协会（简称"协会"）发布 《关于维护磷酸铁锂材料行业健康有序发展的倡议》。 协会称，近年来，全球能源转型加速推进，新能源汽车、储能等战略性新兴产业蓬勃发展，作为关键正 极材料的磷酸铁锂（LFP）市场需求持续攀升，产业规模实现跨越式增长。截至2025年底，我国磷酸铁 锂材料产能占全球总产能比重已超95%，在全球产业链中占据核心地位。 然而，在行业高速发展的同时，也逐渐暴露出一些亟待解决的问题，包括多数企业持续亏损、锂资源价 格波动剧烈、行业整体产能利用率偏低以及低水平重复建设现象频发等。这些问题不仅损害了企业自身 利益，更对产业链的可持续发展和国际竞争力构成了严峻挑战。 为推动行业走向更高质量、更有效率、更可持续的发展路径，构建健康、稳定、公平的市场环境，依据 《中华人民共和国价格法》《中华人民共和国招标投标法》《中华人民共和国反不正当竞争法》《中华 人民共和国反垄断法》等，杜绝违法违规行为，维护良好行业形象，联合发出倡议： 一、坚决抵制恶性价格竞争，维护市场公平秩序 建议行业内各企业严格遵守国家法律法规，坚决杜 ...

Core Viewpoint - The Chinese government has strategically placed lithium iron phosphate (LFP) and lithium manganese iron phosphate (LMFP) production technologies under export control, signaling a significant shift in the global battery supply chain dynamics [1][2]. Group 1: Impact on Technology and Supply Chain - The U.S. release of the H20 chip is seen as a miscalculation, as its performance is only 15% of the H100, while Huawei's Ascend 910B outperforms it significantly [2]. - China produces 80% of the world's LFP batteries, with companies like CATL and BYD having established strong patent protections [2][4]. - The export control also includes lithium extraction technologies, affecting overseas companies' ability to produce batteries without relying on Chinese resources [4]. Group 2: Strategic Implications - The Chinese government's actions are viewed as a decisive move in the ongoing technological and economic competition with the U.S., emphasizing the importance of technological sovereignty [2][5]. - The U.S. attempts to leverage the CUDA ecosystem to bind Chinese developers may face challenges as China fortifies its position in battery materials [5]. - The anticipated increase in battery costs by 30% for European and American automakers highlights the critical role of battery technology in the broader energy revolution [5].