From December 25 to 29, listed companies in the lithium iron phosphate industry, such as Wanrun Xinneng, Hunan Yuneng, German Nano, Anda Technology, and Longpan Technology, successively disclosed plans for maintenance and production reduction, focusing on January 2026. The total market share of the five companies accounted for “half” of the industry. Many of them cut production by 35% to 50% in January. Some research institutes believe that the collective maintenance of the lithium iron phosphate industry to raise prices is a helpless move. Against the backdrop of a sharp increase in the price of raw materials, the price increase of lithium iron phosphate is not progressing well. Currently, the lithium iron phosphate industry is in a “sandwich layer” position: the price of upstream raw materials has risen sharply, but it is difficult for downstream battery companies to accept the price increase, and the operating pressure on the lithium iron phosphate industry has intensified. In an interview, the reporter learned that although “Long Order” has provided certain market guarantees for some lithium iron phosphate companies, there are problems such as difficulties in communicating the price increase of raw materials. Furthermore, with the strong support of some downstream enterprises, another wave of production expansion in the lithium iron phosphate industry has also brought new uncertainty to the return of healthy supply and demand in the industry.

From December 25 to 29, listed companies in the lithium iron phosphate industry, such as Wanrun Xinneng, Hunan Yuneng, German Nano, Anda Technology, and Longpan Technology, successively disclosed plans for maintenance and production reduction, focusing on January 2026. The total market share of the five companies accounted for “half” of the industry. Many of them cut production by 35% to 50% in January. Some research institutes believe that the collective maintenance of the lithium iron phosphate industry to raise prices is a helpless move. Against the backdrop of a sharp increase in the price of raw materials, the price increase of lithium iron phosphate is not progressing well. Currently, the lithium iron phosphate industry is in a “sandwich layer” position: the price of upstream raw materials has risen sharply, but it is difficult for downstream battery companies to accept the price increase, and the operating pressure on the lithium iron phosphate industry has intensified. In an interview, the reporter learned that although “Long Order” has provided certain market guarantees for some lithium iron phosphate companies, there are problems such as difficulties in communicating the price increase of raw materials. Furthermore, with the strong support of some downstream enterprises, another wave of production expansion in the lithium iron phosphate industry has also brought new uncertainty to the return of healthy supply and demand in the industry.