As we approach the end of 2025, numerous lithium iron phosphate companies are currently in the midst of negotiations with their clients regarding price hikes. Some prominent firms have already formally submitted requests for price increases, with the proposed increments ranging from 2,000 to 3,000 yuan per ton. The industry consensus is that this upward pricing trajectory will persist until the fourth quarter of 2026.

The driving forces behind this price surge include a broad-based increase in the prices of upstream raw materials, coupled with the industry's inherent self-adjustment mechanisms following three consecutive years of losses. In response to these market dynamics, the China Industrial Association of Power Sources has announced its intention to take the lead in formulating comprehensive industry standards. This move aims to establish technical barriers and provide guidance for rational investment within the sector. Additionally, several companies have expressed their commitment to exercising prudence in capacity expansion, with the shared goal of upholding a competitive and orderly market environment within the industry.