Leading battery manufacturers are scrambling for supplies, while lithium iron phosphate manufacturers quietly initiate a new round of capacity expansion

Recently, leading battery manufacturers have been intensively distributing large orders for lithium iron phosphate, with CATL investing heavily in Fujian Fulin Precision Machinery's subsidiary Jiangxi Shenghua to secure high-pressure, high-density lithium iron phosphate production capacity. In response to strong market demand downstream, lithium iron phosphate manufacturers are quietly initiating a new round of capacity expansion. Most industry insiders believe that against the backdrop of "anti-involution," this round of expansion in the lithium iron phosphate industry mainly focuses on "high-end products and overseas demand," with a more rational approach. The competitive dimensions are gradually transitioning from "price competition" and "scale competition" to "value competition" and "technology competition," while capacity layout is becoming more globalized