"Capacity Clearance" Rumored Document Confirmed, Lithium Iron Phosphate Industry Closed-Door Meeting Held in Shenzhen
In the current context of "anti-involution" in the new energy sector, the clearing of lithium iron phosphate production capacity has attracted significant market attention. Last week, a notification document regarding the convening of the Lithium Iron Phosphate Materials Sub-Committee Council was widely circulated in the industry, sparking high interest in the market. On August 22, the meeting was held as scheduled in the London + Paris Hall on the second floor of the hotel. In the hall, industry association leaders and representatives from the industrial chain gathered to discuss solutions to address the issue of overcapacity in the industry. According to the sign-in list obtained by reporters on-site, a total of 13 participants attended the meeting, including 3 staff members from the Lithium Iron Phosphate Materials Sub-Committee Secretariat, and 10 companies from the lithium iron phosphate industrial chain, including Yuneng New Energy, Wanrun New Energy, Anda Technology, Dynanonic, and Easpring's subsidiary, Easpring Shudao New Materials Co., Ltd., as well as Youshan Technology, Fengyuan Lithium Energy, Changzhou Lithium Source, and Tianyuan Lithium Electric. All participating companies are members of the Lithium Iron Phosphate Materials Sub-Committee, and the agenda of this meeting was to discuss the industry's involution and plans for eliminating backward production capacity, as well as the low-carbon transformation path for the entire industrial chain. This was a truly "closed-door meeting," with no media list and no live recording
