29, Longpan Science and Technology (603906) announced that the production line of lithium iron phosphate in Changzhou, a holding subsidiary, had been overloaded. In order to ensure the safe, stable and efficient operation of the production line, some production lines will be overhauled according to the scheduled plan from January 1, 2026, and the overhaul time is expected to last for one month.
Longpan Technologies said that the overhaul is expected to reduce the production of lithium iron phosphate in Changzhou by about 5000 tons, and is not expected to have a significant impact on the company's operating performance in 2026.
As for the impact of this production reduction overhaul, the aforementioned people said that January is generally the traditional off-season, and enterprises mostly guarantee delivery through inventory and spare capacity, which has limited impact on orders throughout the year. The production reduction measures
of Longpan Science and Technology are not isolated cases in the lithium iron phosphate industry.
From December 25 to 26, Hunan Yuneng, German Nano, Wanrun Xinneng, Anda Science and Technology and other lithium iron phosphate head manufacturers issued intensive production reduction and maintenance announcements, the maintenance cycle is one month, the reason given is the long-term overload operation of the production line. From the scale of production reduction, Hunan Yuneng is expected to reduce the output of phosphate cathode materials by 15000-35000 tons, Wanrun Xinneng is expected to reduce production by 5000 tons to 20000 tons, and Anda Science and Technology is expected to reduce production by 3000-5000 tons. Comprehensive calculation, in addition to the German Nano did not specify the specific value of production reduction, the cumulative scale of production reduction of the four listed companies fell between 28000 tons and 65000 tons.
Industry insiders said that at present, lithium iron phosphate enterprises and downstream battery manufacturers are in the key window period to finalize next year's price, and the head enterprises concentrate on reducing production, which is essentially a signal for the industry to reach a price consensus. This will directly lead to the tightening of short-term market supply, which is expected to provide support for the upward price of lithium iron phosphate.
In fact, the price action has been the first to start. Recent market news shows that a number of lithium iron phosphate manufacturers have put forward price increases to downstream customers, ranging from 2000 yuan/ton to 3000 yuan/ton. At present, the head enterprises have started the second round of price increase negotiations, while the first round of price increase demands of most small and medium-sized material manufacturers have not yet landed.
For the opportunity of this round of price increase, Hunan Yuneng has given a clear response in the recent institutional research: on the one hand, the company's products are in short supply as a whole, especially the contradiction between supply and demand of new products is more prominent; on the other hand, the prices of some raw materials such as lithium carbonate, monoammonium phosphate and ferrous sulfate have risen, and the cost pressure has been continuously transmitted. At present, the company is actively promoting business negotiations with customers, and has made phased progress.
The above-mentioned lithium power practitioners further pointed out that the rising price of raw materials superimposes the overall loss of the industry, and the price increase momentum of lithium iron phosphate enterprises is sufficient, but the final effect of the price increase still depends on the release rhythm of downstream market demand and the game results of upstream and downstream industrial chains. The data of
China Chemical and Physical Power Industry Association confirms the loss pressure of the industry: in November 2025, the cost range of lithium iron phosphate material industry is 16,800 yuan/ton to 17,200 yuan/ton (the cost of lithium carbonate has been deducted and tax has not been included). In the same period, the average market price of this product was only 14.7 million yuan/ton, which highlighted the urgency of the industry to turn around its losses.
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