Dust Settles for Major Manufacturers' 2024H1 Lithium Iron Phosphate Tender: Joy and Sorrow

SMM Analysis: The dust settles for the 2024H1 lithium iron phosphate tender of major manufacturers, with joy and sorrow.

Recently, a large battery (cell) manufacturer's various materials tender for "2024 cell material tender" has attracted the attention of the entire industry: peers, capital, positive electrode material companies, negative electrode material companies, electrolyte companies, diaphragm companies, and bystanders A, bystander B... The tender for lithium iron phosphate materials is a three-round competition, with 11 companies participating and 5 companies advancing to qualify for supply. Advancement is based on strength, and the strength is the ability to withstand the size of the loss.