SMM Analysis: "Survival of the Fittest" - the Cost Reduction Process and Risks of Lithium Iron Phosphate"
Reflections sparked by the cost reduction in the lithium iron phosphate industry: where does cost reduction really lie? Is it in one's own costs, or in the pockets of downstream customers? The risks of cost reduction may disrupt the existing stable supply chain system and introduce many unstable factors, albeit as a slow change, it still adds risks to the future. Cost reduction may lead to a shift in capital investment, prompting a re-evaluation of the current lithium iron phosphate industry. In terms of investment, there may be a more cautious approach, with a friendlier attitude towards monopolistic and highly competitive enterprises, and less attention given to ordinary new entrants in the industry.
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