"Capacity clearance" online document confirmed, lithium iron phosphate industry closed-door meeting to be held in Shenzhen

date
23/08/2025
New energy "anti-inner loop" is currently a hot topic, and the clearing of lithium iron phosphate production capacity has attracted market attention. Last week, a notice about the convening of the Lithium Iron Phosphate Materials Branch Council was widely circulated in the industry, causing high market attention. On August 22, the meeting was held as scheduled in the London+Paris Hall on the second floor of a hotel. Inside the hall, leaders of industry associations and representatives of industry chain companies gathered together to discuss solutions to address industry overcapacity. According to the attendance list obtained by the reporter on the scene, a total of 13 participants attended this meeting, including 3 staff members of the Lithium Iron Phosphate Materials Branch Secretariat and 10 companies in the lithium iron phosphate industry chain, including 5 listed companies or subsidiaries of listed companies such as Hunan Yueneng, Wanrun New Energy, Ande Technology, Defang Nano, and Shudu New Materials under Danshen Technology, as well as Youshan Technology, Fengyuan Lithium Energy, Changzhou Lithium Source, and Tianyuan Li-ion. The participating companies are all members of the Lithium Iron Phosphate Materials Branch, and the theme of this meeting is to explore solutions for industry consolidation and elimination of backward production capacity, as well as the low-carbon transformation path of the entire industry chain. This is a truly "closed-door meeting" with no media list and no live recording.