On January 30, 2026, the equity reform unveiling ceremony of Gansu Jinchuan Ruixiang New Materials Co., Ltd. and the commissioning ceremony of the 100,000-ton lithium iron phosphate production line of its subsidiary, Gansu Jinlin Lithium Battery New Materials Co., Ltd., were successfully held simultaneously in Lanzhou New Area.

PriceSeek’s analysis of lithium iron phosphate, with a bullish-bearish score of -1:
The commissioning of the 100,000-ton lithium iron phosphate production line by Gansu Jinlin Lithium Battery New Materials Co., Ltd. will significantly increase market supply. Without a corresponding growth in demand, expectations of oversupply are heightened, which may exert downward pressure on the spot price of lithium iron phosphate, creating a bearish impact. This event has a notable effect on the spot market but does not involve futures data, with the analysis based on supply-demand fundamentals.