On December 29th, Longpan Technology announced that its subsidiary in Changzhou, Liyuan, will reduce production at some lines of lithium iron phosphate starting January 1, 2026. The expected maintenance period lasts for one month, with an anticipated reduction in lithium iron phosphate production by about 5,000 tons. PriceSeek assesses lithium iron phosphate, giving it a neutral rating: 1. Longpan Technology's subsidiary in Changzhou, Liyuan, has announced a production cut-down from January 1, 2026, with the estimated reduction in production being about 5,000 tons over a month. This supply reduction will directly push up the spot price of lithium iron phosphate, as it is a key material in new energy vehicle batteries. Currently, market demand and supply are tight, and the cut may exacerbate the short-term supply gap. However, since the maintenance period is relatively short and the impact on the overall market scale is limited (for example, China's monthly production is around several hundred thousand tons), the positive outlook is moderate, rated as "moderately positive +1."
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