LOPAL TECH (02465) surged more than 3%, reaching HK$14.74 by the time of writing, with a trading volume of HK$84.35 million. Market reports indicate that several leading lithium iron phosphate (LFP) producers have proposed price hikes, with two major manufacturers planning to uniformly increase processing fees for all LFP products by RMB 3,000 per ton starting in 2026, drawing market attention.
In response to investor inquiries, LOPAL TECH confirmed recent industry-wide price adjustments, stating that its sales team is actively negotiating the increases with clients. The company noted that rising raw material costs for LFP have squeezed profit margins, while sustained demand expansion makes price hikes an inevitable industry trend. LOPAL TECH expressed optimism about future LFP price movements.
Analysts highlight 2025 as a pivotal year for the LFP industry, marked by explosive demand growth against structural supply constraints, creating a unique high-growth, low-profit landscape. With anti-overcapacity initiatives, accelerated technological upgrades, and improving supply-demand dynamics, the LFP sector is expected to transition from cutthroat competition to a value-driven, technology-focused phase, fostering positive shifts in pricing, supply-demand balance, and industry prospects.
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