November 16-17, 2026, Gucheng, Xiangyang, Hubei.

Countdown to 10 days! On the day of the celebration of Yifu Intelligent Hubei New Industrial Park, the forum will draw attention from single material formulas back to the macro supply and demand table. After going through a round of overcapacity and price clearing, lithium iron phosphate is standing at a new turning point of "loose total volume and tight balance of high-end products" - conventional second-generation products are still charging processing fees, and fourth-generation and above high-compact products are hard to find.

At this critical juncture in this round of shifting from scale competition to value competition, we invited an observer who focuses on the processing fees of disk phosphoric acid, ferrous sulfate, iron phosphate and lithium iron - Chen Bolin, senior analyst of lithium iron phosphate cathode materials of the New Energy Division of Shanghai Nonferrous Metal Network (SMM) Industry Research Institute. He officially confirmed to attend this forum and the housewarming celebration of Yifu Intelligent Hubei New Industrial Park, and will bring a keynote report"China's Lithium Iron Phosphate Market Outlook 2026-2028". From nominal production capacity to effective supply, from lithium carbonate linkage to independent pricing of iron phosphate, he will spread out the price center and supply and demand gap in the next three years to the audience.

Researcher who uses data and procurement and sales logic to "settle accounts" for the industrial chain

Chen Bolin is currently a senior analyst of lithium iron phosphate cathode materials in the New Energy Division of Shanghai Nonferrous Metal Industry Research Institute. He has long been rooted in the front line of the lithium battery cathode industry chain.Have a deep understanding of corporate production schedules, inventory cycles and operating leverage. He does not adjust the sintering curve like a materials engineer does. Instead, he puts the phosphorus source, iron source, lithium source, processing fee and long-term order structure into the same table, and outputs procurement strategies, strategic mergers and acquisitions suggestions, and mid- and long-term price trend predictions for material factories, battery cell factories, and investors.

He has long tracked the price fluctuations of the raw materials phosphoric acid, ferrous sulfate and the precursor ferric phosphate, continuously grasped the three main lines of supply and demand pattern, policy guidance and technology iteration, and maintained high-frequency research and interaction with upstream and downstream leading enterprises. In the recent multiple rounds of industry expansion and price adjustment cycles, his judgments on "high compaction product premiums", "iron phosphate linkage settlement" and "effective production capacity release will be delayed until 2027" have been cited by many brokerage research reports and financial media. For industry practitioners, its value lies not in predicting prices on a certain day, but in seeing clearly where the cost transmission blocking points are six months in advance.

In-depth echo with the theme of the forum "New Energy and New Materials"

Chen Bolin's report"China's Lithium Iron Phosphate Market Outlook 2026-2028", just catches the most overlooked layer in the main axis of this forum's "Materials-Equipment-Systems": cycle.

The report will avoid the repeated narrative of "iron lithium is the mainstream" and directly break down three tables: supply and demand table - the nominal production capacity in 2026 is close to 9.5 million tons, but the effective production capacity is subject to customer certification and equipment debugging, and the number that can truly receive high-end orders is no more than a million tons; cost table - sulfur After pushing up the price of iron phosphate, the traditional "lithium carbonate linkage + fixed processing fee" model has failed, and the independent pricing of iron phosphate is moving from small and medium-sized factories to leading battery cell factories; the technology iteration table - the fourth-generation high-pressure penetration rate has increased, the fifth-generation products have increased in small batches, and the conventional second-generation products have actively reduced the output.

For material factories, it answered "Should we continue to expand conventional production capacity?"; for battery cell factories, it reminded that price locks for long orders must leave room for cost linkage; for equipment companies such as Yifu, it means that the requirements for high-pressure iron lithium on precursor particle size distribution, sanding consistency and atmosphere sintering uniformity will only become more stringent - the next round of effective production capacity is not who has more furnaces, but who has stable powder.

In the golden autumn of November, Gucheng’s new garden opens

Countdown to 10 days, Hubei Xiangyang Gucheng, the new park and forum will open simultaneously! It is recommended that all friends who are engaged in lithium iron phosphate, iron phosphate precursors, energy storage cells and upstream lithium phosphate resources reserve their seats: Listen to Chen Bolin calculate the supply and demand gap, processing fee bottom and linkage settlement rhythm from 2026 to 2028 into an executable map, and also see how Yifu's new production line can catch the high-volume rhythm of the fourth and fifth generation iron lithium with high precision. Relocation is a new starting point, and front-line research forces like Yifu and SMM are working together to clearly draw the next cycle curve of iron-lithium.

Billion starts a new journey, a rich future, Gucheng New Park will see you there!

2026 New Energy and New Materials Industry Development Forum and Yifu Intelligent Hubei New Industrial Park Moving Celebration

Time:November 16-17, 2026 | Location: Gucheng, Xiangyang, Hubei, China

Speaker:Chen Bolin (Senior Analyst of Lithium Iron Phosphate Cathode Materials, New Energy Business Department, Shanghai Nonferrous Metal Industry Research Institute)

Speech Topic:"China's Lithium Iron Phosphate Market Outlook 2026-2028"

Sponsor:Yifu Intelligent

Co-organizer:Shanghai Nonferrous Network

Co-organizer:Central South University

Support:Gucheng County People's Government