德方纳米(300769.SZ)：今年国内磷酸铁锂的装机量占比已经达到了80%

Group 1 - The core viewpoint is that the lithium iron phosphate (LFP) market is expected to maintain rapid growth, driven by increasing domestic installation rates and a shift among overseas automakers towards LFP batteries [1] - In the power market, the domestic installation share of lithium iron phosphate has reached 80% this year, indicating strong adoption [1] - In the energy storage market, global demand has surged this year, with rapid growth observed in North America, Europe, the Middle East, Southeast Asia, and South America, in addition to China [1] Group 2 - The overall outlook for the lithium iron phosphate market remains positive, with expectations of continued high growth into next year [1]