中国9月三元正极材料进口增加 出口小幅回落
Wen Hua Cai Jing·2025-10-21 10:04

Group 1 - In September 2025, China's import volume of ternary cathode materials reached 8,906 tons, an increase of 1,330 tons month-on-month, representing a growth rate of 17.6%, and a year-on-year increase of 4,163 tons, or 87.8% [1] - The import volume of lithium nickel cobalt manganese oxide (NCM) was 6,871 tons, while lithium nickel cobalt aluminum oxide (NCA) imports totaled 2,034 tons [1] - From January to September 2025, the cumulative import volume of cathode materials in China was 53,477 tons, reflecting a year-on-year decrease of 5.3% [1] Group 2 - In September 2025, China's export volume of ternary cathode materials was 11,100 tons, a decrease of 2,434 tons month-on-month, indicating a decline of 18.0%, but a year-on-year increase of 7,098 tons, or 177.4% [1] - The export volume of lithium nickel cobalt manganese oxide (NCM) was 10,934 tons, while lithium nickel cobalt aluminum oxide (NCA) exports were 166 tons [1] - From January to September 2025, the cumulative export volume of cathode materials in China was 85,357 tons, showing a year-on-year increase of 53.5% [1] Group 3 - In September 2025, China's net export volume of ternary cathode materials was 2,194 tons [1]