磷酸铁锂产业高景气度有望延续至明年

Core Insights - The lithium iron phosphate (LFP) industry has shown significant recovery in the third quarter, with its share in power battery installations remaining stable at over 80% [1] - Demand for energy storage is also robust, leading to a resurgence in industry operating rates and prices returning above cost levels [1] - Industry insiders predict that the high demand for lithium iron phosphate will likely continue into next year, particularly for high-end products such as high-pressure and high-density variants [1] Industry Overview - The operating rate of the LFP industry has returned to a level of prosperity, indicating a positive trend in production and demand [1] - Prices have climbed back above cost levels, suggesting improved profitability for manufacturers [1] Market Dynamics - A leading materials company's executive noted that production lines are now selective about orders, indicating a shift in market dynamics where supply is prioritizing demand rather than the other way around [1] - The high demand for lithium iron phosphate products is expected to sustain, especially for advanced products, reflecting a strong market outlook [1]