中高端磷酸铁锂产品供不应求 近一年超2400亿元磷酸铁锂订单锁定

Core Insights - The lithium iron phosphate (LFP) market is experiencing significant growth, with major battery manufacturers aggressively purchasing LFP materials [1] - The total procurement of LFP materials by companies such as CATL, BYD, EVE Energy, Sunwoda, and Chuangneng New Energy has reached 6 million tons, with an order value exceeding 240 billion yuan [1] - There is a high demand for mid-to-high-end LFP products, leading to full-capacity operations at various companies including Longpan Technology, Wanrun New Energy, Fulian Precision, Fengyuan Co., and Rongbai Technology [1]