2025年前三季度磷酸铁市场盘点：产量大增70.2%，产能利用率高

Core Insights - The phosphoric iron market saw a significant increase in production, reaching 2.283 million tons from January to September 2025, representing a year-on-year growth of 70.2%, which is a notable increase compared to the 43.9% growth in 2024 [1][2] Industry Overview - The demand for phosphoric iron surged due to a booming terminal energy storage market from July to September, leading to increased production rates among phosphoric iron companies [2] - The capacity utilization rate in the phosphoric iron industry for January to September 2025 was significantly higher than the same period last year, remaining above 60%, with September reaching as high as 79% [6] Company Performance - In the first nine months of 2025, Hunan Youneng and Wanrun New Energy were the top two companies, each producing over 200,000 tons, placing them in the first tier of producers [4] - Bangpu Recycling and Zhongwei Xinyang were in the second tier, with production exceeding 100,000 tons [4] - Other companies had production levels below 100,000 tons [4]