LFP材料

Production and Capacity - In November, the production of lithium iron phosphate reached 417,000 tons, representing a year-on-year increase of 52.8% and a month-on-month increase of 4.2% [1] - As of the end of November, the overall capacity of the lithium iron phosphate industry was 6.4 million tons, showing a year-on-year increase of 31.4% and a month-on-month increase of 1.3% [1] - The capacity utilization rate for lithium iron phosphate cathode materials in November was approximately 78.1%, which is a year-on-year increase of 10.9 percentage points and a month-on-month increase of 2.2 percentage points [1] Market Dynamics - The first and second-tier capacities are unable to meet demand, leading to third and fourth-tier companies receiving overflow orders and restarting production [1] - Major companies are preparing to adjust prices due to the average industry selling price being 1,500-2,000 yuan per ton below the statistical cost from January to September [1] - In November, there was a significant increase in the prices of almost all raw materials, including sulfur, phosphoric acid, monoammonium phosphate, ferrous sulfate, and lithium carbonate, leading to an increase in processing fees for lithium iron phosphate [1]