2025年磷酸铁锂市场盘点：名义产能653万吨，总产量增长61.5%，月产量突破40万吨

Core Viewpoint - The production of lithium iron phosphate (LFP) is projected to reach 3.915 million tons by 2025, representing a year-on-year growth of 61.5% [1] Monthly Production Trends - In 2025, LFP production is expected to show a steady increase throughout the year, with production maintaining between 200,000 to 300,000 tons per month from January to May, and increasing to 300,000 to 400,000 tons from June to October, finally surpassing 400,000 tons in November and December [3] Capacity Analysis - By the end of 2025, nominal LFP production capacity is expected to reach 6.53 million tons, an increase of 950,000 tons from 5.58 million tons at the end of 2024. However, significant idle capacity exists due to high costs, outdated equipment, lack of technology, and insufficient funding. The actual production capacity of companies capable of mass production will total 5.7235 million tons, up 742,500 tons from 4.981 million tons in 2024 [5] Market Share by Company - Hunan Youneng leads the market with approximately 30% share, while other companies hold less than 10%. The second tier includes Wanrun New Energy, Defang Nano, Fulian Shenghua, Youshan Technology, Longpan Lithium Source, and Guoxuan High-Tech, each with market shares between 5% and 10%. The third tier consists of Taifeng Xianxing, Anda Technology, GCL-Poly Energy, and others, each exceeding 2% market share [8] Production Growth Rates - Among the top 20 companies, Zhongchu Innovation's 100,000-ton production line is expected to fully release in 2025, achieving a staggering growth rate of 1578%. Other companies like Bangpu Recycling and Wanhu Chemical are also projected to exceed 200% growth, while Anda Technology, GCL-Poly Energy, and Fulian Shenghua are expected to surpass 100% growth [9] Process Route Analysis - The phosphate iron process accounts for 82.1% of production, followed by ferrous oxalate, ferric nitrate, iron red, and hydrothermal methods. The latter three processes have the potential to transition from niche to mainstream as they have already achieved mass production of high-pressure solid products [11]