起点锂电·2026-01-08 06:46Market Size and Forecast - The global lithium battery cathode material shipment is expected to reach 4.798 million tons by 2025, a year-on-year increase of 48.5%, with lithium iron phosphate (LFP) shipments at 3.654 million tons, growing by 67.2%, accounting for 78% of the total [2] - The shipment of ternary materials is projected to be 880,000 tons, with a slight increase of 4.3%, making up 16% of the total [2] - The main growth driver for lithium battery cathode materials is LFP, benefiting from the growth of the electric vehicle and energy storage markets [2] - The global lithium battery anode material shipment is expected to reach 2.723 million tons by 2025, a year-on-year increase of 48%, with artificial graphite accounting for 89.3% of the total [4] - The global lithium battery electrolyte shipment is projected to be 2.396 million tons by 2025, with a year-on-year growth of 53% [8] - The global lithium battery separator shipment is expected to reach 38.49 billion square meters by 2025, a year-on-year increase of 48.6% [10] Price Trends and Forecasts - The price of lithium battery cathode materials is expected to enter an upward cycle between 2026 and 2027 due to significant increases in raw material prices and improved supply-demand relationships [13] - The price of lithium battery anode materials is projected to rise in 2026-2027, driven by a rebound in upstream raw material prices and a concentration of orders among leading companies [14] - The price of lithium battery electrolytes is expected to rise in 2026-2027, primarily due to strong demand for lithium hexafluorophosphate and limited production capacity [17] - The price of separators is anticipated to increase in 2026-2027 due to growing demand from the power and energy storage markets, despite having reached cost price levels [18] Top 10 Companies in 2025 - The top 10 companies for lithium battery ternary cathode materials in China include Nantong Ruixiang, Rongbai Technology, and Bamo Technology [21] - The top 10 companies for lithium battery lithium iron phosphate cathode materials in China include Hunan Youneng, Defang Nano, and Wanrun New Energy [23] - The top 10 companies for lithium battery anode materials in China include BTR, Sanyuan Technology, and Zhongke Xingcheng [25] - The top 10 companies for lithium battery electrolyte in China include Tianci Materials, New Zobon, and Ruifeng New Materials [26] - The top 10 companies for lithium battery separators in China include Enjie, Xingyuan Materials, and Jinli Technology [28]