以下文章来源于高工产研 ，作者GGII 高工产研 . 高工产业研究院（简称GGII）是一家专注国内新兴产业市场研究与咨询的第三方机构，涉及的新兴产业主要包 括锂电池、储能、氢能与氢燃料电池、新能源汽车、智能汽车、LED照明与显示、机器人、新材料等。 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 6月会议预告 正极材料环节营收和利润降幅最大，主要受锂盐原材料价格大幅下滑（ 2022 年末、 2023 年末、 2024 年末锂盐价格分别约为 60 万元 / 吨、 10 万元 / 吨、 7.7 万元 / 吨），以及电池厂压价影响。 其中，三元材料受挫最深，由于 2024 年正极材料增量市场主要在磷酸铁锂材料， GGII 数据显示， 2024 年中国磷酸铁锂材料出货量为 246 万吨，同比增长 49.1% ，而三元正极材料出货量为 65 万吨， 与上年基本持平。 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间 ...

Core Insights - The lithium battery cathode materials industry is experiencing price stagnation, with lithium iron phosphate (LFP) and ternary materials prices remaining low since early 2024, stabilizing after September, and expected to rise due to cobalt price increases following the suspension of cobalt exports from the Democratic Republic of Congo in February 2025 [1][8]. Industry Policy - Domestic policies are focused on optimizing capacity layout and promoting energy conservation and carbon reduction, leading to the elimination of inefficient production capacities. International regulations are tightening, pushing companies to enhance supply chain resilience through technological innovation and resource integration [2][3][5]. - The State Council's 2024-2025 Energy Conservation and Carbon Reduction Action Plan emphasizes the need for advanced energy efficiency in new lithium battery projects, aiming to curb the disorderly expansion of high-energy-consuming capacities [3][4]. Key Industry Indicators - In 2024, the total output of lithium battery cathode materials in China is projected to reach 3.292 million tons, a year-on-year increase of 32.9%. LFP materials are expected to grow by 48.2%, capturing a market share of 73.7%, while ternary materials are forecasted to decline by 3.2%, reducing their market share to 19.5% [7][8]. - The total industry output value for lithium-ion battery cathode materials in China is estimated at 209.62 billion yuan in 2024, reflecting a significant year-on-year decline of 34.9% [9]. Industry Chain Situation - The upstream resources for lithium battery cathode materials, including nickel, cobalt, and lithium, are heavily reliant on imports. Future strategies include diversifying overseas mineral investments and enhancing domestic resource exploration [10][11]. - The downstream demand is primarily driven by power batteries, with a notable surge in the energy storage sector. In 2024, the installed capacity of power batteries in China is expected to reach 548.4 GWh, a year-on-year increase of 41.5% [12][13].