磷酸铁锂材料市场趋势

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GGII:2025年LFP材料价格“探底回升”
高工锂电· 2025-04-06 09:29
Core Viewpoint - The article discusses the current state and future trends of the lithium iron phosphate (LFP) cathode material industry in China, highlighting price stabilization and growth in high-performance LFP material shipments [3]. Group 1: Industry Overview - The processing fees and prices for lithium iron phosphate cathode materials have reached a bottom, with expectations for a rebound in early 2025 [3]. - In 2024, the price of lithium iron phosphate cathode materials is reported to be below 40,000 yuan/ton, with some low-end products dropping to 30,000 yuan/ton [3]. - The rebound in prices is anticipated due to the expected increase in lithium carbonate prices and the recovery of processing fees [3]. Group 2: Market Trends - High-performance lithium iron phosphate materials are seeing rapid shipment growth, with companies like Hunan Youneng and Fulian Precision achieving large-scale shipments of high-density LFP products [6]. - The shipment volume of lithium iron phosphate materials in China is projected to reach 2.46 million tons in 2024, representing a year-on-year growth of 49.3% and accounting for 74% of the total cathode material shipments, an increase of 7.1 percentage points [6]. - The increase in market share is attributed to improvements in the performance of LFP batteries, a surge in demand for lithium batteries in the energy storage sector (with a year-on-year increase of 64%), and the acceleration of LFP vehicle model launches by European and American automakers [6]. Group 3: Future Projections - The LFP material industry is expected to see further market share expansion against the backdrop of rising nickel and cobalt prices [7]. - Although losses for LFP material companies are expected to narrow, most companies will still operate at a loss [7]. - Despite some companies exiting the market, production capacity remains ample, leading downstream companies to prefer high-quality products, thus accelerating the application of high-end LFP materials [7].