Key Takeaways POSCO Future M teams with CNGR and FINO to build an LFP cathode material facility.The venture targets ESS demand, where 80% of 2023 batteries were LFP type.POSCO expands beyond NCMA and NCA into LMR and high-density LFP materials.POSCO’s (PKX) subsidiary, POSCO Future M, recently entered into a memorandum of understanding (MoU) with CNGR and its Korean subsidiary, FINO, to expand the previous precursor production agreement to the lithium-iron-phosphate (“LFP”) cathode material business. The th ...

Group 1 - The report analyzes the development trends and future prospects of the global and Chinese power battery precursor and cathode market from 2025 to 2031 [1][3] - It categorizes power battery precursors and cathodes into several types, including NCA, NMC, natural graphite, synthetic graphite, and others [4][5] - The report provides sales growth trends for different product types and applications, including lithium-ion batteries, nickel-hydrogen batteries, lithium cobalt oxide batteries, lithium manganese oxide batteries, and lithium iron phosphate batteries [4][5] Group 2 - The global power battery precursor and cathode market is expected to see significant growth in capacity, production, and demand from 2020 to 2031 [2][4] - The report forecasts the supply and demand situation, production capacity, output, and utilization rates for the global market [2][4] - It also includes a detailed analysis of the market size and growth trends in major regions, including North America, Europe, China, Japan, Southeast Asia, and India [5][6] Group 3 - The report highlights the market share and sales performance of major manufacturers in the global and Chinese markets, including LG, BASF, and others [6][7] - It provides insights into the production bases, sales regions, competitors, and market positions of key players [6][7] - The analysis includes sales volume, revenue, price trends, and profit margins for these manufacturers from 2020 to 2025 [6][7] Group 4 - The report discusses the competitive landscape of the power battery precursor and cathode industry, including market concentration and competition levels [6][7] - It identifies the top manufacturers and their market shares, as well as the investment and merger activities within the industry [6][7] - The report also examines the industry chain, manufacturing processes, upstream supply conditions, and downstream customer analysis [8][9]

以下文章来源于侃见财经 ，作者侃见财经 侃见财经 . 看见不一样的财经！ 作 者 | 侃见财经 来源 | 侃见财经 导 语：在行业低迷时期，启动港股IPO，加快企业全球化布局，显得尤为重要。 周期之"困"，对于当下的储能以及光伏行业而言，难有行之有效的解决办法。 在行业产能出清的过程当中，只有头部企业才具备熬过冬天的实力。2月中旬，三元前驱体龙头企 业中伟股份发布公告宣布启动港股上市的前期筹备工作，同日宁德时代也向港交所递交了上市申 请。此前，锂电巨头格林美也宣布启动港股IPO工作。 对于行业的下一个周期而言，谁能率先跑完"长夜"，谁就能在下一个周期中领跑。目前，行业已进 入产能出清的关键阶段，行业周期底部已经探明，但价格战带来的惯性仍主导行业，因此行业的淘 汰赛还将维持一段时间。 从上述维度而言，产能出清带来的"痛感"，依旧刺痛了每一家锂电企业。若从152元/股的高位算 起，中伟股份的股价三年时间跌去了70%，市值蒸发超过了1050亿元。 锂电龙头扎堆赴港上市，实则释放了一个信号，那就是向外"突围"。 中伟股份在公告中称，启动港股IPO，旨在推进公司"发展全球化"战略，构建国际化资本运作平 台，助力全球产业 ...