Xingye Securities: O inflexão na oferta e demanda de fosfato de ferro de lítio está prestes a aparecer, e produtos de alta pressão têm a chance de aumentar a elasticidade do lucro
A Xinhua News Agency report from Jinshi Data on November 20th pointed out that since 2024, although the demand for high-density lithium iron phosphate cathodes has continued to rise, the industry as a whole still remains oversupplied. The demand for high-voltage high-density lithium iron phosphate cathodes is strong, and some products have a certain premium. It is expected that companies leading the industrialization of high-voltage high-density products will achieve excess returns.
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Xingye Securities: O inflexão na oferta e demanda de fosfato de ferro de lítio está prestes a aparecer, e produtos de alta pressão têm a chance de aumentar a elasticidade do lucro
A Xinhua News Agency report from Jinshi Data on November 20th pointed out that since 2024, although the demand for high-density lithium iron phosphate cathodes has continued to rise, the industry as a whole still remains oversupplied. The demand for high-voltage high-density lithium iron phosphate cathodes is strong, and some products have a certain premium. It is expected that companies leading the industrialization of high-voltage high-density products will achieve excess returns.