Industrial Securities: The inflection point of supply and demand for lithium iron phosphate is about to appear, and high-voltage dense products are expected to increase profit elasticity.

GoldenOctober2024

2024-11-20 01:44:53

On November 20th, Jinshi Data reported that since 2024, although the demand for high-voltage high-density lithium iron phosphate cathodes has continued to rise, the industry as a whole is still in a state of oversupply. The demand for high-voltage high-density lithium iron phosphate cathodes is strong, and some products have a certain premium. It is optimistic that companies leading the industrialization of high-voltage high-density products will obtain excess returns.

View Original

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Comment

0/400

No comments