January 29th News: Statistical data shows that in 2025, China's total cathode material shipments reached 4.987 million tons, a year-on-year increase of 51.5%, with the shipment proportion of lithium iron phosphate cathode materials rising to 79.1%. Chempricehub's analysis of lithium iron phosphate gives a long-short rating of 1.5. The article indicates that China's total cathode material shipments in 2025 increased by 51.5% year-on-year, with the proportion of lithium iron phosphate cathode materials rising to 79.1%, reflecting strong growth in demand for this commodity and a significant expansion in market share. Favorable factors on the demand side may drive spot prices upward, as the surge in shipments reflects robust demand from downstream applications (such as new energy vehicle batteries). If supply does not increase correspondingly, it will create upward pressure on prices. The rating is +1.5 (moderately bullish), as the growth is substantial but does not involve major policy changes or supply disruptions.