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 share of lithium iron phosphate cathode materials rising to 79.1%. PriceSeek's analysis of lithium iron phosphate gives a bullish-bearish score of 1.5. The article indicates that China's total cathode material shipments in 2025 increased by 51.5% year-on-year, with the share 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. Positive 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 score is +1.5 (moderately bullish), as the growth rate is substantial but does not involve major policy changes or supply disruptions.
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