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阳谷华泰-成长性为主旋律业绩将底部反转-200119（19页）.pdf
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磷酸铁锂正极材料产业链：上游为碳酸锂，中游为锂电池，下游应用于新能源车、储能等领域
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产业链
2026-07-20
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收入结构，2025年磷酸铁锂正极材料占比69%
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行业数据
2026-07-20
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产品矩阵：S系列主打、T系列布局低温、Z系列采用回收材料、DRY201开拓干法电极
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行业数据
2026-07-20
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2025年磷酸铁锂材料各代占比变化，四代逐步起量
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行业数据
2026-07-20
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2025年磷酸铁锂材料各工艺类型占比，磷酸铁法占主流
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行业数据
2026-07-20
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原材料成本波动较大（万元/吨）
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行业数据
2026-07-20
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磷酸铁锂在正极材料出货量(万吨)中占比提升
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2026-07-20
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