Institutional research: Lithium iron phosphate boom to continue through 2027

Since September, listed companies in the lithium battery industry chain have held earnings briefings and received institutional research. A review of September research notes from 22 companies including BYD, Farasis Energy, Pylon Technologies, Easpring Technology, and Tinci Materials shows that energy storage and AI computing power storage have become the most concentrated incremental consensus among battery companies; on the materials side, the race is unfolding around high-compaction lithium iron phosphate, solid-state battery materials, and sodium batteries.