Affected by factors such as adjustment of subsidy policies and fluctuations in raw material prices, various changes have taken place in the field of cathode materials Since the second half of 2017, the positive electrode material market has shown the phenomenon: the lithium iron phosphate material is cold, the product price and gross profit declines significantly; the demand for ternary materials rises rapidly, and the cobalt price surges to promote the ternary price increase; the subsidy amount and energy Density-linked, high-nickel ternary into the future mainstream; ternary and lithium manganate doping to reduce costs, ternary materials to replace lithium cobalt oxide; new cathode materials commercialization acceleration, etc.