엘앤에프, 하이니켈 타고 '깜짝 실적'…1분기 영업이익 1189억원

Strong Q1 earnings reflect simultaneous high-nickel demand and pricing recovery, signaling healthy EV battery market dynamics. The company's aggressive LFP expansion for energy storage systems demonstrates strategic positioning in the broader energy transition market beyond EVs. This growth exemplifies how Korean cathode makers can compete globally by diversifying portfolios and reducing China dependency.