若按六氟磷酸锂在7月18日的年内低点4.98万元/吨及11月6日的11.98万元/吨的主流价计算，六氟磷酸锂现 货价格已在不到4个月内上涨超140%，涨幅在锂电池四大主要材料中"一枝独秀"。 对于六氟磷酸锂价格上涨的原因，多氟多分析，主要由下游新能源与储能产业需求爆发、供给端产能集中 且扩产谨慎的供需矛盾及原材料价格波动共同推动。短期内，市场供应紧平衡状态可能持续至2026年，价 格仍有上行空间。 格隆汇11月7日｜A股市场氟化工股走强，戒指半日收盘，东岳硅材20CM涨停，中欣氟材、多氟多、石大 胜华、天际股份、深圳新星10CM涨停，天赐材料涨超8%，新宙邦涨超7%，永太科技、云天化涨超6%， 兴发集团涨4%。 | | | | | 氧化工板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | g | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 300821 | 东岳硅材 | 1 | 20.04 | 137亿 | 46.85 | | 2 | 002915 | 中欣氧材 | 1 | 10.02 | 88.30亿 ...

对于六氟磷酸锂价格上涨的原因，多氟多分析，主要由下游新能源与储能产业需求爆发、供给端产能集 中且扩产谨慎的供需矛盾及原材料价格波动共同推动。短期内，市场供应紧平衡状态可能持续至2026 年，价格仍有上行空间。 | | | | | 氟化工板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300821 | 东岳硅材 | 1 | 20.04 | 137亿 | 46.85 | | 2 | 002915 | 中欣氟材 | 1 | 10.02 | 88.30亿 | 112.28 | | 3 | 002407 | 多氟多 | 1 | 10.01 | 382亿 | 171.70 | | ব | 603026 | 石大胜华 | 1 | 10.00 | 168亿 | 106.80 | | ട് | 002759 | 天际股份 | 1 | 10.00 | 182亿 | 312.77 | | 6 | 603978 | 深圳新星 | 1 | 10.00 | 74.33 乙 | 1 ...

（文章来源：每日经济新闻） 每经AI快讯，11月7日，电池概念股持续走强，瑞泰新材涨停，华盛锂电涨超15%，多氟多、江苏国 泰、天际股份此前封板，恩捷股份、新宙邦跟涨。 ...

Core Viewpoint - The lithium battery electrolyte sector is experiencing significant activity, with several companies showing strong stock performance on November 7th, indicating a positive market sentiment towards this industry [1]. Company Performance - Fujian Zhuhai Co., Ltd. (孚日股份) has achieved a consecutive two-day stock increase [1]. - Tianqi Lithium (天赐材料) saw its stock price rise sharply, approaching the daily limit [1]. - Other companies in the sector, including Tianji Co., Ltd. (天际股份), Jiangsu Guotai (江苏国泰), Huasheng Lithium Battery (华盛锂电), and Shida Shenghua (石大胜华), also experienced stock price increases [1].

证券日报网讯 11月6日晚间，天际股份发布公告称，控股股东汕头市天际有限公司的一致行动人星嘉国 际有限公司办理了股票解除质押业务，解除质押股份数量为800，000股。 （文章来源：证券日报） ...

| 股 | 东 | 是否为控股 股东或第一 | 本次解除质 | 占 其 | 所 | 持 | 占 公 | 司 | | | 解 | | 除 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 大股东及其 一致行动人 | 押股份数量 （股） | 股份比例 | | | 总 股 比例 | 本 | 起始日 | | 日期 | | | 质权人 | | | 星嘉 | | | | | | | | | 2025年 | | | 2025 | | 广 东 | 兴 信 | | 国际 | | 是 | 800,000 | 6.00% | | | 0.16% | | 10 月 | | 年 | | 11 | 典 当 | 行 有 | | | | | | | | | | | 31 日 | | 月5日 | | | 限公司 | | | 合计 | | - | 800,000 | 6.00% | | | 0.16% | | - | - | | | | - | | 一、本次解除质押基本情 ...

Group 1 - The company stated that approximately 30% of its sales come from spot transactions, with prices fluctuating according to market conditions [1]

Group 1 - The company has a competitive advantage in the production cost of lithium hexafluorophosphate [1] - Currently, lithium hexafluorophosphate is in a state of supply-demand tension [1]

Core Viewpoint - 瑞泰新材 holds a 5.99% stake in Tianji Co., which is accounted for as a long-term equity investment, with fair value changes not impacting current profit and loss [2] Group 1 - 瑞泰新材's investment in Tianji Co. is classified as a long-term equity investment [2] - The fair value changes during the holding period of the investment do not affect the current profit and loss statement [2]

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [1][9]. Core Viewpoints - The basic chemical index outperformed the CSI 300 index by 2.93 percentage points, with a weekly increase of 2.50% compared to a decrease of 0.43% for the CSI 300 [3][15]. - Key sub-industries showing significant gains include potassium fertilizer (10.66%), fluorochemicals (7.24%), phosphorus fertilizer and phosphorus chemicals (6.60%), organic silicon (5.85%), and non-metallic materials III (3.75%) [16][19]. - The report highlights a positive trend in the vitamin market, with prices for Vitamin A and E increasing due to proactive price hikes by major producers, leading to heightened market activity [6][9]. Summary by Sections Market Trends - The basic chemical index increased by 2.50% over the past week, outperforming the CSI 300 index [15]. - The top-performing sub-industries included potassium fertilizer, fluorochemicals, and phosphorus chemicals [16]. Chemical Product Price Trends - The top five products with the highest weekly price increases were hydrochloric acid (Shandong) at 57.14%, NYMEX natural gas at 24.85%, concentrated nitric acid at 9.68%, and domestic vitamins E and A at 8.70% and 6.67% respectively [24][28]. - The products with the largest weekly price declines included POM (injection) at -14.06%, international butadiene at -11.64%, and coal tar at -7.29% [24][25]. Investment Recommendations - The report suggests focusing on several key sectors: refrigerants, chemical fibers, tire manufacturing, and agricultural chemicals, with specific companies highlighted for potential investment [9][45]. - Notable companies to watch include Jinshi Resources, Juhua Co., and Wanhu Chemical among others [9][45].