固态电池产业进展不断，欧洲新能源车需求持续向好

Core Insights - The lithium battery industry is experiencing price fluctuations, with lithium carbonate prices rising to 73,600 yuan/ton, a slight increase of 100 yuan/ton compared to two weeks ago [1][6] - There is a notable increase in demand for electric vehicles (EVs) in Europe and the U.S., with significant year-on-year growth in sales [3][4][5] Lithium Battery Pricing - Lithium carbonate price is currently at 73,600 yuan/ton, up by 100 yuan/ton from two weeks ago [1][6] - Prices for anode materials and electrolytes have decreased, while prices for ternary cathodes, lithium iron phosphate cathodes, and hexafluorophosphate have increased [1][6] - The prices for square ternary power cells and energy storage cells have seen slight increases, with specific prices at 0.396, 0.332, 0.362, and 0.303 yuan/Wh respectively [1][6] Industry Developments - New advancements in battery technology include a polymer electrode-electrolyte material that maintains performance after 20,000 bending cycles, enhancing energy density to 585.9 Wh/kg [2] - Companies like Tianqi Materials and Huayou Cobalt have secured long-term supply agreements for electrolyte and precursor materials, indicating strong demand in the sector [3] - The European market for EVs is growing, with a 34% year-on-year increase in sales in September, reaching 311,200 units [3] Domestic and International EV Sales - In August, domestic EV sales in China reached 1.395 million units, a 27% increase year-on-year [4] - The U.S. saw 176,600 EVs sold in August, marking a 19% increase year-on-year [5] Investment Opportunities - Companies in the lithium battery sector with low valuations and strong demand are recommended for investment, including industry leaders like CATL and Yiwei Lithium Energy [7]