智通财经网·2025-10-09 05:51Core Viewpoint - The lithium battery industry is experiencing significant growth, with production and prices of key materials expected to rise due to increasing demand and the upcoming peak season [1][5]. Industry Changes - Lithium carbonate and lithium hydroxide prices increased by 20% in September, reaching 78,000 CNY/ton and 71,000 CNY/ton respectively [2]. - In August, wholesale sales of new energy passenger vehicles in China reached 1.18 million units, a year-on-year increase of 22% [2]. Market Performance - Since September 2025, the lithium battery sector has outperformed major indices, with the lithium copper foil segment leading with a 43% increase [3]. - The overall trading volume in the lithium battery sector has been rising, driven by active trading in energy storage and humanoid robotics [3]. Sales Insights - In August, new energy vehicle sales in China, Europe, and the U.S. were 118,000, 200,000, and 170,000 units respectively, with year-on-year growth rates of 22%, 42%, and 15% [4]. - Domestic energy storage installations in China reached 12.6 GWh in August, a year-on-year increase of 58% [4]. Production Forecast - For October, lithium battery production is expected to increase by 3% to 9% month-on-month, with year-on-year growth of 21% to 50% [5]. - The cumulative production forecast for lithium carbonate, batteries, and other components from January to October 2025 is expected to grow by 27% to 58% [5]. Price Trends - Prices for lithium battery materials are rising, with lithium carbonate and lithium hydroxide seeing a monthly increase of 20%, while iron-lithium materials are experiencing a slight decline [5]. Technological Developments - The second half of 2025 marks a critical period for solid-state batteries and composite current collectors, with significant orders expected for pilot lines and equipment [5]. Investment Recommendations - The industry is recommended to focus on leading companies in niche markets and those involved in solid-state technology, including CATL, EVE Energy, and Keda Technology [7].