六氟磷酸锂 价格反弹

Core Viewpoint - The lithium hexafluorophosphate (LiPF6) industry is experiencing a recovery driven by changes in supply and demand dynamics, with leading companies maintaining high capacity utilization during the recent holidays [1][2][3]. Group 1: Market Dynamics - Leading LiPF6 companies have continued operations during the National Day and Mid-Autumn Festival holidays, indicating strong market demand [1][2]. - The average price of LiPF6 has rebounded from a low of 49,500 yuan/ton on July 18 to 63,300 yuan/ton by September 30, reflecting a significant recovery in pricing [3]. - The increase in LiPF6 prices is not solely attributed to fluctuations in lithium carbonate prices, as the actual price rise has exceeded the cost increase associated with lithium carbonate [3]. Group 2: Production and Capacity - Tianji Co. reports that all three of its LiPF6 plants are operating at full capacity, with low inventory levels and rising prices [3]. - The current production capacity of Tianji Co. for LiPF6 is 37,000 tons per year, and the company expects to maintain full production in the second half of the year [3]. - The overall LiPF6 industry is recovering from previous losses, with high operating rates among the top three suppliers, while less competitive capacities are either underutilized or inactive [3][4]. Group 3: Future Outlook - The demand for new energy storage installations is expected to continue growing over the next 1-2 years, contributing to the recovery of the lithium battery supply chain [1][6]. - According to Citic Securities, the supply and demand for LiPF6 are currently in a tight balance, with potential supply gaps anticipated if industry growth continues next year [5]. - The global energy storage market is experiencing a surge in demand, driven by increased penetration of renewable energy and declining system costs, with significant growth expected in both domestic and international markets [7][8].