锂电产业链供需改善 明显提升：产能利用率超90% 长协价看涨 铁锂正极价格上涨

Group 1 - The lithium battery supply chain is showing significant improvement in supply and demand [1] - Lithium battery production in August and September is expected to increase by 5-10% month-on-month, with first-tier capacity utilization exceeding 90% [1] - The long-term contract price for hexafluorophosphate is projected to rise to 20,000 yuan per ton by 2026 [1] Group 2 - The cost of a certain liquid-phase method is 6,000-7,000 yuan lower per ton compared to other fluorine methods [1] - The price of iron-lithium cathode materials has increased by 500-1,000 yuan per ton [1] - The wet separator is expected to see a price increase of 0.1 yuan per square meter [1]