Mei Ri Jing Ji Xin Wen·2025-10-30 06:48Group 1 - The supply-demand dynamics in the lithium battery materials sector have significantly improved, with strong price increase expectations for lithium hexafluorophosphate and lithium iron phosphate cathodes [1] - By Q4 2025, the supply-demand situation for lithium hexafluorophosphate is expected to tighten, with a projected capacity utilization rate of 90% in 2026, leading to full production and sales for the top five companies and an increase in spot prices to 100,000 yuan/ton [1] - Leading companies in lithium iron phosphate cathodes are beginning to negotiate prices, with some customers accepting price increases of 1,000 to 2,000 yuan/ton [1] Group 2 - The membrane and anode prices also have room for adjustment, with a 10% price increase for small customers already implemented for anodes [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily fluctuation of 20%, focusing on listed companies in clean energy, energy conservation, and new energy vehicles [1] - The index aims to reflect the overall development level and technological progress trends in the new energy industry by selecting companies with high growth potential and innovation capabilities [1]