六氟磷酸锂，价格狂飙

Core Viewpoint - The price of lithium hexafluorophosphate has continued to rise, reaching nearly 120,000 yuan/ton, driven by supply-demand dynamics and increasing demand from the new energy and energy storage sectors [1][6][8]. Group 1: Price Trends and Market Dynamics - The price of lithium hexafluorophosphate has surged over 140% in less than four months, from a low of 49,800 yuan/ton in July to 119,800 yuan/ton in November [6][8]. - The current market environment shows a tight supply-demand balance, with expectations that this condition may persist until 2026, indicating potential for further price increases [8][9]. Group 2: Company Agreements and Supply Contracts - Tianqi Materials has signed two supply agreements for electrolyte products with Zhongchuang Xinhang and Guoxuan High-Tech, committing to supply a total of 159,500 tons of electrolyte from 2026 to 2028 [3]. - The agreements are expected to foster long-term cooperative relationships and enhance supply-demand linkages within the industry [3][4]. Group 3: Industry Insights and Future Outlook - The surge in long-term contracts for electrolytes is attributed to the expiration of previous agreements and concerns over potential shortages of lithium hexafluorophosphate [4][5]. - The domestic A-share leading lithium hexafluorophosphate companies are operating at full capacity, with optimistic demand forecasts for the first quarter of the following year [8]. - The energy storage sector in China has seen significant growth, with installed capacity exceeding 100 million kilowatts, indicating a robust market for lithium battery demand [8].