TINCI(SZ:002709) Zheng Quan Ri Bao Zhi Sheng·2025-11-09 16:07Core Insights - The price of lithium hexafluorophosphate continues to rise, reaching 121,500 CNY/ton on November 7, a 13.02% increase from October 31 and a 99.18% increase from September 30 [1] - The demand for energy storage and power batteries is experiencing explosive growth, significantly increasing the procurement of electrolytes, with lithium hexafluorophosphate being a key material [1][2] - Major orders signed by Tianqi Materials will enhance the company's profitability and market share, solidifying its leading position in the industry [2] Industry Dynamics - The production capacity utilization rate of leading lithium hexafluorophosphate companies is currently high, following a period of deep adjustment due to previous overcapacity [2] - The supply-demand relationship for lithium hexafluorophosphate is expected to remain tight in the short term, with prices likely to continue rising in November and December [2] - The overall demand for lithium battery materials, including cathodes, anodes, separators, and electrolyte additives, is anticipated to recover as the energy storage and new energy vehicle markets continue to develop [2]