Core Viewpoint - Lithium stocks are experiencing a rise, driven by the increasing demand for lithium hexafluorophosphate, a key material for lithium-ion battery electrolytes, as the market enters a new growth cycle [1] Group 1: Stock Performance - Ganfeng Lithium (002460) is up 6.64%, trading at 56.2 HKD [1] - Tianqi Lithium (002466) has increased by 4.57%, now at 54.95 HKD [1] - Zhengli New Energy (03677) rose by 4.02%, currently at 9.83 HKD [1] Group 2: Price Trends - As of November 7, the price of lithium hexafluorophosphate is 121,500 CNY per ton, a 13.02% increase from 107,500 CNY per ton on October 31 [1] - Compared to September 30, when the price was 61,000 CNY per ton, the increase is 99.18% [1] Group 3: Market Insights - The demand for energy storage and power batteries is experiencing explosive growth, significantly increasing the procurement volume of electrolytes [1] - The rapid price increase of lithium hexafluorophosphate indicates that the supply-demand imbalance for some lithium battery materials may have eased, suggesting a potential price increase cycle ahead [1] - According to Open Source Securities, the market supply is expected to remain tight until 2026, indicating further upward price potential [1]
锂业股早盘走高 六氟磷酸锂站上12万元/吨 产业链有望迎来涨价周期
Zhi Tong Cai Jing·2025-11-10 05:35