Core Viewpoint - Energy storage concept stocks are rising against the market trend, driven by the significant increase in lithium hexafluorophosphate prices and supportive government policies for renewable energy consumption [1] Group 1: Stock Performance - Longpan Technology (603906) increased by 12.88%, trading at 14.99 HKD - Ruipu Lanjun (00666) rose by 7.47%, trading at 16.26 HKD - Zhongchuang Xinhang (03931) gained 5.14%, trading at 33.98 HKD - Zhengli New Energy (03677) saw a 2.92% increase, trading at 9.86 HKD [1] Group 2: Price Trends - Lithium hexafluorophosphate is experiencing a "daily pricing" trend, with some market quotes reaching 150,000 CNY per ton, and mainstream transaction prices have doubled since mid-October [1] - The price increase is spreading throughout the lithium battery supply chain, affecting electrolyte additives such as VC (Vinylene Carbonate) and FEC (Fluoroethylene Carbonate) [1] Group 3: Government Policies - On November 10, the National Development and Reform Commission and the National Energy Administration released guidelines to promote renewable energy consumption and regulation [1] - Guotai Junan's research report indicates that the future nationwide promotion of capacity pricing mechanisms may enhance the economic viability of energy storage in more provinces, leading to significant growth in the sector [1] - The introduction of discharge compensation for energy storage in Inner Mongolia is expected to greatly stimulate energy storage demand by 2026 [1]