Zheng Quan Ri Bao Wang·2025-11-13 04:37Core Viewpoint - The lithium battery sector is experiencing a strong upward trend, particularly in lithium battery electrolyte materials, driven by rising demand from energy storage and supply constraints in raw materials, leading to increased prices and profits for related companies [1][4]. Group 1: Market Dynamics - The lithium battery electrolyte sector is seeing significant price increases due to supply shortages of key raw materials like lithium hexafluorophosphate, resulting in a supply-demand imbalance [1]. - The prices of electrolyte additives such as VC (Vinylene Carbonate) and FEC (Fluoroethylene Carbonate) are also rising, attracting attention from the capital market [1]. Group 2: Policy Influence - Recent national policies aimed at promoting the integration of renewable energy sources are expected to create substantial opportunities for the lithium battery storage market, thereby increasing the demand for electrolytes [4]. - The National Energy Administration's guidelines support the development of 100% renewable energy bases and advanced energy storage technologies, which will further boost the lithium battery sector [4]. Group 3: Company Performance - As of November 13, 2023, Furi Shares has recorded six consecutive trading limit increases, indicating strong market performance [4]. - Furi Shares' subsidiary, Shandong Furi New Energy Materials Co., achieved a revenue of 168 million yuan in the first three quarters of the year, a year-on-year increase of 47.78%, although it still reported a net loss of 30.32 million yuan [6]. - The company has improved its production efficiency and reduced costs, which is expected to enhance its competitive position in the industry [5].