华泰证券分析师误传有关“宁德时代采购磷酸铁锂产品涨价”不实信息

Core Viewpoint - The lithium battery industry experienced a significant surge, particularly with the stock of CATL (300750.SZ) rising over 7%, but a subsequent clarification letter from Huatai Securities raised concerns about misinformation regarding price increases for lithium iron phosphate products [1] Industry Summary - On November 13, the entire lithium battery supply chain saw a substantial increase, with CATL's stock leading the charge [1] - A clarification letter dated November 11, 2025, from Huatai Securities' research department stated that there was a miscommunication regarding the alleged price increase of lithium iron phosphate products, which was deemed to be unfounded and misleading [1] - The letter emphasized the importance of verifying information before dissemination and pledged to improve information auditing processes to prevent future occurrences [1] Company Summary - CATL was at the center of a price increase rumor for lithium iron phosphate products, which had been circulating for about a week prior to the clarification [1] - The rumor suggested that CATL agreed to raise the price of all lithium iron phosphate products by 1,000 yuan per ton, following price increases from Hunan Yuno [1] - Following the clarification, both the lithium sector and CATL's stock experienced a slight decline by the afternoon of November 14 [1]