时报图说丨涨价概念火热 近期涨价行业一图看懂

Group 1: Lithium Battery Materials - Lithium hexafluorophosphate prices are experiencing significant volatility, with some market quotes reaching 150,000 yuan/ton, and mainstream transaction prices doubling since mid-October [3] - Related stocks have shown substantial gains, with Shida Shenghua up 55.36%, Tianji Shares up 47.34%, and Shenzhen Xinxing up 36.05% since November [5] Group 2: Storage Chips - Major manufacturers have announced price increases, with SanDisk raising NAND flash contract prices by up to 50% in November [8] - This price surge is characterized by a structural feature of "demand surge + supply contraction," indicating the start of a "super cycle" [8] - Demand is driven by increased investments in AI by global tech giants, leading to a boom in the HBM market, while supply is tightening due to production cuts by Micron, Samsung, and SK Hynix [8] - Related stocks have also seen varied performance, with Shen Gong Shares up 33.35%, Shannon Chip up 31.75%, and Jiangbolong up 11.39% [9] Group 3: Coking Coal - Multiple coking companies have initiated the fourth round of price increases for coke, with wet quenching coke up by 50 yuan/ton and dry quenching coke up by 55 yuan/ton, effective from November 10 [11] - Related stocks have shown significant increases, with Antai Group up 101.29%, Yunmei Energy up 20.99%, and Baotailong up 18.95% [12] Group 4: Aluminum Prices - Aluminum prices have shown a strong upward trend, with the main contract on the domestic futures market reaching a new high of 22,100 yuan/ton on November 13 [14]