六氟磷酸锂一天一价锂盐价格四个月涨超200%

Core Viewpoint - The price of lithium hexafluorophosphate has surged over 200% in four months, with some market quotes exceeding 150,000 yuan per ton, indicating a significant impact on the new energy industry [1] Industry Summary - Lithium hexafluorophosphate, also known as lithium salt, is a critical material for lithium-ion battery electrolytes, directly affecting battery energy density, fast charging performance, and safety stability [1] - The industry is highly concentrated, with the top five companies holding approximately 70% of the market share [1] - Following a period of low demand over the past two years, many companies slowed their investment pace; however, the current rapid demand surge has led to a noticeable supply-demand imbalance [1] - Industry insiders predict that the tight supply-demand balance for lithium hexafluorophosphate may persist until 2026, suggesting further price increases are possible [1] - The overall supply tightness in the industry is expected to lead to a sustained recovery in profitability across the supply chain [1]