一天一价！单日涨50%！电解液材料价格狂飙

Core Insights - The rapid growth in the energy storage industry and the recovery in lithium battery demand have led to a significant increase in the prices of key materials such as lithium hexafluorophosphate and VC additives, described as a "fire in winter" for the market [2][3]. Lithium Hexafluorophosphate - The price of lithium hexafluorophosphate has surged dramatically, with mainstream quotes exceeding 120,000 yuan per ton in mid-November, doubling from the low of 50,000 yuan in July and also doubling from mid-October [3]. - The price increase is driven by explosive growth in demand from the electric vehicle and energy storage sectors, alongside a contraction in supply due to the exit of many small enterprises under financial pressure [3]. - Domestic energy storage battery shipments reached 430 GWh in the first three quarters, surpassing last year's total, with some companies facing order backlogs extending to 2026 [3]. VC Additive - The price of VC additives has seen a staggering increase, with quotes reaching 100,000 to 120,000 yuan, marking a daily jump of over 50% [5]. - The surge in VC prices is attributed to the explosive demand from the energy storage market, rigid supply constraints, and smooth cost transmission [5]. - The global supply of VC is expected to face a significant shortfall, with projections indicating a gap of 12,000 to 15,000 tons by 2025 and potentially reaching 20,000 tons by 2026 [6]. Chlorosulfonic Acid - Chlorosulfonic acid prices have also risen sharply, with a cumulative increase of 23.5% in November and over 35% since early August [7]. - It is a key raw material for lithium bis(fluorosulfonyl)imide (LiFSI), which is gaining traction due to its superior technical specifications compared to traditional lithium hexafluorophosphate [7]. - The transition from lithium hexafluorophosphate to LiFSI indicates a shift towards high-nickel battery applications, with demand for LiFSI expected to grow at an annual rate of over 30% [8]. Industry Dynamics - Major players in the electrolyte market, such as Tianqi Materials, are benefiting from integrated layouts, maintaining high capacity utilization rates and securing long-term supply contracts with downstream battery manufacturers [4]. - The market outlook for lithium hexafluorophosphate remains optimistic, with expectations of continued price increases due to tight supply-demand dynamics [4].