锂电池产业链多家企业满产满销

Core Insights - The lithium battery industry is experiencing strong demand growth, leading multiple companies to operate at full production and sales capacity [1][2] - Companies are entering long-term agreements to secure supply, reflecting optimistic expectations for the long-term demand for energy storage batteries [2] Group 1: Company Performance - Guangzhou Penghui Energy Technology Co., Ltd. reports that its main energy storage products are currently at full production and sales, with prices increasing compared to the first half of the year [1] - Tianji New Energy Technology Co., Ltd. indicates that its lithium hexafluorophosphate is also in a full production and sales state for the current and next quarter [1] - Beijing Dongsheng Materials Technology Co., Ltd. has completed the first phase of its 40,000-ton capacity for lithium iron phosphate, achieving immediate production upon completion [1] - Fujian Longjing Environmental Protection Co., Ltd. states that its current energy storage cell capacity of approximately 8.5 GWh has been at full production and sales since March, with plans to increase capacity to reduce production costs [1] Group 2: Market Trends - The current surge in the lithium battery market is driven by strong market demand, with both energy storage batteries and new energy vehicle power batteries showing robust growth [1] - As of November 25, the spot price for battery-grade lithium carbonate reached 91,960 yuan per ton, a 21.90% increase from the previous month's price of 75,440 yuan per ton [1] - The price of key electrolyte material lithium hexafluorophosphate has also seen significant increases, along with rising prices for mainstream lithium iron phosphate cells [1] Group 3: Long-term Agreements - Beijing Haibo Sichuang Technology Co., Ltd. has signed a strategic cooperation agreement with CATL, committing to procure no less than 200 GWh of battery cells from CATL between 2026 and 2028 [2] - Shenzhen Kelu Electronics Technology Co., Ltd. maintains good relationships with battery cell suppliers and has signed volume-lock agreements to ensure supply for its energy storage business [2] - The trend of companies entering long-term agreements for procurement reflects a positive outlook on the long-term demand for energy storage batteries and contributes to the stability of the industry and supply chain [2]