Core Viewpoint - The lithium battery electrolyte sector has experienced a significant surge, with stocks such as Furi Shares, Shida Shenghua, and Wansheng Shares hitting the daily limit, driven by rising prices of key electrolyte components [1] Price Movements - On November 26, prices for lithium battery electrolyte components increased, with the price of vinyl carbonate (VC) rising by 3000 yuan/ton to an average of 168,000 yuan/ton [1] - The battery-grade ethylene carbonate (EC) saw an average price of 6550 yuan/ton, reflecting a year-on-year increase of 2.34% [1] - Lithium hexafluorophosphate (domestic) also rose by 2500 yuan/ton, reaching 163,000 yuan/ton after previously surpassing 160,000 yuan/ton [1] Market Outlook - CITIC Construction Investment Securities suggests that excess profits in the energy storage downstream investment operation segment will be transferred to materials, batteries, and integration sectors through price increases in the upstream due to a sharp rise in demand [1] - The lithium battery industry chain is considered to have significant elasticity, with a positive outlook on materials, particularly lithium hexafluorophosphate, iron lithium, anodes, membranes, and battery segments [1]
价格再攀升,电解液概念股大爆发,孚日股份涨停