Core Viewpoint - Dongyue Group (00189) has seen its stock price increase by over 5%, currently trading at 10.84 HKD with a transaction volume of 78.57 million HKD, driven by rising PVDF prices in the market [1] Group 1: Market Price Trends - As of November 20, the mainstream market price of PVDF has risen from 49,000 RMB/ton at the beginning of November to 52,000 RMB/ton [1] - The average market prices for lithium iron phosphate, ternary materials, and membrane-coated PVDF are reported at 60,000 RMB/ton, 119,500 RMB/ton, and 182,000 RMB/ton respectively, showing increases from mid-year lows of 3,500 RMB/ton, 0 RMB/ton, and 10,000 RMB/ton [1] Group 2: Supply Chain Insights - CICC's research indicates a significant concentration trend in the lithium battery materials supply chain, with new effective capacity likely to be concentrated in the expansion and technological upgrades of existing suppliers [1] - Assuming stable production in November and December, the estimated demand for lithium battery-grade PVDF in China is projected to reach approximately 78,700 tons by 2025, representing a year-on-year growth of 65.4% [1] - If the battery sector maintains the same growth rate in 2026, the demand for lithium battery-grade PVDF could reach 110,000 tons [1]
港股异动 东岳集团(00189)涨超5% 机构称锂电池强需求有望维持 PVDF涨价有望