一“芯”难求 + 全球抢单，中国锂电产业链开启新一轮“价值跃迁”

Core Viewpoint - The industry is experiencing a surge in orders centered around "locking volume," leading to tight capacity and rising prices across the supply chain, from upstream materials to end products [1] Group 1: Industry Trends - A wave of orders has swept through the industry, driven by the demand for upstream materials such as cathode materials, electrolytes, and copper foil, as well as end products like battery cells and energy storage systems [1] - Industry leaders are leveraging technological advancements and global expansion to tap into new markets and seize technological leadership [1] - The demand for energy storage and the global energy transition are expected to create significant opportunities for Chinese lithium battery companies, enhancing their global industry influence and reshaping competitive dynamics [1] Group 2: Company Actions - Dejia Energy announced a 15% price increase on its battery products effective December 16 due to rising raw material costs [1] - Funeng Technology is also in discussions with customers regarding price increases, citing rising raw material prices and expanding market demand as reasons for the upward trend in lithium battery prices [1]