景气度持续攀升 锂电产业链多环节酝酿涨价

Group 1 - The lithium battery industry chain has seen a continuous increase in demand and prices since December, driven by the need for energy storage and electric vehicles [1][2] - Key materials such as lithium hexafluorophosphate and VC additives are experiencing price increases due to supply-demand imbalances, with lithium hexafluorophosphate rising from 55,000 yuan/ton to 120,000 yuan/ton, an increase of over 118% in two months [2] - Major companies are responding to rising raw material costs by negotiating price increases with customers, with some battery products seeing price hikes of 15% [2][3] Group 2 - The overall lithium battery industry is showing signs of recovery across all segments, with positive trends in prices, performance, and orders [4] - Companies are adopting strategies such as hedging and long-term contracts to mitigate the impact of rising raw material costs and ensure supply chain stability [3] - The long-term outlook for the industry remains positive, with expected growth in global demand for electric vehicles and energy storage driving further industry demand [4]

景气度持续攀升 锂电产业链多环节酝酿涨价 - Reportify