Core Viewpoint - The lithium battery industry is experiencing a continuous increase in demand driven by energy storage needs, leading to price hikes across multiple segments of the supply chain [1] Industry Summary - The lithium battery supply chain has seen a rise in prices since December, with various segments experiencing upward trends [1] - Electrolyte, considered the "blood" of lithium batteries, is crucial for determining energy density, charge/discharge efficiency, and safety [1] - Prices for VC additives (ethylene carbonate) and FEC (fluoroethylene carbonate) have increased due to a widening supply-demand gap [1] - Other materials in the lithium battery supply chain, including cathode materials, separators, and anode materials, have also seen price increases [1] Company Summary - Several lithium iron phosphate companies have announced plans to raise prices since December [1] - The price increases in upstream lithium battery materials have been passed down to downstream sectors [1] - Suzhou Dejia Energy Technology Co., Ltd. announced a 15% price increase for its battery products effective December 16 [1] - Leading lithium battery companies are actively communicating with customers regarding price hikes, with some products already seeing price increases due to rising raw material costs and expanding market demand [1]
景气度持续攀升，锂电产业链多环节酝酿涨价
Ge Long Hui·2025-12-22 23:14