景气度持续攀升，锂电产业链多环节酝酿涨价，新能车ETF(515700)冲击3连涨

Group 1 - The lithium battery industry chain has seen a continuous increase in demand since December, driven by the growth in energy storage applications, leading to price hikes across multiple segments [1] - Electrolyte, considered the "blood of lithium batteries," is crucial for battery performance, and prices for VC additives and FEC have risen due to a widening supply-demand gap [1] - Several lithium iron phosphate companies have announced price increases, with downstream battery manufacturers also planning to raise prices in response to rising raw material costs and expanding market demand [1] Group 2 - As of December 23, 2025, the CSI New Energy Vehicle Industry Index (930997) rose by 1.86%, with significant gains in constituent stocks such as Multi-Flor (up 9.31%) and Tianhua New Energy (up 8.07%) [1] - The New Energy Vehicle ETF (515700) has shown a 1.89% increase, marking a three-day consecutive rise [1] - The latest scale of the New Energy Vehicle ETF reached 2.075 billion, closely tracking the CSI New Energy Vehicle Industry Index, which includes 50 companies involved in various aspects of the new energy vehicle sector [3]