Group 1 - The price of lithium carbonate continues to rise, approaching 120,000 yuan per ton, driven by strong expectations for inventory replenishment in the industry [1] - The price of lithium hexafluorophosphate (6F) has surged due to supply-demand tightness, with leading company Tianqi Materials forecasting a Q4 net profit of 930 million yuan, a significant increase quarter-on-quarter [1] - Tianqi Materials plans to suspend production for maintenance in March, affecting approximately 50% of its 6F production capacity, which could exacerbate supply tightness and reinforce price increase expectations [1] Group 2 - The recent surge in lithium carbonate prices is attributed to favorable signals from domestic new energy vehicle subsidy policies and anticipated resumption of production at the Jiangxiawo mine under CATL after the New Year [1] - The overall demand for lithium hexafluorophosphate is expected to remain stable, with some phosphate lithium plants planning maintenance, leading to a relatively tight supply before the New Year [1] - As of January 6, 2026, the CSI Sub-Industry Chemical Theme Index (000813) rose by 1.18%, with significant gains in constituent stocks such as Junzheng Group (up 5.15%) and Yalake Co. (up 4.07%) [1]
碳酸锂价格逼近12万元/吨+6F龙头检修双重利好催化，化工ETF(159870)涨超1.3%
Xin Lang Cai Jing·2026-01-06 02:29