Xin Lang Cai Jing·2026-02-11 03:40Group 1 - The price of MMLC battery-grade lithium carbonate increased to 138,850 CNY/ton, up by 2,050 CNY/ton from the previous day, indicating a tightening supply-demand situation in the lithium battery industry [1] - The lithium battery supply chain is experiencing historical low prices, with manufacturers strongly advocating for price increases due to three consecutive years of profit pressure [1] - Key materials like lithium carbonate and hexafluorophosphate are expected to see price elasticity as new supply is limited until 2026 [1] Group 2 - BYD's January export sales reached 100,000 units, a year-on-year increase of 43.3%, driven by deepening local production layouts in overseas markets [2] - The global supply chain for power batteries is evolving from "single-point supply" to "regional collaboration," enhancing the market share of leading battery companies [2] - The demand for next-generation power batteries is shifting towards lightweight, high energy density, fast charging, and adaptability to extreme environments, influenced by the acceleration of humanoid robot industrialization [2] Group 3 - As of February 11, 2026, the Guozheng New Energy Vehicle Battery Index rose by 2.31%, and the Battery ETF increased by 2.34%, reflecting strong market performance [3] - The Battery ETF has seen significant growth, with an increase of 8.811 billion CNY in scale over the past six months and a rise of 64.63 million shares [3] - The Battery ETF focuses on leading A-share companies in the battery manufacturing, materials, management systems, and charging pile sectors, closely tracking the performance of the new energy vehicle battery industry [3]