固态电池设备行业周报：固态电池板块表现强劲，六氟磷酸锂价格再上涨-20250908

Core Insights - The solid-state battery sector is showing strong performance, with lithium hexafluorophosphate prices rising again [1][4] - The report maintains a positive outlook on the solid-state battery industry and its commercialization progress [2] Market Review - The Shanghai Composite Index fell by 1.18% this week, while the solid-state battery index rose by 8.79%. Year-to-date, the Shanghai Composite Index is up 13.75%, and the solid-state battery index has increased by 47.86% [4][8] - Trading volume for the entire A-share market was 130,160.04 billion yuan, down 12.74% week-on-week, while the solid-state battery index trading volume was 4,975.75 billion yuan, up 74.31% [4][8] Industry Chain Price Tracking - As of September 5, lithium carbonate (battery grade Li2CO3 ≥99.5%) is priced at 74,000 yuan/ton, down 300 yuan/ton from the previous week. Lithium hexafluorophosphate is priced at 56,500 yuan/ton, up 800 yuan/ton [4][14] Industry News & Company Announcements - Huineng Technology is collaborating with CEA-Liten to develop a detachable solid-state battery module, expected to be showcased at the 2025 Munich Auto Show [25] - Guoxuan High-Tech reported a lithium battery shipment of approximately 40 GWh in the first half of 2025, with a solid-state battery pilot line now operational [27] - Tianqi Lithium's pilot project for producing 50 tons of lithium sulfide has commenced, utilizing new technology for rapid mass production [29] Power Battery Demand Tracking - From January to July 2025, the production of power and other batteries reached 831.1 GWh, a year-on-year increase of 57.5%. The export volume of power batteries was 96.4 GWh, up 29.4% year-on-year [31][33] - In the first seven months of 2025, the registration of pure electric vehicles in 30 European countries reached 1.376 million units, a year-on-year increase of 25.9% [35][37]