Group 1 - The lithium battery industry is experiencing a recovery, with lithium hexafluorophosphate prices rebounding first, indicating a potential price increase cycle [1][10][15] - Since mid-September 2025, the price of lithium hexafluorophosphate has risen from 56,800 CNY/ton to 68,800 CNY/ton, an increase of 21.13% [1][13][15] - The price increase is driven by expanding demand from the new energy and energy storage sectors, along with supply constraints and raw material price fluctuations [1][15][17] Group 2 - The North Exchange chemical new materials sector saw a weekly increase of 5.23%, with all sub-industries showing positive performance [3][26][31] - The battery materials sub-industry led the gains with a rise of 16.04% [3][31] - Notable individual stock performances included Better Energy (+22.64%), Jinhua New Materials (+19.78%), and Hechang Polymer (+17.28%) [3][32][34] Group 3 - Better Energy, a key supplier of lithium-ion battery materials, reported a revenue of 12.384 billion CNY for the first three quarters of 2025, a year-on-year increase of 20.6% [2][21] - The net profit attributable to shareholders for Better Energy was 768 million CNY, reflecting a year-on-year growth of 14.37% [2][21] - Andar Technology, focused on lithium iron phosphate battery materials, saw a revenue increase of 109.02% to 2.273 billion CNY in the same period, although it continued to report losses [2][23]
北交所化工新材专题报告：六氟磷酸锂引领周期反转，布局北交所锂电材料龙头正当时