赣锋锂电：所有新订单需重新定价

Core Viewpoint - The article highlights the impact of the ongoing civil war in the Democratic Republic of the Congo (DRC), the world's largest cobalt producer, on the global cobalt supply and prices, which poses challenges for the lithium battery industry [1][3]. Group 1: Supply Chain and Pricing - Ganfeng Lithium, a domestic power battery manufacturer, has issued a notice to clients indicating that all positive material suppliers have halted pricing due to the cobalt supply crisis, leading to increased costs and supply chain disruptions [1][2]. - Starting immediately, all new orders will require price confirmation, indicating a shift in pricing strategy due to market volatility [2]. - Companies are advised to prepare procurement plans and increase inventory to mitigate potential supply fluctuations [3]. Group 2: Cobalt Market Insights - The DRC supplies 75% of the world's cobalt, a critical metal for manufacturing automotive power batteries, making cobalt price fluctuations directly affect the end prices of these batteries [3].