涨价涨价，六氟磷酸锂涨幅超过40%

Core Viewpoint - The price of lithium hexafluorophosphate has surged dramatically after the National Day holiday, indicating a potential new upward cycle in the market [1][2][7]. Price Trends - On October 9, the price of lithium hexafluorophosphate was reported at 61,000 yuan per ton, rising to 63,000 yuan in the afternoon. By October 10, the price reached 65,000 yuan in the morning and 68,000 yuan in the afternoon. On October 11, some spot prices exceeded 70,000 yuan, with a peak at 75,000 yuan [2]. - The price increased by over 20% within just three days [3]. Historical Context - The last significant price increase cycle began in 2020, peaking at 600,000 yuan per ton in March 2022, driven by severe shortages as battery manufacturers scrambled to secure supply [3]. - After March 2022, prices fell significantly and remained low throughout 2024 [4]. Current Market Dynamics - In mid-2025, a new upward cycle began, with a slight increase from 49,300 yuan to 50,300 yuan in late July, marking a 2% rise. By August, signs of a tight supply-demand balance emerged, prompting major manufacturers to purchase aggressively [6]. - Demand for lithium hexafluorophosphate has continued to grow in October, but most manufacturers are operating at full capacity, leading to limited supply increases and further shortages [7]. Future Outlook - The overall market demand remains strong in November, with a persistent supply gap for lithium hexafluorophosphate, suggesting that prices may continue to rise [8].