需求持续过热，六氟价格将突破15万

Core Insights - The article highlights a significant increase in downstream demand for batteries, particularly in the energy storage sector, driven by markets in Southeast Asia and the Middle East [1] - The supply of lithium hexafluorophosphate is constrained due to shortages, leading to rising prices and a positive market outlook for December and January [2][4] Group 1: Market Demand and Supply - Downstream demand for batteries continues to rise, with energy storage batteries experiencing notable growth [1] - The market for lithium hexafluorophosphate is operating at full capacity, resulting in a persistent supply gap [2] - The price of lithium hexafluorophosphate has reached approximately 115,000, with quotes exceeding 125,000, and is expected to surpass 150,000 before the end of the year [4] Group 2: Impact on Battery Manufacturers - The rising costs of lithium hexafluorophosphate are challenging for electrolyte manufacturers, as they struggle to increase prices for their products [4] - Despite the cost pressures, most battery manufacturers are beginning to accept the price increases for lithium hexafluorophosphate, leading to a rise in electrolyte prices as well [4]