CATL(SZ:300750) 第一财经·2025-11-13 06:19Core Viewpoint - The A-share market showed strong performance on November 13, with the Shanghai Composite Index rising over 0.6%, reaching a new high not seen in over a decade, and total trading volume exceeding 1.5 trillion yuan [2]. Industry Summary - The lithium battery supply chain experienced a significant surge, particularly in the lithium battery electrolyte sector, with companies like CATL seeing stock increases of over 9%. The prices of lithium electrolyte materials, including lithium hexafluorophosphate and VC additives, have shown notable fluctuations due to a tight supply-demand balance [4][5]. - The Wind popular concept index highlighted substantial gains in various lithium-related sectors, with lithium battery electrolytes up 9.60%, lithium mines up 6.67%, and power batteries up 6.43%. Other sectors such as fine chemicals and high metals also saw increases, indicating a broad-based rally in the lithium industry [5].