锂电材料价格4个月涨2倍，40股股价涨超10%

Group 1 - The lithium battery sector is experiencing strong performance, with significant stock price increases, including Tianhong Lithium's rise of 29.97% and 40 stocks in the lithium battery concept gaining over 10% [1] - Lithium hexafluorophosphate prices have surged from 49,300 yuan/ton to 151,500 yuan/ton since July 15, marking an increase of over 200%, which has positively impacted stock prices in the lithium battery supply chain [1] Group 2 - The supply of lithium hexafluorophosphate is tight, with leading companies operating at full capacity while many small and medium enterprises struggle to resume production, indicating potential for further price increases [4] - The performance of the lithium battery supply chain is expected to improve, with active production schedules and stabilizing material prices, leading to a recovery in company earnings [3] - New technologies such as solid-state batteries and high-voltage lithium iron phosphate are rapidly developing, prompting downstream automakers and battery manufacturers to accelerate their investments, presenting new investment opportunities [3]