CATL(SZ:300750) 21世纪经济报道·2025-11-14 10:00Core Viewpoint - The lithium battery industry experienced a significant surge, with the Shanghai Composite Index reaching a ten-year high, driven by strong performances from key players like CATL and a notable increase in lithium battery-related stocks [1][6]. Group 1: Market Performance - On November 13, the lithium battery index rose by 6.40%, while the lithium electrolyte index saw an increase of 10.41% [1]. - Nearly 30 stocks in the lithium battery supply chain hit the daily limit, with CATL's stock rising over 7% [1]. - The recent week saw a strong performance in the A-share market, particularly in price increase themes, with the lithium battery sector leading the gains [6]. Group 2: Clarification and Rumors - A clarification letter from Huatai Securities' analyst, which circulated widely, stated that previous claims about CATL raising prices for lithium iron phosphate products were unfounded and misleading [1][2]. - The letter emphasized the need for better information verification to prevent similar incidents in the future [1]. Group 3: Price Trends and Demand - Recent reports indicated that lithium carbonate prices have risen to 82,400 yuan per ton, a 37.59% increase from June's low [7]. - The price of hexafluorophosphate lithium has reportedly doubled since mid-October, with some market quotes reaching 150,000 yuan per ton [7]. - The demand for lithium battery materials is expected to improve, driven by a combination of favorable policies and a tightening supply situation [7]. Group 4: Strategic Partnerships - On November 12, a leading energy storage company, Haibo Sichuang, announced a strategic cooperation agreement with CATL, committing to a cumulative purchase of no less than 200 GWh of electricity from 2026 to 2028 [8].