涨幅超200%！“一天一价”！还要接着涨？

Core Viewpoint - The price of lithium hexafluorophosphate has surged over 200% in four months, reaching over 150,000 yuan per ton, driven by increased demand in the energy storage and power battery markets [1][2]. Group 1: Market Demand and Supply Dynamics - The demand for energy storage and power batteries has rapidly increased, leading to a 50% year-on-year rise in electrolyte shipments from a production facility in Huzhou, with energy storage demand growing by 80% [3]. - The supply of lithium hexafluorophosphate is tight, with decreasing inventory levels exacerbating market supply-demand conflicts [3]. - The industry is currently characterized by high concentration, with the top five companies holding approximately 70% of the market share [5]. Group 2: Production and Capacity Challenges - Many companies slowed their investment during the industry's downturn over the past two years, resulting in a rapid emergence of supply-demand imbalances as demand has surged [5]. - The high technical barriers and long construction cycles for lithium hexafluorophosphate production make short-term capacity expansion challenging [5]. - The market is expected to remain in a tight balance until 2026, with potential for further price increases [5]. Group 3: Impact on Battery Production - Despite rising prices and tight supply of lithium hexafluorophosphate, battery production companies in Suzhou are maintaining high operational capacity due to prior inventory and stable upstream partnerships [6]. - The strong market demand allows for some cost increases to be passed down to downstream battery manufacturers [6]. - Companies are optimizing procurement and supply chain systems, and exploring alternative lithium salts to mitigate the impact of rising raw material prices [6].