Group 1 - The supply of power batteries for automotive companies has eased, but the shortage of energy storage batteries persists, leading to price increases across the lithium battery industry [2] - Due to battery supply shortages, the delivery of several new energy vehicle models has been slow, affecting models like Li Auto's i6 and NIO's new ES8 [2] - From early December 2025, many manufacturers of lithium iron phosphate cathode materials have initiated price hikes, with increases of 2000 to 3000 yuan per ton, driven by demand for energy storage and rising costs of raw materials like lithium carbonate [2] - Dejia Energy announced a price increase of 15% for its battery products effective December 16, 2025, to ensure stable delivery and quality [2] Group 2 - Funeng Technology indicated on its investor interaction platform that the rise in lithium battery prices is a trend driven by increased raw material costs and expanding market demand [3]
锂电产业全线涨价：消息称动力电池紧缺已缓解，储能电池仍稀缺
起点锂电·2026-01-05 10:33