（央视财经《经济信息联播》）近期，六氟磷酸锂正以"一天一价"的态势，搅动新能源产业链，目前部 分市场报价已突破每吨15万元，四个月间涨幅超过200%。六氟磷酸锂又被称为"锂盐"，是锂离子电池 电解液的核心材料，直接影响电池的能量密度、快充性能和安全稳定性。近期六氟磷酸锂价格为何走 强，相关企业的生产情况如何？ 在浙江湖州一家电解液生产企业，车间生产线正在满负荷运转。工作人员介绍，今年以来，随着储能电 池与动力电池市场需求的快速增长，电解液出货量持续攀升。截至9月底，该企业的电解液出货量同比 增长约50%，其中储能领域增幅更是高达80%。 浙江某新能源材料有限公司车间主任 肖立盛：9月份开始（产量）明显提升。去年产线主要以动力（电 池）为主，今年是储能加动力（电池）。产量基本差不多，我们的设计产能是15万吨，现在基本上是满 产状态。 与此同时，六氟磷酸锂产能偏紧、库存下降，也让市场供需矛盾加剧。记者在企业仓库看到，以往堆满 六氟磷酸锂原料的货区如今显得空荡许多。 浙江某新能源材料有限公司办公室主任 吕光璞：之前这里基本上都是满库存的，正常来说是（储备）7 天左右（生产用量），现在是2到3天的量。 转载请注明央视 ...

Group 1: Solar and Energy Stocks - Solar stocks showed recovery with New Special Energy (01799) up 4.99%, Flat Glass (06865) up 3.25%, Xinyi Solar (00968) up 3.75%, and GCL-Poly Energy (03800) up 2.27%. The China Photovoltaic Industry Association stated that rumors about a polysilicon storage platform were false, aiming to malign the industry [1][2] - Energy storage concept stocks rose against the trend, with Longpan Technology (02465) up 17.09%, Ruipu Lanjun (00666) up 15.2%, and Zhongxin Innovation (03931) up 9.22%. Lithium hexafluorophosphate prices have surged, with some market quotes reaching 150,000 yuan/ton, doubling since mid-October [1] Group 2: Oil and Gas Stocks - Oil stocks collectively declined, with CNOOC (00883) down 3.14%, CNOOC Services (02883) down 2.98%, PetroChina (00857) down 2.09%, and Sinopec (00386) down 1.79%. OPEC's monthly report indicated a slight oversupply in the oil market by 2026, contrasting previous predictions of sustained demand [2] Group 3: Steel and Mining Stocks - Steel stocks saw a midday surge, with Maanshan Iron & Steel (00323) up 7.09%, Ansteel (00347) up 2.26%, and Chongqing Iron & Steel (01053) up 2.13%. The Simandou project in Guinea, which has the potential to become the fifth-largest mine globally, has commenced production [2] Group 4: Airline and Transportation Stocks - Southern Airlines (01055) rose over 3.9% after reporting a 2.2% year-on-year increase in revenue for the first three quarters of 2025 [2] Group 5: Biotechnology and Pharmaceuticals - Gilead Sciences (01672) increased over 5.7% as it announced the clinical development of new drugs ASC36 and ASC35 [3] - Zai Lab (02509) rose over 8.4% after announcing plans for continued related transactions for the commercialization of QX001S from 2026 to 2028 [4] Group 6: Gold Stocks - Gold stocks collectively rose, with China Gold International (02099) up 5.99%, Jihai Resources (02489) up 7.3%, and Lingbao Gold (03330) up 4.47%. Gold prices have surpassed $4,100 and are testing the $4,200 resistance level [4] Group 7: US Market Movements - Major tech stocks in the US fell, with Meta Platforms (META.US) down over 2.8%, Tesla (TSLA.US) down over 2%, and Amazon (AMZN.US) down over 1.9% [5] - Eli Lilly (LLY.US) rose 2.95%, reaching a historical high, after announcing a deal to lower GLP-1 drug prices to $245 per month, potentially opening a new market of 30 million people [5] - The US airline service sector saw gains, with United Airlines (UAL.US) up 5.29% and American Airlines (AAL.US) up 3.62%, as the government is expected to reopen soon [5] Group 8: Nuclear Energy Stocks - US nuclear energy stocks rose, with Oklo (OKLO.US) up 6.67% as the government plans to finance new nuclear power plants to meet the energy demands of AI development [6] Group 9: Company-Specific Developments - On Holding (ONON.US) surged over 17.9% after reporting Q3 net sales of 794.4 million Swiss francs, exceeding market expectations [7] - AMD (AMD.US) rose 9% as it projected a 35% annual growth rate in revenue over the next three to five years, driven by AI chip demand [7]

Core Viewpoint - The strong market demand for electrolyte products has led to Tianqi Materials securing long-term supply agreements with major battery manufacturers, indicating a positive outlook for the company's future performance [1][2]. Group 1: Supply Agreements - Tianqi Materials and its subsidiary, Jiujiang Tianqi, have signed long-term supply agreements with Zhongxin Innovation and Guoxuan High-Tech, with a total supply volume expected to reach 1.595 million tons from 2026 to 2028 [1]. - The agreements specify that Tianqi Materials will supply 725,000 tons of electrolyte products to Zhongxin Innovation, while Jiujiang Tianqi will supply 870,000 tons to Guoxuan High-Tech [1]. - The company emphasizes that these agreements will foster a close supply-demand relationship within the industry, benefiting long-term development [1]. Group 2: Market Position and Production Capacity - Tianqi Materials has maintained its leading position in the electrolyte market, holding approximately 35.7% of the global market share as of 2024, and has been the top global supplier for nine consecutive years since 2016 [2]. - The company is projected to have an electrolyte production capacity of about 860,000 tons by May 2025, with a sales target of 500,000 tons for 2024 [2]. Group 3: Raw Material Pricing and Production Strategy - The price of lithium hexafluorophosphate, a key raw material for electrolytes, has surged to over 110,000 yuan per ton, reflecting a nearly 90% increase since the end of September [4]. - Tianqi Materials has achieved self-sufficiency in lithium hexafluorophosphate production, with a capacity of approximately 110,000 tons and is exploring capacity enhancement through technical upgrades [4]. - The company has reported a revenue of 10.843 billion yuan for the first three quarters of the year, a year-on-year increase of 22.34%, and a net profit of 420 million yuan, up 24.33% [4].

经过价格深度调整后，六氟磷酸锂走出低谷，今年10月份，迎来一波快速拉升的行情。数据显示，10月 31日六氟磷酸锂报10.75万元/吨，相较9月30日的6.10万元/吨，涨幅达到76.23%。中关村物联网产业联 盟副秘书长袁帅对记者表示："六氟磷酸锂是锂离子电池电解液的重要组成部分，其价格上涨与市场需 求提升、库存降低密切相关，六氟磷酸锂生产企业将直接受益于价格上行。"（证券日报） ...

Core Insights - The rapid increase in the prices of electrolyte and lithium hexafluorophosphate (LiPF6) since October is primarily driven by a short-term supply-demand imbalance in the lithium battery industry [1][2][3] Price Trends - As of October 27, the price of electrolyte reached 25,500 yuan/ton, a 25.62% increase from the beginning of October, while LiPF6 prices rose to 98,000 yuan/ton, marking a 63.33% increase [1][2] - The price surge of electrolytes is attributed to the increase in LiPF6 prices, which in turn is influenced by the rising costs of lithium carbonate [2] Supply-Demand Dynamics - The lithium battery industry is experiencing a significant demand increase, particularly in the electric vehicle (EV) and energy storage sectors, leading to a mismatch in supply and demand [2][4][5] - The demand for lithium batteries is expected to remain high, with a notable increase in sales of new energy vehicles and energy storage batteries [4][5] Industry Performance - The performance of the electrolyte sector is showing signs of improvement, with median revenue and net profit growth rates for the industry in 2025 reported at 16.73% and 14.59%, respectively [6][7] - The third-quarter reports indicate a continued positive trend, with median revenue and net profit growth rates of 24.05% and 67.57% for the companies that have reported [6][7] Future Outlook - Short-term price increases for LiPF6 and electrolytes are anticipated, with close monitoring of lithium battery demand growth, LiPF6 production capacity, and lithium carbonate price trends [3]

今日， 市场均价接近 10 万元 / 吨，报价已超过 11 万元 / 吨， 预计未来 1 个月六氟价格仍将持续上涨。 此轮六氟磷酸锂价格上涨的核心逻辑在于 供不应求 ，市场反馈一货难求。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 国庆节之后，短短两周多时间六氟磷酸锂价格上涨幅度将近 60% ，开启属于六氟磷酸锂的狂欢。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） 经历过六氟市场沉浮的资深行业人员基本都知道，该市场有自己的运行逻辑。一旦市场出现供不应求现象，市场情绪面 就是被无限放大。 在供需博弈及市场情绪的双重影响下，六氟磷酸锂价格一发不可控制的上涨。 2026 年市场需求持续向好，六氟磷酸锂供应缺口持续存在，价格仍将继续上涨。 ▼本文作者：赵女士/15638946210（微信同） END ...

丁臻宇预计，今年第四季度六氟磷酸锂的供需紧平衡状态仍将延续，价格有望继续小幅上涨。 "第四季度通常是新能源市场需求旺季，储能领域需求持续攀升，动力领域受汽车销售旺季拉动，电芯 企业提前备货，整体需求会显著增长。"丁臻宇表示，第四季度锂离子电池电解液领域有望回暖。 记者注意到，近期六氟磷酸锂相关概念股股价明显走强。截至10月13日收盘，天际新能源科技股份有限 公司(以下简称"天际股份（002759）")、石大胜华（603026）新材料集团股份有限公司、多氟多 （002407）新材料股份有限公司(以下简称"多氟多")等涨停。 9月19日，天际股份在接受机构调研时表示，公司六氟磷酸锂产能3.7万吨/年，目前三个六氟磷酸锂工 厂均保持满负荷生产状态，六氟磷酸锂库存保持在较低水平，价格有所上涨。 六氟磷酸锂价格持续上行。Mysteel数据显示，自9月16日起，六氟磷酸锂一改此前的横盘态势，价格开 始上涨，从当日的56800元/吨一路攀升至10月13日的68800元/吨，增幅达21.13%。六氟磷酸锂主要用于 生产锂离子电池电解液，应用终端为新能源汽车、储能等行业。 10月13日，《证券日报》记者采访多家业务涉及六氟磷酸 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： #鑫椤锂电 国庆节后，六氟磷酸锂价格疯涨。 10 月 9 号节后第一天上午六氟报价 6.1 万元 / 吨， 下午报价 6.3 万吨； 10 月 10 号节后第二天上午 报价 6.5 万吨，下午报价 6.8 万吨； 10 月 11 号节后第三天部分散单报价超过 7 万吨，最高价格达 7.5 万吨。 短短三天时间，六氟磷酸锂价格跳跃式增长，涨幅超过 20% 。 上一轮六氟磷酸锂上涨周期开启时间是 2020 年，六氟磷酸锂价格一路攀升至 2022 年 3 月份的 60 万元 / 吨，期间 六氟磷酸锂严重短缺，各大电池厂为了保证六氟磷酸锂的正常供应，八仙过海各显神通。 10 月份市场需求持续向好，市场对六氟磷酸锂的需求量进一步提升， 但市场上大部分厂家基本处于满产状态，供应增 幅较小。 六氟磷酸锂市场进一步缺货，节后短短三天，六氟磷酸锂价格出现了跳跃式增长。 11 月份整体市场需求量仍然较大，六氟供应缺口依然存在， 六氟磷酸锂价格仍有上涨空间。 ▼本文作者：赵女士/15638946210（微信同） 2022 年 3 ...