上证报中国证券网讯(林玉莲记者徐锐)12月17日早盘，六氟磷酸锂板块涨超3%。截至10点49分，天际股 份涨停，天赐材料、多氟多涨超7%，永太科技涨超5%。 消息面上，12月17日，六氟磷酸锂均价为17.3万元/吨。近日，多氟多在互动平台回答投资者提问时表 示，目前公司六氟磷酸锂产品市场需求旺盛，预计未来继续保持上升趋势。 上证报中国证券网讯(林玉莲记者徐锐)12月17日早盘，六氟磷酸锂板块涨超3%。截至10点49分，天际股 份涨停，天赐材料、多氟多涨超7%，永太科技涨超5%。 消息面上，12月17日，六氟磷酸锂均价为17.3万元/吨。近日，多氟多在互动平台回答投资者提问时表 示，目前公司六氟磷酸锂产品市场需求旺盛，预计未来继续保持上升趋势。 ...

Core Insights - The price of lithium hexafluorophosphate, a key material for electrolytes, reached 121,500 yuan/ton on November 7, marking a 146% increase from the year's low of 49,200 yuan/ton in mid-July [1] - Major stocks in the electrolyte and lithium hexafluorophosphate sectors, such as Duofluor and Tianji, saw their prices double during this period [1] - The demand for lithium hexafluorophosphate is expected to continue growing due to the rapid expansion of the new energy sector, particularly in energy storage and electric vehicles [12] Industry Overview - Lithium hexafluorophosphate is primarily used in lithium-ion batteries, with a low potential for substitution in the near to mid-term [6] - The cost of electrolytes accounts for approximately 5%-13% of lithium battery production costs, with lithium hexafluorophosphate constituting about 40% of the total electrolyte cost [6] - Global shipments of lithium hexafluorophosphate reached 169,000 tons in 2023, a year-on-year increase of 26.1%, with projections of around 700,000 tons by 2030 [7] Market Dynamics - The price surge of lithium hexafluorophosphate is attributed to a combination of supply constraints and increasing demand [12] - Supply has been reduced due to previous losses faced by some producers, leading to capacity cuts and a significant drop in market supply [12] - Demand is driven by the growth in the new energy sector, with energy storage and electric vehicle markets expanding rapidly [12] Supply Chain Insights - The upstream materials for lithium hexafluorophosphate production include lithium carbonate, phosphorus pentafluoride, and hydrogen fluoride, which are crucial for stable production [9] - The midstream involves the preparation and production of lithium hexafluorophosphate, while the downstream applications primarily focus on lithium-ion battery electrolytes used in various electric vehicles and storage devices [11] Key Companies in the Sector - Tianji Co., Ltd.: A producer of solid lithium hexafluorophosphate and related products [13] - Duofluor: A leader in fluorine chemicals and new energy materials, with an annual production capacity of 65,000 tons [13] - New Zobon: Acquired a company with a current capacity of 24,000 tons, expected to reach 36,000 tons by the end of 2025 [13] - Tianqi Materials: Recently secured significant supply contracts for electrolytes, totaling nearly 1.6 million tons over three years [14] - Other notable companies include Shenzhen New Star, Shida Shenghua, and Lichun Group, each contributing to the lithium hexafluorophosphate supply chain [15][16][17][18][19]