Core Viewpoint - The article discusses the impact of rising raw material prices on battery production costs, leading to price increases for battery products, particularly in the context of solid-state batteries and the overall battery industry trend [2][4][5]. Group 1: Industry Trends - The battery industry is experiencing a significant price increase due to a surge in raw material costs, particularly lithium, which has risen to approximately 100,000 yuan per ton, marking a 60% increase from its low earlier in the year [5]. - The demand for energy storage batteries has surged due to global policy fluctuations and rapid development of new application scenarios, leading to a "chip shortage" phenomenon in the industry [5]. - The commercial vehicle sector is driving demand for power batteries, with the transition to new energy vehicles accelerating under policy guidance and market demand [5]. Group 2: Company Insights - Dejia Energy, established in 2022, focuses on high-performance solid-state batteries and has experienced three rounds of financing, with investors including Qingyan Capital and Kun Gao New Group [4]. - The company has production bases for solid-state electrolytes and batteries, with commercial production expected to begin in 2025, although it has not disclosed whether its products are all-solid or semi-solid batteries [4]. - Another solid-state battery company, Funeng Technology, has indicated that rising raw material prices and expanding market demand are leading to price increases for its products [4]. Group 3: Price Dynamics - The price increases are not limited to finished batteries but extend to upstream materials such as lithium carbonate, high-end lithium iron phosphate, and other components like negative electrodes and electrolytes [6]. - The current price trends reflect a broader industry shift, with key materials like lithium hexafluorophosphate and VC additives also seeing price increases, ultimately passing cost pressures down to battery products [6].