【#六氟磷酸锂一天一价##锂盐价格四个月涨超200%#】近期，六氟磷酸锂正以"一天一价"的态势搅动 新能源产业链，目前部分市场报价突破15万元/吨，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。记者了解 到，目前六氟磷酸锂行业集中度较高，前五家头部企业占据约七成市场份额。过去两年行业低迷时，不 少企业投资节奏放缓，如今需求快速爆发，供需矛盾迅速显现。业内人士表示，六氟磷酸锂市场供应紧 平衡状态可能持续至2026年，价格仍有上涨空间。行业整体供应紧张，产业链盈利能力有望持续修复。 来源：@央视财经微博 ...

Core Insights - The 2025 (21st) China Carbonate Industry Chain Innovation Development Conference and Lithium-ion Battery Electrolyte Technology and Market Exchange Conference aims to address industry challenges and opportunities through technological, product, and supply chain innovations [1] - The conference emphasizes collaboration among enterprises to stimulate industry vitality and aims to provide practical solutions for development challenges in the carbonate and electrolyte industries [1] Group 1: Conference Overview - The conference is organized by China Chemical News and the Carbonate Industry Think Tank, with support from various companies and institutions [1] - Key supporting organizations include Shida Shenghua New Materials Group Co., Ltd., Tangshan Haoyu Technology Development Co., Ltd., and others [1] Group 2: Agenda Highlights - The conference will feature a series of reports and discussions on topics such as green catalytic energy-saving synthesis processes for carbonate derivatives and new technologies for the direct conversion of methanol to DMC [2] - Other topics include energy-saving technology advancements for dimethyl carbonate and innovations in emerging application fields [2] Group 3: Focus Areas - The conference will address innovations in battery electrolyte materials, including the latest developments in solvents and additives for lithium battery electrolytes [3] - It will also explore the impact of new energy storage policies and growing overseas market demand on industry development opportunities [3] Group 4: Additional Activities - A closed-door meeting will be held to discuss national industrial policies, current industry status, ongoing projects, pricing systems, market expansion, and future development opportunities [3] - The conference aims to build a platform for industry-academia-research collaboration to support enterprise needs [4]

Core Viewpoint - Jiangsu Guotai announced the termination of its 400,000-ton lithium-ion battery electrolyte project, which was expected to generate annual sales of over 15 billion yuan and a net profit of approximately 790 million yuan [1][2]. Group 1: Project Overview - The project was initially planned to be a significant investment by Jiangsu Guotai, with a total investment of about 1.538 billion yuan, including 730 million yuan for construction and 810 million yuan for working capital [2]. - The feasibility study projected a payback period of 5.17 years, with production capacity utilization rates expected to reach 100% by the fourth year [2][3]. Group 2: Reasons for Termination - The termination was primarily due to two factors: land delivery issues and changes in the industry environment [4]. - The land for the project, which was won in March 2023, has not been delivered as per the contractual agreement, hindering project progress [4]. - The lithium-ion battery materials sector has seen significant capacity expansion outpacing market demand, leading to oversupply and declining prices, which has compressed profit margins [4]. Group 3: Strategic Decision - The company stated that the decision to terminate the project aligns with its long-term development strategy and aims to optimize resource allocation and enhance capital efficiency [5]. - The project had not yet commenced construction, and the company is actively coordinating with the government regarding land issues [5].