前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 ...

Group 1 - The lithium battery solvent industry has seen a recovery in supply and demand dynamics, with leading companies operating at high utilization rates and solvent prices beginning to rise slightly [1][2] - The profitability of lithium battery solvents is expected to improve significantly next year due to restrained capacity expansion by major enterprises [1][2] - EC solvent is projected to have a prominent role, being a key raw material for various additives, with estimated demand exceeding 300,000 tons driven by lithium battery additives by 2026 [1][3] Group 2 - The market for lithium battery solvents is currently concentrated, with the top three companies holding over 70% market share, although they have been operating at a loss in the first three quarters of this year [2] - Recent weeks have shown a notable increase in EC prices, with a significant rise of 70% observed in the past week [3] - The supply landscape for EC is also concentrated, with HaiKe XinYuan and ShiDa ShengHua having capacities of 300,000 tons and nearly 200,000 tons respectively, contributing to over 70% market share [3]

六氟磷酸锂、VC 及电解液行情更新 20251113 摘要 六氟磷酸锂价格自 10 月起强势上涨，受储能需求驱动，供需缺口扩大， 主流成交价与现货价存差距，但行业对 15 万元/吨的主流货信心较足， 预计后期将继续冲击高位，年底或达 20-22 万元/吨，甚至更高。 六氟磷酸锂行业开工率普遍提高，大厂达 80%-90%，部分超负荷运行， 小厂复产但开工率较低，整体有效产能利用率达 80%-90%。明年预计 新增产能，但爬坡需时，短期供应仍紧张，预计明年一季度末或二季度 初供应或有变化。 VC 溶剂价格近期飙升，主要因储能需求爆发及供应紧张，国庆前后价格 涨幅达 66%，散单报价已达 15-17 万元/吨。山东更源停产检修若属实 将加剧供应紧张，预计供需紧张局面可能持续到明年中旬甚至更久。 VC 溶剂在三元电池和磷酸铁锂电池中的添加比例不同，磷酸铁锂电池添 加比例更高，尤其是在储能领域。VC 溶剂主要通过两步法生产，上游原 料包括碳酸乙烯酯和环氧丙烷等传统化工品。 VC 溶剂厂家散单与长协订单比例约为 2:8，但由于近期散单价格暴涨， 部分厂家可能会减少长协订单比例，以提高利润，预计 11 月底重新签 订下个月 ...