中国电解液行业_LiPF6 供需 2026 年（预测）将改善；上调天赐材料、新宙邦目标价-China Electrolyte Sector_ Electrolyte_LiPF6 supply-demand to improve in 2026E; raising price targets for Tinci_Capchem

Global Research China Electrolyte Sector Electrolyte/LiPF6 supply-demand to improve in 2026E; raising price targets for Tinci/Capchem LiPF6 price uptrend likely to continue in 2026 As per ICCSINO, the LiPF6 retail price has risen to Rmb158,000/tonne (t) from Rmb57,000/t in early September, alongside a ~Rmb3,000/t price hike for LPF battery electrolyte in the same period. We attribute the LiPF6 price gain mainly to: 1) growing demand for downstream ESS batteries; 2) less planned new capacity vs the prior two ...