未知机构：长江电新周度锂电高频数据更新2026130资源品方面-20260203

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the lithium battery materials industry, specifically detailing price changes in various raw materials and components used in lithium battery production [1][2]. Core Insights and Arguments - Resource Prices: - Electrolytic cobalt increased by 0.8 thousand CNY/ton, while sulfuric cobalt and cobalt tetroxide remained unchanged [1]. - Industrial-grade lithium carbonate (99.2% purity) and battery-grade lithium carbonate both decreased by 1.05 thousand CNY/ton [1]. - Battery-grade nickel sulfate rose by 150 CNY/ton, and battery-grade manganese sulfate increased by 140 CNY/ton [1]. - Main Material Prices: - In the electrolyte segment, prices for domestic ternary, power lithium iron, and energy storage lithium iron decreased by 0.1 thousand CNY/ton, 0.1 thousand CNY/ton, and 0.08 thousand CNY/ton respectively [1]. - The solvent EC saw a decline of 300 CNY/ton in the domestic market [1]. - Separator Prices: - The wet-process 7+2μm ceramic-coated separator prices remained stable [1]. - Anode Material Prices: - The price of graphite anode materials remained unchanged, while the price of the coating agent, ethylene tar, decreased by 0.02 thousand CNY/ton [1]. Additional Important Information - Auxiliary Material Prices: - In the auxiliary materials segment, the price of wet-process purified phosphoric acid in East China increased by 100 CNY/ton [2]. - The price of lithium battery binder in East China rose by 0.3 thousand CNY/ton, while the price of 50% liquid caustic soda decreased by 24.5 CNY/ton [2].