[agency Review] the manufacturer's lack of inventory supply shows that lithium hexafluorophosphate has tripled in one year.

Lithium hexafluorophosphate, which was sold at a low price of less than 70, 000 yuan per ton a year ago, has now been fried to a high price of more than 300000 yuan / ton. According to Baichuan data, as of June 7, the average price of lithium hexafluorophosphate in the domestic market rose to 302500 yuan / ton, up 23.47% from the previous month and 182.71% from the beginning of the year. The analysis points out that the inventory of lithium hexafluorophosphate production enterprises is at the lowest level in the same period in the past three years. Considering the good production and marketing data of downstream new energy vehicles and the tight supply and demand pattern or continuation, the rising trend of lithium hexafluorophosphate is still strong in the future. A-share related concept stocks are mainly God-sent materials, multi-fluorine, Skyline shares and so on.