CATL, LG에너지솔루션 제치고 최근 10년간 글로벌 배터리 특허 1위

Post-holiday battery materials market trends diverged. Lithium ore quotes rebounded slightly, trade inventories were destocked, and ore prices are expected to consolidate in line with lithium carbonate in the short term. Lithium carbonate futures retreated after a rapid rise, closing at 117,300 yuan/mt, down 1.28%; domestic production declined, downstream inventories were significantly destocked, and salt plants continued to ship mainly under long-term contracts. Lithium hydroxide spot order quotes rose to 130,000–140,000 yuan/mt, but purchasing was cautious and transactions were sluggish. Cobalt products and nickel sulphate remained under pressure, cost support weakened, and demand recovery for ternary cathode materials was limited. LFP orders were relatively strong, leading production lines were near full capacity, finished product inventories declined, and the average price rose to 50,400 yuan/mt; resistance to iron phosphate price increases grew. Artificial graphite had strong cost support, separators were driven by NEV, energy storage, and export rush demand, with a tight supply-demand balance; electrolytes rose due to earlier cost pass-through. In the recycling market, inquiries recovered, but transactions had yet to pick up volume. Going forward, attention should be paid to the sustainability of restocking, the realization of production schedules, and changes in raw material prices.

톈츠머티리얼즈가 홍콩거래소 메인보드 상장 청문회를 통과했으며, JP모건, CITIC증권, GF증권이 공동 주관사로 최대 4억 1,300만 주의 해외 주식을 발행할 예정이다. 투자설명서에 따르면 2025년 글로벌 전해액 출하량 점유율 약 36%로 10년 연속 1위를 차지했으며, LiPF6와 LiFSI의 글로벌 최대 공급업체로 점유율은 각각 38.2%와 47.2%다. 2026년 상반기 매출은 전년 동기 대비 109.28% 증가한 147억 1,000만 위안, 순이익은 967.91% 급증한 28억 6,100만 위안을 기록했다.