Tight production capacity, superimposed demand for new energy vehicles, rising demand for lithium hexafluorophosphate and raising prices again.

Duofudo announced on the evening of the 18th that from now on, the company's sales price of lithium hexafluorophosphate will be raised by 30, 000 yuan / ton to all kinds of domestic customers and 4500 US dollars / ton to all kinds of international customers.

Guotai Junan Shiyan believes that global sales of new energy vehicles will grow by 50% in 2021. As the core raw material of electrolyte, the demand of lithium hexafluorophosphate will increase rapidly. And the production capacity of leading enterprises is concentrated, and the new capacity is limited in the short term. Under the background of tight production capacity, product prices will continue to rise.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Tianzi material is the domestic electrolyte integration leader, with cost advantage; the new Zebang electrolyte business global layout, the domestic market share leading.