Per AI Express, Huatai Securities said that the capital expenditure of most lithium battery materials enterprises has declined year-on-year in 25 years, and the supply and demand, profitability and pattern at the industry level have also changed greatly. We expect that: 0) lithium iron cathode, anode, and lithium hexafluorophosphate are expected to usher in tight supply and demand in 0H0 and the price will rise; 0) The supply and demand of dry diaphragm and copper foil are loose, but due to serious losses, there has been a price increase at the beginning of 0, and the room for further price increases in the future is limited; 0) The supply and demand of ternary cathode, wet separator, and aluminum foil are still loose in 0 years, and there is still downward pressure on the price of products. We are optimistic that enterprises with cost or technological advantages in the industrial chain where the inflection point of supply and demand has emerged will achieve a resonant increase in share and profitability.

National Business Daily