"Chip" is hard to find + Global order grabbing, China's lithium battery industry chain begins a new round of "value leap"

Since the second half of this year, a wave of orders centered on "locking volume" has swept through the industry chain, from upstream cathode materials, electrolytes, and copper foils to downstream battery cells and energy storage systems. Tight production capacity and soaring prices have become the norm. Meanwhile, industry leaders are expanding incremental markets and seizing technological high ground through technological iteration and global layout. Industry insiders expect that, under the dual opportunities of explosive energy storage demand and global energy transition, Chinese lithium battery companies will further enhance their global industrial discourse power and reshape the global industrial competitive landscape, relying on their technological and production capacity advantages.

On December 9th, domestic lithium battery manufacturer Dejia Energy announced that due to the continuous rise in upstream raw material prices and increased battery production costs, the company decided to raise the prices of its battery series products by 15% starting from December 16th. On the same day, Farasis Energy also revealed to the market that the company is communicating with customers regarding price increases, and some products have already seen price hikes. It also stated, "Currently, some raw material prices have risen, coupled with the continuous expansion of market demand, the increase in lithium battery prices is an industry trend." (Shanghai Securities Journal)