CITIC Construction Investment: Optimistic about the Electrolyte Industry Chain Represented by 6F and VC Welcoming Profit Restructuring under the New Lithium Battery Cycle

2026-03-17 00:49:13

Gelonghui March 17 | CITIC Construction Investment pointed out that the nonlinear growth in energy storage demand is making the new lithium battery cycle increasingly clear. On the demand side, global lithium battery demand is expected to reach 3065 GWh by 2026, a year-on-year increase of 33.7%, driving rapid growth in electrolyte demand. Considering supply and demand, 6F and VC are expected to be in tight balance in 2026, while the supply situation for other electrolyte segments is expected to improve. At the same time, solvent prices are also expected to return to reasonable levels. With confidence in the new lithium cycle, the electrolyte industry chain represented by 6F and VC is set to undergo profit restructuring, with a particular emphasis on 6F and VC segments.

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