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CICC Predicts: 6F to Lead Lithium Battery Material Segment in Supply-Demand Reversal
2025-08-25 /
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Author：小编
According to estimates, the fourth quarter of 2025 will mark the entry of 6F into a tight supply-demand equilibrium, transitioning into a supply gap of approximately 7,000 tons by the fourth quarter of 2026. CICC's analysis highlights 6F as the pioneer lithium battery material segment poised to experience a turnaround in supply-demand dynamics, hinting at potential price hikes. It is anticipated that processing fees for 6F will initially rise by approximately RMB 2,000 per ton in the fourth quarter of 2025, with the potential for further increases ranging from RMB 5,000 to 20,000 per ton by mid-2026. This projected surge in fees promises to endow related enterprises with significant operational agility.
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