As the year draws to a close, the lithium-electric industry chain is showing increasingly pronounced signs of recovery. Positive indicators abound, from leading companies actively expanding their production capacities to steady price hikes in niche product segments. Furthermore, the improved financial performance of listed companies within the industry during the first three quarters of the year adds to the optimistic outlook. Market analysts are generally upbeat about the future prospects of the lithium-electric industry chain, forecasting continued profitability enhancements in certain niche areas.

Specifically, industry giants such as CATL and BYD are solidifying their market dominance through capacity expansions and technological advancements. Notably, CATL is expediting the construction of its factory in Hungary. Concurrently, prices in niche segments like lithium iron phosphate cathode materials and electrolytes have stabilized and even rebounded, with the prices of lithium hexafluorophosphate and electrolytes experiencing varying degrees of increases.

In terms of financial performance, during the first three quarters of 2025, the lithium-electric industry chain witnessed a 12.62% year-on-year increase in revenue and a remarkable 27.44% year-on-year surge in net profit, indicating a substantial improvement in overall profitability. With the sustained demand growth from the new energy vehicle and energy storage sectors, coupled with technological breakthroughs such as solid-state batteries, the lithium-electric industry chain is poised to embark on a new phase of growth.