Tianqi Lithium grew 49 times, Hunan Yuneng grew 8.5 times, and Tianci Materials increased 9.7 times... From lithium carbonate, lithium iron phosphate, and lithium hexafluorophosphate to electrolytes, the performance of leading lithium battery materials companies rebounded sharply in the first half of the year, and the operating cash flow of related companies improved simultaneously. “The rapid growth in performance is the result of a shift in downstream demand structure, a tight balance between supply and demand for lithium resources, and a low base for the same period in 2025.” A person familiar with the lithium battery industry said. In the first half of this year, the sharp increase in demand for energy storage batteries led to a rapid rise in the price of lithium battery materials, and industry companies benefited from the encouraging situation where volume and price on the supply side rose sharply.

Tianqi Lithium grew 49 times, Hunan Yuneng grew 8.5 times, and Tianci Materials increased 9.7 times... From lithium carbonate, lithium iron phosphate, and lithium hexafluorophosphate to electrolytes, the performance of leading lithium battery materials companies rebounded sharply in the first half of the year, and the operating cash flow of related companies improved simultaneously. “The rapid growth in performance is the result of a shift in downstream demand structure, a tight balance between supply and demand for lithium resources, and a low base for the same period in 2025.” A person familiar with the lithium battery industry said. In the first half of this year, the sharp increase in demand for energy storage batteries led to a rapid rise in the price of lithium battery materials, and industry companies benefited from the encouraging situation where volume and price on the supply side rose sharply.