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 07:52:08

People’s Financial News, March 17 — CITIC Construction Investment points out that the nonlinear growth in energy storage demand is making the new lithium battery cycle more evident. On the demand side, global lithium battery demand is expected to reach 3,065 GWh by 2026, a 33.7% increase year-over-year, driving rapid growth in lithium battery electrolyte demand. Considering supply and demand, 6F and VC are expected to be in tight balance in 2026, while supply conditions for other electrolyte segments are likely to improve. Meanwhile, solvent prices are also expected to return to reasonable levels. The new lithium battery cycle is optimistic, with the electrolyte industry chain represented by 6F and VC set to undergo profit restructuring, with a particular focus on 6F and VC segments.

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