Several Latest Changes in VC Worth Watching

English summary

### Several Latest Changes in VC Worth Watching

Time: 2026-07-31 20:49:13

Content: First, price increases are accelerating. In mid-June, it was still RMB 120,000-140,000; broke RMB 200,000 on July 23, and reached RMB 220,000 on July 27, rising nearly RMB 100,000 in half a month. Second, this time even CCTV Finance reported it — energy storage battery orders surged 30 times in the first half of the year, with downstream "busy to smoke"; a battery plant in Huizhou received an urgent order of over RMB 100 million that day. This kind of demand-side verification from authoritative media is more persuasive than broker research reports. Third, the new national standard (GB38031-2025) officially landed on July 1, requiring cells to not ignite or explode within 2 hours after thermal runaway, directly forcing battery companies to increase the VC addition ratio. This is an incremental variable on the demand side not fully accounted for in the previous price increase logic. Fourth, the total lithium battery production in July was about 283 GWh, of which energy storage accounted for 121.4 GWh (42.89%), and the energy storage share is still increasing. For some large cells, the VC addition ratio in the secondary liquid injection step even exceeds 10%, far exceeding the previously known 4-6%.…