Latest Changes in the VC Market: Accelerated Price Increases + Multi-Dimensional Demand Growth

English summary

### Latest Changes in the VC Market: Accelerated Price Increases + Multi-Dimensional Demand Growth Time: 2026-07-30 10:21:32 Content: Five major latest changes worth noting in the VC market. 1. Price increases continue to accelerate. In mid-June, VC prices were still in the 120,000-140,000 yuan range. On July 23, they broke through 200,000 yuan, and on July 27, they reached 220,000 yuan. In just half a month, prices rose by nearly 100,000 yuan. In four days, they rose from 200,000 to 220,000, an increase of 10%, with no sign of slowing down. 2. Authoritative media validates the explosion in energy storage demand. CCTV Finance reported that orders for energy storage batteries surged 30 times in the first half of the year, with downstream production "busy to the point of smoking." A battery factory in Huizhou received over 100 million yuan in urgent orders in a single day. This demand-side validation from authoritative media is more convincing than broker research reports. 3. The new national standard brings demand increments. The new national standard GB38031-2025 was officially implemented on July 1, requiring battery cells to not catch fire or explode within 2 hours after thermal runaway. This directly forces battery companies to increase the VC addition ratio, and this demand increment has not been fully accounted for in the previous price increase logic. ...