Core Viewpoint - The company, Aoke Co., Ltd. (300082.SZ), has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to enhance its core competitiveness in the lithium battery new materials sector [1] Group 1: Strategic Cooperation - The agreement focuses on the development of epoxy ethane-derived lithium battery electrolyte additive [1] - Aoke will act as the core supplier of ethylene sulfite (ES) for Suzhou Qitian, ensuring the supply volume as per the annual contract plan [1] - Specific procurement prices and quantities will be determined through a separate annual procurement agreement among Aoke, Suzhou Qitian, and Changshu Chemical Light Industry Co., Ltd. [1] Group 2: Technical Collaboration - The cooperation will enhance technical exchanges and collaboration in lithium battery electrolyte additives [1] - There will be a focus on quality control standards for ethylene sulfite (ES) and the technical development of sulfite (DTD) [1] - Future technical cooperation projects will be formalized through independent technical cooperation and confidentiality agreements [1]

Core Viewpoint - The company, Aoke Co., Ltd. (300082.SZ), has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to collaborate on epoxy ethane-derived lithium battery electrolyte additives [1] Group 1 - Aoke Co., Ltd. is engaging in a strategic partnership to enhance its product offerings in the lithium battery sector [1] - The collaboration focuses on the development of additives for lithium battery electrolytes, which are critical for battery performance [1]

Core Viewpoint - The company, Aoke Co., Ltd. (300082.SZ), has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to develop additives for lithium battery electrolytes derived from ethylene oxide [1] Group 1 - The strategic cooperation aims to enhance the development of lithium battery electrolyte additives [1] - The partnership is expected to leverage both companies' strengths in the new materials sector [1]

Group 1 - The core point of the article is that Aoke Co., Ltd. has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to collaborate on epoxy ethane-derived lithium battery electrolyte additives [1] Group 2 - The strategic cooperation aims to enhance the development and application of lithium battery electrolyte additives, which are crucial for improving battery performance [1] - This partnership indicates a focus on innovation and strengthening supply chain capabilities within the lithium battery industry [1] - The collaboration may lead to potential market expansion and increased competitiveness for both companies in the rapidly growing battery materials sector [1]

Core Viewpoint - The company has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to collaborate on epoxy ethane-derived lithium battery electrolyte additive [1] Group 1: Strategic Cooperation - The company will prioritize the supply of ethylene sulfide (ES) within its production capacity to meet the actual needs of Suzhou Qitian [1] - Specific procurement prices and quantities will be determined through a separate annual procurement agreement with both parties and Changshu Chemical Light Industry Co., Ltd. [1] - The collaboration will enhance efforts in technical research and development, quality control standards, and the development of new processes for lithium battery electrolyte additives [1] Group 2: Impact on Operations - This cooperation is not expected to significantly impact the company's normal operations, short-term performance, or financial status [1] - The future impact on annual operating performance will depend on the signing and implementation of subsequent specific cooperation agreements [1]

Group 1 - The company has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to develop additives for lithium battery electrolytes derived from ethylene oxide [1] - This transaction does not constitute a related party transaction or a major asset restructuring according to the Shenzhen Stock Exchange's Growth Enterprise Market listing rules [1]

辽宁奥克化学股份有限公司 关于签署战略合作框架协议的自愿性信息披露公告 证券代码：300082 证券简称：奥克股份 公告编号：2025-061 辽宁奥克化学股份有限公司 关于签署战略合作框架协议的自愿性信息披露公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、战略合作框架协议签署概况 2、注册资本：7000 万元 3、法定代表人：傅人俊 4、苏州祺添基本情况：苏州祺添成立于 1992 年，是一家专业致力于锂电池 电解液添加剂、功能有机硅材料的研发、生产、销售的高新技术企业，苏州祺添 总部位于江苏省常熟市，建有现代化的研发、质检实验室，配备完善先进的研发 检测设备，现有江苏常熟、山东嘉祥和福建连江三个生产基地，总占地面积逾 320 亩，员工总数 800 余人。苏州祺添成功通过"国家高新技术企业"、"江苏 省车用锂电池电解液添加剂工程技术研究中心"和"江苏省研究生工作站"、"江 苏省企业技术中心"、"江苏省专精特新中小企业"、"江苏省民营科技企业"、 "苏州市瞪羚企业"、"江苏省产业研究院企业联合创新中心"等认定。苏州祺 添的新能源电池电解液添加剂主要产能及产品 ...

Group 1: Industry Performance - The petrochemical index saw an overall increase, with six indices rising and only the chemical machinery index declining by 4.02% [1] - The chemical raw materials index rose by 3.44%, the pharmaceutical index increased by 3.09%, and the pesticide and fertilizer index went up by 3.18% [1] - In the oil sector, the oil processing index increased by 1.84%, the oil extraction index rose by 1.42%, and the oil trading index surged by 7.39% [1] Group 2: Commodity Prices - International crude oil prices experienced slight upward fluctuations, with WTI settling at $60.09 per barrel, up 0.57% from November 7, and Brent at $64.39 per barrel, up 1.19% [1] - The top five petrochemical products with the highest price increases included DMC (up 18.18%), natural rubber (up 13.22%), D4 (up 13.04%), 107 glue (up 12.71%), and methyl acrylate (up 8.03%) [1] - The five petrochemical products with the largest price declines were isooctyl acrylate (down 7.69%), 2,4-dichlorophenoxyacetic acid (down 4.29%), dichloromethane (down 3.64%), diethylene glycol (down 3.53%), and vitamin D3 (down 3.33%) [1] Group 3: Capital Market Performance - The top five listed chemical companies with the highest stock price increases were Shida Shenghua (up 43.44%), Yongtai Technology (up 33.89%), Aoke Shares (up 23.36%), Taihe Technology (up 23.59%), and Kaisheng New Materials (up 23.03%) [2] - The five listed chemical companies with the largest stock price declines included Xiangyuan New Materials (down 15.42%), Xinhang New Materials (down 14.15%), Dongcai Technology (down 13.52%), Kaili New Materials (down 12.60%), and Asia-Pacific Industry (down 11.16%) [2]

Core Viewpoint - The company, Aoke Co., announced on November 17 that its subsidiary, Jiangsu Aoke, produces lithium battery electrolyte solvent carbonate products with an annual designed capacity of 30,000 tons. The company can adjust production capacity and market layout based on market supply and demand conditions [2]. Group 1 - The annual designed production capacity of Jiangsu Aoke is 30,000 tons [2]. - The company has the flexibility to adjust production capacity according to market supply and demand [2].

Investment Rating - The report maintains a positive outlook on the chemical industry, suggesting a focus on price increases and anti-involution products [1][5]. Core Insights - The chemical sector saw a 2.61% increase in the second week of November, outperforming the Shanghai Composite Index by 2.79 percentage points [2][13]. - Key recommended companies include those benefiting from rising lithium hexafluorophosphate prices and leading firms in the anti-involution trend [5]. Industry Performance - The chemical sector's dynamic PE ratio is 25.60, significantly above the average PE of 13.41 since 2015 [2][13]. - Among 27 sub-industries, five showed declines, with the top gainers being acrylic fiber (+15.18%) and nitrogen fertilizer (+9.19%) [3][18]. Price and Spread Trends - The top five products with the highest weekly price increases include liquid chlorine (+22.93%) and monochloromethane (+19.44%) [4][23]. - The largest price spread increases were seen in organic silicon DMC (+58.87%) and propylene (propane-based) (+45.69%) [4][44]. Inventory Changes - Significant inventory changes were noted, with polyester chips increasing by 8.93% and acetic acid by 6.69% [5][64]. Recommendations - The report suggests focusing on companies like Duofu Duo and Shenzhen New Star, which benefit from the high demand for lithium hexafluorophosphate, and Yun Tianhua, which is poised to gain from the strong phosphate chemical market [5].