证券日报网讯12月1日，泰和科技（300801）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司共有股东26，831户。 ...

（编辑 丛可心 袁冠琳） 证券日报网讯 11月27日，泰和科技在互动平台回答投资者提问时表示，公司需要通过不断的变革来适 应变化多端的宏观环境，员工也需要能够适应这种变革，新的高管团队普遍年轻化和高学历化，新的年 轻的高管精力充沛、冲劲十足、执行力更强，高学历带来了能力的大幅度提升，从结果上看，经过近一 段时间的调整，公司的经营状况有了较大提升，为后续的快速成长提供了有力的组织保障。 ...

Core Viewpoint - The surge in lithium hexafluorophosphate prices has led to increased institutional research on companies in the supply chain, particularly those producing vinylene carbonate (VC), a key additive for lithium battery electrolytes [1][2]. Group 1: Company Developments - Yongtai Technology has reported a current production capacity of 5,000 tons/year for VC, with an additional 5,000 tons/year capacity entering trial production as of November 17, bringing total capacity to 10,000 tons/year [1]. - Fuxiang Pharmaceutical plans to increase its VC production capacity from 8,000 tons/year to 10,000 tons/year through technological upgrades, expected to be completed by Q2 2026 [1]. - Lianhong Xinke is in trial production for its 4,000 tons/year VC facility and is recognized as a major supplier of lithium battery electrolyte solvents [1]. Group 2: Market Trends - VC is primarily used in lithium battery electrolytes as an organic film-forming additive and overcharge protection additive, enhancing battery efficiency and lifespan [2]. - The average market price for VC has risen to 60,000 yuan/ton, reflecting a more than 30% increase from its lowest point, with some top manufacturers experiencing inventory shortages and offering prices exceeding 70,000 yuan [2]. - The significant price increase of lithium hexafluorophosphate has positively impacted the market interest in VC, with related stocks like Fuxiang Pharmaceutical and Yongtai Technology seeing substantial gains [2]. Group 3: Production Challenges - Taihe Technology's VC project has faced delays due to land restrictions affecting the production of high-purity CEC raw materials, necessitating a redesign of production processes and the acquisition of new equipment [3]. - Yongtai Technology has indicated that its new VC production capacity is expected to ramp up quickly, within 1-2 months, due to its established production technology and management experience [3]. Group 4: Price Outlook - Yongtai Technology anticipates a continued tight balance between supply and demand for lithium battery materials, driven by the long-term growth of the new energy sector and cautious expansion in production capacity [4]. - The future price trends for lithium battery materials are influenced by multiple factors, including market supply and demand, raw material costs, and industry policies, leading to uncertainties in accurate predictions [4].

尊敬的投资者您好，泰和科技作为行业领先的企业，市场占有率较高，盈利主要是靠给客户提供更优质 服务和定制化产品服务，获取一定的溢价空间。产品价格受原材料价格、市场供求关系等多种因素影 响，公司会在市场占有率和一定的利润之间做平衡。泰和科技会考虑广大投资者的建议，尽可能地在服 务好客户的同时，保持合理的利润空间，为股东创造更大的价值，回馈广大投资者。感谢您的关注！查 看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 投资者提问： 目前公司，有什么产品是相比之前是价格上涨的？ 董秘回答(泰和科技SZ300801)： ...

证券日报网讯泰和科技11月24日在互动平台回答投资者提问时表示，截至2025年11月20日，公司共有股 东25699户。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article is that Taihe Technology is committed to accelerating the mass production of new products to provide better performance for investors [2] Group 2 - Taihe Technology responded to investor inquiries on November 24, indicating its focus on enhancing product output [2]

Core Viewpoint - The company is undergoing a technical transformation of its vinyl carbonate (VC) project due to changes in raw material sourcing, which has delayed production and revenue generation [2] Group 1: Project Details - The VC project was originally designed to produce high-purity CEC (carbonate ethylene carbonate) in-house, but due to land restrictions, the company is now sourcing 80% of its CEC externally [2] - The change in raw materials has necessitated a redesign of the production process and the acquisition of new equipment to accommodate the externally sourced materials [2] - The company is accelerating the technical transformation of the project to expedite production and will provide updates through future announcements [2]

Core Viewpoint - The new materials sector has shown positive performance this week, with the new materials index rising by 0.32%, outperforming the ChiNext index by 3.33% [1][2]. Market and Sector Performance - The synthetic biology index increased by 5.04% over the past five trading days, while semiconductor materials decreased by 1.82%, electronic chemicals fell by 2.23%, biodegradable plastics rose by 1.10%, industrial gases dropped by 0.24%, and battery chemicals surged by 13.83% [1][2]. Price Tracking of Industry Chain - Amino acids: Valine remains at 12,550 CNY/ton, Arginine decreased by 0.47% to 21,400 CNY/ton, Tryptophan remains at 32,500 CNY/ton, and Methionine decreased by 2.22% to 19,800 CNY/ton [3]. - Biodegradable materials: PLA (FY201 injection grade) remains at 17,800 CNY/ton, PLA (REVODE201 film grade) at 17,000 CNY/ton, PBS at 17,500 CNY/ton, and PBAT at 9,800 CNY/ton [3]. - Vitamins: Vitamin A remains at 63,000 CNY/ton, Vitamin E at 52,500 CNY/ton, Vitamin D3 at 212,500 CNY/ton, Calcium Pantothenate at 42,000 CNY/ton, and Inositol at 30,500 CNY/ton [3]. - Industrial gases and wet electronic chemicals: UPSSS grade hydrofluoric acid remains at 11,000 CNY/ton, and EL grade hydrofluoric acid at 6,100 CNY/ton [3]. - Plastics and fibers: Carbon fiber remains at 83,750 CNY/ton, polyester industrial yarn at 8,400 CNY/ton, and aramid at 81,800 CNY/ton, which decreased by 13.44% [3]. Investment Recommendations - The demand for the energy storage industry is surging, leading to continuous price increases for lithium battery materials. Lithium hexafluorophosphate, a key raw material for electrolytes, is crucial for battery performance [4]. - Despite leading companies operating at full capacity, the overall supply remains tight due to previous overcapacity issues, with lithium hexafluorophosphate prices rising to 160,000 CNY/ton, a threefold increase from the July 2025 low of 50,000 CNY/ton [5]. - The price of VC (vinylene carbonate), an important additive in electrolytes, has also increased to 60,000 CNY/ton, reflecting a more than 30% rise from its lowest point [5].

Core Viewpoint - Taihe Technology has indicated its materials can be applied in the energy storage battery sector, specifically sodium iron phosphate and hard carbon anode materials [1] Group 1: Project Status - The sodium iron phosphate project has completed pilot testing and is awaiting industrialization [1] - The hard carbon anode materials project is currently in the pilot testing phase [1]

证券日报网讯泰和科技11月19日在互动平台回答投资者提问时表示，泰和科技目前暂无磷酸铁锂、碳酸 锂、六氟磷酸锂产品的销售。 （文章来源：证券日报） ...