Core Viewpoint - The lithium battery electrolyte sector has experienced a significant surge, with stocks such as Furi Shares, Shida Shenghua, and Wansheng Shares hitting the daily limit, driven by rising prices of key electrolyte components [1] Price Movements - On November 26, prices for lithium battery electrolyte components increased, with the price of vinyl carbonate (VC) rising by 3000 yuan/ton to an average of 168,000 yuan/ton [1] - The battery-grade ethylene carbonate (EC) saw an average price of 6550 yuan/ton, reflecting a year-on-year increase of 2.34% [1] - Lithium hexafluorophosphate (domestic) also rose by 2500 yuan/ton, reaching 163,000 yuan/ton after previously surpassing 160,000 yuan/ton [1] Market Outlook - CITIC Construction Investment Securities suggests that excess profits in the energy storage downstream investment operation segment will be transferred to materials, batteries, and integration sectors through price increases in the upstream due to a sharp rise in demand [1] - The lithium battery industry chain is considered to have significant elasticity, with a positive outlook on materials, particularly lithium hexafluorophosphate, iron lithium, anodes, membranes, and battery segments [1]

Group 1 - The core viewpoint of the news is that RuTai New Materials has seen a stock price increase of 5.17%, reaching 21.98 CNY per share, with a trading volume of 281 million CNY and a turnover rate of 1.78%, resulting in a total market capitalization of 16.119 billion CNY [1] - RuTai New Materials, established on April 21, 2017, and listed on June 17, 2022, is primarily engaged in the research, production, and sales of battery materials and organic silicon chemical new materials, with 99.48% of its main business revenue coming from electronic chemicals [1] Group 2 - Among the top ten circulating shareholders of RuTai New Materials, the Huatai-PineBridge Fund's ETF, Huatai Zhongzheng Battery Theme ETF (159796), entered the top ten in the third quarter, holding 1.0798 million shares, which is 0.15% of the circulating shares, with an estimated floating profit of approximately 1.1661 million CNY [2] - The Huatai Zhongzheng Battery Theme ETF (159796) was established on March 3, 2022, with a latest scale of 8.448 billion CNY, achieving a year-to-date return of 64.59% and ranking 168 out of 4206 in its category, while its one-year return is 55.81%, ranking 285 out of 4006 [2]

证券日报网讯 瑞泰新材11月26日在互动平台回答投资者提问时表示，目前公司生产经营一切正常，公 司严格按照相关法律法规要求及时履行信息披露义务。股票价格在二级市场上受多重因素影响，政策环 境、市场环境、投资者市场偏好等因素都会对公司股票价格的走势造成一定的影响。 （编辑 袁冠琳） ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业公告 公告显示，泰瑞联腾由 瑞泰新材 、 天际股份 全资子公司新泰材料及宁德新能源共同投资10亿元设立。其中， 新 泰材料出资70%，瑞泰新材出资25%，宁德新能源出资5%。 瑞泰新材与泰瑞联腾呈现上下游互补协作格局。瑞泰新材主要从事 电子化学品 以及 有机硅 等化工 新材料 的研 发、生产和销售，现阶段公司经营的主要电子化学品包括锂离子 电池 电解液及其添加剂、 超级电容 器电解液和光 学材料等；泰瑞联腾作为上游核心材料供应商，主要生产六氟磷酸锂， 一期年产1.5万吨六氟磷酸锂项目已于去年 投产。 根据目前产能释放情况及未来发展趋势，泰瑞联腾拟推进并完成二期1.5万吨六氟磷酸锂项目建设。基于上述项目的 资金需求，瑞泰新材拟与新泰材料以货币资金方式向泰瑞联腾增资2亿元。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 11月21日晚， 瑞泰新材发布公告称，公司拟与关联方天天际股份的全资子公司新泰材料以货币资金方式向泰瑞联腾 ...

Group 1 - The core viewpoint of the article highlights that the demand for lithium-ion batteries is currently strong, leading to an increase in the prices of certain raw materials and battery materials [2] - The company,瑞泰新材, has a current production capacity of over 2000 tons for lithium-ion battery electrolyte additives, including LiTFSI, which is sufficient to meet market demand [2] - The company acknowledges that the solid-state battery technology still requires development in technical, product, and commercial aspects, urging investors to be cautious about investment risks [2]

证券日报网讯瑞泰新材（301238）11月24日在互动平台回答投资者提问时表示，储能电池一直是公司电 池材料的重要下游产品之一。公司将积极开拓和服务全球优质客户，对接客户需求，不断优化客户结 构，增强企业发展后劲。 ...

Core Viewpoint - The company is actively engaged in the research and development of sodium-ion battery materials and has established a technological reserve for sodium-ion battery electrolytes [1] Group 1 - The company has ongoing R&D efforts in sodium-ion battery materials [1] - The company possesses technological reserves for sodium-ion battery electrolytes [1] - The company's electrolyte production system is applicable for the production of sodium-ion battery electrolytes [1]

Group 1 - The company,瑞泰新材, is actively engaged in the research and development of sodium-ion battery materials, indicating a commitment to innovation in this area [1] - The company possesses technical reserves for sodium-ion battery electrolytes, showcasing its capability in this emerging technology [1] - The company's electrolyte production system is applicable for the production of sodium-ion battery electrolytes, highlighting its operational readiness to support this market [1]

Core Viewpoint - The company Jiangsu Ruitai New Material Co., Ltd. plans to increase its investment in Jiangsu Tairui Lanteng Material Technology Co., Ltd. by 200 million yuan, aiming to enhance its position in the lithium battery materials sector amid rising market prices for lithium hexafluorophosphate driven by the growth of the new energy vehicle and energy storage industries [1][2]. Group 1 - The investment will be made through a capital increase where Jiangsu Ruitai will contribute 50 million yuan and its affiliate, Jiangsu Xintai Material Technology Co., Ltd., will contribute 150 million yuan [1]. - Jiangsu Tairui Lanteng was established with a total investment of 1 billion yuan, with Jiangsu Ruitai holding a 25% stake, Jiangsu Xintai holding 70%, and Ningde New Energy holding 5% [1]. - The company primarily engages in the research, production, and sales of electronic chemicals and organic silicon materials, including lithium-ion battery electrolytes and their additives [1]. Group 2 - The second phase of the lithium hexafluorophosphate project, which aims to produce an additional 15,000 tons, is being advanced due to the increased demand and rising prices in the market [2]. - The strategic decision to invest is based on the current industry prosperity and future development trends, which will enhance the company's supply chain and overall competitiveness in the lithium battery materials sector [2]. - Industry experts suggest that the rising prices of lithium hexafluorophosphate will stimulate upstream production expansion, stabilize midstream profits, and deepen collaboration within the industry, leading to a virtuous cycle [2].

Core Viewpoint - The company announced a capital increase in its affiliated company, which constitutes a related party transaction [1] Group 1: Company Actions - On November 21, 2025, the company will hold its second board meeting to review the proposal for capital increase and related party transactions [1] - The company plans to invest a total of 20 million yuan in Jiangsu Tairui Lanteng Material Technology Co., Ltd. through its subsidiary Jiangsu Xintai Material Technology Co., Ltd. and an affiliated party [1] - The capital increase will be divided with Jiangsu Xintai contributing 15 million yuan and the company contributing 5 million yuan, with the new registered capital calculated at 1 yuan per share [1]