Core Viewpoint - Haike Xinyuan has secured significant contracts for electrolyte solvents, enhancing its market position and sales potential through strategic partnerships with Kunlun New Materials and Hefei Qianrui Technology [1][2]. Group 1: Strategic Partnerships - On November 10, Haike Xinyuan signed a strategic cooperation and raw material supply agreement with Kunlun New Materials, committing to supply approximately 596,200 tons of electrolyte solvents from January 1, 2026, to December 31, 2028 [1]. - The agreement with Kunlun New Materials includes not only existing products but also intentions for joint development of new products and applications [1]. - Kunlun New Materials has established long-term partnerships with over 30 leading companies, including CATL and Envision AESC, and is expanding its electrolyte production capacity to 600,000 tons [1]. Group 2: Market Impact - The recent contracts have positively influenced Haike Xinyuan's stock performance, with a cumulative price increase of over 100% in the last nine trading days and over 200% in the last 26 trading days [2]. - The company has also signed a similar agreement with Hefei Qianrui Technology for the supply of 200,000 tons of electrolyte solvents and additives during the same period [2]. Group 3: Company Status - Haike Xinyuan has confirmed that there are no significant changes in its operational status or external environment that would affect its business [3]. - The company has not identified any undisclosed significant matters that could lead to abnormal stock trading fluctuations [3].
海科新源再签大单 昆仑新材拟购买电解液溶剂59.62万吨