Core Viewpoint - Haike Xinyuan has signed a strategic cooperation and raw material supply agreement with Kunlun New Material, committing to supply approximately 596,200 tons of electrolyte solvent from January 1, 2026, to December 31, 2028, which is expected to enhance both companies' market competitiveness and brand influence [1][2]. Group 1: Strategic Cooperation - The agreement with Kunlun New Material includes not only the current solvent and additive products but also a mutual intention to develop new products and applications [1]. - Kunlun New Material has committed to prioritizing Haike Xinyuan as a strategic supplier, ensuring stable supply and procurement of raw materials [1][2]. Group 2: Market Impact - Following the announcement of this large order, Haike Xinyuan's stock price has surged, 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 another significant agreement with Hefei Qianrui Technology for the supply of 200,000 tons of electrolyte solvent and additives during the same period [2]. Group 3: Company Status - Haike Xinyuan has confirmed that there are no significant changes in its operational situation or external environment, and no undisclosed major matters related to the company exist [3].
海科新源再签电解液溶剂大单 股票已9连阳