孚日股份股价“8连板” 旗下新能源业务尚未盈利

Core Viewpoint - Fuzhi Co., Ltd. (002083.SZ) has seen its stock price surge, reaching a historical high of 12.72 CNY per share, marking an increase of 112.35% since October 31, driven primarily by its foray into the lithium battery electrolyte additive business, particularly the rising price of vinylene carbonate (VC) [2][4]. Group 1: Stock Performance - On November 17, Fuzhi Co. opened with a limit-up and has experienced eight consecutive trading days of limit-up [2]. - The stock price has increased significantly from 5.99 CNY per share on October 31 to the current level, reflecting strong market interest [2]. - The company issued a risk warning on November 17, indicating abnormal stock price fluctuations, with a cumulative deviation of over 20.90% in the closing prices on November 13 and 14 [4]. Group 2: Business Performance - Despite the stock price surge, Fuzhi Co. reported a decline in both revenue and profit for the first three quarters, with revenue of 3.841 billion CNY, down 4.45% year-on-year, and a net profit of 296 million CNY, down 12.05% year-on-year [3][8]. - The company's subsidiary, Fuzhi New Energy, which focuses on lithium battery electrolyte additives, reported a net loss of approximately 30.32 million CNY in the first three quarters [8]. Group 3: Market Dynamics - The recent surge in VC prices is attributed to increased demand from the energy storage market and supply shortages due to some VC producers halting production [5][6]. - VC prices have seen significant increases, with a total rise of 27.84% since October, and daily increases reaching up to 20% in mid-November [5][7]. - As of November 14, the market average price for VC reached 105,000 CNY per ton, nearly doubling since the end of October [4]. Group 4: Production Capacity - Fuzhi Co. has established an annual production capacity of 10,000 tons for battery-grade VC, while competitors like Huasheng Lithium and Yongtai Technology have capacities of 14,000 tons and 8,000 tons respectively [7].