新宙邦：子公司瀚康电子材料专业从事锂电添加剂生产经营

Core Viewpoint - The company Xinzhou Bang's subsidiary, Hankan Electronic Materials, is actively engaged in the production of lithium battery additives, with a focus on VC and FEC products, indicating a strong market demand and production capacity expansion plans [2] Group 1: Production Capacity - The current production capacity for VC is approximately 10,000 tons, with an additional 5,000 tons under construction expected to be operational in the second half of 2026 [2] - The existing production capacity for the precursor CEC is 35,000 tons per year, which can support the usage of 15,000 tons of VC and 8,000 tons of FEC [2] Group 2: Market Demand and Utilization - The overall capacity utilization rate for the company's battery chemicals business is maintained at a reasonable level, with VC being a high-value-added product experiencing continuous demand growth since the fourth quarter [2] - The company is currently operating at full production and sales capacity for VC, reflecting strong market conditions [2] Group 3: Future Planning - Future capacity planning will be based on market conditions and customer demand, indicating a flexible approach to production expansion [2]