联泓新科(003022.SZ)锂电添加剂VC装置成功投产

Core Viewpoint - The successful production of the 4000 tons/year lithium battery additive vinyl carbonate (VC) by the company's subsidiary marks a significant milestone in enhancing its product offerings in the new energy battery materials sector [1][2]. Group 1: Company Developments - The VC production facility was successfully launched on December 22, 2025, and has already produced qualified products [1]. - The production of VC is crucial as it is the most widely used additive in lithium battery electrolytes, significantly improving battery capacity and cycle life [1]. - The company's strategic development phase 2.0 is seeing multiple projects come to fruition, which is expected to strengthen its core competitive advantages and positively impact its performance [2]. Group 2: Industry Trends - The lithium battery electrolyte industry is experiencing accelerated growth due to the continuous expansion of the new energy vehicle market and surging demand for energy storage [1]. - Market prices for lithium solvents and additives have recently risen sharply, reflecting the high overall industry prosperity [1]. - Industry forecasts predict that the demand for power and energy storage batteries will grow by over 30% by 2026, with energy storage batteries expected to see growth rates exceeding 50% [1].