联泓新科锂电添加剂VC投产

Core Viewpoint - The successful production of the lithium battery additive VC by Lianhong New Materials Technology Co., Ltd. marks a significant advancement in the company's product portfolio within the new energy battery materials sector, enhancing its competitive edge and expected positive impact on performance [1] Company Summary - Lianhong's subsidiary, Shandong Huayu Tongfang Electronic Materials Co., Ltd., has successfully launched a 4000 tons/year VC production facility in Jining, Shandong, which began operations on December 22, 2025, producing qualified products [1] - The successful launch of the VC facility follows the successful production of the integrated project for new energy materials and biodegradable materials, further diversifying the company's offerings in the new energy battery materials field [1] - The VC product is the most widely used additive in lithium battery electrolytes, serving as an organic film-forming additive and overcharge protection additive, crucial for enhancing battery capacity and cycle life [1] Industry Summary - The new energy battery materials sector is a key strategic development direction for the company, with the VC product expected to significantly improve the overall performance of lithium batteries [1] - The lithium battery electrolyte industry is experiencing accelerated growth due to the continuous expansion of the electric vehicle market, surging energy storage demand, and the development of emerging sectors such as the low-altitude economy, leading to a high overall market sentiment [1] - Recent trends indicate a rapid increase in market prices for lithium solvents, lithium additives, and related products, reflecting the industry's robust growth [1]