Core Viewpoint - Haike Xinyuan (301292) has signed a strategic cooperation and raw material supply agreement with Hunan Fanelite New Energy Technology Co., Ltd. for the purchase of 270,000 tons of electrolyte solvents and additives from 2026 to 2028, enhancing both companies' market positions and supply stability [1][2]. Group 1: Company Overview - Haike Xinyuan specializes in the research, production, and sales of carbonate series lithium-ion battery electrolyte solvents, additives, and high-end propylene glycol, positioning itself as a leading enterprise in the global electrolyte solvent market [1]. - Fanelite has a diverse strategic shareholder base, including Longpan Technology and Xiaomi, and has established long-term partnerships with leading domestic battery companies, enhancing its production capabilities [2]. Group 2: Strategic Cooperation - The agreement with Fanelite is expected to leverage both companies' strengths, ensuring stable raw material supply for Fanelite and positively impacting Haike Xinyuan's sales and brand influence [2]. - Haike Xinyuan has previously signed similar agreements with Kunlun New Materials and Hefei Qianrui Technology, indicating a strategy of securing long-term supply relationships to support its growth [3].
海科新源与法恩莱特战略合作，后者拟购买27万吨电解液溶剂及添加剂