Core Viewpoint - Haike Xinyuan (301292) has signed a strategic cooperation and raw material supply agreement with Hunan Faenlight New Energy Technology Co., Ltd. for the purchase of 270,000 tons of electrolyte solvents and additives from 2026 to 2028, which is expected to enhance both companies' market competitiveness and brand influence [2][3][7]. Group 1: Agreement Details - The agreement with Faenlight is effective from January 1, 2026, to December 31, 2028, with actual procurement quantities based on confirmed orders [2][7]. - Previously, Haike Xinyuan signed similar agreements with other companies, including a deal with Kunlun New Materials for 596,200 tons of electrolyte solvents and with Hefei Qianrui Technology for 200,000 tons of solvents and additives [4][9]. Group 2: Company and Industry Position - Faenlight has a strong backing from diverse strategic shareholders and possesses an excellent R&D team along with advanced production lines, establishing itself as a key player in the electrolyte materials sector [3][8]. - The company has established long-term partnerships with leading domestic battery manufacturers and has set up large-scale production bases in various locations, enhancing its capability in the electrolyte materials market [3][8]. - The recent agreements reflect a broader trend in the lithium battery supply chain, where major players are securing large procurement contracts, indicating optimistic demand forecasts in the industry [5][10].
海科新源接连签下电解液大单