海科新源近三月斩获百万吨订单 营收创新高亏损收窄股价大涨300%

Core Viewpoint - Haike New Source (301292.SZ) has secured a significant contract for 270,000 tons of electrolyte solvents and additives from Hunan Faneite New Energy Technology Co., Ltd, marking a continued trend of large orders that have accumulated to over 1 million tons in three months, driven by strong downstream demand [1][3][4]. Group 1: Company Developments - The strategic cooperation agreement with Faneite will last from January 1, 2026, to December 31, 2028, ensuring stable raw material supply and positively impacting sales [1][3]. - In addition to the recent contract, Haike New Source signed agreements with Kunlun New Materials for 596,200 tons and Hefei Qianrui Technology for 200,000 tons of electrolyte solvents, further solidifying its market position [3][4]. - The company reported a record revenue of 3.653 billion yuan for the first three quarters of 2025, a year-on-year increase of 43.17%, while also narrowing its net loss to 128 million yuan, a reduction of 40.06% [5]. Group 2: Market Impact - The stock price of Haike New Source surged by 300% over three months, from 17.98 yuan per share to 72 yuan per share, following the announcement of large orders and improved financial performance [6]. - The increase in pre-receivable accounts indicates strong demand, with contract liabilities rising by 68% from 19.49 million yuan to 32.82 million yuan by the end of the third quarter of 2025 [5]. - The broader lithium battery industry is experiencing a surge in orders, with major players like CATL and Longpan Technology also securing substantial contracts, indicating a trend of large long-term agreements within the sector [4].