Core Viewpoint - Despite challenges, the global lithium battery market maintains a rapid growth rate of 20% to 30%, with the electrolyte sector entering a critical phase of capacity clearing between 2025 and 2027, leading to an improvement in supply-demand dynamics [1][7]. Industry Overview - The global shipment of lithium-ion battery electrolytes reached 1.662 million tons, a year-on-year increase of 26.7% driven by demand from energy storage batteries [4]. - However, the global electrolyte market size is projected to decline by 21.5% year-on-year in 2024, amounting to 40.98 billion yuan, continuing the downward trend from 2023 due to falling electrolyte prices [4]. Company Positioning - Haike New Source, established in 2002, is recognized as a leading manufacturer of electrolyte solvents, focusing on innovation in new energy battery materials and maintaining a strong market position through an integrated supply chain [7][8]. - The company has a solid foothold in the electrolyte solvent market, supplying five types of lithium battery carbonate solvents and achieving over 40% global market share in 2024, with a 30% sales growth compared to 2023 [8][10]. Product Development - Haike New Source is actively developing new products, including electrolyte additives and lithium salts, to enhance its competitive edge in the lithium battery electrolyte industry [10][12]. - The company emphasizes strict quality management and has received recognition as an excellent supplier from major clients like BYD and Tianci Materials [11]. Technological Innovation - The company invests 4% of its marketing revenue in R&D, employing over 110 research personnel and holding 128 core patents, contributing to its competitive advantage in the market [11][12]. - Haike New Source is focusing on developing high-voltage, high-safety, and green low-cost electrolyte materials, aligning with industry trends [13]. Global Expansion Strategy - With the domestic electrolyte solvent market becoming saturated, Haike New Source is targeting international markets, aiming for a 40% market share by 2025 [14][15]. - The company has established a global presence with eight subsidiaries across Asia, Europe, and North America, enhancing its market influence and product competitiveness [13][14]. Future Outlook - The company plans to accelerate the construction of its high-end battery material production base in Dongying, Shandong, and continue to innovate in product offerings to meet diverse market demands [16].
超40%全球份额！电解液溶剂龙头一体化布局为电池“造血”