编号：2025-11 | 投资者关系活动类别 | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 其他（反路演活动） | | 活动参与人员 | 华福证券、邓伟、陈瑞标 | | | 汇添富基金：赵剑、段宇轩、刘昇、樊勇 | | | 中欧基金：王蒙达、沈少波 | | | 交银基金：杨芝廷、郭斐 | | | 平安资管：蒋正山 | | | 万家基金：王立晟、汪洋、陈飞达、曾宁馨 | | | 永赢基金：普淞睿 | | | 中银基金：阎安琪、刘文祥 | | | 农银汇理：刘荫泽 | | | 华泰资产：郭元芳 | | | 公司董事、董事会秘书、副总经理：张江山 | | | 公司证券事务代表：王英 | | 时间 | 2025 年 12 月 3 日-12 月 4 日 | | 地点 | 上海 | | 形式 | 反路演活动 一、公司的基本情况 | | | 公司成立于 1999 年，并于 2009 年上市，总部位于 浙江省台州市，是一家全球领先的含氟精细化学品制造 | | 交流内容及具体问答记 | 商，是行业内少数几家横跨 ...

Core Viewpoint - The strategic procurement cooperation agreement between Haike New Source and Hefei Qianrui marks a significant step in enhancing Haike's position in the global electrolyte materials sector, with a supply commitment of 200,000 tons of lithium-ion battery electrolyte solvents and additives [1][2]. Group 1: Company Overview - Haike New Source has established a production network across Shandong, Jiangsu, and Hubei, optimizing resource allocation and accelerating the transition of new products from laboratory to mass production [2]. - The company emphasizes technological innovation, with automotive-grade products undergoing rigorous validation, creating a collaborative environment between its technology innovation center and global agile service platforms [2]. - Haike's products are utilized by leading global battery and automotive companies, including BYD, Tesla, CATL, LG Energy Solution, Panasonic, and Samsung, reinforcing its market position [2]. Group 2: Strategic Partnership - The procurement agreement with Hefei Qianrui, a subsidiary of Nanjing Guoxuan Holding Group, indicates a strong recognition of Haike's products and capabilities, as the 200,000 tons of raw materials align with Hefei Qianrui's production capacity [1]. - This partnership highlights Haike's competitive advantages in technology, production capacity, and customer relationships, further solidifying its role in the electrolyte supply chain [1].