消息面上，业内消息，继六氟磷酸锂、电解液添加剂VC（碳酸亚乙烯酯）之后，电解液溶剂EC（碳酸 乙烯酯）接过价格上涨的"接力棒"。据了解，目前电池级EC供求关系处于"紧平衡"状态，部分厂家"限 量接单"，甚至"暂停报价"。供求关系"紧平衡"之下，EC价格触底回升，行业盈利有望回暖。 （文章来源：每日经济新闻） 展望后市，招商证券点评，伴随需求的持续增长，锂电溶剂细分行业过去几年供需态势得到有效修复， 目前头部几家溶剂公司开工率已经比较高。近几周，溶剂三方价格也开始小幅度普涨。由于主流企业扩 产克制，预计明年锂电溶剂盈利情况有望显著改善。 12月2日午后，A股三大指数震荡回调，创业板新能源ETF华夏（159368）午后下跌1.21%。盘面上，多 数成分股回调，先导智能、亿纬锂能等跌超2%，阳光电源、宁德时代等跟跌。截至发文，创业板新能 源ETF华夏（159368）成交额达5914万元，居同类基金首位。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）弹性最 ...

Group 1 - The lithium battery solvent industry has seen a recovery in supply and demand dynamics, with leading companies operating at high utilization rates and solvent prices beginning to rise slightly [1][2] - The profitability of lithium battery solvents is expected to improve significantly next year due to restrained capacity expansion by major enterprises [1][2] - EC solvent is projected to have a prominent role, being a key raw material for various additives, with estimated demand exceeding 300,000 tons driven by lithium battery additives by 2026 [1][3] Group 2 - The market for lithium battery solvents is currently concentrated, with the top three companies holding over 70% market share, although they have been operating at a loss in the first three quarters of this year [2] - Recent weeks have shown a notable increase in EC prices, with a significant rise of 70% observed in the past week [3] - The supply landscape for EC is also concentrated, with HaiKe XinYuan and ShiDa ShengHua having capacities of 300,000 tons and nearly 200,000 tons respectively, contributing to over 70% market share [3]