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A股异动丨价格飙升超预期,EC概念股走强,海科新源创历史新高
Ge Long Hui A P P· 2025-11-28 02:21
Core Viewpoint - The A-share market for electrolyte solvent ethylene carbonate (EC) stocks continues to strengthen, driven by a seasonal price surge in lithium battery materials such as lithium hexafluorophosphate, electrolytes, and ethylene carbonate [1] Group 1: Market Performance - The stock of Haike Xinyuan surged over 14%, reaching a historical high [1] - Shida Shenghua's stock increased by more than 6% [1] Group 2: Price Trends - As of November 27, the price of ethylene carbonate reached 7,600 yuan per ton, a significant increase of 76.74% from 4,300 yuan per ton on November 11 [1] - The price surge exceeds market expectations, indicating strong demand in the sector [1]
A股异动丨EC概念股走强,海科新源、石大胜华涨停
Ge Long Hui· 2025-11-27 06:06
Core Viewpoint - The A-share market for electrolyte solvent ethylene carbonate (EC) stocks is experiencing a strong performance, with notable price increases in key companies [1] Group 1: Market Performance - Companies such as Haike Xinyuan have reached a 20% limit up, Aoke Co. has risen over 12%, and Shida Shenghua has also hit a 10% limit up [1] - The prices of lithium battery electrolyte components, including lithium hexafluorophosphate, ethylene carbonate (EC), and electrolyte additive vinylene carbonate (VC), have shown an upward trend [1] Group 2: Price Trends - On November 26, data from Shanghai Nonferrous Metals Network indicated that the price of battery-grade ethylene carbonate (EC) has been increasing since early November, with a recent acceleration in price growth [1] - EC is identified as a primary solvent and a key raw material for VC and FEC, with demand for EC additives expected to exceed 300,000 tons by 2026 [1]