金禾实业（002597.SZ）11月19日在投资者互动平台表示，公司虽未直接布局锂电池电解液终端产品， 但通过氯化亚砜、锂盐前驱体及电解液添加剂等产品，已成功切入锂电池材料供应链。我们看好新能源 行业的长期发展，未来将结合市场需求，积极拓展相关业务机会。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司业务是否涉及锂电池行业？ ...

Core Insights - The prices of lithium salts, particularly lithium hexafluorophosphate, are surging due to rapid growth in the energy storage industry and a rebound in lithium battery demand, creating significant market opportunities [1][2] Lithium Hexafluorophosphate - The price of lithium hexafluorophosphate has skyrocketed, with mainstream quotes exceeding 120,000 yuan per ton in mid-November, doubling from the low of 50,000 yuan in July and also doubling from mid-October [2] - The surge in prices is attributed to explosive growth in demand from the electric vehicle and energy storage sectors, alongside a contraction in supply as many small enterprises exit the market due to losses [2] - Domestic energy storage battery shipments reached 430 GWh in the first three quarters, surpassing last year's total, with demand expected to remain high in the fourth quarter [2] - The effective production capacity of lithium hexafluorophosphate has shrunk to around 300,000 tons, with the top three manufacturers accounting for over 70% of the market, indicating a highly concentrated market [2] VC Additive - The price of VC (vinylene carbonate) surged by over 50% on November 12, reaching 100,000 to 120,000 yuan, driven by explosive storage demand and limited supply [4] - VC is critical for battery performance, influencing cycle life, safety, and thermal stability, and its price increase is a result of surging demand and delayed capacity expansion due to previous industry losses [4][5] - The global supply of VC is expected to face a significant shortfall, with projections indicating a gap of 12,000 to 15,000 tons by 2025 and potentially reaching 20,000 tons by 2026 [5] Chlorosulfonic Acid - Chlorosulfonic acid prices have risen by 23.5% in November, with a single-day increase of 13.72% on November 13, reflecting a broader trend of rising raw material costs [6][7] - Chlorosulfonic acid is a key raw material for lithium bis(fluorosulfonyl)imide (LiFSI), which is gaining traction as a superior alternative to lithium hexafluorophosphate [7][8] - The transition from lithium hexafluorophosphate to LiFSI marks a shift towards high-nickel battery applications, with demand for LiFSI expected to grow at an annual rate of over 30% [8]

随着下游需求持续增长，近期，磷酸铁锂价格明显回暖，10月以来上涨约10%，部分头部企业反映，相 关订单已排到2026年。但业内人士表示，行业成本压力仍未缓解，经历了近三年调整的磷酸铁锂行业， 需彻底破除"内卷"。 第三，以供需平衡为"着力点"，构建协同发展生态。摩根大通预测，2026年全球储能电池出货量将增长 30%，结合我国出口市场的广阔空间，未来两年磷酸铁锂材料将新增百万吨级需求。需要建立产能预警 机制，推动材料企业与下游龙头达成长期战略合作，引导产能有序释放，避免"需求增长、利润不增"的 情况。 数据显示，2024年中国磷酸铁锂正极材料产能逼近470万吨，同比增幅约34%，实际产量仅230余万吨， 产能利用率约50%。这意味着近半数产能处于闲置状态。2022年底至2025年8月期间，磷酸铁锂材料价 格从17.3万元/吨一路跌至3.4万元/吨，累计跌幅达80.2%。 这种态势在今年6月逐渐出现反转。中国化学与物理电源行业协会磷酸铁锂材料分会秘书长周波表示， 目前磷酸铁锂行业前五大企业基本满产，第五到第十的企业产能利用率接近80%，预计今年产能会达到 370万吨，头部企业排产排到2026年，部分电池企业出现 ...

Core Viewpoint - The lithium battery materials industry is experiencing a sustained improvement in market conditions, and the company is seizing development opportunities to enhance business orders and shipment volumes [1] Group 1: Industry Outlook - The lithium battery materials industry is showing a positive trend in market conditions [1] - The company is actively engaging in technology research and development as well as industry chain collaboration to capitalize on market opportunities in lithium batteries and related emerging fields [1] Group 2: Company Strategy - The company aims to create more value for investors by focusing on business orders and shipment growth [1]

Group 1 - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons [2] - The company has completed an integrated layout from upstream resources to downstream production for LFP products, and related business is progressing steadily with good development [2] - The company's LFP and other products have been integrated into the global lithium battery supply chain, serving core customers in the new energy vehicle and energy storage sectors [2] Group 2 - The company plans to continue advancing capacity construction and technological iteration to further enhance the market influence of its LFP business [2]

Core Viewpoint - The company, Aoke Co., Ltd. (300082.SZ), has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to enhance its core competitiveness in the lithium battery new materials sector [1] Group 1: Strategic Cooperation - The agreement focuses on the development of epoxy ethane-derived lithium battery electrolyte additive [1] - Aoke will act as the core supplier of ethylene sulfite (ES) for Suzhou Qitian, ensuring the supply volume as per the annual contract plan [1] - Specific procurement prices and quantities will be determined through a separate annual procurement agreement among Aoke, Suzhou Qitian, and Changshu Chemical Light Industry Co., Ltd. [1] Group 2: Technical Collaboration - The cooperation will enhance technical exchanges and collaboration in lithium battery electrolyte additives [1] - There will be a focus on quality control standards for ethylene sulfite (ES) and the technical development of sulfite (DTD) [1] - Future technical cooperation projects will be formalized through independent technical cooperation and confidentiality agreements [1]

Core Viewpoint - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons, with a complete integration from upstream resources to downstream production [1] Group 1: Company Developments - The company has completed an integrated layout around LFP products, and related businesses are steadily advancing and achieving good development [1] - The company's LFP and other products have been integrated into the global lithium battery supply chain, serving core customers in the electric vehicle and energy storage sectors [1] Group 2: Future Plans - The company will continue to promote capacity construction and technological iteration to further enhance the market influence of its LFP business [1]

Core Viewpoint - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons, with a complete integration from upstream resources to downstream production [1] Group 1: Production Capacity and Integration - The company's current production capacity for lithium iron phosphate and related products is 50,000 tons [1] - The company has completed an integrated layout around lithium iron phosphate products, covering the entire supply chain from upstream resources to downstream production [1] Group 2: Market Position and Future Plans - The company's products have been integrated into the global lithium battery supply chain, serving core customers in the electric vehicle and energy storage sectors [1] - The company plans to continue advancing production capacity and technological iteration to enhance the market influence of its lithium iron phosphate business [1]

格隆汇11月18日丨中伟股份(300919.SZ)在投资者互动平台表示，公司未在金属空气电池方面布局。公 司坚持以材料为核心，以技术为底蕴，通过构建锂电池正极材料产业生态，服务更多的下游优质电池厂 商。公司已搭建多材料产业化、规模化的制造体系及全面协同客户需求的营销服务体系，通过创新驱 动，加强产学研合作、产业链合作等方式，持续保持与全球头部客户的高度协同合作关系。 ...

Core Viewpoint - The company, Zhongwei Co., Ltd. (300919.SZ), has clarified that it is not involved in the development of metal-air batteries, focusing instead on lithium battery cathode materials and building a comprehensive ecosystem to serve high-quality battery manufacturers [1] Group 1: Company Strategy - The company emphasizes a materials-centric approach, leveraging technology as a foundation to enhance its offerings in the lithium battery sector [1] - A multi-material industrialization and large-scale manufacturing system has been established to meet customer demands effectively [1] - The company is committed to innovation and strengthening collaborations across academia, research, and the industry chain to maintain close partnerships with leading global clients [1]