（编辑 任世碧） 证券日报网讯 12月29日，金禾实业在互动平台回答投资者提问时表示，公司目前已通过氯化亚砜、锂 盐前驱体及电解液添加剂等产品切入锂电池材料供应链，并持续关注新能源材料技术的发展。在双氟磺 酰亚胺锂（LiFSI）相关领域，公司已建成1万吨/年双氯磺酰亚胺产能，并规划总产能3万吨/年。目前， 公司已与多家行业客户开展产品验证与共同开发，建立了相应的质量控制体系，并于近期实现了部分销 售。公司将继续稳步推进相关产品的研发与产业化布局，积极跟进客户合作与市场反馈。后续如有重大 进展，公司将严格按照相关规定履行信息披露义务。 ...

据百川盈孚，近期国内氯化亚砜市场价格快速攀升。12月23日，最新市场均价已涨至3500元/吨，较上 一日上涨222元/吨，单日涨幅高达6.77%。近一周氯化亚砜累计涨幅22.25%，近一个月涨幅更是高达 78.03%。当前市场供需紧张，价格波动频繁，部分厂商暂缓公开报价，转而采用"订单即时报"模式，实 际成交价需根据下单时点实时确认。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 公司方面，据证券时报表示， 凯盛新材：公司是全球最大的氯化亚砜生产企业，产能达到15万吨/年，凭借其在生产工艺、成本控制 和循环经济方面的优势，占据行业龙头地位。 世龙实业：公司是国内主要的氯化亚砜生产商之一，产能5万吨，下游客户主要集中于生产三氯蔗糖甜 味剂、医药中间体、染料及其他精细化工行业，部分用于锂电池原料等行业。 氯化亚砜是重要基础化工原料与氯化剂，核心应用于农药、医药中间体、染料合成（需求稳定）。氯化 亚砜也是高性能电解液原料，尤其用于固态电池核心电解质双氟磺酰亚胺锂（LiFSI）的生产，随着新 能源汽车、储能市场对电池性能要求提升LiFSI渗透率增长将拉动高纯度电池级氯化亚砜需求。此 ...

证券日报网讯12月19日，金禾实业（002597）在互动平台回答投资者提问时表示，公司目前已通过氯化 亚砜、锂盐前驱体及电解液添加剂等产品切入锂电池材料供应链，并持续关注新能源材料技术的发展。 在双氟磺酰亚胺锂(LiFSI)相关领域，公司已建成1万吨/年双氯磺酰亚胺产能，并规划总产能3万吨/年。 目前，公司已与多家行业客户开展产品验证与共同开发，建立了相应的质量控制体系，并于近期实现了 部分销售。公司将继续稳步推进相关产品的研发与产业化布局，积极跟进客户合作与市场反馈。后续如 有重大进展，公司将严格按照相关规定履行信息披露义务。 ...

（文章来源：每日经济新闻） 金禾实业（002597.SZ）12月19日在投资者互动平台表示，公司目前已通过氯化亚砜、锂盐前驱体及电 解液添加剂等产品切入锂电池材料供应链，并持续关注新能源材料技术的发展。在双氟磺酰亚胺锂 （LiFSI）相关领域，公司已建成1万吨/年双氯磺酰亚胺产能，并规划总产能3万吨/年。目前，公司已与 多家行业客户开展产品验证与共同开发，建立了相应的质量控制体系，并于近期实现了部分销售。公司 将继续稳步推进相关产品的研发与产业化布局，积极跟进客户合作与市场反馈。后续如有重大进展，公 司将严格按照相关规定履行信息披露义务。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有双氟磺酰亚胺锂的产能吗，后期是否建 设或者扩产计划？ ...

变化，延期，等待。 这样的回应，是作为全球最大氯化亚砜生产企业的凯盛新材，对未来发展的一种笃定。而在这次回应之前，凯盛新材公告显示，他们于12月10日第四届董 事会第四次会议，审议通过了《关于对可转换公司债券募投项目重新论证并暂缓实施的议案》，"同意公司在募投项目实施主体、实施方式、募集资金用 途及投资规模不发生变更的前提下，将公开发行可转换公司债券'10000吨/年锂电池用新型锂盐项目'重新论证并暂缓实施。" 12月15日，凯盛新材言简意赅地回应了投资者提问："公司氯化亚砜产品不在生态环境部发布的《优先控制化学品名录（第三批）（征求意见稿）》范围 内。" 市场不断变化下，凯盛新材将迎来怎样的步调？ 发展：从乡镇到上市 于凯盛新材而言，41年留下的一道道年轮，蕴藏着成长的印痕。 1984年，凯盛新材从淄川区一家乡镇企业起步，历经改制扩建，坚持自主创新，逐渐发展为一家从事精细化工产品及新型高分子材料研发、生产和销售的 高新技术企业。 2016年11月，凯盛新材在新三板挂牌，挂牌后不久被华邦健康收购。2020年5月，华邦健康披露凯盛新材的分拆上市预案。同年11月，凯盛新材无条件通 过创业板上市委审核，成为创业板注 ...

Core Viewpoint - Taihe Technology plans to advance the industrialization of several downstream products once it obtains land planning permits, indicating a strategic focus on expanding its production capabilities in the chemical sector [2] Group 1: Planned Products and Capacities - The company aims to produce 80,000 tons per year of chloroacetyl chloride as a downstream product of acetyl chloride [2] - It plans to manufacture 20,000 tons per year of trichloroacetyl chloride [2] - The production of 20,000 tons per year of zinc chloride, which will consume hydrochloric acid, is also on the agenda [2] - The company intends to produce 10,000 tons per year of fluoroethylene carbonate (FEC), an electrolyte additive [2] - Additionally, it plans to industrialize 20,000 tons per year of lithium bis(fluorosulfonyl)imide (LiFSI), a new type of electrolyte [2]

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]

Core Viewpoint - Yongtai Technology has established a vertically integrated production capacity and industrial chain system in the lithium battery materials sector, covering lithium salt raw materials, lithium salts, additives, and electrolytes [1] Group 1: Product Offering - The core products include lithium hexafluorophosphate, lithium bis(fluorosulfonyl)imide (LiFSI), vinyl carbonate (VC), fluoroethylene carbonate (FEC), and other key lithium battery materials [1] Group 2: Pricing Strategy - The sales prices of lithium battery materials are determined by a market-oriented dynamic pricing mechanism, which considers market supply and demand dynamics, industry price trends, and personalized cooperation situations with clients [1] Group 3: Partnerships - The company has established long-term cooperative relationships with leading industry players such as CATL and BYD, leveraging its technological accumulation and product advantages in the lithium battery materials field [1]

Core Viewpoint - Yongtai Technology (002326.SZ) has established a vertically integrated production capacity and industrial chain system in the lithium battery materials sector, covering lithium salt raw materials, lithium salts, additives, and electrolytes [1] Group 1: Product Offering - The core products include lithium hexafluorophosphate, lithium bis(fluorosulfonyl)imide (LiFSI), vinyl carbonate (VC), fluoroethylene carbonate (FEC), and electrolytes [1] - The company employs a market-oriented dynamic pricing mechanism for its lithium battery materials, considering market supply and demand dynamics, industry price trends, and personalized cooperation conditions with clients [1] Group 2: Strategic Partnerships - Yongtai Technology has established long-term cooperative relationships with leading industry players such as CATL and BYD, leveraging its technological accumulation and product advantages in the lithium battery materials field [1]

Company Overview - Zhejiang Yongtai Technology Co., Ltd. was established in 1999 and listed in 2009, headquartered in Taizhou, Zhejiang Province, specializing in fluorine fine chemicals manufacturing [2] - The company operates across both inorganic and organic fluorochemical industries, covering new materials, pharmaceuticals, plant protection, and trade [2] - Multiple production bases are located in Zhejiang, Inner Mongolia, Fujian, and Guangdong, with sufficient capacity to support future growth [2] Financial Performance - In the first three quarters of 2025, the company achieved a revenue of CNY 402,835.11 million, representing a year-on-year growth of 20.65% [3] - The net profit attributable to shareholders was CNY 3,255.39 million, marking a turnaround from losses [3] - Future growth strategies include optimizing product structure, accelerating new business promotion, enhancing supply chain collaboration, and increasing R&D investment [3] Lithium Battery Materials - The company has established a vertically integrated production capacity in the lithium battery materials sector, covering lithium salt raw materials, lithium salts, additives, and electrolytes [4] - Key products include lithium hexafluorophosphate, lithium bis(fluorosulfonyl)imide (LiFSI), vinyl carbonate (VC), and fluorinated ethylene carbonate (FEC) [4] Market Dynamics - Recent price increases for products like lithium hexafluorophosphate and VC are attributed to structural changes in supply and demand [5] - The supply-demand balance is expected to remain tight due to ongoing growth in the downstream power and energy storage markets, alongside cautious capacity expansion [5] - Future price trends for lithium battery materials are uncertain, influenced by market supply and demand, raw material costs, and industry policies [5] Pricing Strategy - The sales prices of lithium battery materials are determined by a market-oriented dynamic pricing mechanism, considering market demand, industry price trends, and customer-specific factors [6] Customer Relationships - The company has established long-term partnerships with leading industry players such as CATL and BYD, leveraging its technological expertise and product advantages in lithium battery materials [7]