1月8日晚间，华盛锂电(688353)公告，公司正在筹划在境外发行股份(H股)并在香港联合交易所有限公 司上市，目前正与相关中介机构就具体推进工作进行商讨，相关细节尚未确定。 待具体方案确定后，前述事项还需提请公司董事会和股东会审议，并经中国证券监督管理委员会、香港 联交所和香港证券及期货事务监察委员会等相关机构备案或审核批准，能否最终实施具有不确定性。 为进一步满足市场需求，华盛锂电在2025年4月宣布以控股子公司湖北华盛祥和新能源材料有限公司 （以下简称"祥和新能源"）为实施主体，投建年产6万吨碳酸亚乙烯酯项目（一期3万吨），投资额为 9.5亿元。据悉，祥和新能源"年产8万吨氯代碳酸乙烯酯项目（一期4万吨）"已试产，其产品作为VC中 间产物，可为新建VC项目提供供应保障，同时依托原有项目的基础设施，可有效降低项目投入边际成 本。 除传统业务外，华盛锂电在固态电池等新型电池产业链领域亦有前瞻性布局，已完成多种固态/半固态 电池适配材料的实验室试制，如电解质添加剂双三氟甲磺酰亚胺锂、高纯硫化锂、新型硅碳负极、单壁 纳米管导电剂等。目前，公司年产2吨硫化锂中试线主要是配合下游电解质、电池企业做技术验证，尚 未形 ...

Core Viewpoint - Taihe Technology (300801) is currently undergoing technical transformation for its first phase of the VC project, which has a designed capacity of 10,000 tons per year, with the second phase's construction dependent on the market expansion of the first phase, indicating a level of uncertainty [1] Group 1: Project Development - The first phase of the VC project has a designed capacity of 10,000 tons per year and is undergoing technical transformation [1] - The construction of the second phase will be adjusted based on the market expansion of the first phase, which introduces uncertainty [1] Group 2: Lithium Battery Additives - Taihe Technology is involved in the development of various lithium battery additives, including FEC, LiSFI, LiTSFI, CF SO Li, LiCF SO, LiODFB, and LiBF [1] - Currently, LiCF SO, LiODFB, and LiBF are in the pilot testing stage, while CF SO Li has been sent for sample verification [1] - LiTFSI has passed partial customer verification, but FEC and LiSFI projects have not yet obtained land planning permits [1]

Core Viewpoint - The electrolyte additive market is experiencing new development opportunities due to increasing performance requirements in the electric vehicle and energy storage sectors. Group 1: Company Developments - Shandong Haike New Source has successfully released production capacity at its Hubei base, which is expected to enhance its strategic positioning in high-end new energy materials [1]. - The Hubei base has a total production capacity of 12,700 tons for additives, covering mainstream and cutting-edge market demands [1]. - The product range includes mainstream film-forming additives like Vinylene Carbonate (VC) and Fluoroethylene Carbonate (FEC), as well as high-end lithium salt additives such as Lithium Bis(fluorosulfonyl)imide (LiFSI) [1]. Group 2: Strategic Importance - The successful operation of the Hubei base is strategically significant, forming an efficient collaboration with production bases in Shandong and Jiangsu, enhancing overall supply chain stability and market responsiveness [2]. - The "tripod" regional layout improves national production distribution and reduces operational risks in a single area, ensuring delivery capabilities to downstream customers [2]. - The combination of high and low-end products allows the company to achieve a technology closed loop and maintain low costs for traditional products, providing diverse and customized solutions for clients [2]. Group 3: Market Outlook - The ongoing positive trend in the electrolyte additive sector positions the company to build a more solid business foundation through the strategic establishment of the Hubei base [3]. - The favorable production and sales momentum indicates the project's success, which is expected to contribute to the company's growth and market share in the electrolyte solvent and additive field [3].