Core Insights - The electrolyte additive industry is crucial for improving electrolyte performance and enhancing battery overall performance, despite accounting for only 5%-10% of the total electrolyte volume [1][5] - China's electrolyte additive market is expected to grow rapidly, with shipments increasing from 198,000 tons in 2019 to 1,470,000 tons by 2024, and projected to reach 1,670,000 tons in 2025 [1][9] - The domestic market size for electrolyte additives is anticipated to reach approximately 7.189 billion yuan in 2024, with a potential to exceed 8.5 billion yuan in 2025 due to rising prices [1][10] Industry Overview - Electrolyte additives are defined as minor components added to electrolytes to enhance electrochemical performance, improve cathode deposition quality, or boost overall battery performance [2] - The additives can be categorized into six functional types: film-forming, flame-retardant, high/low-temperature modification, overcharge protection, conductivity, and water/acid removal [3][4] Policy Support - The Chinese government has introduced multiple policies to support the development of the electrolyte additive industry, including guidelines for energy electronics and new energy vehicle battery recycling [5][6] Industry Chain - The industry chain is well-defined, with upstream raw materials like ethylene carbonate and fluorides, midstream manufacturing focusing on functional additives, and downstream applications in electric vehicle batteries, energy storage, and consumer electronics [6][7] - The rapid growth of the new energy vehicle and energy storage sectors is a key driver for the entire industry chain [6][7] Current Development Status - The demand for electrolyte additives is accelerating towards composite, functional, and high-performance products, with domestic production rates for conventional additives like VC and FEC exceeding 90% [9][12] - The market for electrolyte additives is expected to experience a significant price increase, particularly for key products like VC and FEC, driven by supply-demand dynamics [9][10] Competitive Landscape - The industry is characterized by high concentration, with leading companies like Huasheng Lithium Battery and Tianci Materials leveraging technological barriers and vertical integration to dominate the market [11][12] - Companies are focusing on expanding production capacity and entering global supply chains to enhance competitiveness [11][12] Future Trends - The electrolyte additive industry is expected to evolve towards high-end technology, concentrated competition, and integrated supply chains, with a focus on developing new multifunctional additives [12][13] - The differentiation in downstream demand for power and energy storage batteries will drive the product structure towards customization and high added value [14]

过去一周（11月17日—11月21日），A股三大指数集体下跌。截至11月17日收盘，上证指数报3834.89点，周跌3.90%；深成指报 12538.07点，周跌5.13%；创业板指报2920.08点，周跌6.15%。 具体来看，仅9.5%的个股周内实现上涨，57股周涨超15%，259股周跌超15%。按照申万一级行业分类，本周无等板块上涨，电 力设备、综合、基础化工等板块领跌。 哪些个股领涨？哪些个股领跌？21投资通每周持续为你透视。 业务涉及军工和水产，最牛股江龙船艇周涨近65% 本期牛股榜中，江龙船艇（300589.SZ）以64.97%的周涨幅夺魁，榕基软件（002474.SZ）、中水渔业（000798.SZ）分别以 61.06%、61.05%的涨幅位居第二、第三，*ST东通（300379.SZ）、真爱美家（003041.SZ）、易点天下（301171.SZ)、好莱客 （603898.SH）周涨幅超35%。本期牛股榜十只个股过去一周累计涨幅均超过34%，其中多只个股涉及军工、水产或AI应用方 向。 最牛股江龙船艇属于国防军工行业，船舶产业链： 消息面上，近期受地缘局势不确定性影响，国防军工和水产板块表现活 ...

格隆汇11月19日丨中毅达(600610.SH)在投资者互动平台表示，公司不生产电解液添加剂。 ...

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？ ...

公募机构密集提示跨境ETF高溢价风险 近期，多家公募机构提示旗下跨境ETF（交易型开放式指数基金）出现溢价风险，包括多只跟踪美国、 日本等境外指数的QDII（合格境内机构投资者）基金。在海外主要指数同步回调的背景下，多只跨境 ETF高溢价现象引发市场关注。"跨境ETF是投资者实现多元化资产配置的重要工具，为A股市场投资者 打开了参与全球市场的便捷通道。其价值在于帮助投资者分散风险，获取海外市场红利。"南开大学金 融学教授田利辉向记者表示，近期跨境ETF溢价现象值得警惕，这反映出市场情绪过热，投资者对海外 资产的追捧恐已超越理性估值。(智通财经) 5年期定存"退潮" 储户的长期存款何去何从？ 近期，多家中小银行调整存款产品结构，内蒙古土右旗蒙银村镇银行、昆都仑蒙银村镇银行等纷纷取消 5年期整存整取定期存款，部分民营银行的存款产品列表中也不再显示3年或5年期定存产品。尽管大多 数银行仍在售5年期定存，但长期定存的收益吸引力持续下降。 对标基金投资者适当性管理细则 多家公募调整旗下产品风险等级 公募基金的销售行为正在监管部门的推动下持续规范。中国证券投资基金业协会近期起草了《公开募集 证券投资基金投资者适当性管理细 ...

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①锂电池+储能+数据中心+钠离子电池！这家公司电解液添加剂产品产能将达10000吨/年，已投产六氟磷 酸锂产能18000吨/年；②光刻机+存储芯片+机器人！这家公司研发新项目发展半导体板块业务；③固态 电池+储能+机器人！公司拟供应超5000万㎡准固态半固态电池专用材料。 前言 ...

孚日股份：电解液添加剂项目收入占公司主营业务收入比例较小。 ...

证券日报网讯 海辰药业11月14日在互动平台回答投资者提问时表示，公司电解液添加剂详细产能可见 公司历年定期报告，目前主要给国内主要电解液厂供货。固态电池方面主要在硫化锂及粘结剂方面有所 布局，详细情况可参见公司定期报告。 （编辑 姚尧） ...

Core Viewpoint - The company is enhancing its lithium battery segment by integrating electrolyte additives and functional lithium salts with its lithium hexafluorophosphate business, aiming to improve business scale and market competitiveness [1] Group 1 - The company is actively engaging with investors through interactive platforms to provide updates on its strategic initiatives [1] - The focus on electrolyte additives and functional lithium salts indicates a strategic move to diversify and strengthen its product offerings in the lithium battery market [1] - The integration of these products with the existing lithium hexafluorophosphate business is expected to create synergies that will benefit the overall business performance [1]

Core Viewpoint - Hongyuan Pharmaceutical (301246.SZ) is strategically expanding its product offerings to include electrolyte additives and functional lithium salts, which will synergize with its lithium hexafluorophosphate business, thereby enhancing the scale and market competitiveness of its lithium battery segment [1]. Group 1 - The company is focusing on the development of electrolyte additives and functional lithium salts [1]. - This expansion is aimed at creating industrial synergy with its existing lithium hexafluorophosphate business [1]. - The initiative is expected to continuously improve the business scale and market competitiveness of the company's lithium battery sector [1].