Core Viewpoint - The strategic cooperation agreement between Qitian New Materials and Aoke Co., Ltd. marks a new phase in their collaboration within the new energy materials sector, specifically focusing on lithium battery electrolyte additives derived from ethylene oxide [2][3]. Group 1: Strategic Cooperation Framework - The cooperation aims to enhance core competitiveness in lithium battery new materials through a strong partnership based on mutual benefits and complementary advantages [2]. - A high-level regular visit mechanism will be established to promote strategic cooperation, prioritizing collaboration in sales, technology development, and quality standards [3]. - A procurement agreement will be formed, ensuring Aoke Co., Ltd. acts as the core supplier of vinyl sulfonate (ES) for Qitian New Materials, with a commitment to meet actual demand within production capacity [3]. Group 2: Technical Collaboration - The partnership will focus on enhancing technical exchanges and cooperation in lithium battery electrolyte additives, particularly in the quality control standards of vinyl sulfonate (ES) [3]. - Joint development of new processes and technologies will be prioritized, with specific technical cooperation projects to be formalized through independent agreements [3].

Core Viewpoint - The company aims to enhance its core competitiveness in the lithium battery new materials sector through a strategic cooperation agreement with Suzhou Qitian New Materials Co., Ltd. to develop epoxy ethane-derived lithium battery electrolyte additives [1] Strategic Cooperation Framework - The company will act as the core supplier of ethylene sulfite (ES) for Suzhou Qitian, ensuring the supply volume as per the annual contract plan [1] - The specific procurement prices and quantities will be determined through a separate annual procurement agreement among the company, Suzhou Qitian, and Changshu Chemical Light Industry Co., Ltd. [1] Technical Collaboration - The cooperation will focus on enhancing technical exchanges and collaboration in lithium battery electrolyte additives, improving quality control standards for ethylene sulfite (ES), and developing technical cooperation for vinyl sulfite (DTD) [1] - The partnership will prioritize the development of new processes and specific technical cooperation projects will be formalized through independent technical cooperation and confidentiality agreements [1]

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, Guancheng New Materials (600067.SH), has clarified its current product offerings and confirmed that it does not produce or sell Vinyl Carbonate (VC) [1] Product Offerings - The main products of the company include: - Trimethylsilyl Phosphate (TMSP) - Lithium Difluorophosphate (DFP) - Vinyl Ethylene Carbonate (VEC) - Ethylene Sulfate (DTD) - Ethoxy (Pentafluoro) Phosphazene (NPCF) - Ethylene Glycol (Dipropylene) Ether (DENE) [1]

Core Insights - The strategic core project of Haike Xinyuan, the Hubei production base, has successfully released its additive capacity in 2025, marking a significant step in the company's layout in the high-end new energy materials sector [1][3] - The Hubei base has a total additive capacity of 12,700 tons, featuring a diverse product matrix that meets mainstream and cutting-edge market demands [1][2] Group 1 - The Hubei base's product lineup includes mainstream film-forming additives such as vinyl carbonate (VC), fluoroethylene carbonate (FEC), and ethylene sulfate (DTD), as well as high-end lithium salt additives like lithium bis(fluorosulfonyl)imide (LiFSI) and lithium difluoro(oxalato)borate (LiODFB) [2] - The successful operation of the Hubei base is strategically significant, enhancing the company's national production distribution and improving supply chain stability and market responsiveness [2][3] Group 2 - The continuous growth in the electrolyte additive sector has allowed Haike Xinyuan to establish a more solid business foundation through the strategic placement of the Hubei base [3] - The positive production and sales performance of the Hubei project is expected to contribute to the company's growth momentum and strengthen its market share in the electrolyte solvent and additive field [3]