Core Viewpoint - The A-share market for electrolyte solvent ethylene carbonate (EC) stocks continues to strengthen, driven by a seasonal price surge in lithium battery materials such as lithium hexafluorophosphate, electrolytes, and ethylene carbonate [1] Group 1: Market Performance - The stock of Haike Xinyuan surged over 14%, reaching a historical high [1] - Shida Shenghua's stock increased by more than 6% [1] Group 2: Price Trends - As of November 27, the price of ethylene carbonate reached 7,600 yuan per ton, a significant increase of 76.74% from 4,300 yuan per ton on November 11 [1] - The price surge exceeds market expectations, indicating strong demand in the sector [1]

Core Viewpoint - The A-share market for electrolyte solvent ethylene carbonate (EC) stocks is experiencing a strong performance, with notable price increases in key companies [1] Group 1: Market Performance - Companies such as Haike Xinyuan have reached a 20% limit up, Aoke Co. has risen over 12%, and Shida Shenghua has also hit a 10% limit up [1] - The prices of lithium battery electrolyte components, including lithium hexafluorophosphate, ethylene carbonate (EC), and electrolyte additive vinylene carbonate (VC), have shown an upward trend [1] Group 2: Price Trends - On November 26, data from Shanghai Nonferrous Metals Network indicated that the price of battery-grade ethylene carbonate (EC) has been increasing since early November, with a recent acceleration in price growth [1] - EC is identified as a primary solvent and a key raw material for VC and FEC, with demand for EC additives expected to exceed 300,000 tons by 2026 [1]

Core Viewpoint - Satellite Chemical (002648) has a current carbonate production capacity of 150,000 tons, which includes 60,000 tons of Dimethyl Carbonate (DMC), 50,000 tons of Ethylene Carbonate (EC), 40,000 tons of Diethyl Carbonate (DEC), and Ethyl Methyl Carbonate (EMC) [1] Group 1 - The company’s carbonate products are utilized in downstream applications such as new energy and energy storage systems [1] - The company possesses a full industry chain advantage and a comprehensive product layout, covering mainstream products for four types of lithium battery electrolyte solvents [1] - The company aims to provide overall solutions for downstream electrolyte customers [1]