格隆汇11月18日丨卫星化学(002648.SZ)在投资者互动平台表示，公司现有碳酸酯产能15万吨，含6万吨 碳酸二甲酯（DMC）、5万吨碳酸乙烯酯（EC）、4万吨碳酸二乙酯（DEC）和碳酸甲乙酯（EMC）。 下游可用于新能源、储能系统等。公司碳酸酯具有全产业链优势、产品布局全面，涵盖4种锂电池电解 液溶剂的主流产品，可为下游电解液客户提供整体解决方案。 ...

每经AI快讯，有投资者在投资者互动平台提问：请介绍一下公司业务的电池级碳酸酯，是否能应用到 锂电池中，与VC的区别是什么？ （记者 王晓波） 卫星化学（002648.SZ）11月18日在投资者互动平台表示，公司现有碳酸酯产能15万吨，含6万吨碳酸二 甲酯（DMC）、5万吨碳酸乙烯酯（EC）、4万吨碳酸二乙酯（DEC）和碳酸甲乙酯（EMC）。下游可 用于新能源、储能系统等。公司碳酸酯具有全产业链优势、产品布局全面，涵盖4种锂电池电解液溶剂 的主流产品，可为下游电解液客户提供整体解决方案。 ...

东方盛虹（000301.SZ）11月14日在投资者互动平台表示，EC/DMC下游可用于电池电解液的溶剂。公 司目前拥有DMC产能7万吨/年，EC产能3.8万吨/年，装置运行平稳。 （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：请问东方盛虹旗下斯尔邦所出产的高纯度碳酸乙烯酯 （EC）和碳酸二甲酯（DMC），是否可作为锂电电解液的核心溶剂？目前总产能如何，装置是否已经 稳定商业运行？ ...

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 36 stocks were listed, with 21 experiencing net buying and 15 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Sanxiang New Materials (6.55 billion), China Duty Free Group (5.17 billion), and Sifangda (1.41 billion) [1] Group 2: Sanxiang New Materials - Sanxiang New Materials saw a net purchase of 6.55 billion from one institution [2] - The company is currently supplying zirconium-based halide materials in small batches to downstream battery enterprises [2] Group 3: Diamond Industry - The diamond industry is highlighted for its stable quality and comprehensive product range, particularly in superhard materials manufacturing [2] - Diamonds are becoming a new semiconductor material due to their superior hardness, high-temperature resistance, and excellent thermal conductivity, with applications in high-power and high-frequency electronic devices [2] - The Pacific Securities report suggests that advancements in diamond cooling solutions could reshape the global competition landscape in cooling technology, with China being the largest producer of synthetic diamonds [3] Group 4: Lithium Battery Sector - The company is involved in the research, production, and application of lithium battery electrolyte and additive materials [5] - The main products in the new energy materials sector include ethylene carbonate (EC) and dimethyl carbonate (DMC), primarily used in lithium battery electrolytes [5] - The lithium battery industry is experiencing a favorable supply-demand balance, with significant price increases expected due to rising demand and limited supply expansion [5]

Group 1: Company Developments - Sanxiang New Materials has begun small-scale supply of aluminum-based halide materials to downstream battery companies [2] - Aokai Co. focuses on new energy materials, including ethylene carbonate and dimethyl carbonate, primarily used in lithium battery electrolytes [2] - GCL-Poly Energy has a product range that includes high-efficiency batteries and large-sized photovoltaic modules, providing integrated smart energy storage solutions [2] - Huaxia Construction has invested in a company with advanced solar cell technology, aiming for over 28% conversion efficiency by the end of 2022 [2] - Jintian Copper has signed a cooperation agreement with Adani Solar for a 2GW photovoltaic module production line [2] Group 2: Industry Trends - The National Development and Reform Commission and the Energy Administration have issued guidelines to promote renewable energy consumption and regulation [2] - The global lithium battery energy storage installations exceeded 170GWh in the first three quarters of 2025, marking a 68% year-on-year increase [6] - The price of NAND flash memory contracts has surged by 50% in November [5] Group 3: Financial Performance - Baolingbao's net profit increased by 117.35% year-on-year in the first quarter [4] - Moen Electric reported a 22.31% year-on-year increase in net profit for the first three quarters [5]

Core Viewpoint - Rongsheng Petrochemical has made significant strides in sustainable development, achieving a BBB rating in ESG from MSCI and demonstrating leadership in carbon reduction, water resource management, and corporate governance [1][3]. Group 1: Sustainable Development Achievements - The company has been recognized as one of the best ESG-managed listed companies in 2024 and has been included in the Hang Seng A-Share Sustainable Development Benchmark Index for four consecutive years [1]. - In 2024, Rongsheng Petrochemical invested 273 million yuan in environmental protection initiatives, reflecting its commitment to green development [1]. - The company reported a 10% reduction in greenhouse gas emission intensity and a 12.5% decrease in comprehensive energy consumption intensity during the reporting period [1]. Group 2: Financial Performance - In 2024, the company achieved a revenue of 326.475 billion yuan, a year-on-year increase of 0.42%, marking five consecutive years of positive growth [3]. - The net profit attributable to shareholders was 724 million yuan, with a non-recurring net profit of 762 million yuan [3]. - The total asset scale increased to 377.846 billion yuan, reflecting a year-on-year growth of 0.78%, while the net cash flow from operating activities rose by 23.26% to 34.609 billion yuan [3]. Group 3: Water and Carbon Management - The company achieved a 73.66% proportion of alternative water sources in total water consumption, with a recycling rate of over 98% [2]. - It has developed a carbon recycling system that processes 360,000 tons of CO2 annually from its ethylene glycol units [2]. - The establishment of a 200,000-ton/year ethylene carbonate facility and a 240,000-ton/year food-grade liquid CO2 recovery unit is expected to reduce emissions by 103,000 tons annually [2]. Group 4: Future Plans and Collaborations - The company plans to achieve full coverage of new energy projects in its Zhejiang factories by 2025, targeting an installed capacity of 100 MW [4]. - It aims to expand renewable energy trading, including wind, solar, and hydropower, to enhance its green electricity resource allocation [4]. - Collaborations with various new energy companies are underway to explore clean technology opportunities [4].