锁定30万吨需求 公告显示，海科新源与比亚迪锂电池于2026年1月23日正式签署《长期合作协议暨湖北项目管输合作协 议》。 比亚迪锂电池为A股新能源汽车巨头——比亚迪的全资子公司，该公司成立于1998年，注册资本61.6亿 元。 根据协议，双方的合作期限为3年。在协议有效期内，海科新源将以管输方式向比亚迪锂电池湖北项目 供应协议所购产品，供应量每年至少10万吨。 在碳酸酯溶剂价格持续低位徘徊的背景下，海科新源（SZ301292，股价53.67元，市值119.57亿元）祭 出了与新能源巨头绑定的"胜负手"。 1月26日晚间，海科新源发布公告，宣布与深圳市比亚迪锂电池有限公司（以下简称比亚迪锂电池）签 署为期3年的长期合作协议。该协议是基于湖北项目的管输合作，约定每年至少供应10万吨电解液溶 剂。 《每日经济新闻》记者注意到，这意味着海科新源锁定了比亚迪庞大的基础需求。然而，硬币的另一面 是，尽管2025年前三季度公司营收大幅增长超40%，但净利润仍处于亏损。 在协议明确"不涉及具体交易金额"的风险提示下，这场以量换空间的巨头联手能成为公司业绩翻盘的冲 锋号吗？ 此次合作涉及四款核心电解液溶剂，分别为碳酸二甲酯（ ...

Core Viewpoint - Satellite Chemical (002648.SZ) 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] - Satellite Chemical possesses a full industry chain advantage and a comprehensive product layout, covering four mainstream products used as lithium battery electrolyte solvents [1] - The company aims to provide overall solutions for downstream electrolyte customers [1]

Core Viewpoint - Satellite Chemical (002648.SZ) 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]

Core Viewpoint - The company, Satellite Chemical, has a total carbonate production capacity of 150,000 tons, which includes various types of carbonates that are applicable in lithium batteries and energy storage systems [1] Group 1: Company Business Overview - The company currently produces 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] - The company's carbonate products are positioned to serve the new energy and energy storage sectors, highlighting their relevance in the growing lithium battery market [1] Group 2: Competitive Advantage - The company boasts a full industry chain advantage and a comprehensive product layout, covering four mainstream products used as solvents in lithium battery electrolytes [1] - The company aims to provide integrated solutions for downstream electrolyte customers, enhancing its competitive positioning in the market [1]

Core Viewpoint - The lithium battery industry chain has experienced a significant surge, driven by the rising prices of electrolyte additives and strong demand in the power battery and energy storage markets [1][2] Industry Overview - The recent increase in the lithium battery industry is closely linked to the price trends of electrolyte additives, with prices fluctuating daily and leading companies operating at full capacity [1] - The price of VC, a key additive in electrolytes, has risen significantly, with a reported increase of over 70% since June [1] Company Performance - Haike New Energy has signed contracts to supply nearly 800,000 tons of electrolyte solvents and additives over the next three years, indicating strong future demand [2] - The company is currently operating at nearly full capacity, with a production capacity utilization rate of 99.86% for its carbonate series [2] - Financial performance has shown improvement, with a 43.17% year-on-year increase in revenue for the first three quarters, reaching 3.653 billion yuan [2] - The company anticipates a recovery in solvent prices and is diversifying its product offerings to include solid-state electrolytes and new types of additives [2]

Core Viewpoint - China Chemical Engineering Fourth Construction Co., Ltd. (referred to as "Sihua Construction") has received a letter of appreciation from Anhui Linhuan Coking Co., Ltd. for its efforts in the construction of a 30,000 tons/year carbonate project, highlighting the company's commitment to high-quality project delivery and professional service [1] Group 1 - Sihua Construction has successfully completed several new energy and new material projects since June, including the ultra-pure high molecular weight polyethylene project and the lithium battery new material project, showcasing its strong performance [1][2] - The ultra-pure high molecular weight polyethylene project (140,000 tons/year) utilizes self-developed ultra-pure slurry technology and incorporates BIM technology for digital pre-assembly of pipelines and steel structures [1] - The lithium battery new material project (10,000 tons) will provide key raw material support for the lithium battery sector, with Sihua Construction overcoming technical challenges and ensuring safety during construction [2] Group 2 - The 30,000 tons/year carbonate project uses dimethyl carbonate (DMC) and ethanol as raw materials, employing advanced ester exchange technology to produce electronic-grade ethyl methyl carbonate (EMC) and diethyl carbonate (DEC) [2] - The project achieved a successful trial run with the first batch of electronic-grade EMC reaching a purity of 99.99%, demonstrating Sihua Construction's capability in handling large equipment installation challenges [2] - The 200,000 tons/year caustic soda relocation and energy-saving renovation project by Hubei Yihua is a key initiative responding to national environmental policies, completing the entire process in just 13 hours, setting a record in China's chlor-alkali industry [2]