1月8日晚间，华盛锂电(688353)公告，公司正在筹划在境外发行股份(H股)并在香港联合交易所有限公 司上市，目前正与相关中介机构就具体推进工作进行商讨，相关细节尚未确定。 待具体方案确定后，前述事项还需提请公司董事会和股东会审议，并经中国证券监督管理委员会、香港 联交所和香港证券及期货事务监察委员会等相关机构备案或审核批准，能否最终实施具有不确定性。 为进一步满足市场需求，华盛锂电在2025年4月宣布以控股子公司湖北华盛祥和新能源材料有限公司 （以下简称"祥和新能源"）为实施主体，投建年产6万吨碳酸亚乙烯酯项目（一期3万吨），投资额为 9.5亿元。据悉，祥和新能源"年产8万吨氯代碳酸乙烯酯项目（一期4万吨）"已试产，其产品作为VC中 间产物，可为新建VC项目提供供应保障，同时依托原有项目的基础设施，可有效降低项目投入边际成 本。 除传统业务外，华盛锂电在固态电池等新型电池产业链领域亦有前瞻性布局，已完成多种固态/半固态 电池适配材料的实验室试制，如电解质添加剂双三氟甲磺酰亚胺锂、高纯硫化锂、新型硅碳负极、单壁 纳米管导电剂等。目前，公司年产2吨硫化锂中试线主要是配合下游电解质、电池企业做技术验证，尚 未形 ...

Core Viewpoint - Lianhong Xinke has successfully launched two major new energy material projects, enhancing its product portfolio and industry chain advantages, which is expected to positively impact the company's performance [1][2]. Group 1: Project Launches - The company’s subsidiary, Shandong Huayu Tongfang Electronic Materials Co., has successfully put into operation a 4,000 tons/year lithium battery additive, vinyl carbonate (VC), on December 22, 2025 [1]. - Another subsidiary, Lianhong Gelun (Shandong) New Materials Co., has also launched its integrated project for new energy materials and biodegradable materials [1]. - The VC product is currently the most widely used additive in lithium battery electrolytes, significantly improving battery capacity and cycle life [2]. Group 2: Market Demand and Future Projections - The lithium battery industry is experiencing increased demand driven by sectors such as power, energy storage, and low-altitude economy, leading to a rapid rise in market prices for lithium solvents and additives [2]. - Industry forecasts predict that the demand for power and energy storage batteries will grow by over 30% by 2026, with energy storage batteries potentially increasing by more than 50% [2]. Group 3: Production Capacity Expansion - The integrated project will add a 300,000 tons/year propylene oxide (PO) facility, a natural gas hydrogen production facility, a 1.3 million tons/year methanol-to-olefins (MTO) facility, a 200,000 tons/year EVA facility, and a 240,000 tons/year polyether polyol (PPG) facility [2]. - With the new facilities, Lianhong Xinke will have two 1.3 million tons/year MTO plants, ensuring stable and sufficient raw material supply [2]. - The total EVA production capacity will exceed 350,000 tons/year, and the PPG facility will utilize industry-leading continuous processing technology [2]. Group 4: Financial Performance - In the first three quarters, the company achieved a revenue of 4.568 billion yuan, a year-on-year decrease of 8.02%, while net profit reached 232 million yuan, a year-on-year increase of 30.32% [3]. - The company benefited from price increases in key products like EVA and UHMWPE, with a significant net profit increase of 90.9% in the third quarter alone, amounting to 71.73 million yuan [3].

格隆汇12月23日丨联泓新科(003022.SZ)公布，公司控股子公司山东华宇同方电子材料有限公司(以下简 称"华宇同方")在山东省济宁市汶上化工产业园投资建设的 4000 吨/年锂电添加剂碳酸亚乙烯酯(VC)装置 于2025 年12 月22日成功投产，已顺利产出合格产品。 新能源电池材料是公司重要战略发展方向，公司本次投产的VC 产品是目前锂电池电解液中用量最大的 添加剂品类，其作为有机成膜添加剂与过充电保护添加剂，可以有效提高电池的容量和循环寿命，对锂 电池综合性能的提升至关重要。今年以来，受益于新能源汽车市场持续增长，以及储能需求爆发，叠加 低空经济等其他新兴领域的发展，锂电池电解液行业呈现加速增长趋势，整体景气度较高，锂电溶剂、 锂电添加剂等相关产品市场价格近期快速上涨。据行业机构预测，2026年动力及储能电池需求增速预计 超过 30%，其中储能电池增速可达50%以上，将带动对相关电池材料的需求增长。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 继联泓格润新能源材料和生物可降解材料一体化项目顺利投产后，华宇同方锂电添加剂 VC 装置的成功 投产，进一步丰富了公司在新能源电池材料领域的 ...

联泓新科（003022）(003022.SZ)公告，公司控股子公司山东华宇同方电子材料有限公司(简称"华宇同 方")在山东省济宁市汶上化工产业园投资建设的4000吨/年锂电添加剂碳酸亚乙烯酯(VC)装置于2025年 12月22日成功投产，已顺利产出合格产品。 ...

Group 1 - The core point of the article is that Taihe Technology (300801.SZ) has potential customers for its vinyl carbonate (VC) products, but has not yet commenced production or signed any sales contracts [1]

Group 1 - The core point of the article is that Taihe Technology (300801.SZ) has potential customers for its vinyl carbonate (VC) products, but has not yet commenced production or signed any sales contracts [1] Group 2 - The company is currently in the stage of identifying customers for its VC products [1] - There is no production activity or sales agreements in place at this time [1]

Core Viewpoint - Taihe Technology (300801.SZ) has confirmed that the technical route for its vinyl carbonate (VC) project has been validated, and new equipment is being gradually put in place to accelerate the technological transformation process [1] Group 1 - The company is focused on expediting the technological transformation speed for its VC project [1] - The trial production process for the new product carries uncertainties, which should be noted by investors [1]

Group 1 - Outbound capital is increasingly focused on "hard technology" and "industrial chain security," with significant investments flowing into areas like 6G and power batteries, where China has established global technological leadership and control over the supply chain [1][8] - The Xinhua Creative Research Long-term Index experienced a 5% decline at the end of November 2025, as funds shifted away from high-valuation sectors like semiconductors and photovoltaics, moving towards traditional cyclical sectors such as construction machinery that are directly related to current "stable growth" infrastructure investments [2][10] - The lithium battery electrolyte additive market is witnessing a surge in prices, driven by strong demand from the recovering new energy vehicle market, with leading companies like Tianqi Lithium signing long-term contracts for over 1.5 million tons of electrolyte, indicating high industry prosperity [3] Group 2 - China's shipbuilding industry is integrating into the global high-end value chain, with companies like Yaxing Anchor Chain benefiting from increased sales and investment returns, reflecting the overall rise of the Chinese shipbuilding sector [4][5] - The Chinese optical module industry is transitioning from scale expansion to technological leadership, with the market expected to grow from 60.6 billion yuan in 2024 to 67 billion yuan in 2025, driven by a significant increase in high-speed product offerings [6] - The current market dynamics show that funds are gravitating towards sectors with clear certainty, particularly in manufacturing, consumption, and electrical new energy, while emerging growth sectors face capital outflows due to valuation concerns [10]

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 - The company reported a significant decline in net profit for Q3 2025, with a loss of 11.84 million yuan, a year-on-year decrease of 122.71%, and a cumulative loss of 179 million yuan for the first three quarters, a year-on-year decline of 304.14% [1] Group 1: Financial Performance - The decline in performance is attributed to a larger decrease in product prices compared to raw material prices, high costs associated with trial production of new projects, and increased maintenance costs [1] - The company aims to enhance cost reduction and efficiency, consolidate its competitive advantages across the entire product and industry chain, and improve its risk resistance and performance levels [1] Group 2: Production Capacity and Projects - The company has established production capacities including 600,000 tons/year of propane dehydrogenation, 700,000 tons/year of phenol and acetone, and several other chemical products [2] - The company is focusing on building a new materials and new energy industry chain, with ongoing projects such as a 300,000 tons/year direct oxidation propylene oxide project and a 250,000 tons/year electrolyte solvent facility [3] Group 3: Strategic Focus - The company is committed to accelerating the progress of ongoing projects and developing high-end industry systems in new materials and new energy [3] - There are currently no ongoing merger and acquisition projects, but the company is actively seeking and evaluating potential targets for future opportunities [3]