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]

格隆汇11月13日｜泰和科技(300801.SZ)发布股票交易异常波动公告称，公司的碳酸亚乙烯酯(VC)项目 一期设计产能为1万吨/每年，目前正在技术改造，具体投产时间请关注后续相关公告。碳酸亚乙烯酯 (VC)项目二期建设情况将视项目一期的市场拓展情况进行调整，具有一定的不确定性。请投资者注意 投资风险，理性决策，审慎投资。 ...

Core Viewpoint - Taihe Technology (300801.SZ) announced that its stock price experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 30% over three consecutive trading days from November 11 to November 13, 2025 [1] Company Summary - The company's vinyl carbonate (VC) project has a designed production capacity of 10,000 tons per year for the first phase, which is currently undergoing technical transformation [1] - The specific timeline for the production launch of the VC project will be announced in future related announcements [1] - The construction status of the second phase of the VC project will be adjusted based on the market development of the first phase, indicating a degree of uncertainty [1]

智通财经APP讯，泰和科技(300801.SZ)发布公告，公司股票交易价格于2025年 11 月11日至2025年11月 13日连续三个交易日内收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》的有关规 定，属于股票交易异常波动的情况。公司的碳酸亚乙烯酯(VC)项目一期设计产能为1万吨/每年，目前正 在技术改造，具体投产时间请关注后续相关公告。碳酸亚乙烯酯(VC)项目二期建设情况将视项目一期 的市场拓展情况进行调整，具有一定的不确定性。 ...

格隆汇11月13日｜有投资者问，公司碳酸亚乙烯酯(VC)产品的产能是多少？泰和科技在互动平台表 示，泰和科技VC项目一期的设计产能为年产1万吨，目前正在进行技术改造。 ...

Core Viewpoint - The electrolyte additive market is experiencing new development opportunities due to increasing performance requirements in the electric vehicle and energy storage sectors. Group 1: Company Developments - Shandong Haike New Source has successfully released production capacity at its Hubei base, which is expected to enhance its strategic positioning in high-end new energy materials [1]. - The Hubei base has a total production capacity of 12,700 tons for additives, covering mainstream and cutting-edge market demands [1]. - The product range includes mainstream film-forming additives like Vinylene Carbonate (VC) and Fluoroethylene Carbonate (FEC), as well as high-end lithium salt additives such as Lithium Bis(fluorosulfonyl)imide (LiFSI) [1]. Group 2: Strategic Importance - The successful operation of the Hubei base is strategically significant, forming an efficient collaboration with production bases in Shandong and Jiangsu, enhancing overall supply chain stability and market responsiveness [2]. - The "tripod" regional layout improves national production distribution and reduces operational risks in a single area, ensuring delivery capabilities to downstream customers [2]. - The combination of high and low-end products allows the company to achieve a technology closed loop and maintain low costs for traditional products, providing diverse and customized solutions for clients [2]. Group 3: Market Outlook - The ongoing positive trend in the electrolyte additive sector positions the company to build a more solid business foundation through the strategic establishment of the Hubei base [3]. - The favorable production and sales momentum indicates the project's success, which is expected to contribute to the company's growth and market share in the electrolyte solvent and additive field [3].