关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业公告 公告显示，泰瑞联腾由 瑞泰新材 、 天际股份 全资子公司新泰材料及宁德新能源共同投资10亿元设立。其中， 新 泰材料出资70%，瑞泰新材出资25%，宁德新能源出资5%。 瑞泰新材与泰瑞联腾呈现上下游互补协作格局。瑞泰新材主要从事 电子化学品 以及 有机硅 等化工 新材料 的研 发、生产和销售，现阶段公司经营的主要电子化学品包括锂离子 电池 电解液及其添加剂、 超级电容 器电解液和光 学材料等；泰瑞联腾作为上游核心材料供应商，主要生产六氟磷酸锂， 一期年产1.5万吨六氟磷酸锂项目已于去年 投产。 根据目前产能释放情况及未来发展趋势，泰瑞联腾拟推进并完成二期1.5万吨六氟磷酸锂项目建设。基于上述项目的 资金需求，瑞泰新材拟与新泰材料以货币资金方式向泰瑞联腾增资2亿元。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 11月21日晚， 瑞泰新材发布公告称，公司拟与关联方天天际股份的全资子公司新泰材料以货币资金方式向泰瑞联腾 ...

Core Viewpoint - The company Jiangsu Ruitai New Material Co., Ltd. plans to increase its investment in Jiangsu Tairui Lanteng Material Technology Co., Ltd. by 200 million yuan, aiming to enhance its position in the lithium battery materials sector amid rising market prices for lithium hexafluorophosphate driven by the growth of the new energy vehicle and energy storage industries [1][2]. Group 1 - The investment will be made through a capital increase where Jiangsu Ruitai will contribute 50 million yuan and its affiliate, Jiangsu Xintai Material Technology Co., Ltd., will contribute 150 million yuan [1]. - Jiangsu Tairui Lanteng was established with a total investment of 1 billion yuan, with Jiangsu Ruitai holding a 25% stake, Jiangsu Xintai holding 70%, and Ningde New Energy holding 5% [1]. - The company primarily engages in the research, production, and sales of electronic chemicals and organic silicon materials, including lithium-ion battery electrolytes and their additives [1]. Group 2 - The second phase of the lithium hexafluorophosphate project, which aims to produce an additional 15,000 tons, is being advanced due to the increased demand and rising prices in the market [2]. - The strategic decision to invest is based on the current industry prosperity and future development trends, which will enhance the company's supply chain and overall competitiveness in the lithium battery materials sector [2]. - Industry experts suggest that the rising prices of lithium hexafluorophosphate will stimulate upstream production expansion, stabilize midstream profits, and deepen collaboration within the industry, leading to a virtuous cycle [2].

（编辑 袁冠琳） 证券日报网讯 江苏国泰11月19日在互动平台回答投资者提问时表示，公司控股子公司瑞泰新材（股票 代码：301238）主要产品包含锂离子电池电解液、锂离子电池电解液添加剂、超电产品、光学材料、硅 烷偶联剂等，瑞泰新材一直关注固态电池等新型电池的发展，并在相关材料方面持续研发、积累和布 局。瑞泰新材的部分新型锂盐产品在固态锂离子电池等新型电池材料中已形成批量销售，瑞泰新材全资 子公司上海树培新能源材料有限公司参与了合源锂创（苏州）新能源科技有限公司Pre-A轮融资，目前 持股比例为1.7819%。同时液态锂离子电池技术成熟，安全性、能量密度和循环寿命等指标不断进步， 性价比持续提升，市场需求不断增大。此外，半固态、锂硫电池、钠离子电池等大部分新型电池仍需要 电解液。目前看，固态电池在技术路线、产品路线和商业路线上均有待发展；即使其克服各种难点，大 规模量产并逐步降低成本，预计各种技术路线的电池产品将凭借各自优势和特点长期在市场上共存，最 初的铅酸电池目前仍在大量使用并保持着可观的市场份额。瑞泰新材将继续紧跟行业前沿技术和发展趋 势，及时把握市场信息，顺应行业发展趋势，努力实现技术进步或转型，以应 ...

（原标题：瑞泰新材(301238.SZ)：自贡华荣年产30万吨锂离子电池电解液项目已于二季度开始试生 产） 格隆汇11月18日丨瑞泰新材(301238.SZ)在投资者互动平台表示，公司自贡华荣年产30万吨锂离子电池 电解液项目和回收2,000吨溶剂项目已于今年二季度开始试生产。 ...

（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：请问贵公司在四川自贡的电解液厂有没有投产？ 瑞泰新材（301238.SZ）11月18日在投资者互动平台表示，公司自贡华荣年产30万吨锂离子电池电解液 项目和回收2000吨溶剂项目已于今年二季度开始试生产。 ...

近期，六氟磷酸锂市场呈现"每日一价"的快速上涨态势。数据显示，六氟磷酸锂价格从7月低点约4.93 万元/吨迅速攀升，至11月17日部分市场报价已突破15万元/吨，短短四个月内涨幅已超200%。 供需错配推高六氟磷酸锂价格 六氟磷酸锂价格快速上涨，源于供需两端的错配。深圳市前海排排网基金销售有限责任公司研究总监刘 有华对《证券日报》记者表示："前期行业经历深度调整，六氟磷酸锂价格从接近60万元/吨的历史高位 持续回落，至今年7月触及4.7万元/吨的低点，已跌破绝大多数二三线厂商的成本线。" 利润向头部集中 电解液行业业绩分化 六氟磷酸锂是锂离子电池电解液的核心原材料，占总成本的40%至50%。在六氟磷酸锂价格大幅上涨的 背景下，电解液环节的利润分化日趋明显：具备自供能力的电解液厂商凭借一体化布局与成本优势，盈 利水平提升；而外购原料厂商，则面临采购成本高企与涨价传导受阻的双重"挤压"。 广州天赐高新材料股份有限公司（以下简称"天赐材料（002709）"）相关负责人对《证券日报》记者表 示："我公司一体化布局较为完善，核心原材料六氟磷酸锂实现了99%自供，因此材料价格波动对公司 影响不大。"公开数据显示，2025 ...

Investment Rating - The report rates the company as a leading enterprise in the electrolyte industry, benefiting from the recovery of lithium hexafluorophosphate market conditions [1][20]. Core Insights - The company, Tianqi Materials, is a leader in the electrolyte sector, with a significant market share increase from 28.8% in 2021 to 36.4% in 2023, producing over 390,000 tons in 2023 [3][11]. - The company is expected to benefit from the overall recovery in the electrolyte industry and the stable growth in the personal care market [2][20]. - The lithium-ion battery materials segment has seen a revenue decline, while personal care materials have experienced growth [11][15]. Company Overview - Tianqi Materials was established in June 2000, focusing on lithium-ion battery materials and specialty chemicals, and has expanded its production capacity significantly [3][5]. - The company has 15 production bases in China, with the largest located in Jiujiang, Jiangxi Province, which is also the world's largest liquid lithium hexafluorophosphate manufacturing base [5][8]. - As of November 2025, the largest shareholder is Xu Jinfeng, holding a 36.5% stake [3]. Financial Performance - In 2024, the revenue from lithium-ion battery materials was 110 million yuan, a year-on-year decline of 22.2%, while personal care materials revenue was 11.61 million yuan, showing a 14.1% increase [11][15]. - The company's net profit attributable to shareholders increased from 305 million yuan in 2017 to 484 million yuan in 2024, with a compound annual growth rate of 6.82% [11][14]. Research and Development - The company has invested over 1 billion yuan in R&D, establishing 10 laboratories and employing over 200 engineers, focusing on solid-state electrolytes and other materials for new energy applications [18][19]. - Collaborations with universities and research institutions enhance its R&D capabilities, particularly in the development of solid-state battery materials [18]. Market Dynamics - The demand for lithium hexafluorophosphate is expected to grow significantly, driven by the increasing production of electric vehicles and energy storage systems [44][47]. - The market for lithium hexafluorophosphate in China is projected to see a compound annual growth rate of approximately 69.08% from 2020 to 2024 [44][56]. Industry Overview - The lithium hexafluorophosphate industry in China is characterized by a high concentration of production, with major players including Tianqi Materials and others [41][43]. - The industry is experiencing a recovery phase, with significant increases in production capacity and market demand [33][44].

Core Viewpoint - The price of lithium hexafluorophosphate has surged over 200% in four months, reaching over 150,000 yuan per ton, driven by increased demand in the energy storage and power battery markets [1][2]. Group 1: Market Demand and Supply Dynamics - The demand for energy storage and power batteries has rapidly increased, leading to a 50% year-on-year rise in electrolyte shipments from a production facility in Huzhou, with energy storage demand growing by 80% [3]. - The supply of lithium hexafluorophosphate is tight, with decreasing inventory levels exacerbating market supply-demand conflicts [3]. - The industry is currently characterized by high concentration, with the top five companies holding approximately 70% of the market share [5]. Group 2: Production and Capacity Challenges - Many companies slowed their investment during the industry's downturn over the past two years, resulting in a rapid emergence of supply-demand imbalances as demand has surged [5]. - The high technical barriers and long construction cycles for lithium hexafluorophosphate production make short-term capacity expansion challenging [5]. - The market is expected to remain in a tight balance until 2026, with potential for further price increases [5]. Group 3: Impact on Battery Production - Despite rising prices and tight supply of lithium hexafluorophosphate, battery production companies in Suzhou are maintaining high operational capacity due to prior inventory and stable upstream partnerships [6]. - The strong market demand allows for some cost increases to be passed down to downstream battery manufacturers [6]. - Companies are optimizing procurement and supply chain systems, and exploring alternative lithium salts to mitigate the impact of rising raw material prices [6].

Core Viewpoint - The price of lithium hexafluorophosphate (LiPF6) has surged over 200% in four months, with some market quotes exceeding 150,000 yuan per ton, driven by strong demand in the energy storage and power battery markets [1][3]. Group 1: Market Dynamics - The production capacity of lithium hexafluorophosphate is tight, and inventory levels have decreased, exacerbating supply-demand conflicts [3]. - The top five companies in the lithium hexafluorophosphate industry hold approximately 70% of the market share, indicating a high concentration in the sector [3]. - The industry experienced a slowdown in investment during the past two years, but the rapid demand recovery has led to visible supply-demand imbalances [3][5]. Group 2: Production and Supply Challenges - The production lines in electrolyte manufacturing companies are operating at full capacity, with a reported 50% year-on-year increase in electrolyte shipments, and an 80% increase in the energy storage sector [1]. - The high technical barriers and long construction cycles for lithium hexafluorophosphate production make short-term capacity expansion challenging [5]. - Companies are exploring technological upgrades and planning new capacity projects to address raw material shortages and rising prices [5]. Group 3: Impact on Downstream Companies - Despite the tight supply and rising prices of lithium hexafluorophosphate, battery manufacturers in Suzhou maintain high production levels due to prior inventory and stable upstream partnerships [10]. - The strong demand in the power and energy storage battery markets allows upstream price increases to be partially passed down to downstream companies [10]. - Companies are optimizing procurement and supply chain systems, implementing flexible pricing mechanisms, and developing alternative lithium salts to adapt to market changes [12]. Group 4: Future Outlook - The supply-demand balance for lithium hexafluorophosphate is expected to remain tight until 2026, with potential for further price increases [7]. - The overall supply tightness in the industry may lead to a recovery in profitability across the supply chain [7]. - Analysts suggest that while the price increase for fluorochemicals and lithium salts may be limited, the average price level next year is expected to be higher than this year [9].

Core Viewpoint - The price of lithium hexafluorophosphate (LiPF6) has surged over 200% in four months, with current market quotes exceeding 150,000 yuan per ton, driven by increased demand in the energy storage and power battery markets [2][4]. Group 1: Market Demand and Supply Dynamics - The demand for energy storage batteries and power batteries has rapidly increased, leading to a 50% year-on-year growth in electrolyte shipments from a production facility in Huzhou, Zhejiang, with the energy storage sector experiencing an 80% increase [4]. - The supply of lithium hexafluorophosphate is tight, with decreasing inventory levels exacerbating market supply-demand conflicts, as observed in warehouses where stock levels have significantly dropped [6]. - The industry is highly concentrated, with the top five companies holding approximately 70% of the market share. The previous two years of low demand led to a slowdown in investment, resulting in a rapid emergence of supply-demand imbalances as demand surged [7][9]. Group 2: Production and Capacity Challenges - The high technical barriers and long construction cycles associated with lithium hexafluorophosphate production make short-term capacity expansion challenging, despite suppliers exploring technological upgrades and planning new capacity projects [9]. - The market is expected to remain in a tight balance until 2026, with potential for further price increases as the overall supply remains constrained, which may lead to a recovery in the profitability of the industry [11]. Group 3: Impact on Battery Manufacturers - Despite the rising prices and tight supply of lithium hexafluorophosphate, battery manufacturers in Suzhou are maintaining high production levels, supported by prior inventory and stable upstream partnerships [16]. - The strong demand in the power and energy storage battery markets allows for some cost increases to be passed down from upstream raw material suppliers to downstream battery producers [16]. - Companies are optimizing their procurement and supply chain systems, implementing flexible pricing mechanisms, and exploring alternative lithium salts to mitigate the impact of rising costs [18].