瑞泰新材（301238.SZ）11月25日在投资者互动平台表示，近期锂离子电池需求旺盛，部分原材料价格 上涨，公司电池材料价格正逐步抬升。公司的锂离子电池电解液添加剂以锂盐类添加剂为主，包括二氟 磷酸锂（LiDFP）、双三氟甲基磺酰亚胺锂（LiTFSI）、二氟草酸硼酸锂（LiDFOB）以及三氟甲磺酸 锂（LiTFS）等，现有合计产能超2000吨。目前公司LITFSI产能能够满足市场需求。固态电池在技术路 线、产品路线和商业路线上均有待发展，敬请广大投资者注意投资风险。 （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：瑞泰新材的LiTFSI产能现在达到多少了？市场传闻价格 涨得很高？明年会不会扩产？ ...

Core Viewpoint - The company, Haike Xinyuan, is currently operating at full production capacity and sales for its products, which include lithium-ion battery electrolyte solvents, additives, high-end propylene glycol, and 1,3-butanediol [1] Group 1 - The main products of the company are lithium-ion battery electrolyte solvents and additives [1] - The company is experiencing full production and sales status for its products [1]

（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 ...

电池材料量价齐升 "当前，储能产业正以强劲的需求，推动电池核心材料行业走出此前的低迷周期，成为带动电池材料量 价齐升、企业加速扩产的关键驱动力。"萨摩耶云科技集团首席经济学家郑磊在接受《证券日报》记者 采访时表示。 从国内市场来看，今年下半年以来，储能项目加速落地、电网侧独立储能经济性逐步显现，电池出货量 持续攀升。 海外市场同样表现强劲。据中国化学（601117）与物理电源行业协会储能应用分会统计，2025年1月份 至9月份，中国企业共签订308个海外储能订单，新增出海订单合作总规模达到214.7GWh，同比增长 131.75%。 截至11月17日收盘，A股锂电池板块走强，湖北中一科技（301150）股份有限公司、宁波容百新能源科 技股份有限公司、苏州天华新能（300390）源科技股份有限公司等15只个股涨停。 消息面上，相关数据展现出新型储能市场持续繁荣，例如，我国新型储能装机规模截至今年9月底已突 破1亿千瓦，占全球总装机40%以上。 "储能需求的爆发式增长，得益于政策引导、技术迭代与国内外市场需求增加。"中国城市专家智库委员 会常务副秘书长林先平在接受《证券日报》记者采访时表示。 方正证券研报显示，国 ...

Group 1 - The company currently focuses on lithium salt additives for lithium-ion battery electrolytes, including LiDFP, LiTFSI, LiDFOB, and LiTFS, and does not involve VC [2] - There has been no mention of recent price increases for related products [2]

Core Viewpoint - The company has confirmed that its current production capacity for LiTFSI is sufficient to meet market demand, with a total capacity exceeding 2000 tons for lithium-ion battery electrolyte additives [1] Group 1: Production Capacity - The company's lithium-ion battery electrolyte additives primarily consist of lithium salt additives, including LiDFP, LiTFSI, LiDFOB, and LiTFS [1] - The total production capacity for these additives is over 2000 tons [1] Group 2: Market Dynamics - The pricing of the company's products is dynamically adjusted based on various factors, including market demand and raw material prices [1] Group 3: Industry Development - Solid-state batteries are still in the development phase regarding technology, product routes, and commercial pathways [1]

Core Viewpoint - The company,瑞泰新材, is focused on lithium-ion battery electrolyte additives, primarily lithium salt additives, which have a high technical barrier and are widely used in power lithium-ion batteries to enhance performance [1] Group 1: Product Overview - The company's lithium-ion battery electrolyte additives include lithium difluoro phosphate (LiDFP), lithium bis(trifluoromethylsulfonyl)imide (LiTFSI), lithium difluoro(oxalato)borate (LiDFOB), and lithium trifluoromethanesulfonate (LiTFS) [1] - These products improve high and low-temperature performance, cycle performance, and fast charging performance of lithium-ion batteries [1] Group 2: Market Application - Some of the company's products have been applied in solid-state lithium-ion batteries and other new battery types, achieving mass shipments [1]

Core Viewpoint - The company,瑞泰新材, focuses on lithium-ion battery electrolyte additives, primarily using lithium salt additives, and does not involve ethylene carbonate [1] Group 1: Company Information - 瑞泰新材's lithium-ion battery electrolyte additives include lithium difluoro phosphate (LiDFP), lithium bis(trifluoromethylsulfonyl)imide (LiTFSI), lithium difluoro(oxalato)borate (LiDFOB), and lithium trifluoromethanesulfonate (LiTFS) [1]

Core Viewpoint - The company, 瑞泰新材 (301238.SZ), is focused on lithium-ion battery electrolyte additives, primarily lithium salt additives, which are crucial for enhancing battery performance in various conditions [1] Group 1: Product Overview - The company's lithium-ion battery electrolyte additives include lithium difluoro phosphate (LiDFP), lithium bis(trifluoromethylsulfonyl)imide (LiTFSI), lithium difluoro(oxalato)borate (LiDFOB), and lithium trifluoromethanesulfonate (LiTFS) [1] - These products have a high technical barrier and are widely used in power lithium-ion batteries to improve high and low-temperature performance, cycle performance, and fast charging capabilities [1] Group 2: Market Application - Some of the company's products have also been applied in solid-state lithium-ion batteries and other new battery types, with bulk shipments already established [1]

Core Viewpoint - 瑞泰新材's main products include lithium-ion battery electrolytes, lithium-ion battery electrolyte additives, supercapacitor products, optical materials, and silane coupling agents, and do not involve boron trifluoride [1] Product Overview - The company specializes in lithium-ion battery electrolytes and additives, which are critical components in the battery manufacturing industry [1] - Additionally, the company produces supercapacitor products, which are essential for energy storage solutions [1] - Optical materials and silane coupling agents are also part of the product portfolio, indicating a diverse range of applications [1] Industry Context - The focus on lithium-ion battery components aligns with the growing demand for electric vehicles and renewable energy storage solutions [1] - The exclusion of boron trifluoride suggests a strategic decision to focus on safer and more environmentally friendly materials [1]