本报讯 （记者王僖）山东海科新源材料科技股份有限公司（以下简称"海科新源"）10月24日晚发布2025年第三季度报告，今年前三季度，该公司实现营业收入36.53亿元，同比增长43.17%。 营收高增背后的原因，主要系报告期内新装置投产，产销量增加所致。从三季报中可以看到，公司的固定资产规模相比期初有显著增加，而在建工程余额则有所下降，这反映了公司正高效地将资 作为电解液关键原材料供应商，海科新源受益于动力电池和储能市场的双轮驱动，前三季度动力端"金九银十"销售旺季及纯电重卡项目推进、储能端政策利好和海外订单斩获，直接拉动电芯产能 值得注意的是，上海有色网10月23日发布的数据显示，六氟磷酸锂、VC（碳酸亚乙烯酯）、FEC（氟代碳酸乙烯酯）和EC（碳酸乙烯酯）等关键品类近期出现集体上涨，六氟磷酸锂价格受供应 在保持高速增长的同时，海科新源亦着眼于长远发展。公司持续强化研发布局，年初至报告期末的研发费用达到约1.21亿元，高于上年同期。此外，报告期末的预付款项较期初增长了73%，这通 ...

Group 1 - The lithium battery materials industry is experiencing a trend of "locking orders for supply" as leading battery manufacturers sign contracts with lithium material suppliers to secure supply amidst increasing competition for existing capacity [1] - The price of lithium hexafluorophosphate, a key solvent for electrolytes, has been rising due to rapid demand growth and insufficient existing capacity, leading to a supply gap [1] - As of October 15, the price of lithium hexafluorophosphate reached an average of 73,000 yuan per ton, marking a daily increase of 2.8% [1] Group 2 - The storage industry is facing a "chip shortage," with demand rising in traditional markets like China, the US, and Europe, as well as emerging markets in the Middle East driven by national energy strategies [2] - The cost of storage systems has decreased by approximately 80% compared to three years ago, with some regions achieving a cost of less than 0.2 yuan per kilowatt-hour, enhancing economic viability and stimulating market demand [2] - A significant contract was signed between Tianqi Materials and Ruipu Lanjun for the procurement of at least 800,000 tons of electrolyte products, highlighting the tight supply of lithium hexafluorophosphate [2] Group 3 - The supply of electrolyte additives, specifically VC (vinylene carbonate), is currently balanced, with effective production capacity at 7,500 tons per month and demand slightly exceeding supply [3] - Major manufacturers are adjusting production rates to maintain a delicate balance in supply and demand, indicating no significant supply shortages for VC [3] - The pricing of VC and FEC (fluoroethylene carbonate) has decreased significantly due to the release of new production capacity in the industry, leading to a shift from supply shortages to oversupply [3]