港股异动 | 理文化工(00746)盘中涨超10% VC价格快速上涨 江苏锂电池电解液项目7月已竣工

智通财经
Nov 14

智通财经APP获悉,理文化工(00746)盘中涨超10%,截至发稿,涨7.12%,报5.87港元,成交额1240.49万港元。

消息面上,11月12日,根据百川盈孚数据,碳酸亚乙烯酯(VC)价格上涨至7.75万元/吨。东吴证券发布研报称,VC是一种锂电池电解液核心成膜助剂,是锂电池电解液中的核心添加剂。11月12日,VC最新报价7.75万元/吨,相较9月1日的报价4.75万元/吨已上涨63%。本轮价格上涨主要得益于海外和国内西部储能需求增加,行业供需格局出现反转。

公开资料显示,江苏理文化工有限公司投资5.6亿元新建的锂电池电解液项目于今年7月底竣工验收,标志着这家传统化工巨头正式叩开新能源产业大门。公司碳酸亚乙烯酯产品纯度能够达到99.999%,可显著提升电池循环寿命与充放电效率。

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