海科新源携手比亚迪，10万吨/年溶剂管输直供，3年长约能否对冲价格战？

每日经济新闻01-27

每经记者|彭斐每经编辑|陈星　　在碳酸酯溶剂价格持续低位徘徊的背景下，海科新源（SZ301292，股价53.67元，市值119.57亿元）祭出了与新能源巨头绑定的“胜负手”。　　1月26日晚间，海科新源发布公告，宣布与深圳市比亚迪锂电池有限公司（以下简称比亚迪锂电池）签署为期3年的长期合作协议。该协议是基于湖北项目的管输合作，约定每年至少供应10万吨电解液溶剂。　　《每日经济...

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Can the three-year long-term contract hedge the price war?","themeId":"ed5f651cf1ad4e479959229b736f4e45","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"301292":1.97,"BYDDY":1.91,"002594":1.91,"01211":1.91,"EVS.SI":0.6,"HYDD.SI":0.6},"content_text":"每经记者|彭斐    每经编辑|陈星    \n　　在碳酸酯溶剂价格持续低位徘徊的背景下，海科新源（SZ301292，股价53.67元，市值119.57亿元）祭出了与新能源巨头绑定的“胜负手”。\n　　1月26日晚间，海科新源发布公告，宣布与深圳市比亚迪锂电池有限公司（以下简称比亚迪锂电池）签署为期3年的长期合作协议。该协议是基于湖北项目的管输合作，约定每年至少供应10万吨电解液溶剂。\n　　《每日经济新闻》记者注意到，这意味着海科新源锁定了比亚迪庞大的基础需求。然而，硬币的另一面是，尽管2025年前三季度公司营收大幅增长超40%，但净利润仍处于亏损。\n　　在协议明确“不涉及具体交易金额”的风险提示下，这场以量换空间的巨头联手能成为公司业绩翻盘的冲锋号吗？\n　　锁定30万吨需求\n　　公告显示，海科新源与比亚迪锂电池于2026年1月23日正式签署《长期合作协议暨湖北项目管输合作协议》。\n　　比亚迪锂电池为A股新能源汽车巨头——比亚迪的全资子公司，该公司成立于1998年，注册资本61.6亿元。\n　　根据协议，双方的合作期限为3年。在协议有效期内，海科新源将以管输方式向比亚迪锂电池湖北项目供应协议所购产品，供应量每年至少10万吨。\n　　此次合作涉及四款核心电解液溶剂，分别为碳酸二甲酯（DMC）、碳酸乙烯酯（EC）、碳酸甲乙酯（EMC）以及碳酸二乙酯（DEC）。作为锂离子电池电解液的关键原材料，这四种溶剂的稳定供应对电池厂商至关重要。\n　　《每日经济新闻》记者注意到，此次合作模式的关键词在于“管输”。与传统的槽车运输相比，管输模式意味着双方在物理空间上实现了极度贴近的“零距离”对接。这通常发生在化工园区内上下游企业之间，通过铺设专用管道直接输送液体化学品。\n　　这种模式不仅大幅降低了物流运输成本，规避了路运的安全风险，更重要的是，它构建了一种极高黏性的排他性合作关系——管道一旦铺设，意味着双方的供需关系将长期绑定。\n　　事实上，海科新源在供应链管理上早已布局。在2025年半年度报告中，公司就曾透露，“优化原料运输形式，部分原料运输方式由汽车运输转变为管道输送，降低物流成本”是其降本增效的重要手段之一。\n　　根据协议，海科新源将承担管输建设工程及相关费用，保证其产品优先满足比亚迪锂电池湖北项目电解液生产的连续性需求。\n　　近两年净利润持续为负\n　　记者注意到，海科新源表示：“本协议不涉及具体交易金额的约定，本协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在不确定性。”这或许意味着，最终的结算价格将随行就市。\n　　回顾海科新源近两年的财务数据，可以清晰地看到增收不增利的尴尬处境。\n　　2024年年度报告显示，海科新源当年实现营业总收入36.15亿元，同比增长7.49%，但归母净利润却出现了大幅下滑，亏损达到2.67亿元，同比骤降944.35%。公司解释称，主要原因是行业新产能投放导致竞争加剧，产品销售价格和毛利率下降较多，同时湖北新源浩科新材料有限公司投产初期装置负荷较低，分摊的固定成本较高。\n　　进入2025年，这一状况虽然有所好转，但并未根本扭转。2025年三季度报告显示，前三季度公司实现营业收入36.53亿元，同比大幅增长43.17%，营收规模已超2024年全年水平。然而，净利润方面，年初至报告期末归母净利润仍为亏损1.28亿元。\n　　更值得警惕的是，虽然2025年上半年公司归母净利润亏损4283.06万元，同比大幅减亏，但在第三季度，亏损额度又有扩大之势，仅第三季度单季归母净利润就亏损了约8519万元。\n　　在此背景下，海科新源与比亚迪的管输合作显得意味深长。一方面，这或许能直接解决“湖北项目装置负荷较低”的痛点，摊薄高昂的固定成本，从而改善毛利率。另一方面，这种深度绑定也意味着海科新源将更加依赖单一头部客户的定价权。\n　　海科新源在2025年9月的投资者交流中曾表示，公司将通过“稳固与下游龙头企业的战略合作、加速海外布局、优化供应链管理”等措施来提升业绩。\n　　封面图片来源：每经记者 孔泽思 摄\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606785222","isCrawlerRequest":true}