PriceSeek重点提醒：海科比亚迪签溶剂供应长协

生意社01-29

生意社01月29日讯1月26日晚间海科新源公告，公司1月23日与比亚迪锂电湖北项目签3年长协，以管输方式供应碳酸二甲酯/DMC、碳酸乙烯酯/EC、碳酸甲乙酯/EMC、碳酸二乙酯/DEC四款溶剂，年供货量不低于10万吨。PriceSeek评析碳酸二甲酯，多空评分：1.5海科新源与比亚迪签订三年长期供应协议，年供货量不低于10万吨，作为锂电池关键溶剂，需求端显著增加，可能推高现货价格。比亚迪作为行业...

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agreement","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"301292":1.94,"01211":1.91,"HYDD.SI":0.6,"002594":1.91,"BYDDY":1.91},"content_text":"生意社01月29日讯1月26日晚间海科新源公告，公司1月23日与比亚迪锂电湖北项目签3年长协，以管输方式供应碳酸二甲酯/DMC、碳酸乙烯酯/EC、碳酸甲乙酯/EMC、碳酸二乙酯/DEC四款溶剂，年供货量不低于10万吨。PriceSeek评析碳酸二甲酯，多空评分：1.5海科新源与比亚迪签订三年长期供应协议，年供货量不低于10万吨，作为锂电池关键溶剂，需求端显著增加，可能推高现货价格。比亚迪作为行业巨头，协议保障稳定采购，减少市场流通量，叠加管输方式降低物流成本，利好价格上行趋势。碳酸乙烯酯，多空评分：1.5协议涵盖碳酸乙烯酯年供货量不低于10万吨，需求因比亚迪锂电池项目扩张而提升，供应端偏紧预期增强。长期合作稳定市场预期，降低库存压力，利好现货价格。行业需求增长背景下，协议强化买方信心，支撑价格温和上涨。碳酸甲乙酯，多空评分：1.5比亚迪长期供应协议带动碳酸甲乙酯需求增量，年供货量10万吨以上，反映锂电池溶剂市场持续扩容。供应端可能面临短期收紧，叠加管输方式优化效率，减少中间环节成本，利好现货价格。市场情绪偏乐观，支撑价格上行空间。碳酸二乙酯，多空评分：1.5协议锁定碳酸二乙酯年供货量不低于10万吨，比亚迪项目需求拉动明显，现货供应预期趋紧。长期合同稳定采购节奏，降低价格波动风险，利好市场基本面。锂电池行业高增长背景下，需求增量支撑价格温和走强。【大宗商品公式定价原理】生意社基准价是基于价格大数据与生意社价格模型产生的交易指导价，又称生意社价格。可用于确定以下两种需求的交易结算价：1、指定日期的结算价2、指定周期的平均结算价定价公式：结算价=生意社基准价×K＋C 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