On December 4th, Gelonghui reported that swhy research pointed out that shenzhen capchem technology (300037.SZ) plans to invest 0.352 billion yuan in Shilei Fluorine Materials. After the investment is completed, the company will hold a 42.8% equity stake. Shilei Fluorine Materials currently has a capacity of 0.05 million tons/year of anhydrous hydrofluoric acid and 15,000 tons/year of lithium hexafluorophosphate, which is expected to complete the last link of the company's electrolyte industry chain. According to Baichuan news, as of November 26, 2024, the average market price of 6F is about 0.058 million yuan, rebounding 4,000 yuan/ton compared to the year's low, and the related acquisition is expected to further enhance the company's electrolyte business competitiveness. The company is rapidly expanding its fluorochemical business scale through the external acquisition of Haifusi and the internal construction of Haidefu. Maintain a "shareholding" rating.
研报掘金丨申万宏源：维持新宙邦“增持”评级 景气底部补齐电解液产业链
Research reports on exploring opportunities丨swhy: Maintain shenzhen capchem technology's "shareholding" rating as the industry chain for electrolyte improves at the bottom of the market.
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