According to Baichuan Yingfu data, on July 23, the average price of vinyl carbonate was 200,000 yuan/ton, an increase of 11.11% in a single day, with a cumulative increase of more than 21% in the past week. The latest price has surpassed the high of 175,000 yuan/ton in December last year, and has once again reached 200,000 yuan/ton after a lapse of more than 4 years. According to reports, the rise in VC prices in this round is mainly due to strong national standards, boosted demand for energy storage, bottoming out of industry inventories, and battery giants locking up orders ahead of time. Among A-shares, there are a total of more than ten listed companies with VC-related production capacity. Among them, Huasheng Lithium Battery currently has a VC production capacity of 14,000 tons. Fuxiang Co., Ltd. plans to increase VC production capacity from 8,000 tons to 10,000 tons per year, Taihe Technology's VC project has a design production capacity of 10,000 tons per year, and Vosges Co., Ltd. has a VC refining capacity of 10,000 tons. In addition, Xinzhoubang and Haike Xinyuan have production capacity of about 10,000 tons, while Hongyuan Pharmaceutical and Haichen Pharmaceutical have production capacity of 7,000 tons and 6,000 tons respectively.

According to Baichuan Yingfu data, on July 23, the average price of vinyl carbonate was 200,000 yuan/ton, an increase of 11.11% in a single day, with a cumulative increase of more than 21% in the past week. The latest price has surpassed the high of 175,000 yuan/ton in December last year, and has once again reached 200,000 yuan/ton after a lapse of more than 4 years. According to reports, the rise in VC prices in this round is mainly due to strong national standards, boosted demand for energy storage, bottoming out of industry inventories, and battery giants locking up orders ahead of time. Among A-shares, there are a total of more than ten listed companies with VC-related production capacity. Among them, Huasheng Lithium Battery currently has a VC production capacity of 14,000 tons. Fuxiang Co., Ltd. plans to increase VC production capacity from 8,000 tons to 10,000 tons per year, Taihe Technology's VC project has a design production capacity of 10,000 tons per year, and Vosges Co., Ltd. has a VC refining capacity of 10,000 tons. In addition, Xinzhoubang and Haike Xinyuan have production capacity of about 10,000 tons, while Hongyuan Pharmaceutical and Haichen Pharmaceutical have production capacity of 7,000 tons and 6,000 tons respectively.