January 29th News — On the evening of January 26th, Haike Xinyuan announced that the company signed a three-year long-term agreement with BYD Lithium Battery Hubei Project on January 23rd to supply four solvents—dimethyl carbonate (DMC), ethylene carbonate (EC), ethyl methyl carbonate (EMC), and diethyl carbonate (DEC)—via pipeline transportation, with an annual supply volume of no less than 100,000 tons. Chempricehub Analysis: Dimethyl Carbonate (DMC), Bull-Bear Score: 1.5 Haike Xinyuan has signed a three-year long-term supply agreement with BYD, with an annual supply volume of no less than 100,000 tons. As a key solvent for lithium batteries, the significant increase in demand may drive up spot prices. BYD, as an industry giant, ensures stable procurement through the agreement, reducing market circulation volume. Coupled with pipeline transportation lowering logistics costs, this supports an upward price trend. Ethylene Carbonate (EC), Bull-Bear Score: 1.5 The agreement includes an annual supply volume of no less than 100,000 tons of ethylene carbonate. Demand is expected to rise due to the expansion of BYD's lithium battery projects, tightening supply expectations. Long-term cooperation stabilizes market expectations, reduces inventory pressure, and benefits spot prices. Against the backdrop of industry demand growth, the agreement strengthens buyer confidence and supports moderate price increases. Ethyl Methyl Carbonate (EMC), Bull-Bear Score: 1.5 BYD's long-term supply agreement drives incremental demand for ethyl methyl carbonate, with an annual supply volume exceeding 100,000 tons, reflecting the continuous expansion of the lithium battery solvent market. Supply may face short-term tightening, while pipeline transportation optimizes efficiency and reduces intermediate costs, benefiting spot prices. Market sentiment remains optimistic, supporting upward price potential. Diethyl Carbonate (DEC), Bull-Bear Score: 1.5 The agreement locks in an annual supply volume of no less than 100,000 tons of diethyl carbonate. Demand driven by BYD's projects is significant, and spot supply expectations are tightening. Long-term contracts stabilize procurement rhythms, reducing price volatility risks and benefiting market fundamentals. Against the backdrop of high growth in the lithium battery industry, incremental demand supports moderate price strengthening.