节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
研究机ĉ00;EVTank、伊维经济研究院联合中国电池产业研究院共同发布中国锂离子电池添加剂行业发展白皮书（2026年）。白皮书指出，受下游锂电池需求高增长及添加比例提升驱动，2025年中国锂电池电解液添加剂出货量达15.9万吨（含LiFSI），同比增速50.6%。
终端细分市场需求持续优化推动添加剂在电解液中的占比逐步提升，当前电解液中用量居前的是VC、FEC、PS等常规添加剂。伴随全球储能装机量快速增长，2025年VC出货量同比激增60%；LiFSI正逐步向锂盐方向发展，2025年中国LiFSI出货量4.47万吨，同比增长54%。
受电池配方改善、快充应用普及及LiFSI与六氟磷...
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