Group 1 - The solid-state battery concept has gained momentum in the market, with companies like EVE Energy rising over 13% and Haibosi Technology nearing a 12% increase, indicating strong investor interest [1] - The China Automotive Engineering Society will hold a review meeting for 10 solid-state battery standards in September 2025, which includes participation from major institutions such as Tsinghua University and BYD, suggesting a significant push towards standardization in the industry [1] - The establishment of these standards is seen as a necessary step for industrialization and a key guide for the direction of the solid-state battery sector, potentially accelerating its development [1] Group 2 - Huaxi Securities anticipates that the demand for power and energy storage will continue to rise, leading to increased production and shipment volumes in the supply chain, with lithium battery material prices expected to stabilize and rebound [2] - Solid-state batteries are identified as the next-generation battery technology due to their high energy density and safety advantages, with expectations for new products and capacity construction to accelerate as technology matures [2] - The entire supply chain, including equipment, materials, and batteries, is expected to undergo iterative upgrades, with a focus on key processes and materials that will enhance production capabilities and performance [2]

Group 1 - The photovoltaic concept stocks experienced a surge at the beginning of trading on September 3, with BC battery sector leading the gains [1] - Lushan New Materials reached the daily limit increase, indicating strong investor interest [1] - Other companies such as Huabao New Energy, Dike Co., Haimeixing, JA Solar, and Trina Solar also saw significant increases in their stock prices [1]

Group 1 - The photovoltaic concept stocks experienced a surge at the beginning of trading, with BC battery direction leading the gains [1] - Lushan New Materials reached the daily limit increase, indicating strong investor interest [1] - Other companies such as Huabao New Energy, Dike Co., Haimeixing, JA Solar, and Trina Solar also saw significant increases in their stock prices [1]

Group 1 - The stock of Lushan New Materials (603051) reached the daily limit, with a turnover rate of 7.71% and a transaction amount of 258 million yuan, showing a fluctuation of 9.40% [2] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 10.46%, with a net buying amount of 35.44 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 104 million yuan, with a buying amount of 69.51 million yuan and a selling amount of 34.07 million yuan, resulting in a net buying of 35.44 million yuan [2] Group 2 - The main buying brokerage was Zhongtai Securities, with a buying amount of 17.82 million yuan, while the largest selling brokerage was JPMorgan Securities, with a selling amount of 9.40 million yuan [3] - The stock experienced a net inflow of 97.25 million yuan from main funds today, with a significant single net inflow of 111 million yuan, while large single funds saw a net outflow of 13.30 million yuan [2] - Over the past five days, the main funds have seen a net inflow of 100 million yuan [2] Group 3 - The company reported a revenue of 741 million yuan for the first half of the year, a year-on-year decrease of 33.27%, and a net profit of 15.94 million yuan, down 48.40% year-on-year [2] - One institution rated the stock as a buy in the past five days, with the highest target price set at 31.60 yuan by Dongbei Securities [3]

Market Overview - The chemical products sector experienced a decline of 1.88% on September 2, with Jianye Co. leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Leading stocks in the chemical products sector included: - Lingpai Technology (300530) with a closing price of 40.53, up 12.30% and a trading volume of 248,100 shares [1] - Lushan New Materials (603051) closed at 23.28, up 10.02% with a trading volume of 112,600 shares [1] - Baihehua (603823) closed at 16.08, up 6.63% with a trading volume of 327,800 shares [1] - Zhongxin Fluorine Materials (002915) closed at 28.92, up 6.32% with a trading volume of 662,800 shares [1] Capital Flow - The chemical products sector saw a net outflow of 2.195 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.736 billion yuan [2] - Notable capital flows for specific stocks included: - Lushan New Materials (603051) had a net inflow of 89.61 million yuan from institutional investors, but a net outflow of 47.19 million yuan from retail investors [2] - Zhongxin Fluorine Materials (002915) experienced a net inflow of 68.58 million yuan from institutional investors, with a net outflow of 29.03 million yuan from retail investors [2]

Core Viewpoint - The photovoltaic industry chain stocks are experiencing active trading, with several companies hitting the upper limit of their price increase, indicating a potential bottoming out of stock prices in the sector [1] Industry Summary - The prices in the photovoltaic industry chain are rapidly approaching a bottom, with expectations that the reasonable bottom price will be reached soon [1] - There is a concern in the market regarding absolute oversupply in the industry chain, which may affect next year's industry prosperity and the profitability of the midstream sector [1] - The recent acceleration in price declines suggests that silicon materials will soon reach their bottom price in this downward cycle, allowing for clearer visibility on profitability across various segments [1] Company Summary - Companies such as Kexin Electric, Jingyuntong, Dadongnan, and Lushan New Materials have seen significant stock price increases, indicating investor confidence in the sector's recovery [1] - The midstream sector, represented by integrated components, is expected to maintain profitability without the significant compression feared by the market, providing a potential for stock price recovery in the third quarter [1] - The current market conditions suggest that the stock prices have already confirmed a bottom ahead of the industry chain price bottom, presenting an opportunity for investment in integrated components, high-efficiency batteries, and other related materials [1]

Core Viewpoint - The solid-state battery sector is experiencing significant growth, with multiple companies seeing substantial stock price increases and upcoming industry conferences indicating a shift towards commercialization and technological advancements in solid-state battery technology [1][3]. Group 1: Stock Performance - Daxin Technology has achieved three consecutive trading limits, with a latest price of 24.88 and a rise of 9.99%, resulting in a market capitalization of 57.64 billion [2]. - Yinglian Co. has seen two consecutive trading limits, with a latest price of 20.15 and a rise of 9.99%, leading to a market capitalization of 51.79 billion [2]. - Lushan New Materials reached a trading limit with a latest price of 23.28 and an increase of 10.02%, with a market capitalization of 33.98 billion [2]. Group 2: Industry Events - Several key industry conferences are scheduled, including the 7th High-Energy Solid-State Battery Key Materials Technology Conference on September 23-24, and the 6th China Solid-State Battery Technology Conference on September 24-25 [3]. - A seminar on solid-state battery technology innovation and industrialization will take place from October 22-24, 2025 [3]. Group 3: Technological Developments - Funeng Technology has completed the sample delivery of its first-generation sulfide all-solid-state battery and has developed the second generation, achieving an energy density of 500 Wh/kg [3]. - Leading Intelligent disclosed a net profit of approximately 740 million, a year-on-year increase of 61.19%, with a projected gross margin of 45%-50% for solid-state equipment orders expected to account for 30% by 2025 [3]. Group 4: Market Outlook - The solid-state battery technology is expected to see breakthroughs, with several automakers planning to adopt all-solid-state batteries around 2027, accelerating the industrialization process [5]. - The demand for solid-state electrolytes is projected to reach 210,000 tons, corresponding to a market space exceeding 21 billion, with lithium demand expected to surge significantly post-2027 [5][6]. - By 2030, the shipment of solid-state batteries is anticipated to exceed 600 GWh, with a market scale surpassing 250 billion [6].

格隆汇9月1日丨鹿山新材(603051.SH)在投资者互动平台表示，公司推出的专为折叠屏设备研发的 AMOLED柔性OCA光学胶膜，在水滴型铰链应用场景下，当动态弯折曲率半径处于1.5-3mm时，常温 环境下耐弯折次数突破20万次；在高湿热（60℃/90%RH）或低温（-40℃）极端环境中，仍能承受超5 万次弯折测试，充分展现了产品优异的柔韧性、耐久性及环境适应性。 ...

格隆汇9月1日丨鹿山新材(603051.SH)在投资者互动平台表示，公司目前暂未直接与苹果建立业务合 作，我们会继续努力加大在国内外优秀企业中的推广力度。 ...

Core Viewpoint - The company has achieved mass production and shipment of OCA optical adhesive films and silicon-carbon negative electrode functional materials, which are expected to expand applications in humanoid robot visual display modules and battery modules [1] Group 1: Product Development - The company has 27 years of experience in high-performance functional materials, which supports its technological advantages in precision coating and polymer material modification [1] - The company is integrating resources to quickly enter the fields of humanoid robot electronic skin, electronic muscles, and simulated skin (using materials such as TPE and silicone) [1] Group 2: Future Prospects - The company aims to accelerate the industrialization process of related products in the humanoid robot sector [1]