Group 1 - The Shanghai Composite Index rose by 0.27%, while the Shenzhen Component Index increased by 0.08%, and the ChiNext Index fell by 0.60% as of February 11 [2] - Small metals, energy metals, and cobalt sectors showed significant gains, with the battery ETF (561910) increasing by 1.21% [2] - Key stocks such as Greeenmei (002340.SZ) hit the daily limit, while New Zhoubang (300037.SZ), Zhongwei New Materials (300919.SZ), and Duofuduo (002407.SZ) rose over 5% [2] Group 2 - Aijian Securities forecasts that the domestic battery and lithium iron phosphate cathode material production will exceed that of the same period in 2024, with lithium carbonate prices recently declining and energy storage cell prices rising [3] - The implementation of a new pricing mechanism for independent energy storage capacity on the grid side is expected to further drive energy storage demand, promoting growth in the lithium battery industry [3] - Xinyi Securities notes that since the second half of 2024, solid-state battery sector has seen frequent catalytic events, boosting the overall prosperity of the lithium battery sector [3]

Group 1 - The lithium battery electrolyte index increased by over 4%, indicating a strong upward trend in the sector [1] - Component stocks showed a broad-based increase, with notable gains from companies such as Xinzhou Bang and Haike Xinyuan, both rising over 9% [1] - Tianji Co. saw an increase of over 6%, while Huasheng Lithium and Duofuduo both rose by more than 5% [1]

Group 1 - The core point of the news is that Duofuduo New Materials Co., Ltd. has seen a stock price increase of 5.22%, reaching 30.41 CNY per share, with a trading volume of 1.482 billion CNY and a turnover rate of 4.62%, resulting in a total market capitalization of 36.201 billion CNY [1] - Duofuduo was established on December 21, 1999, and went public on May 18, 2010. The company specializes in lithium hexafluorophosphate and electronic chemicals, lithium-ion batteries, new energy vehicles, and inorganic fluorides [1] - The revenue composition of Duofuduo includes: new energy materials (34.97%), fluorine-based new materials (30.39%), new energy batteries (25.30%), electronic information materials (5.55%), and others (3.80%) [1] Group 2 - From the perspective of major fund holdings, Dazhong Fund has one fund heavily invested in Duofuduo. The Dazhong CSI Battery Theme ETF Linked A (015997) held 343,600 shares in the fourth quarter, accounting for 2.58% of the fund's net value, ranking as the ninth largest holding [2] - The Dazhong CSI Battery Theme ETF Linked A (015997) was established on June 28, 2022, with a current scale of 86.7806 million CNY. It has experienced a loss of 0.97% this year, ranking 5344 out of 5569 in its category; however, it has achieved a return of 57.72% over the past year, ranking 478 out of 4295 [2] - The fund manager of Dazhong CSI Battery Theme ETF Linked A is Zheng Shaofang, who has been in the position for 2 years and 223 days. The total asset scale during his tenure is 2.309 billion CNY, with the best fund return being 58.57% and the worst being -3.7% [3]

Core Viewpoint - The stock of Duofuduo has shown fluctuations, with a recent increase of 2.04% but a year-to-date decline of 13.03%, indicating volatility in its market performance [1]. Financial Performance - For the period from January to September 2025, Duofuduo reported a revenue of 6.729 billion yuan, a year-on-year decrease of 2.15%, while the net profit attributable to shareholders was 78.0546 million yuan, reflecting a significant year-on-year increase of 212.68% [2]. - Cumulatively, Duofuduo has distributed a total of 2.034 billion yuan in dividends since its A-share listing, with 1.04 billion yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Duofuduo reached 214,200, an increase of 33.69% from the previous period, while the average number of circulating shares per person decreased by 25.20% to 5,043 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 21.2742 million shares, an increase of 399,100 shares from the previous period, and new entrants such as Penghua CSI Sub-Sector Chemical Industry Theme ETF and GF National Index New Energy Vehicle Battery ETF [3]. Stock Performance and Market Metrics - As of February 11, Duofuduo's stock price was 29.49 yuan per share, with a trading volume of 364 million yuan and a turnover rate of 1.15%, leading to a total market capitalization of 35.106 billion yuan [1]. - The stock has experienced a decline of 6.53% over the past 20 days and 27.45% over the past 60 days, indicating a challenging market environment [1].

广西南宁市向"新"求变抢占赛道，新能源电池产业链从无到有，总体产能规模进入中国前列。中新网记 者10日从南宁市有关部门获悉，2026年，南宁将推进弗迪三模块、宁福新能源二工厂等项目投产达效， 引进电池铜箔原材料加工、电池结构件制造等上下游产业链项目。 2022年以来，比亚迪公司陆续在南宁布局6个项目，计划总投资280亿元，规划动力电池及储能系统产能 超80GWh(吉瓦时)，2025年实现产值超430亿元。其中，广西弗迪是比亚迪全球单体最大的电池工厂。 据南宁市工业和信息化局介绍，"十五五"时期，南宁市将进一步做强延伸锂电池产业链，拓展发展新型 电池产品链，依托南宁区位以及现有产业优势，以龙头企业为牵引，持续强化上下游产业链招商、项目 建设和企业培育，打造"材料制造—电池生产—场景应用—回收利用"全产业链。 资讯编辑：周小燕 021-26096760 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 龙电华鑫10万吨锂电铜箔项目位于南宁邕宁区新兴产业园，规划总投资120亿元，达产产值150亿元。项 目正在加快推进实施，预计2026年6月形成2.5万吨产能。 目前，南宁新能源 ...

2、上述股东及其一致行动人所持股份质押情况 | | | | 本次质押 | 本次质押 | 占其 | 占公 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 前质押股 | 后质押股 | 所持 | 司总 | 已质押股 | 占已质 | 未质押股 | 占未质 | | 名称 | （万股） | 比例 | 份数量 | 份数量 | 股份 | 股本 | 份限售和 | 押股份 | 份限售和 | 押股份 | | | | (%) | (万股) | (万股) | 比例 | 比例 | 冻结数量 | 比例 | 冻结数量 | 比例 | | | | | | | (%) | (%) | (万股) | (%) | (万股) | (%) | | 李世江 | 12,247.54 | 10.29 | 1,990.00 | 1,990.00 | 16.25 | 1.67 | 1,990.00 | 100 | 7,195.66 | 70.15 | | 多氟多集团 | 2,846.89 ...

多氟多公告，公司控股股东一致行动人焦作多氟多实业集团有限公司将其持有的530万股办理质押，占 其持股18.62%、占公司总股本0.45%，质押期限自2026-02-09起至解除质押登记手续之日，质权人为 招 商证券股份有限公司，系融资需要。本次后多氟多集团累计质押1750万股，占其持股61.47%、占公司 总股本1.47%。 ...

Core Insights - Nanning is transforming its new energy battery industry from scratch, aiming to become a leading player in China's battery production by 2026 [1][3] - The city has attracted major companies like BYD and Molybdenum, establishing a complete industrial chain that includes battery cell manufacturing, materials, and components, with a cumulative output value exceeding 130 billion RMB [1][3] Group 1: Industry Development - Nanning is seizing the strategic opportunity in the new energy battery sector, focusing on major project introductions and nurturing leading enterprises [3] - Since 2022, BYD has initiated six projects in Nanning with a total investment of 28 billion RMB, planning to achieve over 80 GWh of battery capacity by 2025, generating an output value exceeding 43 billion RMB [3] - Molybdenum's "Fluorine Core Battery" project in Nanning will add 100 GWh of battery capacity, with an expected output value of 30 billion RMB [3] Group 2: Production Capacity - The Dragon Electric Huaxin project for lithium battery copper foil in Nanning has a planned investment of 12 billion RMB, with an expected output value of 15 billion RMB [5] - Nanning's new energy battery industry is projected to have over 200 GWh of planned capacity and over 100 GWh of operational capacity, placing it among the top tier in the country [5] - The industry is becoming a significant driver of economic growth in Nanning, supporting the local new energy vehicle supply chain and facilitating exports to markets in ASEAN, North America, Europe, and the Middle East [5] Group 3: Future Plans - During the 14th Five-Year Plan period, Nanning aims to strengthen the lithium battery industry chain and expand new battery product development, leveraging its geographical advantages and existing industrial strengths [5] - The city plans to create a comprehensive industrial chain encompassing material manufacturing, battery production, application scenarios, and recycling [5]

Core Viewpoint - The lithium battery supply chain has experienced significant price increases from 2020 to 2022, driven by strong demand and a smooth transmission of price hikes across the industry [2][3]. Group 1: Price Trends - Electrolyte prices started at 70,000 CNY/ton in September 2020, rising to 100,000 CNY/ton by the end of the year, and reaching a peak of 580,000 CNY/ton in February 2022, with long-term contract prices stabilizing between 200,000 to 300,000 CNY/ton [2][3]. - Iron lithium cathode prices, including phosphoric acid iron and processing fees, doubled in 2021, peaking at over 40,000 CNY/ton by the end of that year [2][3]. - Anode prices began to rise in Q3 2021 due to graphite production constraints, increasing from 12,000 CNY/ton to a high of 25,000 to 28,000 CNY/ton by Q2 2022 [2][3]. Group 2: Supply Chain Dynamics - Lithium carbonate prices rebounded from a low of 40,000 CNY/ton at the end of 2020 to 50,000 CNY/ton in early 2021, and surged to 300,000 CNY/ton by the end of 2021, eventually reaching 520,000 CNY/ton by February 2022 [2][3]. - The battery sector has effectively transmitted raw material price increases, with battery prices rising by 1 cent/wh in Q1 2021 and accelerating to 2-3 cents/wh in Q1 and Q2 of 2022, reaching over 1 CNY/wh [2][3]. Group 3: Future Outlook - Current market conditions resemble Q4 2020, with expectations for continued price increases due to strong demand and low profitability levels compared to previous years [3]. - The industry's expansion willingness is significantly lower than in 2021, with limited new supply expected by 2026, suggesting a more stable price environment [3]. - The anticipated price increases are not expected to be as dramatic as in 2021, with supply-demand tightness projected to be lower, particularly for hexafluorophosphate and lithium carbonate [3]. Group 4: Investment Recommendations - The current valuation of leading companies is considered reasonable, with expected industry growth of 20% in 2027, suggesting potential for investment in the battery sector, including companies like CATL, Yiwei Lithium Energy, and others [4]. - Material leaders such as Keda Lithium and others are also highlighted as strong investment opportunities, alongside companies in the lithium carbonate sector [4]. - The solid-state battery sector is recommended for investment, particularly with catalysts expected to materialize in Q4 2025 [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002407 证券简称：多氟多 公告编号:2026-009 多氟多新材料股份有限公司 关于变更签字会计师的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 多氟多新材料股份有限公司（以下简称"公司"）于2025年10月22日召开第七届董事会第三十三次会议， 于2025年12月29日召开2025年第二次临时股东会，审议通过了《关于聘任公司2025年度外部审计机构的 议案》，同意聘任政旦志远（深圳）会计师事务所（特殊普通合伙）（以下简称"政旦志远"）为公司 2025年度财务报告和财务报告内部控制审计机构，聘期一年。具体内容详见公司于2025年10月23日、 2025年12月30日在巨潮资讯网（www.cninfo.com.cn）及《证券时报》《上海证券报》上披露的《关于 变更会计师事务所的公告》（公告编号：2025-079）、《2025年第二次临时股东大会决议公告》（公告 编号：2025-096）。公司于近日收到政旦志远发来的《关于变更多氟多新材料股份有限公司签字会计师 的函》，具体情况公告如下： 一 ...