Group 1 - The core viewpoint of the article is that the company, 多氟多, has a full order book for its large cylindrical batteries and is operating at full capacity to meet market demand [1] Group 2 - The company responded to investor inquiries on its interactive platform, indicating strong demand for its products [1] - The current operational status of the company is focused on fulfilling existing orders, highlighting its commitment to customer satisfaction and market responsiveness [1]

证券日报网讯 1月19日，多氟多在互动平台回答投资者提问时表示，公司硼同位素产品在原子能工业、 航空航天、半导体、生命健康、新能源等领域有相关应用。 （文章来源：证券日报） ...

Group 1 - The company, Duofu Duo (002407.SZ), responded to an investor inquiry regarding the application of its developed specialty fluorine materials in the aerospace sector, stating that there are currently no relevant business or orders for these materials in that field [2] - The company mentioned that its boron isotope-related products do have applications in aerospace and aviation sectors [2]

（文章来源：每日经济新闻） 多氟多（002407.SZ）1月19日在投资者互动平台表示，公司大圆柱电池订单饱满，目前正按照订单情 况，满负荷运行以满足市场需求。 每经AI快讯，有投资者在投资者互动平台提问：公司的产品圆柱电池有在手订单吗？ ...

Group 1 - The core viewpoint of the article is that the company, Duofluoride (002407.SZ), currently does not have any fluorine material products that are directly applicable to the aerospace sector, nor any related business or orders [1] - The company has developed boron isotope-related products that have applications in aerospace and other fields [1]

Group 1 - The core viewpoint of the article is that Duofluoride (002407.SZ) currently does not have any fluorine material products directly applicable to the aerospace sector, nor any related business or orders [1] - The company has developed boron isotope-related products that have applications in aerospace and other fields [1]

每经AI快讯，有投资者在投资者互动平台提问：根据2021年的回复，公司已经开发出多种电子信息材 料产品，也包括二氯硅烷（又叫二氯二氢硅），也有量产计划，请问产能有多少？ （文章来源：每日经济新闻） 多氟多（002407.SZ）1月19日在投资者互动平台表示，子公司中宁硅业5000吨/年高纯硅烷系列产品项 目规划中包括有1000吨的二氯氢硅（DCS）产能，公司具备相关产品产业化能力。 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in the global power battery installation volume, which reached 1046 GWh in 2025, representing a year-on-year increase of 32.60% [1] - CATL leads the market with an installation volume of 400 GWh, followed by BYD and LG Energy, while Honeycomb Energy shows remarkable performance with an 85.60% year-on-year growth [1] - The Chinese government aims to establish a new power grid platform by 2030, supporting renewable energy generation to account for approximately 30% of total generation, which will provide a stable green energy foundation for the power battery industry [1] Group 2 - Tianfeng Securities predicts that the total demand for power and energy storage batteries will reach 1872 GWh in 2025 and 2336 GWh in 2026, with year-on-year growth rates of 45% and 25% respectively, particularly noting the significant growth in the energy storage market [1] - The industry is transitioning from laboratory research to the brink of industrialization, with solid-state battery technology gaining traction, and leading companies like CATL planning to commercialize this technology by 2027 [1] - As of December 31, 2025, the top ten weighted stocks in the CSI Battery Theme Index account for 51.77% of the index, with CATL, Sungrow Power, and Sanhua Intelligent Control being the top three [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the battery sector, particularly the solid-state battery technology, which is expected to see significant advancements and applications by 2028 [1][2] - The China Securities Battery Theme Index has risen by 1.61%, with notable increases in stocks such as Weixin Materials (up 8.92%) and Xiamen Tungsten (up 7.99%) [1] - The EIA reports a projected increase in wholesale electricity prices in the U.S., with a 23% rise in 2025 and an additional 8.5% in 2026, indicating a growing demand for energy solutions [1] Group 2 - Tianfeng Securities forecasts that the demand for power and energy storage batteries will reach 1,872 GWh in 2025 and 2,236 GWh in 2026, representing year-on-year increases of 45% and 25% respectively [2] - The top ten weighted stocks in the China Securities Battery Theme Index account for 51.77% of the index, with leading companies including CATL and Sungrow Power [2] - The solid-state battery production line and supply chain establishment are expected to be critical in 2026, with equipment and core materials showing significant growth potential [1]

（文章来源：每日经济新闻） 每经AI快讯，1月15日，氟化工指数盘中涨2%，成分股多数飘红，资金面呈现积极态势。永太科技领 涨，涨幅达5%，多氟多、永和股份、巨化股份、晶瑞电材等个股跟涨。 ...