证券日报网讯 9月8日晚间，多氟多发布公告称，公司股票连续三个交易日内（2025年9月4日、2025年9 月5日、2025年9月8日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经核查，公 司前期披露的信息不存在需要更正、补充之处；公司未发现近期公共传媒报道了可能或已经对本公司股 票交易价格产生较大影响的未公开重大信息。 （文章来源：证券日报） ...

Core Viewpoint - The company, Duofluoride (002407), has reported a significant surge in battery orders, particularly in the power battery sector, with production scheduled until December 2025, indicating strong growth momentum [1][3]. Battery Business Overview - The battery business encompasses power, portable energy storage, and two/three-wheeler batteries, with expectations for robust performance in 2025 and 2026 [1]. - The company aims to achieve over 20 GWh of battery production capacity by the end of 2025, with a potential increase to over 30 GWh by the end of 2026, driven by market demand [1][2]. Production and Sales Expectations - The company has reported full production and sales capacity, with an anticipated battery shipment volume of 30 GWh in 2026, aligning with production capacity goals [2]. - The current gross margin for the battery business exceeds 10%, with expectations for further improvement as production scales up and cost structures optimize [2]. Product Strategy - The company focuses on large cylindrical batteries, which are expected to account for over 80% of production capacity, while square batteries will represent less than 10% [2]. - The demand for cylindrical batteries in the home portable energy storage market is highlighted as a significant growth driver [2]. Growth Potential in Various Segments - The power battery sector is expected to maintain stable growth, while the energy storage and two/three-wheeler battery segments are projected to experience substantial growth, driving overall business expansion [3]. - The lithium hexafluorophosphate business is anticipated to have a higher profit elasticity compared to the battery business in 2026, but the battery segment is expected to become a more significant profit contributor in the long term [3]. Lithium Hexafluorophosphate Business - The company reports that overseas exports account for 15% to 20% of its lithium hexafluorophosphate business, with new contracts adopting a flexible pricing model based on market conditions [4]. - Despite delays in overseas project progress due to policy impacts, the company remains committed to expanding its overseas production capacity through a phased construction strategy [4].

9月7日，多氟多在其发布的投资者关系活动记录表中表示，预计到今年年底公司将形成超20GWh的电池产能。2026年，公司将根据市场需求情 况安排扩产计划，大概率年底形成超30GWh产能的规模。 同时，多氟多称，今年下半年市场需求强劲，产能供不应求，公司目前订单基本满产满销，扩产工作同步推进。 明年电池扩产后，在产品结构策略上，公司主要聚焦于40以上的大圆柱市场。该产品合格率高，技术优势明显，可覆盖新能源汽车、储能和轻 型车三大核心应用场景，产能占比达八成以上。另外，方形电池产能占比不到10%，用于覆盖圆柱电池少数未满足的市场需求。 （校对/黄仁贵） 今年动力领域业务占比预计维持在40%-50%区间，明年随着产能增长，相应占比约30%左右；同期储能业务占比将提升至50%-60%；两轮/三轮 车市场占比10%。展望2026年，随着细分市场渗透率持续提升，两轮/三轮车业务规模有望延续扩张态势。 ...

每经AI快讯，9月8日，多氟多(002407.SZ)发布异动公告，经核实，公司前期披露的信息不存在需要更 正、补充之处，公司目前经营情况正常，内外部经营环境未发生重大变化。公司、控股股东和实际控制 人不存在关于本公司的应披露而未披露的重大事项，也不存在处于筹划阶段的重大事项。股票异常波动 期间控股股东、实际控制人未发生买卖公司股票的行为。 ...

证券代码：002407 证券简称：多氟多 公告编号:2025-073 多氟多新材料股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动情况 多氟多新材料股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：多氟多，证券代码：002407）连续三个交易日内（2025 年 9 月 4 日、2025 年 9 月 5 日、2025 年 9 月 8 日）收盘价格涨幅偏离值累计超过 20%，根据《深圳 证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 二、公司对股票交易异常波动的关注、核实情况 针对公司股票异常波动，公司对有关事项进行了核查，现将有关情况说明如 下： （一）公司前期披露的信息不存在需要更正、补充之处； （四）经核查，公司、控股股东和实际控制人不存在关于本公司的应披露而 未披露的重大事项，也不存在处于筹划阶段的重大事项； （五）经核查，股票异常波动期间控股股东、实际控制人未发生买卖公司股 票的行为，也未发生公司董事、监事及高级管理人员买卖公司股票的行为。 三、是否存在应披露而未披露信息的说 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7.65亿元，其中，买入成交额为3.40亿 元，卖出成交额为4.25亿元，合计净卖出8483.76万元。 卖五 华泰证券股份有限公司深圳益田路荣超商务中心证券营 业部 60.50 5020.89 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买二、买三、卖二、卖三、卖四，合 计买入金额1.45亿元，卖出金额2.07亿元，合计净卖出6243.69万元，深股通为第一大买入营业部及第一 大卖出营业部，买入金额为1.20亿元，卖出金额为1.66亿元，合计净卖出4630.59万元。 资金流向方面，今日该股主力资金净流出6202.27万元，其中，特大单净流入1.36亿元，大单资金净流出 1.98亿元。近5日主力资金净流入3.92亿元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（9月5日）两融余额为7.85亿元，其中，融资余额为7.82亿元，融券余额 为256.86万元。近5日融资余额合计减少2796.45万元，降幅为3.45%，融券余额合计增加80.14万元，增 幅45.35%。（数据宝） 多氟多今日涨停，全天换手率22.61%，成交额39. ...

证券代码：002407 证券简称：多氟多 多氟多新材料股份有限公司 投资者关系活动记录表 编号：20250907 投资者关系 活动类别 特定对象调研 ☑分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 ☑其他（电话会议） 参与单位名称 及人员姓名 详细参会单位见后续附件 时间 2025 年 9 月 7 日 9:00-10:00 地点 线上会议 上市公司接待 人员姓名 总 经 理：李云峰 董事会秘书：彭 超 投资者关系活动 主要内容介绍 1、公司明年对电池产能规划是怎么考虑的？在动力、储能和两 /三轮领域大概是怎么分配的？ 答：预计到今年年底公司将形成超 20GWh 的产能。2026 年将根 据市场需求情况安排扩产计划，大概率年底形成超 30GWh 产能的规 模。今年动力领域业务占比预计维持在 40%-50%区间，明年随着产 能增长，相应占比约 30%左右；同期储能业务占比将提升至 50%-60%； 两轮/三轮车市场占比 10%。展望 2026 年，随着细分市场渗透率持 续提升，两轮/三轮车业务规模有望延续扩张态势。 2、2026 年，公司扩产完成后，预计出货量会达到多少？ 答：下半年市 ...

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) experiencing a price increase of 2.34% as of the latest report, following a brief period of fluctuation [1][3] - Key stocks in the sector, including Tianqi Lithium and Huaneng Chemical, have seen significant gains, with Tianqi reaching the daily limit and others like Enjie and Huafeng Chemical rising over 6% [1][3] - The chemical ETF has attracted substantial investment, with a total inflow of 4.42 billion yuan over the last five trading days and over 9.8 billion yuan in the last ten days [3] Group 2 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have jointly released a plan aimed at stabilizing growth in the electronic information manufacturing industry, which includes measures to reduce competition in the lithium battery sector [3][4] - The policy shift from "encouragement" to "guidance" indicates potential for mandatory capacity replacement and stricter environmental regulations, suggesting a transition from price competition to policy-driven supply adjustments [3][4] - The valuation of the chemical ETF is currently at a relatively low level, with a price-to-book ratio of 2.23, indicating a favorable long-term investment opportunity [3] Group 3 - Domestic policies frequently emphasize supply-side requirements to combat "involution," while international factors such as rising raw material costs and capacity exits in Europe and the U.S. add uncertainty to chemical supply [4][5] - The "anti-involution" policy is seen as a significant guiding principle for the manufacturing sector, aiming to eliminate unfair competition and improve the overall market environment [5] - The chemical ETF (516020) provides a diversified investment approach, with nearly 50% of its holdings in large-cap stocks and the remainder in leading companies across various chemical sub-sectors [5]

Group 1 - The core viewpoint of the news is the significant surge in the new energy sector, particularly in areas such as power batteries, lithium batteries, solid-state batteries, energy storage, and photovoltaics, following the release of a new action plan aimed at stabilizing growth in the electronic information manufacturing industry [1] - As of September 5, the New Energy Vehicle ETF (515030) rose by 5.18%, with notable increases in stocks such as Tianhua New Energy (over 16%), Xiamen Tungsten (over 15%), and others reaching their daily limit [1] - The newly issued "Action Plan for Stabilizing Growth in the Electronic Information Manufacturing Industry 2025-2026" emphasizes high-quality development in the photovoltaic sector and aims to eliminate low-price competition, guiding local governments in the orderly layout of the photovoltaic and lithium battery industries [1] Group 2 - Zhongyuan Securities recommends focusing on three investment themes for the fourth quarter: the promotion of "anti-involution" policies benefiting industry leaders, companies with long-term R&D investments and market share growth, and opportunities related to solid-state battery investments [1] - The New Energy Vehicle ETF (515030) is currently the largest in the market, tracking the CSI New Energy Vehicle Index (399976) and heavily weighted towards lithium batteries, which account for 67% of its composition [2]

Group 1 - Solid-state battery industry chain companies are experiencing significant investment interest, with multiple related stocks hitting the daily limit up [1][2][3] - Tianji Co., Ltd. (002759.SZ) continues its upward trend, achieving a price of 13.89 yuan with a 9.98% increase, supported by a patent for lithium sulfide materials, crucial for solid-state battery electrolytes [1] - Fengyuan Co., Ltd. (002805.SZ) also saw its first limit up, reaching 14.61 yuan with a 10.02% increase, benefiting from the growing attention on solid-state battery cathode materials [1] - Jinyinhai Co., Ltd. (300619.SZ) recorded a 20.01% increase, reaching 33.16 yuan, recognized for its advanced production equipment for solid-state batteries [1] Group 2 - Guanghua Technology (002741.SZ) achieved its first limit up at 22.35 yuan with a 9.99% increase, as it is currently testing solid-state battery materials with downstream customers [2] - Duofluor (002407.SZ) also reported a first limit up at 15.19 yuan, with a 9.99% increase, focusing on solid-state battery electrolytes while acknowledging the need for extensive technological optimization [2] - Huasheng Lithium Battery (688533.SS) surged by 19.99% to 42.56 yuan, concentrating on long-lasting safe solid-state lithium battery materials, although still in the laboratory stage [2] Group 3 - Tianci Materials (002709.SZ) achieved a first limit up at 25.47 yuan with a 10.02% increase, focusing on semi-solid and solid-state battery electrolytes, currently in the small to medium testing phase [3]