1月7日，天赐材料盘中下跌2.07%，截至10:02，报46.46元/股，成交19.33亿元，换手率2.73%，总市值 944.95亿元。 天赐材料今年以来股价涨0.28%，近5个交易日涨5.59%，近20日涨16.73%，近60日涨24.59%。 资料显示，广州天赐高新材料股份有限公司位于广东省广州市黄埔区云埔工业区东诚片康达路8号,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年6月6日，上市日期2014年1月23日，公司主营 业务涉及精细化工新材料的研发、生产和销售。主营业务收入构成为：锂离子电池材料89.66%，日化 材料及特种化学品8.73%，其他1.61%。 天赐材料所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：4680电池、氟化工、电解 液、六氟磷酸锂、有机硅等。 截至9月30日，天赐材料股东户数30.58万，较上期增加67.71%；人均流通股4528股，较上期减少 40.37%。2025年1月-9月，天赐材料实现营业收入108.43亿元，同比增长22.34%；归母净利润4.21亿元， 同比增长24.33%。 分红方面，天赐材料A股上市后累计派现28.57亿元。 ...

南财投研通数据显示，1月6日，券商给予上市公司目标价共9次，按最新收盘价计算，目标价涨幅排名居前的公司有天赐材料、比亚迪、 中国巨石，目标价涨幅分别为69.69%、40.01%、34.61%，分别属于电池、乘用车、玻璃玻纤行业。 | | | 01月06日目标价涨幅排名 | | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 最高目标价 (元) | 目标涨幅 (%) | | 002709 | 天赐材料 | 华泰证券 | 买人 | 80.50 | 69.69 | | 002594 | 比亚迪 | 东吴证券 | 派 | 140.00 | 40.01 | | 600176 | 中国巨石 | 国泰海通证券 | 增持 | 23.57 | 34.61 | | 600176 | 中国巨石 | 中信证券 | 买人 | 23.00 | 31.35 | | 301239 | 景端眼科 | 中信证券 | 派 | 40.00 | 21.88 | | 601888 | 中国中免 | 群益证券(香港) | 买进 | 110.00 | 21.43 | ...

聊聊化工的涨价逻辑。 消息面上，万华化学自2025年12月起连续上调MDI/TDI等核心产品全球售价，与巴斯夫、陶氏等国际巨 头同步调价，行业集中检修及原料成本上涨推动聚氨酯价格走强；同期中国硫酸工业协会联合磷复肥协 会召开保供稳价会议，明确硫酸资源优先保障磷肥生产，以稳定春耕农资供应。 从基本面上来看，行业在经历约三年半的下行周期后，资本开支高峰落幕，供给扩张放缓，同时"反内 卷"政策助力产能出清和价格协同，加速了盈利修复。 周二（1月6日），化工ETF大涨超3.3%，创下22年以来新高。 从化工ETF（516020）份额变化来看，该ETF自25年8月以来份额增长明显，创下历史新高。规模上， 化工ETF最新规模也冲高至38.93亿元，再刷规模新高。 需求端，海外降息周期预期提振传统需求，新能源、储能及AI等新兴领域则带来了新的增长动力。 化工与有色金属的上涨逻辑有相似之处，都受益于供给约束和新兴需求，但化工的供给优化更多源于政 策引导和行业自律，而有色的驱动更侧重于资源稀缺性，两者并非简单复制。 从业绩上来看，化工ETF第三大权重股天赐材料前两天发了2025全年业绩预告。公司预计2025年归母净 利润11- ...

Group 1 - The core point of the news is the significant market movement in solid-state battery stocks, driven by the announcement of the world's first commercially viable all-solid-state battery by Finnish startup Donut Lab [1] - Solid-state batteries are expected to revolutionize the electric vehicle industry due to their superior energy density, charging speed, cycle life, and adaptability to extreme environments [1] - Aijian Securities believes that the industrialization of solid-state batteries is accelerating, with a high likelihood of using sulfide electrolytes and silicon/lithium metal anodes, which offer better mechanical properties and ionic conductivity [1] Group 2 - According to statistics, several companies have been highlighted in institutional research reports regarding solid-state batteries, including Tianci Materials, Haixi Communications, and Xiamen Tungsten New Energy [2] - Tianci Materials is in the pilot testing stage for sulfide electrolytes, focusing on performance advantages in moisture control and cycle efficiency, with plans to establish a hundred-ton pilot production line by mid-2026 [2] - Xiamen Tungsten New Energy has achieved supply of positive electrode materials for oxide route solid-state batteries and has successfully produced ton-level oxide solid electrolytes [2] Group 3 - Predictions indicate that several solid-state battery concept stocks, such as Enjie Co., Rongbai Technology, and Ganfeng Lithium, are expected to see a significant increase in net profits this year, with some companies projected to double their net profits [3] - Other companies like Tiannai Technology and EVE Energy are also expected to experience net profit growth exceeding 50% [3]

人民财讯1月6日电，天赐材料（002709）1月6日在互动平台表示，公司百吨级硫化锂及固态电解质中试 线目前正在获取前期报建手续，预计于2026年下半年完成产线建设。 ...

（文章来源：第一财经） 天赐材料在互动平台表示，公司百吨级硫化锂及固态电解质中试线目前正在获取前期报建手续，预计于 2026年下半年完成产线建设。 ...

天赐材料在互动平台表示，公司百吨级硫化锂及固态电解质中试线目前正在获取前期报建手续，预计于 2026年下半年完成产线建设。 ...

Group 1 - The core viewpoint of the article highlights the recent price increase of lithium iron phosphate (LFP) and the underlying uncertainties in the supply chain, particularly regarding the transmission of lithium carbonate prices to battery manufacturers [2][3] - Two LFP companies confirmed price hikes for downstream customers, with one company indicating an increase of approximately 1500 to 2000 yuan/ton for major clients, while most other customers accepted a processing fee increase of 1000 yuan/ton [2] - The article discusses the significant fluctuations in lithium carbonate futures, with the main contract closing at 137,940 yuan/ton on January 6, indicating a need for better alignment between upstream procurement and downstream pricing mechanisms [3][4] Group 2 - The term "point pricing" has become prevalent in negotiations, where a pricing window is established for both parties to agree on a specific point in time to set the price based on futures contracts [4][5] - Material companies are pushing for a higher proportion of customer-supplied lithium carbonate and shifting the pricing anchor from spot prices to futures-linked pricing to mitigate risks associated with price fluctuations [5] - Recent announcements from major companies indicate a simultaneous trend of production cuts and expansions, with several LFP manufacturers announcing reductions in production while also planning significant capacity expansions [9][10] Group 3 - Tianqi Lithium announced a reduction in its planned production of electrolyte and battery recycling projects due to changes in market conditions, adjusting its total investment to not exceed 600 million yuan [6][7] - The article notes that while short-term supply constraints and maintenance are occurring, there are also long-term capacity expansion plans in the pipeline, indicating a complex market dynamic [8] - The simultaneous occurrence of production cuts and expansion plans raises questions about whether price increases can translate into profit recovery, emphasizing the importance of navigating price risks and ensuring that processing fees are elevated before new capacities come online [11][12]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 固态电池产业化加速。 002055，逾百万手封死跌停 今日（1月6日），A股主要指数继续冲高，上证指数收盘涨1.5%且日K线13连阳，指数续创十年来新 高。 板块方面，有色金属、非银金融、基础化工、国防军工等均涨超3%，综合、石油石化、计算机、煤 炭、钢铁等均涨超2%。 10多只千亿市值个股股价创出历史新高，包括有色行业的紫金矿业、洛阳钼业、藏格矿业、云铝股份 等；保险行业的中国太保、新华保险等；半导体行业的北方华创、拓荆科技等。 市场赚钱效应爆棚，近400股上涨超5%，仅登云股份、ST得润（维权）（002055）两只个股跌停。 其中，ST得润此前公告称，公司及相关当事人收到深圳证监局出具的《行政处罚事先告知书》，深交 所将对公司股票实施其他风险警示。公司股票于今日复牌，全天保持一字跌停，收盘封单超过百万手， 接近124万手。 固态电池产业化提速 近期A股市场掀起未来产业热潮，商业航天、脑机接口等题材大放异彩。产业化有望提速的固态电池也 传来大消息，金龙羽、滨海能源（维权）等多只个股涨停。 | 代码 | 名称 | | * @ | 履新 ...

Core Viewpoint - The A-share market continues to rise, with the Shanghai Composite Index increasing by 1.5%, reaching a nearly 10-year high, marking a 13-day consecutive gain [1]. Group 1: Market Performance - The Battery 50 ETF (159796) rose over 1%, with a trading volume of nearly 400 million yuan, achieving two consecutive days of gains [1]. - The top ten component stocks of the Battery 50 ETF show mixed performance, with significant gains from companies like XianDai Intelligent (+2.84%) and GreenMei (+2.49%), while others like Ningde Times (-0.93%) experienced declines [5]. Group 2: Lithium Carbonate Market Dynamics - Lithium carbonate futures surged by 7% yesterday and hit the daily limit today, driven by a shift in supply-demand dynamics towards a tighter balance [4]. - According to Huatai Securities, the oversupply of lithium carbonate is expected to improve significantly by the first half of 2025, with a projected cumulative oversupply of 50,200 tons in 2024, narrowing to 7,955 tons by Q2 2025, and turning into a shortage in Q3 and Q4 with gaps of 15,200 tons and 20,000 tons respectively [7]. Group 3: Demand Growth in Energy Storage - The demand for energy storage is expected to grow significantly, driven by high growth in power batteries and energy storage applications, particularly in AI data centers and renewable energy storage [8]. - Dongwu Securities forecasts a two-year sustained growth cycle for energy storage, with domestic bidding for energy storage expected to reach 190 GWh in 2025, a 138% increase, and cumulative installations projected to exceed 163 GWh, a 47% year-on-year increase [9]. Group 4: Global Energy Storage Trends - In the U.S., the demand for energy storage is expected to rise due to the rapid growth of AI data centers, with projected installations of approximately 53 GWh in 2025 and 80 GWh in 2026, reflecting a 51% year-on-year increase [10]. - European markets are also experiencing growth, with expected installations of 20 GWh in 2025 and 42 GWh in 2026, driven by supportive capacity pricing policies [10]. Group 5: Battery Industry Outlook - The lithium battery materials sector is witnessing positive changes, with energy storage demand exceeding expectations, leading to a recovery in industry sentiment [11]. - The electrolyte supply chain is expected to see an upward trend, supported by energy storage demand and rising lithium carbonate costs, with a projected tight balance in 2026 [11]. Group 6: Investment Strategy in Battery Sector - The Battery 50 ETF (159796) is highlighted for its significant exposure to energy storage (27%) and solid-state battery technology (42%), making it a favorable investment choice amid the expected demand surge [13][15]. - The ETF's management fee is notably low at 0.15% per year, enhancing its attractiveness for investors looking to capitalize on the battery sector's growth [15].