21智讯1月16日电，天赐材料公告，2026年1月15日，公司与中国工商银行股份有限公司广州开发区分行 签订了《最高额保证合同》，公司按照全资孙公司九江天赐资源循环科技有限公司持有青海天赐宏正环 保科技有限公司51.0058%的持股比例，为青海宏正的银行借款提供不超过35,704,060元的连带责任保证 担保。除九江天赐资源循环外的其他股东将同比例为青海宏正的银行借款提供股权质押担保。本次担保 事项在公司对子公司的担保授信额度范围内，无需提交董事会及股东大会审议。 ...

Group 1 - The core point of the news is the significant drop in lithium carbonate futures prices, with the main contract for May 2026 reaching 146,200 yuan per ton, hitting the daily limit down with a decline of 8.99% [1][2] - Major lithium-related stocks, including Tianqi Lithium and Ganfeng Lithium, experienced declines in their share prices, reflecting the impact of falling lithium carbonate prices on the market [1][3] - The trading volume for the main contract was reported at 340,600 lots, indicating active market participation despite the price drop [2] Group 2 - Tianqi Lithium's stock price decreased by 2.87% to 59.56 yuan, with a net outflow of 175 million yuan [3] - Ganfeng Lithium's stock price fell by 2.56% to 70.16 yuan, with a net outflow of 227 million yuan [3] - Other related stocks, such as Jiangte Motor and Tibet Mining, also saw declines in their stock prices, indicating a broader negative sentiment in the lithium sector [3]

Group 1 - The core viewpoint of the news highlights significant investments in the energy sector, particularly by the State Grid Corporation, which is expected to reach a historical high of 4 trillion yuan during the 14th Five-Year Plan, representing a 40% increase compared to the previous plan [1] - The investment focus will be on promoting green and low-carbon energy transition, constructing a new power system, and deepening technological innovation [1] - The expected fixed asset investments for the State Grid and Southern Grid during the 14th Five-Year Plan are approximately 4 trillion yuan and 1 trillion yuan, respectively, with a projected annual grid investment of 889 billion yuan in 2026, reflecting a year-on-year growth of over 7% [1] Group 2 - The meeting of the inter-ministerial joint conference on energy-saving and new energy vehicles noted that the market size of China's new energy vehicles increased by 3.6 times during the 14th Five-Year Plan, with battery costs reduced by 30%, lifespan increased by 40%, and charging speeds improved by over three times [2] - There is a pressing need to establish a power capacity market mechanism to ensure the recovery of installation costs for various power generation entities in the context of high renewable energy penetration [2] - The top ten weighted stocks in the CSI New Energy Index, which the New Energy ETF closely tracks, account for 43.23% of the index, including major companies like CATL, Sungrow Power, and Longi Green Energy [2]

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]

1月15日，天赐材料涨2.46%，成交额41.24亿元。两融数据显示，当日天赐材料获融资买入额4.47亿 元，融资偿还4.65亿元，融资净买入-1829.93万元。截至1月15日，天赐材料融资融券余额合计27.68亿 元。 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。近三年，累计派现20.23亿元。 机构持仓方面，截止2025年9月30日，天赐材料十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5367.73万股，相比上期减少265.55万股。泉果旭源三年持有期混合A（016709）位居第三 大流通股东，持股3381.81万股，相比上期增加851.52万股。华泰柏瑞沪深300ETF（510300）位居第六 大流通股东，持股2291.76万股，相比上期减少98.29万股。鹏华中证细分化工产业主题ETF联接A （014942）位居第八大流通股东， ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300648 | 量云股份 | 58.90 | -2.08% | 5.49万 | 3.27亿 | | 300390 | 天华新能 | 53.40 | -1.58% | 48.95万 | 27.03亿 | | 300953 | 農裕科技 | 158.45 | -1.39% | 4.29万 | 6.80亿 | | 600152 | 维科技术 | 7.89 | -0.88% | 1 27.57万 | 2.17亿 | | 301358 | 湖南裕能 | 60.58 | -0.62% | 19.53万 | 11.96亿 | | 002850 | 科达利 | 157.69 | -0.61% | 4.15万 | 6.56亿 | | 688275 | 万润新能 | 72.24 | -0.55% | 3.87万 | 2.82亿 | | 300068 | 南都电源 | 16.79 | -0.53% | 52.55万 | 8.89 Z | | 300769 | 德方纳米 ...

Core Viewpoint - The lithium battery industry is expected to enter a new growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a spiral growth pattern of "increased volume and price + technological leap" [3] Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, and the energy storage sector is anticipated to grow by 48.3%, driven by both domestic and international demand [5] - There is a significant supply gap in battery cells and various materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5] Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4] - The conference will focus on three core topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand dynamics 2. Announcement and award ceremony for the "Top Ten Lithium Material Brands of 2025" based on shipment volume, market share, and customer reputation 3. B2B procurement matching to connect top battery manufacturers and material suppliers [5][6][7] Group 3: Key Topics and Invited Speakers - The main forum will cover topics such as the outlook for lithium ore resource supply, operational strategies for lithium carbonate in the current market environment, and advancements in high-energy-density power battery technology [9] - Sub-forums will address various aspects of battery materials, including solid-state battery technology, market trends, and the impact of policies on energy storage projects [10][11]

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by favorable policies and technological advancements, positioning it as a key focus area in the market. Group 1: Market Performance - The battery and solid-state battery sectors are leading the market, with notable stock performances from companies like Xianhui Technology, which rose by 11.59%, and Huayou Cobalt, which increased by over 7% [1][2]. - Key companies in the industry, including CATL and Yiwei Lithium Energy, also saw upward movements, indicating a strong response across the supply chain [1]. Group 2: Policy Support - The Ministry of Industry and Information Technology emphasizes accelerating breakthroughs in solid-state battery technology, highlighting a collaborative effort between national and local governments to enhance the supply chain's self-sufficiency [3]. - Local governments are integrating solid-state batteries into their industrial strategies, with regions like Jiangxi and Chongqing focusing on advancing core technologies in this field [3]. Group 3: Technological Advancements - Companies are rapidly advancing their solid-state battery technologies, with Weichai Power announcing successful laboratory research on sulfide solid-state batteries and plans for industrialization [4]. - Jinlongyu is investing 1.2 billion yuan to establish a production line for solid-state batteries, while Haopeng Technology aims for mass production of solid-state batteries by 2025 [4]. Group 4: Market Potential - Solid-state batteries are expected to penetrate various sectors, including electric vehicles, energy storage, aerospace, and consumer electronics, due to their performance advantages over traditional lithium-ion batteries [6]. - TrendForce forecasts that the global demand for solid-state batteries will exceed 206 GWh by 2030 and further expand to over 740 GWh by 2035, indicating a transition to large-scale applications [6]. Group 5: Industry Growth Outlook - Analysts are optimistic about the growth potential of the solid-state battery supply chain, with expectations of high demand driven by the increasing sales of electric vehicles [6][7]. - The period from 2027 to 2030 is identified as a critical window for the industrialization of solid-state battery technologies, with equipment manufacturers likely to benefit first from this growth [7].

天风证券认为，2026年将是固态电池产线建设与供应链确立的关键年份，设备环节将率先受益，尤其干 法整机、等静压设备以及硫化锂、硫化物电解质等核心材料存在较大发展空间。在高技术壁垒、高价值 量及头部企业合作紧密三重维度筛选下，相关材料与设备企业有望脱颖而出。 截至2026年1月15日10:45，中证电池主题指数强势上涨1.61%，成分股中伟新材上涨8.92%，厦钨新能上 涨7.99%，多氟多上涨5.32%，富临精工，璞泰来等个股跟涨。 消息面上，EIA数据显示，2025年美国11地区批发电价均值较24年涨23%，2026年预计再涨8.5%。此 外，1月14日，清研纳科表示NASA在近期发布的报告中提到，其开发的无溶剂干法加工的高性能固态 电池，计划于2028年将固态电池在空间站/火星探测器等关键项目中应用。在航空电池领域，公司的干 法电极设备已经成功出货交付太空电源相关院所。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数，是一键布局电池主题板块的便利工具。 没有股票账户的场外投资者还可以通过电池ETF联接基金（016567）一键布局电池产业链投资机会。 考虑到锂电池需求，天风证券指出，2025/202 ...

Group 1 - The chemical materials and fine chemicals sectors experienced a strong rally, with the CSI sub-index for the chemical industry rising by 2.11% as of 10:36 AM on January 15, 2026, with notable stock performances including Hongda Co. up 8.95%, Guangdong Hongda up 6.06%, and Yuntianhua up 4.64% [1] - Since 2021, high prices of chemical products have led to increased capital expenditures by petrochemical and chemical companies, initiating a new round of capacity expansion. However, from 2022 onwards, as new capacities were released and oil prices fell from their peaks, many chemical product prices have continued to decline, resulting in decreased profitability for some companies [1] - Starting in 2024, most chemical product prices are stabilizing at the bottom, and while corporate profitability remains under pressure, the introduction of growth stabilization plans is expected to lead to the elimination of some outdated capacities, improving the overall supply-demand dynamics in the industry and enhancing product profitability [1] Group 2 - Guohai Securities suggests that the anti-involution policy may lead to a re-evaluation of the Chinese chemical industry, with a significant slowdown in global capacity expansion expected. The Chinese chemical industry has ample net cash flow from operating activities, and the slowdown in capacity expansion is likely to enhance potential dividend yields, shifting the industry from a capital-consuming model to a profit-returning one [1] - The optimization of the supply side is anticipated to drive a recovery in industry sentiment, with chemical stocks exhibiting high elasticity and dividend advantages [1] - As of December 31, 2025, the top ten weighted stocks in the CSI sub-index for the chemical industry accounted for 45.31% of the index, including companies like Wanhua Chemical and Yanhua Co. [2]