Group 1 - The lithium battery electrolyte index experienced a strong surge, increasing by over 4% [1] - Among the constituent stocks, Tianji Co. saw a significant rise of 8%, while Haike New Energy increased by 5% [1] - Other companies such as Duofluorid, Dangseng Technology, and Jiangsu Guotai also reported gains exceeding 4% [1]

Market Overview - The battery sector experienced a decline of 0.38% on the previous trading day, with Huasheng Lithium leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Top Gainers in Battery Sector - Yihuatong (688339) saw a closing price of 32.22, with a significant increase of 12.50% and a trading volume of 265,400 shares, totaling a transaction value of 848 million [1] - Fulim Precision (300432) closed at 20.17, up 7.92%, with a trading volume of 2,140,700 shares [1] - Xianhui Technology (688155) closed at 77.32, increasing by 6.35% with a trading volume of 77,000 shares [1] Top Losers in Battery Sector - Washington Electric (688353) closed at 104.69, down 5.67%, with a trading volume of 119,700 shares and a transaction value of 128 million [2] - Tianji Co. (002759) closed at 42.42, decreasing by 3.83% with a trading volume of 895,600 shares [2] - Daoshi Technology (300409) closed at 33.30, down 3.06%, with a trading volume of 1,703,200 shares [2] Capital Flow Analysis - The battery sector saw a net outflow of 2.89 billion in main funds, while retail investors had a net inflow of 2.93 billion [2] - The main funds showed a net inflow in several companies, including 32.5 million in Xianhui Technology (300450) and 181 million in Penghui Energy (300438) [3] - Retail investors had significant net inflows in companies like Yihuatong (688339) and Fulim Precision (300432), indicating a shift in investor sentiment [3]

格隆汇1月13日丨天际股份(002759.SZ)在投资者互动平台表示，公司六氟磷酸锂主要以境内销售为主， 境外销售占比极小。 ...

Group 1 - The core viewpoint of the report is that global lithium battery demand is expected to grow at a rate of 26% year-on-year by 2026, driven by both power storage and electric vehicle sectors [1][4] - In the electric vehicle sector, the registration of global electric vehicles reached 17.1 million units from January to October 2025, representing a year-on-year increase of 25.5%, primarily due to the resumption of subsidies in Europe and vehicle replacement policies in China [1][4] - The global energy storage battery shipments reached 428 GWh from January to September 2025, showing a significant year-on-year increase of 90.7%, supported by the scaling of independent storage projects in China and market demand in the U.S. [1][4] Group 2 - The lithium battery materials supply side is undergoing optimization due to previous overcapacity leading to low-price competition, resulting in many companies facing continuous losses and high debt levels [2][3] - Companies are focusing on improving existing production efficiency and cost optimization rather than blind expansion, leading to a significant weakening of expansion capabilities and intentions among lithium battery material companies [2][3] - The tightening of environmental policies and energy consumption controls is raising industry entry barriers, causing smaller companies to exit the market, thus enhancing the rigidity of supply constraints [2][3] Group 3 - Technological upgrades are driving supply-side optimization, with advancements in high-pressure lithium iron phosphate and high-strength separators, which require higher production precision and R&D investment [3][4] - Leading companies are leveraging continuous R&D investment to scale up high-end product capacity, while smaller firms struggle to upgrade their products and processes, leading to market elimination [3][4] - The supply structure is evolving towards a "few but excellent" model, with resources concentrating on leading enterprises, which is expected to restore market share and profitability for these companies [3][4] Group 4 - The report indicates a strong certainty of profit recovery in lithium battery materials, driven by supply-side constraints, high demand growth, and industry restructuring [4] - The consensus among companies to scientifically release capacity has led to a continued limitation of supply over the next 1-2 years, while demand is experiencing rapid growth from both power storage and electric vehicle sectors [4] - Core material prices, such as lithium hexafluorophosphate, have started to rebound, and the overall capacity utilization rate in the industry is expected to continue its upward trend in 2026 [4] Group 5 - Investment recommendations suggest prioritizing attention on lithium hexafluorophosphate and lithium iron phosphate sectors, with specific companies like Tianqi Materials and Hunan Youneng being highlighted [5] - Other companies to watch include Duofu Technology, Fulian Precision, Longpan Technology, Defang Nano, Tianji Co., Shida Shenghua, and Wanrun New Energy, particularly in the context of price recovery [5] - For long-cycle, heavy-asset sectors like copper foil and separators, companies such as Enjie, Xingyuan Materials, Fusheng Technology, Defu Technology, Jiayuan Technology, and Nord are recommended for attention [5]

证券日报网讯1月8日，天际股份（002759）在互动平台回答投资者提问时表示，若股东权益变动触及披 露条件，公司将按规定在指定信息披露媒体披露，请关注公司公告。 ...

证券之星消息，1月7日电池板块较上一交易日下跌0.35%，天际股份领跌。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。电池板块个股涨跌见下表： 从资金流向上来看，当日电池板块主力资金净流出47.45亿元，游资资金净流入6.64亿元，散户资金净流 入40.81亿元。电池板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002340 | 格林美 | = 12.50 Z | 17.49% | -8.66 Z | -12.12% | -3.84 Z | -5.37% | | 600478 | 科力远 | 9879.05万 | 15.69% | -399.15万 | -0.63% | -9479.90万 | -15.05% | | 688006 杭可科技 | | 9296.86万 | 9.79% | -3455.34万 | -3.64% | -584 ...

证券日报网讯1月6日，天际股份（002759）在互动平台回答投资者提问时表示，截至2025年12月31日公 司股东人数为169023户。 ...

格隆汇1月6日丨天际股份(002759.SZ)在投资者互动平台表示，公司有六氟磷酸钠的技术储备，未来可 根据市场情况生产六氟磷酸钠。 ...

Market Overview - On the first trading day of 2026, the A-share market experienced a "red opening," with the Shanghai Composite Index surpassing 4000 points and over 4100 stocks rising, including 127 stocks hitting the daily limit [1][2] - Notable market participants included well-known speculators appearing on the leaderboard of several popular thematic stocks [1] Investment Themes - The most active sectors on January 5 included commercial aerospace, lithium batteries, and AI applications, with significant trading volumes concentrated in these areas [2][9] - The commercial aerospace sector index saw a substantial increase of 29.87% from November 24, 2025, to January 5, 2026 [2] Notable Stocks - **Aerospace Machinery (航天机电)**: - The stock saw significant buying from major speculators, with the top buying seat from Guotai Junan Securities in Yichang contributing 261 million yuan [2][3] - The total trading volume for the stock reached approximately 551.83 million yuan on January 5 [3] - **China Satellite Communications (中国卫通)**: - This stock attracted major speculative interest, with a buying amount of 341 million yuan from a prominent speculator's seat [4] - The stock also achieved a daily limit increase on the same day [4] - **Tianji Shares (天际股份)**: - The stock's leaderboard was notably active, with four of the top five buying seats being from well-known speculators [5][6] - The company specializes in lithium hexafluorophosphate, a key material for lithium batteries [5] - **Salt Lake Potash (盐湖股份)**: - The stock received significant buying interest, with major speculators purchasing over 118 million yuan [6][7] - The company is expected to report a net profit of 8.29 to 8.89 billion yuan for 2025, reflecting a year-on-year growth of 77.78% to 90.65% [7] - **BlueFocus Communication Group (蓝色光标)**: - The stock experienced a strong 20% limit increase, with total trading volume reaching 1.75 billion yuan [8] - However, the major speculators on its leaderboard primarily sold the stock [8] Speculative Activity - The trading activity on January 5 indicated a high level of engagement from speculators, particularly in the aforementioned sectors, suggesting a continuation of interest in these themes into the new year [9][10] - The brain-computer interface sector also saw some speculative activity, although it was primarily focused on stocks that also had lithium battery connections [9][10]

两融数据显示，该股最新（1月5日）两融余额为14.65亿元，其中，融资余额为14.65亿元，近10日增加 7.18亿元，环比增长96.17%。 公司发布的三季报数据显示，前三季度公司共实现营业收入17.86亿元，同比增长23.00%，实现净利 润-1.01亿元，同比增长46.18%，基本每股收益为-0.2000元。（数据宝） （文章来源：证券时报网） 天际股份股价创出历史新高，截至9:37，该股上涨3.74%，股价报52.98元，成交量4855.58万股，成交金 额25.94亿元，换手率9.69%，该股最新A股总市值达265.63亿元，该股A股流通市值265.40亿元。 证券时报·数据宝统计显示，天际股份所属的电力设备行业，目前整体涨幅为0.81%，行业内，目前股价 上涨的有299只，涨幅居前的有高测股份、奥特维、上能电气等，涨幅分别为17.88%、13.12%、 12.18%。股价下跌的有85只，跌幅居前的有飞沃科技、红相股份、华菱线缆等，跌幅分别为9.55%、 3.78%、3.50%。 ...