Core Viewpoint - The solid-state battery concept stocks have shown strong fluctuations, with Shanghai Xiba reaching the daily limit, indicating a positive market sentiment towards advancements in solid-state battery technology [1] Group 1: Stock Performance - Shanghai Xiba has hit the daily limit, reflecting investor confidence [1] - Other companies such as Dingsheng Technology, Haike New Source, and Zhongyi Technology have increased by over 10% [1] - Ganfeng Lithium and Tianji shares also experienced upward movement [1] Group 2: Research and Development - Chinese researchers have addressed the interface contact issue in all-solid-state lithium metal batteries [1] - A new anion regulation technology has been developed, showcasing innovation in battery technology [1] - The research findings were published on October 7 in the international journal "Nature-Sustainability" [1]

Group 1 - Tianji Co., Ltd. experienced a trading halt today with a daily turnover rate of 22.90% and a transaction amount of 2.24 billion yuan, showing a price fluctuation of 5.91% [2] - The stock was listed on the Dragon and Tiger list due to a daily price deviation of 9.56%, with institutional net purchases amounting to 77.50 million yuan [2] - The top five trading departments on the list had a total transaction amount of 588 million yuan, with a net purchase of 37.46 million yuan [2] Group 2 - Over the past six months, the stock has appeared on the Dragon and Tiger list 14 times, with an average price increase of 2.87% the next day and an average decline of 0.26% over the following five days [3] - The stock saw a net inflow of 338 million yuan today, with a significant single order net inflow of 377 million yuan, while large orders experienced a net outflow of 39.12 million yuan [3] - The latest margin trading data shows a total margin balance of 54.4 million yuan, with a financing balance increase of 20.9 million yuan over the past five days, representing a growth of 62.72% [3]

证券日报网讯天际股份（002759）9月30日在互动平台回答投资者提问时表示，公司目前没有研发和生 产含氟聚醚电解质产品，目前公司正在推动硫化锂材料制备专利的产业化，该项目仍处于技术开发早期 阶段。 ...

Core Insights - The battery sector experienced a significant increase of 2.24% on the trading day, with Pylon Technologies leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Battery Sector Performance - Pylon Technologies (688063) saw a closing price of 74.24, with a remarkable increase of 19.99% and a trading volume of 251,500 shares, amounting to a transaction value of 1.779 billion [1] - Other notable performers included: - Fulin Precision (300432) with a closing price of 22.22, up 19.98%, and a transaction value of 509.8 million [1] - Defang Nano (300769) closed at 46.31, up 12.79%, with a transaction value of 2.106 billion [1] - Hunan YN (301358) closed at 60.42, up 12.01%, with a transaction value of 2.770 billion [1] Capital Flow Analysis - The battery sector experienced a net outflow of 208 million from institutional investors, while retail investors contributed a net inflow of 1.632 billion [2][3] - The capital flow for key stocks included: - EVE Energy (300014) with a net inflow of 528 million from institutional investors [3] - Fulin Precision (300432) saw a net outflow of 424 million from institutional investors [3] - Tianji Co. (002759) had a net inflow of 339 million from institutional investors [3]

证券日报网讯天际股份（002759）9月30日在互动平台回答投资者提问时表示，公司2025年9月19日股东 人数为126403户。 ...

格隆汇9月30日丨天际股份(002759.SZ)在互动平台表示，公司目前没有研发和生产含氟聚醚电解质产 品，目前公司正在推动硫化锂材料制备专利的产业化，该项目仍处于技术开发早期阶段。 （原标题：天际股份(002759.SZ)：目前没有研发和生产含氟聚醚电解质产品） ...

天际股份（002759.SZ）9月30日在投资者互动平台表示，公司目前没有研发和生产含氟聚醚电解质产 品，目前公司正在推动硫化锂材料制备专利的产业化，该项目仍处于技术开发早期阶段，请关注公司相 关公告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司是否有含氟聚醚电解质产品或者正在开发？公司 哪些产品在固态电池中使用？对于固态电池，公司做了哪些相应的开发及储备？ ...

（文章来源：每日经济新闻） 每经AI快讯，9月30日，天际股份涨停走出3连板，3天累计涨幅达33.06%。 ...

Group 1 - Huayou Cobalt's subsidiary signed a supply agreement with LGES for 76,000 tons of ternary precursor products from 2026 to 2030, and another contract for 88,000 tons of ternary cathode materials, indicating a significant long-term partnership [1] - The collaboration between Huayou Cobalt and LGES highlights the strategic importance of Chinese material companies in the global supply chain and LGES's strategy to secure upstream resources to enhance global competitiveness [1] - The expected increase in demand for electric vehicles and energy storage solutions is likely to benefit such deep collaborations, potentially leading to growth opportunities [1] Group 2 - Fulin Precision plans to jointly increase capital in its subsidiary Jiangxi Shenghua with CATL, with Fulin investing 1 billion yuan and CATL investing 2.563 billion yuan, resulting in CATL holding a 51% stake [2] - This capital increase is a typical case of deep integration of technology and capital in the power battery industry, allowing CATL to secure core production capacity while Fulin accelerates its technological upgrades and international expansion [2] - The impact of Jiangxi Shenghua's financial performance on Fulin Precision needs to be monitored in the short term, while long-term success will depend on collaboration in new fields like robotics [2] Group 3 - Tianji Co. is advancing the industrialization of its lithium sulfide material preparation patent, with approximately 5 million yuan invested in R&D and a team of 7 researchers [3] - The project has passed initial small-scale tests, but further scaling and cost analysis are required before moving to pilot testing, indicating the early stage of development [3] - Despite the promising market for solid-state batteries, Tianji faces challenges in technology transfer, cost optimization, and shareholder dynamics, which may limit short-term contributions to performance [3]

Group 1 - Yinglian Co., Ltd. expects a net profit of 34.5 million to 37.5 million yuan for the first three quarters of 2025, representing a year-on-year increase of 1531% to 1673% [1] - China CNR Corporation signed major contracts totaling approximately 54.34 billion yuan, accounting for 22% of its expected revenue for 2024 [1] - Shengmei Shanghai reported a total order amount of 9.072 billion yuan, a year-on-year increase of 34.1% [2] Group 2 - Fulian Precision plans to increase capital in its subsidiary Jiangxi Shenghua with a total investment of 35.63 billion yuan, which is expected to constitute a major asset restructuring [3] - Aimeike has obtained a drug registration certificate for Minoxidil topical solution, which is used for treating male pattern baldness [4] - Guolin Technology is planning to acquire 91.07% of Kailianjie’s equity for cash, which is expected to constitute a major asset restructuring [5] Group 3 - Baicheng Co. plans to purchase 55% of Shanghai Canxi Engineering Equipment Co. and will suspend trading of its stock starting September 30, 2025 [6][7] - Diaowei is planning to acquire equity in Rongpai Semiconductor and has suspended trading of its stock [8] - Xiatun New Energy signed a strategic cooperation framework agreement with Zhongwei Co. to establish a long-term partnership in the supply chain for solid-state lithium battery materials [9] Group 4 - Lingyi Zhi Manufacturing is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy [10] - Baicheng Pharmaceutical received clinical trial approval for its innovative drug BIOS-0623-Z4, which targets cancer pain treatment [11] - Weide Information announced a preliminary transfer price of 40.33 yuan per share, representing a 26% discount to its closing price [12] Group 5 - Huayou Cobalt's subsidiary signed contracts with LGES for the supply of 76,000 tons of ternary precursor materials and 88,000 tons of ternary cathode materials from 2026 to 2030 [13] - Hubei Energy signed a cooperation agreement with the Xiangyang Municipal Government to invest 26.7 billion yuan in clean energy projects [14]