Group 1 - The solid-state battery concept stocks have declined again, with Tianji Co. nearing the limit down [1] - Xian Dao Intelligent fell over 8%, while other companies like Huasheng Lithium Battery, Nandu Power, and Liyuanheng also experienced significant drops [1]

Group 1 - The company Tianji Co., Ltd. has stated that its lithium hexafluorophosphate production line is currently operating at full capacity [2] - As of June 30, 2025, the company's lithium hexafluorophosphate production capacity is projected to reach 37,000 tons per year [2] - The company has initiated trial production of its 6,000-ton high-purity lithium fluoride project, which is being developed in two phases; the first phase is already operational while the second phase is still under construction [2] Group 2 - The project will transition the company's main raw material, lithium fluoride, from being fully sourced externally to a mix of self-produced and externally sourced, enhancing supply security and stability [2] - The company is advancing the industrialization of its authorized lithium sulfide material patent technology, noting that while solid-state battery costs remain high, non-solid-state batteries still hold certain advantages [2] Group 3 - In the first half of the year, the company reported operating revenue of 1.068 billion yuan [2] - The net profit attributable to shareholders was -52.36 million yuan, representing a year-on-year increase of 59% [2] - The net profit excluding non-recurring gains and losses was -56.39 million yuan, reflecting a year-on-year increase of 56.04% [2]

Market Overview - On September 11, major indices including the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and STAR Market Index experienced a rebound, with the ChiNext Index and STAR Market Index rising over 5% [2] - The Shanghai Composite Index closed at 3875.31 points, up 1.65%, with a trading volume of 10,168 billion yuan; the Shenzhen Component Index closed at 12,979.89 points, up 3.36%, with a trading volume of 14,209.25 billion yuan; the ChiNext Index closed at 3053.75 points, up 5.15%, with a trading volume of 7,042.61 billion yuan; the STAR Market Index closed at 1326.03 points, up 5.32%, with a trading volume of 1,060 billion yuan [2] Sector Performance - The market saw more sectors rising than falling, with notable gains in electronics, securities, telecommunications, computers, agriculture, insurance, power equipment, machinery, and non-ferrous metals [4] - Concepts such as CPO, PCB, copper cable high-speed connections, optical communication modules, laser radar, NVIDIA, liquid cooling, storage chips, computing power, and synchronous reluctance motors showed active performance [4] - Only a few sectors, including precious metals, jewelry, and tourism, experienced declines [4] Fund Flow Analysis - The net inflow of main funds in the Shanghai and Shenzhen markets was 103.09 billion yuan, with the ChiNext seeing a net inflow of 104.83 billion yuan [5][6] - Among the 31 primary industries, 9 sectors had net inflows, with the electronics sector leading at 108.17 billion yuan, followed by telecommunications, computers, and non-bank financials [6] - The pharmaceutical and biological sector had the highest net outflow at 35.68 billion yuan, with other sectors like media, automotive, and non-ferrous metals also seeing significant outflows [6] Individual Stock Performance - A total of 1,903 stocks saw net inflows, with 131 stocks receiving over 1 billion yuan in net inflows, led by Luxshare Precision with 24.76 billion yuan [8] - Conversely, 3,243 stocks experienced net outflows, with 85 stocks seeing over 1 billion yuan in net outflows, the highest being 263 with 7.52 billion yuan [10] Institutional Activity - According to the post-market data, institutional investors had a net sell of approximately 6.66 billion yuan, with 12 stocks seeing net purchases, the highest being Dongshan Precision at about 2.38 billion yuan [11]

格隆汇9月11日丨天际股份(002759.SZ)在互动平台表示，目前公司没有六氟磷酸钾固态制冷方面的专 利。 ...

Group 1 - Tianji Co., Ltd. experienced a stock price increase of 1.48% today, with a turnover rate of 37.70% and a trading volume of 3.285 billion yuan, showing a fluctuation of 11.42% [2] - Institutional investors net sold 108 million yuan, while the total net selling from brokerage seats amounted to 34.7869 million yuan [2] - The stock was listed on the Dragon and Tiger list due to its turnover rate reaching 37.70%, with institutional proprietary seats net selling 108 million yuan [2] Group 2 - Over the past six months, the stock has appeared on the Dragon and Tiger list six times, with an average price increase of 4.47% the day after being listed and an average increase of 3.20% over the following five days [3] - The stock saw a net outflow of 22.2729 million yuan in main funds today, with a net inflow of 109 million yuan from large orders and a net outflow of 131 million yuan from major funds [3] - As of September 10, the stock's margin trading balance was 353 million yuan, with a financing balance of 353 million yuan and a securities lending balance of 0.0053 million yuan; over the past five days, the financing balance increased by 200 million yuan, a rise of 130.39%, while the securities lending balance decreased by 0.0797 million yuan, a drop of 93.81% [3]

Group 1 - The stock of Tianji Co. increased by 1.48% today [1] - The trading volume reached 3.285 billion yuan with a turnover rate of 37.70% [1] - Post-market data indicates that four institutional special seats net sold 108 million yuan [1]

Core Viewpoint - The company, Tianji Co., Ltd. (002759.SZ), has stated on its interactive platform that it currently does not hold any patents related to solid-state refrigeration using potassium hexafluorophosphate [1] Group 1 - The company has clarified its position regarding patents in the solid-state refrigeration sector [1]

天际股份9月11日在互动平台表示，公司6000吨高纯氟化锂项目已经开始试生产，募投项目分为两期建 设，一期项目已经投产，二期项目还在建设中。 ...

格隆汇9月11日丨天际股份(002759.SZ)在互动平台表示，公司具备LiFSI的生产能力，目前有小规模生 产；公司具有六氟磷酸钠相关技术储备，未来可根据市场情况进行生产。 ...

NO.3白银有色：因涉嫌信披违法违规被中国证监会立案 NO.2天合光能：子公司斩获首个海外GWh级别构网型项目 9月10日，天合光能公告称，公司控股子公司江苏天合储能有限公司(简称天合储能)近日与3家客户签订 了合计2.48GWh的储能产品销售合同。其中拟交付的海外1GWh订单将采用构网型系统，这是天合储能 在海外市场斩获的首个GWh级别构网型项目，具有重要的里程碑意义。 点评：天合光能控股子公司天合储能近期签订了大额储能产品销售合同，标志着公司在储能领域的市场 拓展取得显著成果。特别是海外市场的GWh级别构网型项目，不仅展示了公司的技术实力，也为其未 来在国际市场的发展奠定了坚实基础。 丨 2025年9月11日星期四丨 NO.1天际股份：控股股东及一致行动人持股比例降至16.83% 9月10日，天际股份（002759）公告称，公司近日收到控股股东汕头市天际有限公司(简称汕头天际)出 具的《告知函》，汕头天际于2025年9月5日、9月8日通过集中竞价减持公司160万股，通过大宗交易减 持公司78.35万股，汕头天际及一致行动人的持股占公司总股本的比例由17.31%降至16.83%。 点评：天际股份控股股东汕头 ...