Core Viewpoint - The company, Aoke Co., Ltd. (stock code: 300082), stated that the sales price of its polyethylene glycol products is determined based on market pricing principles, influenced by supply and demand dynamics as well as market competition [1] Group 1 - The company will set prices according to market conditions and cooperation agreements to ensure mutual benefits for all parties involved [1] - Any information that needs to be disclosed will be done in compliance with legal requirements [1]

（文章来源：证券日报） 证券日报网讯 12月8日，奥克股份在互动平台回答投资者提问时表示，公司紧紧围绕环氧衍生绿色低碳 精细化工新材料产业链，积极推进技术创新和产品转型升级，在聚乙二醇医药辅料及原料药、高性能聚 羧酸减水剂聚醚单体等环氧乙烷衍生新材料产品领域，公司相关产品指标均达到全球领先水平。公司始 终秉持务实经营的理念，注重以实际业绩和技术实力赢得市场认可，相关信息已通过定期报告等法定信 息披露渠道向投资者充分披露。未来，公司将继续聚焦主业，加大研发，积极把握国内国际市场机遇。 ...

Core Viewpoint - The company is actively seizing market opportunities and deeply exploring customer needs while continuously optimizing product structure and flexible production line switching to ensure capacity demand [1] Group 1 - The company emphasizes prudent management to mitigate market volatility risks [1] - The company is committed to safeguarding employee interests and motivation by continuously improving the performance evaluation system linked to strategic goals and compliance requirements [1] - The company aims to ensure shared success between the company and its employees, enhancing employee initiative [1]

Core Viewpoint - The A-share market shows a mixed performance with a slight increase in the Shanghai Composite Index, while several stocks are experiencing a death cross between their 5-day and 10-day moving averages, indicating potential bearish trends [1] Group 1: Market Overview - As of 10:30 AM, the Shanghai Composite Index is at 3921.77 points, with a change of 0.49% [1] - The total trading volume of A-shares today is 981.369 billion yuan [1] Group 2: Stocks with Death Cross - A total of 315 A-shares have seen their 5-day moving averages cross below their 10-day moving averages [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - China Merchants Energy (招商轮船) with a distance of -2.04% [1] - Chlor-alkali Chemical (氯碱化工) at -1.69% [1] - Tianci Materials (天赐材料) at -1.47% [1] Group 3: Individual Stock Performance - China Merchants Energy (601872) is down 1.20% with a latest price of 8.22 yuan, which is 6.01% below its 10-day moving average [1] - Chlor-alkali Chemical (600618) has decreased by 2.61%, with a latest price of 12.29 yuan, 4.09% below its 10-day moving average [1] - Tianci Materials (002709) increased by 1.74%, with a latest price of 39.26 yuan, 2.37% below its 10-day moving average [1]

Group 1 - The lithium battery electrolyte index experienced a decline of 3% during intraday trading [1] - Most component stocks in the index showed downward movement, with Shida Shenghua dropping by 7.48% [1] - Haike Xinyuan fell by 5.17%, Tianji Co. decreased by 4.57%, and Duofuduo dropped by 4.17% [1] - Aok Co. saw a decline of 3.52% [1]

Core Viewpoint - The lithium battery electrolyte index experienced a decline of 2% on December 2, indicating a downward trend in the sector [1] Company Performance - Shida Shenghua saw a drop of 4.80% in its stock price [1] - Duofuduo's stock decreased by 4.32% [1] - Tianci Materials experienced a decline of 2.71% [1] - Tianji Co. reported a decrease of 2.46% [1] - Aoke Co. saw a reduction of 2.43% in its stock price [1]

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2][3] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new cycles in the industry, new materials, new processes, and new technological advancements [2] Event Scale and Participation - The event is expected to attract over 1200 offline participants and 30,000 online viewers, making it the largest annual gathering in the industry [4] - There will be nine specialized forums and over 60 prominent speakers discussing core topics, including technological breakthroughs and safety challenges [4] Award Ceremony - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][9] - The award aims to encourage innovation and provide procurement references for the industry, with various categories including technology innovation awards for different battery types [9][10] Specialized Forums and Topics - The agenda includes specialized sessions on cylindrical batteries, soft-pack batteries, and new materials and processes, with discussions on topics such as fast-charging technologies and safety standards for energy storage systems [5][6][7] - Notable companies participating in discussions include Eifly Laser, New Day Co., and others, focusing on advancements in battery technology and applications [6][7] Networking Opportunities - The event will also host the 2025 China New Energy Entrepreneurs Club Council Meeting, providing opportunities for high-level networking among industry leaders [4] - A total of over 50 exhibitors will showcase solutions across the entire lithium battery supply chain, including materials, equipment, and components [4]

Core Viewpoint - The lithium battery electrolyte sector has experienced a significant surge, with stocks such as Furi Shares, Shida Shenghua, and Wansheng Shares hitting the daily limit, driven by rising prices of key electrolyte components [1] Price Movements - On November 26, prices for lithium battery electrolyte components increased, with the price of vinyl carbonate (VC) rising by 3000 yuan/ton to an average of 168,000 yuan/ton [1] - The battery-grade ethylene carbonate (EC) saw an average price of 6550 yuan/ton, reflecting a year-on-year increase of 2.34% [1] - Lithium hexafluorophosphate (domestic) also rose by 2500 yuan/ton, reaching 163,000 yuan/ton after previously surpassing 160,000 yuan/ton [1] Market Outlook - CITIC Construction Investment Securities suggests that excess profits in the energy storage downstream investment operation segment will be transferred to materials, batteries, and integration sectors through price increases in the upstream due to a sharp rise in demand [1] - The lithium battery industry chain is considered to have significant elasticity, with a positive outlook on materials, particularly lithium hexafluorophosphate, iron lithium, anodes, membranes, and battery segments [1]

Market Overview - On November 27, the A-share market experienced a pullback after an initial rise, with the Sci-Tech 50 and ChiNext indices both retreating over 2% from their gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index fell by 0.25% [2][3]. Sector Performance - The organic silicon, solid-state battery, consumer electronics, paper, and photovoltaic equipment sectors showed strong performance, while sectors such as Hainan Free Trade Zone, film and television, cultivated diamonds, China Shipbuilding Industry, and internet e-commerce saw declines [2][3]. - Notably, organic silicon stocks surged, with companies like Hongbo New Materials and Chenguang New Materials hitting the daily limit, and Huasheng Lithium Battery, Jinyin Galaxy, and Yuanxiang New Materials rising over 10% [2][3]. Key Stocks - Solid-state battery stocks saw a wave of limit-ups, with companies like Mingguan New Materials, Liande Equipment, Haike New Source, and Huazi Technology all reaching the daily limit [5]. - Specific stock performances included: - Huaguan Lithium Battery: +15.54% at 115.86 - Jinyin Galaxy: +12.96% at 51.08 - Yuanxiang New Materials: +11.03% at 47.21 - Hongbo New Materials: +10.05% at 7.23 - Chenguang New Materials: +9.97% at 15.99 [4][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as consumer electronics, paper printing, and batteries, while there was a net outflow from cultural media, communications, and computing sectors [7][8]. - Notable net inflows were seen in stocks like ZTE Corporation, Chip Original, and Furi Electronics, with inflows of 0.787 billion, 0.488 billion, and 0.463 billion respectively [7]. - Conversely, stocks like Zhongji Xuchuang, Hudian Co., and Ningde Times faced significant sell-offs, with outflows of 1.446 billion, 0.967 billion, and 0.789 billion respectively [8]. Institutional Insights - Debon Securities noted that market volume will determine the height of the market trend, suggesting a continued rotation between technology and consumer sectors [9]. - Hengsheng Qianhai Fund highlighted that the A-share market remains in a state of strong bullish and bearish sentiment, with expectations of continued volatility [10]. - Dongwu Securities emphasized the robust demand for computing power within the industry chain, indicating that the market for computing infrastructure is still in a phase of rapid expansion [10].

Market Overview - On November 27, the A-share market experienced a rise followed by a decline, with the ChiNext Index and Shenzhen Component Index turning negative after previously gaining over 2%. The Shanghai Composite Index closed up 0.29%, while the Shenzhen Component Index fell 0.25% and the ChiNext Index dropped 0.44% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.72 trillion, a decrease of 74 billion compared to the previous trading day. Over 2,700 stocks in the market saw an increase [1][2] Sector Performance - The lithium battery sector saw significant gains, with Haike Xinyuan hitting the daily limit and companies like Huasheng Lithium Battery rising over 10%. According to招商证券, the industrialization process of solid-state batteries is accelerating, with expectations for vehicle integration starting in 2026 and large-scale production by 2030 [1][2][3] - The consumer electronics sector also performed well, with Saiwei Electronics surging 15% and several stocks like Furi Electronics and Wentai Technology hitting the daily limit [1][6] Policy and Regulatory Developments - The Deputy Minister of the Ministry of Industry and Information Technology, Xie Yuansheng, mentioned at a press conference that three trillion-level and ten hundred-billion-level consumption hotspots have been identified for future development, including elderly products, smart connected vehicles, and consumer electronics [6] - On the same day, Shaanxi Province introduced sixteen measures to deepen capital market reforms to support high-quality development, focusing on major asset restructuring for underperforming state-controlled listed companies [9] New Listings - A new stock, Nant Technology, was listed on the same day, with an intraday increase exceeding 240%. Nant Technology specializes in the research, development, production, and sales of precision mechanical components and is recognized as a "little giant" enterprise in Guangdong Province [10][12]