每经AI快讯，有投资者在投资者互动平台提问：是否已成为特斯拉供应商？ 聚杰微纤（300819.SZ）2月13日在投资者互动平台表示，本公司目前不是特斯拉的供应商。 （文章来源：每日经济新闻） ...

Market Overview - The trading volume of the Shanghai and Shenzhen stock markets fell below 2 trillion yuan, decreasing by 121.3 billion yuan compared to the previous trading day [1] - Sectors such as glass fiber, small metals, phosphorus chemicals, and fertilizers saw gains, while cultural media, AI corpus, tourism concepts, and cultivated diamonds experienced declines [1] Stock Performance - Notable gainers included: - Zhi Chuan Co., Ltd. (+10.01%, 14.83 yuan, 19.44% turnover) due to TMP price increase and lithium battery developments [2] - ST Zhongdi (+4.96%, 9.52 yuan, 0.13% turnover) driven by semiconductor interest and real estate [2] - ST Xuefa (+4.99%, 5.05 yuan, 0.12% turnover) linked to recovery in cultural tourism [2] - Jinfu Technology (+10.00%, 23.54 yuan, 32.82% turnover) due to acquisitions and performance expectations [2] - Jihua Group (+9.96%, 8.72 yuan, 22.98% turnover) related to control changes and dye price increases [2] Trading Dynamics - The top three net purchases on the daily leaderboard were International Composite Materials (425 million yuan), Green Beauty (411 million yuan), and Ju Jie Microfiber (157 million yuan) [5] - The top three net sales were Chinese Online (501 million yuan), China Film (286 million yuan), and Yue Media (229 million yuan) [6] Sector Insights - International Composite Materials is benefiting from rising glass fiber prices and increased demand for AI chips, with a projected price increase of 25% or more [8] - Green Beauty anticipates significant growth in nickel resource shipments and overall net profit increase of 40-70% [12] - China Film is facing a pullback after a strong performance, with a 16.71% increase over the past five trading days [15] Institutional Activity - Institutions showed significant net buying in stocks like Jie Cheng Co. (+4.73%, 8.85 yuan) and Green Beauty (+9.95%, 9.50 yuan) [7] - Conversely, institutions net sold stocks such as Xie Xin Integration and Giant Power Tools, indicating a shift in investment sentiment [8]

Group 1 - The core point of the article highlights that Jujie Microfiber has reached a 20% limit-up, indicating strong market performance [1] - Baichuan Co., Ltd. and China National Materials Technology have also hit the limit-up, reflecting positive investor sentiment [1] - Other companies such as Zhongtian Technology, Huazheng New Materials, Jiebang Technology, Xinzhoubang, Guoci Materials, and Ping An Electric have shown significant gains, following the upward trend [1]

Group 1 - The solid-state battery concept has seen significant market activity, with companies like Xinzhou Bang rising over 10% and Ju Jie Wei Xian hitting a 20% limit up [1] - Other companies such as China Power, Green Beauty, and Zhongwei New Materials also experienced gains, indicating a broader interest in the solid-state battery sector [1][2] Group 2 - Guoxuan High-Tech and BASF have signed a strategic cooperation memorandum to jointly develop next-generation solid-state battery technology, focusing on high-performance materials [2] - The collaboration aims to accelerate the commercialization of innovative results in various applications, including electric vehicles and energy storage [2] - Century Securities notes that the industrialization of semi-solid and solid-state batteries is progressing steadily, with significant breakthroughs in high-pressure module packaging and system lightweight integration [3] - The demand for high-safety, high-energy-density batteries is increasing across various sectors, including electric motorcycles, drones, and distributed energy storage, providing diverse commercialization paths for solid-state batteries [3]

Core Viewpoint - The solid-state battery concept experienced significant fluctuations, with notable stock price increases for several companies in the sector, indicating growing investor interest and market activity in this technology [1] Company Performance - New Zobang saw its stock price rise by over 10% during the trading session [1] - Ju Jie Microfiber achieved a 20% limit-up, reflecting strong market confidence [1] - Other companies such as Greenmei, Tianji Co., Zhongzi Technology, Dazhong Mining, and Zhongwei New Materials also experienced stock price increases, indicating a broader positive trend in the solid-state battery sector [1]

格隆汇2月11日丨聚杰微纤(300819.SZ)涨2.21%，报44.770元，股价创历史新高，总市值66.80亿元。 ...

Group 1 - The company, 聚杰微纤, has established a long-term and stable supply relationship with Decathlon, becoming a major global supplier of ultra-fine fiber products for Decathlon [1] - The company expects that the sales cooperation with Decathlon will continue to maintain a good status [1] - The company is actively exploring new customer opportunities [1]

公司基于未来发展的考虑，安徽生产基地已经预留了未来发展所需的土地储备，如果未来市场需求进一 步扩大，短期内公司已经制定了过渡期的解决方案，同时，公司已经做好了扩产的准备。 格隆汇2月4日丨聚杰微纤(300819.SZ)：在投资者关系中表示，有被问到：关注到公司无尘布营收的增 长速度比较快，收入和毛利率方面未来是否还有上升空间？无尘布市场需求如果进一步扩大，产能够 么？公司是否有扩产方面的考虑？ 答：目前无尘布下游产业发展较快，需求也在快速增加，为无尘面料的销售与发展都带来了良好的契 机。从产品定位和良品率的角度来看，产品的毛利率还有可以提升的空间。 ...

Group 1 - The core viewpoint of the article highlights the rapid growth in demand for dust-free cloth in downstream industries, presenting a favorable opportunity for the sales and development of dust-free fabrics [1] - The company indicates that there is still room for improvement in product gross margin from the perspectives of product positioning and yield rate [1] - The company has reserved land for future development at its Anhui production base and has prepared for capacity expansion with a transitional solution in place [1]

Core Viewpoint - The company, 聚杰微纤, has accumulated capital operation experience since its listing and is in a strong financial position to actively engage in industrial capital operations [1] Group 1: Financial Position and Strategy - The company plans to participate more actively in capital operations due to its good financial condition [1] - Future strategies will focus on high-performance materials and new material applications [1] - The company aims to expand its main business by exploring upstream and downstream related fields [1] Group 2: Acquisition Plans - The company intends to moderately engage in acquisition projects as part of its growth strategy [1]