Core Viewpoint - The company, Zhongwei Co., Ltd. (300919.SZ), is focusing on high nickel and ultra-high nickel materials for solid-state battery precursors, with significant market shares projected for 2024 [1]. Group 1: Market Position - According to Frost & Sullivan, the global market share for the company's high nickel and ultra-high nickel ternary precursors is expected to be 31.7% and 89.5% respectively in 2024 [1]. - The company is collaborating with leading domestic and international solid-state battery clients, launching products such as "9-series single crystal positive electrode material precursors" and "ultra-fine particle lithium-rich manganese-based material precursors" [1]. Group 2: Research and Development - The company's research direction is evolving from high nickel to ultra-high nickel and lithium-rich manganese-based materials, which will enhance the energy density of all-solid-state batteries [1]. - The company has achieved relevant certifications and is supplying over fifty tons of these materials [1].

Core Viewpoint - Zhongwei Co., Ltd. has experienced a stock price decline of 2.02% on October 17, 2023, with a current price of 44.60 CNY per share and a total market capitalization of 41.836 billion CNY [1]. Financial Performance - For the first half of 2025, Zhongwei Co., Ltd. achieved operating revenue of 21.323 billion CNY, representing a year-on-year growth of 6.16%. However, the net profit attributable to shareholders decreased by 15.20% to 733 million CNY [2]. - Since its A-share listing, Zhongwei Co., Ltd. has distributed a total of 1.936 billion CNY in dividends, with 1.789 billion CNY distributed over the past three years [3]. Stock Market Activity - As of October 17, 2023, Zhongwei Co., Ltd. has seen a year-to-date stock price increase of 25.64%, but a decline of 6.66% over the past five trading days [1]. - The company has a total of 35,900 shareholders as of June 30, 2025, with an average of 25,336 circulating shares per shareholder, which is an increase of 3.10% from the previous period [2]. Shareholder Composition - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.7601 million shares, an increase of 1.2852 million shares from the previous period [3]. - The seventh largest circulating shareholder is E Fund's ChiNext ETF, holding 10.4362 million shares, which decreased by 0.2663 million shares compared to the previous period [3].

Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center [1] - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, and the SSBA Solid-State Battery Alliance, with sponsorship from Ruitian Technology [1] - The scale of the event includes over 200 exhibitors, 2000 participating companies, and 20,000 professional attendees [1] Group 2: Industry Insights - In the first three quarters of 2025, China's lithium battery ternary precursor shipment volume was approximately 669,000 tons, showing a slight year-on-year decrease of 1.2% due to the pressure from lithium iron phosphate in the power battery sector [2] - Zhongwei Co., Ltd. continues to lead the market, while Bangpu Recycling has seen significant growth in shipments due to its deep partnership with CATL, now ranking second [2] - Other notable companies include GreenMei, Huayou Cobalt's Bamo Technology, and Lanzhou Jintong, which have also shown varying degrees of shipment recovery and growth [2][3] Group 3: Key Players in the Market - The top 10 companies in China's lithium battery ternary precursor shipments for the first three quarters of 2025 are: 1. Zhongwei Co., Ltd. 2. Bangpu Recycling 3. GreenMei 4. Huayou Cobalt 5. Lanzhou Jintong 6. Rongbaisong 7. Jiana Energy 8. Kelon New Energy 9. China Metallurgical Group 10. Pava Co., Ltd. [3]

Core Viewpoint - Zhongwei Co., Ltd. is in the process of applying for the issuance of overseas listed shares (H-shares) and listing on the Hong Kong Stock Exchange, with the listing hearing scheduled for October 2, 2025. The application is still subject to further review and approval by relevant regulatory bodies [1][2]. Group 1: Listing and Regulatory Approval - Zhongwei Co., Ltd. has announced its intention to issue up to 190,364,600 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [2]. - The Hong Kong Stock Exchange's listing committee has reviewed the company's application but has not yet granted formal approval, indicating that further comments may be provided [1][2]. - The company must obtain approvals from the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange, which introduces uncertainty into the listing process [1]. Group 2: Financial Performance - In 2024, Zhongwei Co., Ltd. reported operating revenue of 40.22 billion yuan, a year-on-year increase of 17.36%, while net profit attributable to shareholders decreased by 24.64% to 1.47 billion yuan [5][6]. - The net profit after deducting non-recurring gains and losses was 1.28 billion yuan, down 19.26% compared to the previous year [5][6]. - For the first half of 2025, the company achieved operating revenue of 21.32 billion yuan, a 6.16% increase year-on-year, but net profit attributable to shareholders fell by 15.20% to 733 million yuan [7].

Core Insights - On October 16, 17 companies announced a total of 17 stock repurchase updates, indicating a significant activity in the market [1] Group 1: First Disclosure of Repurchase Plans - Three companies disclosed their stock repurchase plans for the first time, with proposed repurchase amounts of up to 400 million yuan, 150 million yuan, and 100 million yuan respectively for Hengmingda, Qizhong Technology, and Kangchen Pharmaceutical [1] Group 2: Approval of Repurchase Plans by Shareholders - Five companies had their repurchase plans approved by shareholder meetings, with the highest proposed repurchase amounts being 150 million yuan for Fenghuo Communication, 70 million yuan for Shaanxi Jinye, and 10 million yuan for Youkede-W [1] Group 3: Progress of Implemented Repurchase Plans - Four companies reported on the progress of their repurchase plans, with the highest repurchase amounts being 37.86 million yuan for Jiuan Medical, 11.19 million yuan for Intercontinental Oil and Gas, and 3.09 million yuan for Jiansheng Group [1] Group 4: Completed Repurchase Plans - Five companies completed their repurchase plans, with the highest completed amounts being 797 million yuan for Zhongwei Co., 200 million yuan for Shuangta Food, and 7.5177 million yuan for Shapais [1]

证券日报网讯 10月15日晚间，中伟股份（300919）发布公告称，截至2025年10月15日，公司本次回购 已实施完成。公司通过回购专用证券账户以集中竞价交易方式累计回购股份数量为22，958，992股，约 占公司现有总股本的2.45%。 ...

格隆汇10月15日丨中伟股份(300919.SZ)公布，截至2025年10月15日，公司通过回购专用证券账户以集 中竞价交易方式累计回购股份数量为22,958,992股，约占公司现有总股本的2.45%，最高成交价为41.21 元/股，最低成交价为30.00元/股，累计成交总金额796,560,529.38元（不含佣金、过户费等交易费 用）。公司本次回购股份金额已达回购方案中的回购资金总额下限，且不超过回购方案中的回购资金总 额的上限，本次回购方案已完成。 ...

湖南启元律师事务所 关于中伟新材料股份有限公司 2025年第七次临时股东会的 二〇二五年十月十五日 法律意见书 致：中伟新材料股份有限公司 湖南启元律师事务所（以下简称"本所"）接受中伟新材料股份有限公司（以 下简称"公司"）的委托，指派本所律师出席了公司 2025 年第七次临时股东会（以 下简称"本次股东会"），对本次股东会的召集和召开程序、出席会议人员及召 集人的资格、表决程序和表决结果的合法有效性进行律师见证，并发表本法律意 见。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）等我国现行法律、法规、规范性文件以及《中 伟新材料股份有限公司章程》（以下简称"《公司章程》"）的有关规定出具本 法律意见书。 为出具本法律意见书，本所律师声明如下： （一）本所律师出具本法律意见书是基于公司已承诺所有提供给本所律师的 文件的正本以及经本所律师查验与正本保持一致的副本均为真实、完整、可靠， 无隐瞒、虚假或重大遗漏之处。 （二）本所律师遵循了勤勉尽责和诚实信用原则，严格履行了法定职责，对 本法 ...

证券代码：300919 证券简称：中伟股份 公告编号：2025-115 中伟新材料股份有限公司 2025年第七次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 1.本次股东会没有否决或变更议案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1.股东会届次：2025 年第七次临时股东会 2.会议召集人：公司董事会 3.会议主持人：董事长邓伟明先生 4.会议召开方式：现场投票与网络投票相结合的方式 5.会议召开时间： （1）现场会议召开时间：2025 年 10 月 15 日（星期三）下午 2：30 （2）网络投票时间：2025 年 10 月 15 日（星期三） 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年10月15日 9:15-9:25，9:30-11:30和13:00-15:00；通过深圳证券交易所互联网投票的具体时间为：2025 年10月15日9:15-15:00期间的任意时间。 6.会议地点：湖南省长沙市雨花区运达中央广场 B 座 11 楼会议室 ...

证券代码：300919 证券简称：中伟股份 公告编号：2025-114 交价为 30.00 元/股，累计成交总金额 796,560,529.38 元（不含佣金、过户费等交易费用）。 公司本次回购股份金额已达回购方案中的回购资金总额下限，且不超过回购方案中的回购资 金总额的上限，本次回购方案已完成。 中伟新材料股份有限公司 关于股份回购完成暨股份变动的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 中伟新材料股份有限公司（以下简称"公司"）于 2024 年 11 月 4 日召开的第二届董事 会第二十二次会议、第二届监事会第十八次会议，审议通过了《关于公司以集中竞价交易方 式回购公司股份方案的议案》，同意公司使用自有资金及兴业银行股份有限公司长沙分行提 供的股票回购专项贷款资金以集中竞价方式回购公司股份用于股权激励或员工持股计划。回 购资金总额不低于人民币 50,000 万元（含）且不超过人民币 100,000 万元（含），回购股份 价格不超过人民币 57 元/股，回购股份期限自董事会审议通过回购股份方案之日起 12 个月 内。具体内容详见公司于 2024 年 1 ...