Core Viewpoint - The company has established a presence in Argentina by acquiring two salt lake lithium mines, aiming to secure over 10 million tons of lithium resources to support its integrated industrial strategy [2]. Group 1 - The company has engaged in both controlling and equity participation to develop lithium resources in Argentina [2]. - The estimated lithium resource to be controlled by the company exceeds 10 million tons of Lithium Carbonate Equivalent (LCE) [2]. - The company plans to mine the lithium resources based on its own needs and market conditions [2].

Core Viewpoint - Zhongwei Co., Ltd. is strategically positioning itself in nickel-based, sodium-based, and phosphorus-based materials, aiming to enhance its penetration in the energy storage sector [1] Group 1: Company Developments - The company has received orders for sodium-ion batteries at a scale of thousands of tons and has begun shipping these products [1] - The company has achieved rapid mass production of its phosphorus-based materials, reaching advanced levels in high-pressure density [1] Group 2: Industry Insights - Sodium-ion batteries are becoming an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] - The global energy storage market is primarily dominated by lithium iron phosphate batteries [1]

Group 1 - The company has established two salt lake lithium mines in Argentina through controlling and participating investments, aligning with its integrated industrial strategy [1] - The company is expected to control lithium resources exceeding 10 million tons of LCE (Lithium Carbonate Equivalent) [1] - The company plans to mine the lithium resources based on its own needs and market conditions [1]

Core Viewpoint - The company, Zhongwei Co., Ltd. (300919.SZ), has clarified that it is not involved in the development of metal-air batteries, focusing instead on lithium battery cathode materials and building a comprehensive ecosystem to serve high-quality battery manufacturers [1] Group 1 - The company emphasizes its commitment to materials as the core focus and technology as the foundation [1] - It has established a large-scale manufacturing system for multiple materials and a marketing service system that aligns with customer needs [1] - The company aims to maintain strong collaborative relationships with leading global customers through innovation and partnerships in research, industry, and supply chain [1]

Core Insights - The company is strategically positioning itself in nickel-based, sodium-based, and phosphorus-based materials, aiming to enhance its penetration in the energy storage sector [1] - Sodium-ion batteries are highlighted as an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] - The company has secured orders for sodium batteries at a thousand-ton level and has commenced shipments [1] - The global energy storage market is primarily dominated by lithium iron phosphate batteries, and the company's phosphorus-based materials have achieved rapid mass production of the 3rd and 4th generation lithium iron phosphate batteries, with high-density performance reaching industry-leading levels [1]

Core Viewpoint - The company, Zhongwei Co., Ltd. (300919.SZ), has clarified that it is not involved in the development of metal-air batteries, focusing instead on lithium battery cathode materials and building a comprehensive ecosystem to serve high-quality battery manufacturers [1] Group 1: Company Strategy - The company emphasizes a materials-centric approach, leveraging technology as a foundation to enhance its offerings in the lithium battery sector [1] - A multi-material industrialization and large-scale manufacturing system has been established to meet customer demands effectively [1] - The company is committed to innovation and strengthening collaborations across academia, research, and the industry chain to maintain close partnerships with leading global clients [1]

Group 1 - Zhongwei Co., Ltd. has successfully listed on the Hong Kong Stock Exchange on November 17, with the stock code 02579 and the abbreviation Zhongwei New Materials [2] - The global offering of H shares consists of 104,225,400 shares, with 10,422,600 shares for public offering in Hong Kong and 93,802,800 shares for international offering. The estimated net proceeds from the global offering, assuming no exercise of the over-allotment option, is approximately HKD 3.43261 billion [2] - Zhongwei Co., Ltd. specializes in the research, production, and sales of new energy battery cathode materials and precursors, focusing on new materials and new energy sectors, which are part of the national strategic emerging industries [2] Group 2 - The company has established a comprehensive presence in the global battery supply chain, creating a high-quality core customer system that covers "vehicle, battery, and cathode" [3] - Zhongwei Co., Ltd. has formed stable partnerships with leading domestic and international clients, including Tesla, Samsung SDI, LG Chem, CATL, BYD, SK On, and others [3]

（文章来源：证券日报） 证券日报网讯 11月17日晚间，中伟股份发布公告称，中伟新材料股份有限公司（以下简称"公司"）因 公开发行境外上市股份H股104，225，400股（行使超额配售权之前），公司总股本由938，028，458股 增加至1，042，253，858股，使得公司控股股东湖南中伟控股集团有限公司及其一致行动人邓伟明、铜 仁弘新成达企业管理咨询合伙企业（有限合伙）合计持股比例被动变化触及1%和5%整数倍。 ...

Core Insights - Zhongwei New Materials Co., Ltd. officially listed on the Hong Kong Stock Exchange on November 17, becoming the first "A+H" stock in the new energy materials industry and the first "A+H" listed company in Guizhou Province [1][4] - The successful listing marks a new stage in the development of Zhongwei and highlights the achievements of the Dalong Development Zone in nurturing leading enterprises and developing new functional material industry clusters [1][4] Company Development - Since its establishment in 2014, Zhongwei has synchronized its development with the Dalong Development Zone, leveraging the zone's location advantages, industrial foundation, and comprehensive service support [4] - The company has significantly increased its investment in technological innovation and expanded its production capacity, establishing a leading product matrix covering nickel-based, cobalt-based, phosphorus-based, and sodium-based new energy materials [4] - Zhongwei's output of nickel and cobalt precursors has ranked first globally for five consecutive years, while its phosphorus precursors and sodium battery materials are among the industry's top tier [4] Industry Position - The successful listing of Zhongwei on the Hong Kong Stock Exchange exemplifies the industrial cluster effect of the Dalong Development Zone [6] - The development zone has focused on the new energy sector, with Zhongwei as the "chain leader," linking quality enterprises like Xinmei Materials and Hongxing Manganese to form a complete industrial chain [6] - The production capacity of ternary precursors in the development zone has reached 150,000 tons, accounting for approximately 12% of the global market, while high-purity manganese sulfate production capacity stands at 130,000 tons, representing 50% of the national market [6] Future Outlook - Moving forward, the Dalong Development Zone will continue to collaborate with Zhongwei, focusing on innovation to optimize the industrial ecosystem and enhance resource support [8] - The aim is to upgrade the new energy industry to higher quality and added value, contributing to the new industrialization of Guizhou [8]

格隆汇11月17日丨中伟股份(300919.SZ)公布，公司本次全球发售H股基础发行股数为104,225,400股（行 使超额配售权之前），其中，香港公开发售10,422,600股，约占全球发售总数的10.00%（行使超额配售 权之前）；国际发售93,802,800股，约占全球发售总数的90.00%（行使超额配售权之前）。根据每股H 股发售价34.00港元计算，经扣除全球发售相关承销佣金及其他估计费用后，并假设超额配售权未获行 使，公司将收取的全球发售所得款项净额估计约为34.3261亿港元。经香港联交所批准，公司本次发行 的104,225,400股H股股票（行使超额配售权之前）于2025年11月17日在香港联交所主板挂牌并上市交 易。公司H股股票中文简称为"中偉新材"，英文简称为"CNGR"，股份代号为"02579"。 ...