Group 1 - Zhongwei Co., Ltd. announced that its 41st meeting of the second board of directors was held on January 14, 2026, via communication methods [1] - The meeting reviewed the proposal regarding the change of the company's stock abbreviation [1] Group 2 - Haili Biological's valuation has decreased by 50% over the past eight months despite a ninefold increase in the value of its acquisition [1] - The company's largest client is a company that has not yet been established, raising questions about its business model [1]

Core Viewpoint - The company has decided to change its stock abbreviation from "Zhongwei Co., Ltd." to "Zhongwei New Materials" to better align with its core business and enhance brand recognition in the capital market [1] Group 1: Business Development - The company is experiencing rapid business growth and aims to precisely define its development direction [1] - The new abbreviation reflects the company's main business attributes and conveys its value positioning in the new development phase [1] Group 2: Strategic Goals - The change in stock abbreviation is intended to enhance the company's comprehensive competitiveness and clarify its strategic development blueprint [1] - The application for the abbreviation change has been approved by the Shenzhen Stock Exchange, with the new abbreviation set to take effect on January 15, 2026 [1] Group 3: Stock Information - The company's stock code remains unchanged at "300919" [1] - The stock abbreviation for the company's shares listed on the Hong Kong Stock Exchange will also remain "Zhongwei New Materials" [1]

Group 1 - The company announced that it will change its stock abbreviation from "Zhongwei Shares" to "Zhongwei New Materials" [1]

证券代码：300919 证券简称：中伟股份 公告编号：2026-002 中伟新材料股份有限公司 关于变更公司证券简称的公告 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。 中伟新材料股份有限公司（以下简称"公司"）于2026年1月14日召开第二届董事会第 四十一次会议，审议通过了《关于变更公司证券简称的议案》，同意将公司的证券简称由"中 伟股份"变更为"中伟新材"，现将有关情况公告如下： 一、变更证券简称的说明 1 三、其他事项说明 公司将证券简称由"中伟股份"变更为"中伟新材"，公司名称、英文名称、英文简称、 证券代码均保持不变，具体情况如下： | | 变更前 | | 变更后 | | --- | --- | --- | --- | | 公司名称 | 中伟新材料股份有限公司 | | 中伟新材料股份有限公司 | | 英文名称 | CNGR Advanced Material Co., | Ltd. | CNGR Advanced Material Co., Ltd. | | 证券简称 | 中伟股份 | | 中伟新材 | | 英文简称 | CNGR | | CNG ...

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。 一、会议召开情况 证券代码：300919 证券简称：中伟股份 公告编号：2026-001 中伟新材料股份有限公司 第二届董事会第四十一次会议决议公告 随着公司业务持续快速的发展，为精准锚定发展航向、凸显核心业务优势，进一步塑造 清晰的品牌认知、提升资本市场辨识度与综合竞争力，经审慎研究，公司决定对证券简称进 行变更。公司证券简称由"中伟股份"变更为"中伟新材"，新简称更贴合公司主营业务属 性，能够更精准、全面地传递公司在新发展阶段的价值定位，也将更清晰地展现公司未来的 战略发展蓝图。 本次变更不存在利用变更证券简称影响公司股票及其衍生品种交易价格、误导投资者等 情形，变更后的公司证券简称来源于公司名称，不存在与其他上市公司证券简称相同、相似 或者仅以行业通用名称作为证券简称等相关情形，符合有关法律法规、规则及其他相关规定。 综上，公司董事会同意本次变更公司证券简称事宜。 公司于香港联合交易所有限公司发行并上市的股票 (证券代码：2579.HK) 的证券简称 "中伟新材"保持不变。 中伟新材料股份有限公司（以下简称 ...

领先三元前驱体生产商，镍贡 献持续增长 中伟股份是全球最大的镍、钴系正极前驱体生产商，镍资源 及冶炼业务的布局不断扩大。我们首次覆盖，给予H股超配 （OW）、A股平配（EW）评级。 January 13, 2026 03:37 AM GMT 中伟股份 | Asia Pacific 镍系和钴系正极活性材料前驱体（pCAM）全球领导者：根据弗若斯特沙利文的数 据，2020-2024年中伟股份在全球镍系pCAM市场所占份额最大（2024 年：20.3%），在钴系pCAM市场份额也居首位（2024年：28%）。此外，中伟股 份超过70%的镍系pCAM产品为高镍及超高镍产品。 垂直一体化保障安全环保的供应链并支撑利润率：中伟股份已构建覆盖全产业链 的垂直一体化商业模式，从新能源金属（主要为镍）及电池材料（正极、pCAM） 生产到电池回收。公司拥有15.5万吨原生镍冶炼产能，2024年满足三元前驱体生 产100%的原料需求，具备成本优势。凭借电池回收及绿色供应链，中伟股份在行 业拥有领先的MSCI ESG评级（AA）。 其全球布局在当前贸易环境中独具优势：除中国境内四大生产基地外，中伟股份 在摩洛哥设有一处生产基地，在印 ...

Core Insights - The article discusses the critical role of ternary precursors in the lithium battery industry, particularly in the context of the rapid expansion driven by the electric vehicle and energy storage markets. It highlights the expected growth in lithium battery shipments in China, reaching 1,175 GWh in 2024 and projected to rise to 1,700 GWh in 2025. However, the production of ternary precursors is expected to decline due to competition from lithium iron phosphate batteries and reduced overseas demand [1][5][6]. Industry Overview - Ternary precursors are composite metal hydroxides used to synthesize ternary cathode materials, connecting upstream metal raw materials with downstream battery manufacturing [2][3]. - The lithium-ion battery ternary precursor market is categorized into NCM (nickel-cobalt-manganese) and NCA (nickel-cobalt-aluminum) types, with further subdivisions based on nickel content and microstructure [3]. Production Trends - The global production of ternary precursors is forecasted to decline by 1.7% in 2024, with China's production expected to grow by only 0.7% to 850,000 tons. In the first half of 2025, production is anticipated to drop by 7.3% in China and 6.8% globally [6][7]. - The product structure is shifting towards high-nickel precursors, with the 6-series products expected to dominate the market, increasing their share to 46.93% by 2025, while the 5-series products are significantly reduced due to competition from lithium iron phosphate [7][8]. Competitive Landscape - The Chinese ternary precursor industry is characterized by an oligopolistic structure, with leading companies like Zhongwei Co., Greenmech, and Huayou Cobalt dominating the market. The top five companies are projected to hold a 75% market share by 2024 [8]. - Companies are leveraging integrated supply chains and technological advantages to maintain market dominance, particularly in high-end markets, while smaller players are being squeezed out [8][9]. Future Development Trends - The industry is expected to focus on technological upgrades, including high-nickel and single-crystal structures, as well as digital manufacturing processes to enhance product quality [9][10]. - There will be a continued emphasis on integrated supply chains, with companies extending upstream to secure key resources and downstream to strengthen customer relationships [10][11]. - International expansion is becoming increasingly important, with companies establishing local production bases in key markets like Europe and Southeast Asia to adapt to regional trade policies and environmental regulations [11].

Investment Rating - The report assigns an "Accumulate" rating for the sodium-ion battery industry, indicating a positive outlook for investment opportunities in this sector [4]. Core Insights - The formal implementation of the "Technical Requirements for Sodium-ion Batteries for Energy Storage" group standard marks a new phase in the standardization of sodium-ion batteries in China, suggesting that the sodium battery industry chain has completed its initial setup and is expected to enter a period of scale expansion [2]. - Sodium batteries are anticipated to become an effective complement to lithium batteries, with cost advantages becoming more apparent as lithium carbonate prices rise. The comprehensive material costs of sodium batteries are projected to be 30%-40% lower than those of lithium batteries after industrialization [4]. - The sodium battery industry is expected to experience significant scale expansion, with companies like CATL launching new sodium-ion battery brands that can compete with lithium iron phosphate batteries in terms of energy density and performance [4]. Summary by Sections Industry Overview - The sodium-ion battery industry is entering a new stage of standardization with the approval of the group standard, which will take effect on February 1, 2026. This standard covers various aspects such as terminology, testing methods, and storage [4]. Investment Recommendations - The report suggests that companies involved in the sodium-ion battery supply chain are likely to benefit first from the industry's growth. Recommended stocks include CATL, Rongbai Technology, and Zhongwei Co., with related stocks such as Dingsheng New Materials and Zhenhua New Materials also highlighted [4]. Financial Projections - Financial forecasts for key companies in the sodium battery sector indicate positive earnings growth, with CATL expected to have an EPS of 19.29 yuan per share in 2026, and Rongbai Technology projected to reach an EPS of 1.02 yuan per share in the same year [5].

锂电池产业链 超配（维持） 锂电池产业链双周报(2025/12/26-2026/01/08) 行 业 1 月锂电产业链预排产环比有所下降 2026 年 1 月 9 日 投资要点： 分析师：黄秀瑜 SAC 执业证书编号： S0340512090001 行情回顾：截至2026年1月8日，锂电池指数近两周下跌0.85%，跑输沪深 300指数2.90个百分点；锂电池指数本月至今累计上涨0.97%，跑输沪深 300指数1.36个百分点；锂电池指数年初至今上涨0.97%，跑输沪深300指 数1.36个百分点。 周 报 电话：0769-22119455 邮箱：hxy3@dgzq.com.cn 锂电池产业链近两周价格变动： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 资料来源：iFinD，东莞证券研究所 相关报告 周观点：乘联分会秘书长崔东树发文称，预计2026年Q1新能源车同比有 望微增5%，环比降36%（前10年的平均降幅）。动力电池需求进入传统淡 季，1月锂电产业链预排产整体环比有所下降，基本面或将对材料价格支 撑 ...

南财投研通数据显示，1月8日，券商给予上市公司目标价共7次，按最新收盘价计算，目标价涨幅排名居前的公司有固德威、海光信 息、中国太保，目标价涨幅分别为49.60%、40.27%、29.61%，分别属于光伏设备、半导体、保险行业。 首次覆盖方面，1月8日券商共给出了7次首次覆盖，其中巨力索具获得东北证券给予"增持"评级，神驰机电获得中信证券给予"买入"评 级，晨光股份获得平安证券给予"推荐"评级，锦华新材获得华源证券给予"增持"评级，海安集团获得山西证券给予"买入"评级。 | | | 7家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 002342 | 巨力索具 | 东北证券 | 増持 | 通用设备 | | 603109 | 神驰机电 | 中信证券 | 买人 | 汽车零部件 | | 603899 | 晨光股份 | 平安证券 | 推荐 | 文娱用品 | | 920015 | 锦华新材 | 华源证券 | 增持 | 化学制品 | | 001233 | 海安集团 | 山西证券 | 买人 | 汽车零部件 ...