Core Viewpoint - The company is enhancing its strategic layout in battery materials, particularly in the energy storage sector, with a focus on sodium-ion batteries and phosphorous materials [1] Group 1: Company Developments - The company has established a strategic layout for nickel-based, sodium-based, and phosphorous-based materials, aiming to increase penetration in the energy storage market [1] - The company has received orders for sodium-ion batteries at the kiloton level and has begun shipments [1] - The company has achieved rapid mass production of its phosphorous materials, reaching advanced levels in high-density performance [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, with the company’s phosphorous materials contributing significantly to this trend [1]

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].

人民财讯11月18日电，中伟股份（300919）11月18日在互动平台表示，公司构建镍系材料、钠系材料、 磷系材料的战略布局，在储能领域的渗透率有望进一步提升。钠离子电池凭借其资源丰富、低成本、高 安全性、低温性能强的优势，成为众多储能场景的理想选择。截至目前公司已获得钠电千吨级订单并出 货。全球储能市场装机以磷酸铁锂电池为主，公司磷系材料已实现3/4代磷酸铁快速量产，高压实密度 达行业先进水平。 ...

格隆汇11月18日丨中伟股份(300919.SZ)在投资者互动平台表示，公司基于产业一体化战略需求，已通 过控股和参股方式，于阿根廷布局了两座盐湖锂矿，预计掌握锂资源超1000万吨LCE。公司将根据自身 需求以及市场情况，对阿根廷盐湖锂矿进行开采。 ...

格隆汇11月18日丨中伟股份(300919.SZ)在投资者互动平台表示，公司未在金属空气电池方面布局。公 司坚持以材料为核心，以技术为底蕴，通过构建锂电池正极材料产业生态，服务更多的下游优质电池厂 商。公司已搭建多材料产业化、规模化的制造体系及全面协同客户需求的营销服务体系，通过创新驱 动，加强产学研合作、产业链合作等方式，持续保持与全球头部客户的高度协同合作关系。 ...

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]