Core Viewpoint - Zhite New Materials (300986.SZ) has emerged as the first stock to double in A-shares in 2026, with a remarkable price increase of 198.57% over six trading days, driven by trends in AI applications, new materials, and commercial aerospace [1][2][3] Company Overview - Zhite New Materials specializes in the research, development, production, and sales of aluminum molds, protective platforms, and prefabricated building products [5] - The company has a strong focus on AI for Science and quantum technology, with strategic collaborations and orders in the development of new insulation and fireproof materials [1][3] Stock Performance - From January 5 to 9, 2026, Zhite New Materials' stock price hit the daily limit of 20% for five consecutive days, followed by another 20% increase on January 12, reaching a closing price of 33.38 yuan per share [2][3] - The stock's surge has attracted significant institutional investment, as evidenced by increased positions from institutional investors and the Shenzhen Stock Connect [2] Financial Performance - In 2022, the company reported its highest post-listing net profit of 178 million yuan, but faced losses in 2023, with net losses of approximately 45.3 million yuan [5] - The company rebounded in 2024, achieving revenues of 2.526 billion yuan and a net profit of 73.7 million yuan [5] - For the first nine months of 2025, revenues reached 2.023 billion yuan, a year-on-year increase of 12.09%, with net profit soaring by 98.65% to 118 million yuan [6] Business Strategy - The company is optimizing its global business structure and maintaining growth in overseas revenue, supported by a "payment before delivery" settlement mechanism [6] - The domestic aluminum template industry is undergoing significant adjustments, with a focus on strategic transformation and operational efficiency among leading companies [6]

Group 1 - US stock market showed slight gains with the Dow Jones up 0.17%, Nasdaq up 0.26%, and S&P 500 up 0.16%, with both Dow and S&P reaching new closing highs [3] - Major tech stocks had mixed performance, with Oracle up 3.1%, Google up 1.1%, and Tesla up 0.9%, while Meta and Intel saw declines of 1.7% and 3.1% respectively [3] - Financial sector declined over 1%, led by a drop in major banks following President Trump's announcement of a 10% cap on credit card interest rates starting January 20 [3] Group 2 - Precious metal prices surged due to risk aversion, with COMEX gold futures rising 2.54% to $4604.30 per ounce and silver futures up 7.26% to $84.61 per ounce [4] - Industrial metals also saw a rebound, with copper prices returning to $6 per pound and other metals like aluminum and nickel increasing by over 1% [4] Group 3 - Guizhou Moutai has set contract prices for some products for 2026, with significant price reductions for various types of Moutai liquor, including a drop from 2969 yuan to 1859 yuan per bottle for premium Moutai [8] - The company is adjusting its pricing strategy in response to market conditions, which may impact its revenue and profitability [8] Group 4 - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, although some companies clarified they are not involved in commercial aerospace [9] - Companies like North Navigation and Aerospace Changfeng have issued announcements regarding their business layouts in response to market interest [9] Group 5 - The market liquidity is currently abundant, and thematic trading is expected to continue, indicating a positive outlook for certain sectors [11] - Analysts suggest that the cross-year market trend may continue, although there is an increased risk of short-term technical corrections [10]

Group 1 - Zhite New Materials (300986) announced that its stock experienced a continuous six-day trading limit from January 5 to January 12, with a total increase of 198.57%, leading to significant price volatility [1] - The company will suspend trading from January 13 for up to three days to investigate the stock price fluctuations, while confirming that there are no undisclosed major matters or significant changes in its operations [1] - For the first three quarters of 2025, Zhite New Materials reported a revenue of 2.023 billion yuan and a net profit attributable to shareholders of 118 million yuan, with its main business remaining unchanged [1] Group 2 - Other A-share companies, including Awai New Materials (688585), announced potential trading suspensions if their stock prices continue to rise significantly, with Awai's stock increasing nearly 2000% since July 2025 [2] - Leike Defense (002413) reported a cumulative price deviation of 106.67% over nine trading days, indicating a significant short-term increase while confirming no major changes in its fundamentals [2] - Aerospace Hanyu (688523) saw its stock rise by 13.99% on January 12, marking a 62.19% increase year-to-date, and has warned of high speculation risks due to significant price volatility [3][4]

Core Viewpoint - Zhite New Materials has confirmed that there are no undisclosed significant matters regarding the company, and its production and operations are normal, with no major changes in its main business since its listing [2]. Financial Performance - For the first three quarters of 2025, Zhite New Materials achieved a revenue of 2.023 billion yuan and a net profit attributable to shareholders of 118 million yuan, with revenue sources coming from its main products: aluminum molds, protective platforms, and prefabricated components [2]. - The company is expected to disclose its annual report for 2025 on April 25, 2026 [2]. Stock Performance - Zhite New Materials is noted as the first stock to double in value this year and has the highest increase since 2026, with its stock price rising nearly 200% this year [2]. - Other notable stocks include Shaoyang Hydraulic with a 121.89% increase and Zhongcheng Technology with an 85.71% increase [2][3].

智通财经APP讯，志特新材(300986.SZ)发布公告，公司股票自2026年1月5日至2026年1月12日连续6个交 易日涨停，股票价格涨幅为198.57%，股价波动较大。为维护投资者利益，公司将就股票交易波动情况 进行核查。经公司申请，公司股票自2026年1月13日开市起停牌，待核查结束并披露相关公告后复牌， 预计停牌时间不超过3个交易日。 ...

智通财经APP讯，志特新材(300986.SZ)发布公告，公司股票自2026年1月5日至2026年1月12日连续6个交 易日涨停，股票价格涨幅为198.57%，股价波动较大。为维护投资者利益，公司将就股票交易波动情况 进行核查。经公司申请，公司股票自2026年1月13日开市起停牌，待核查结束并披露相关公告后复牌， 预计停牌时间不超过3个交易日。 ...

Group 1 - Zhi Te New Materials (300986) announced that its stock has hit the daily limit for six consecutive trading days from January 5 to January 12, with a total price increase of 198.57% [1][2] - The company is currently the best-performing stock in the A-share market for the year [2] - The company specializes in the research, production, and sales of aluminum molds, protective platforms, and prefabricated components [5] Group 2 - For the fiscal year 2024, Zhi Te New Materials achieved a revenue of 2.526 billion yuan and a net profit attributable to shareholders of 73.6951 million yuan [5] - In the first three quarters of 2025, the company reported a revenue of 2.023 billion yuan and a net profit of 118 million yuan [5] - Other companies, such as *ST Chengchang (001270), also announced stock suspensions due to significant trading fluctuations, indicating a broader trend of volatility in the market [5][6] Group 3 - Several other A-share companies, including Shunhao Co. (002565) and Aerospace Development (000547), have also issued announcements regarding severe stock trading fluctuations [8][9] - The commercial aerospace industry is noted to be in its early stages, with uncertainties surrounding the mass launch and networking of low-orbit satellite constellations [5]

Core Viewpoint - Zhite New Materials (300986) announced a stock trading volatility investigation, leading to a suspension of trading starting January 13, following a 198.57% increase over six consecutive trading days, marking it as the first "doubling stock" in the A-share market this year [1][2]. Group 1: Stock Performance and Valuation - As of January 12, Zhite New Materials' closing price was 33.38 yuan per share, with a rolling price-to-earnings (P/E) ratio of 104 times and a price-to-book (P/B) ratio of 6.46 times, significantly higher than the industry averages of 37.24 times and 3.08 times respectively [2]. - The company reported a revenue of approximately 2.023 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 12.09%, and a net profit attributable to shareholders of approximately 118 million yuan, which is a 98.65% increase year-on-year [3]. Group 2: Business Operations and Market Environment - Zhite New Materials specializes in green new building formwork, prefabricated buildings, modular construction, and related new energy and materials, providing a comprehensive range of services from product R&D to technical services [3]. - The company stated that there have been no significant changes in its operational situation or external business environment recently, and confirmed that there are no undisclosed major matters that could impact the stock price [2].

| 志特新材 | | 300986 | | --- | --- | --- | | 33.38 SECNY 15:30:48 液 | | +5.56 +19.99% 通 融 △ △ + | | Wind ESG评级 | BB | 详情 | | 交生 | 198.57% 120日 | 150.22% | | 5日 | 148.73% 250日 | 277.71% | | 20日 | 229.19% 52周高 | 27.82 | | 60日 | 186.28% 52周低 | 7.52 | 志特新材分别在1月8日和6日发布了股票交易异常波动公告。 公司同时明确，不存在关于公司应披露而未披露的重大事项，也不存在处于筹划阶段的重大事项。公司及子 公司生产经营正常，主营业务目前未发生重大变化。 志特新材是2026年A股首只翻倍股，也是年内涨幅最大的股票，截至1月12日已6连20cm涨停，近20个交易日 涨近230%。 1月12日晚，志特新材（300986）（300986）公告称，公司股票自2026年1月5日至1月12日连续6个交易日涨 停，涨幅为198.57%，股价波动较大。为维护投资者利益，公司将就股票交易波动情况进行 ...

记者丨刘雪莹 编辑丨曾静娇 1月12日晚，志特新材（300986）公告称，公司股票自2026年1月5日至1月12日连续6个交易日 涨停，涨幅为 198.57% ，股价波动较大。为维护投资者利益， 公司将就股票交易波动情况进 行核查 ，股票自1月13日开市起停牌，预计停牌时间不超过3个交易日。 公司提醒广大投资者 注意二级市场交易风险。 公司同时明确，不存在关于公司应披露而未披露的重大事项，也不存在处于筹划阶段的重大事 项。公司及子公司生产经营正常，主营业务目前未发生重大变化。 志特新材是2026年A股首只翻倍股，也是年内涨幅最大的股票， 截至1月12日已6连20cm涨 停，近20个交易日涨近230%。 志特新材分别在1月8日和6日发布了股票交易异常波动公告。 志特新材属于铝行业，是AI应用、量子计算概念股。近日被称之为"科技春晚"的《中国科技创 新盛典》正式播出，志特新材代理的防火隔热材料产品在节目中亮相。（ 详情 ） （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC 出品 | 2 1财经客户端 2 1世纪经济报道 商业航天ETF爆发，有人7天收益够交1个月房租，多家上市公司紧急 ...