Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies, but it suggests a focus on companies involved in the anode-free battery technology, indicating potential investment opportunities. Core Insights - Anode-free battery technology allows lithium ions to deposit directly on the current collector surface, leading to higher energy density and lower costs compared to traditional batteries. However, challenges such as lithium dendrite growth and SEI film stability remain critical issues to address [8][15][19]. - The report highlights significant advancements in the industry, particularly with companies like CATL and BYD, which are developing proprietary technologies to enhance battery performance and stability [8][40][45]. - The report recommends focusing on Zhongyi Technology, which has a strong position in the copper foil sector and is advancing in anode-free technology, particularly with its lithium-copper composite anode materials [8][49][55]. Summary by Sections 1. Anode-Free Technology Concept - Anode-free batteries differ from traditional lithium-ion and lithium metal batteries by not preloading active materials on the anode current collector, allowing for direct lithium ion deposition [11][15]. - This technology offers higher energy density (650 Wh/kg) and lower costs due to reduced reliance on lithium metal [15][19]. 2. Industry Progress of Anode-Free Technology - CATL launched its "self-generating anode" technology in April 2025, achieving a 60% increase in volumetric energy density and a 50% increase in mass energy density [40]. - BYD has patented a porous sponge-like current collector that enhances lithium ion deposition and reduces dendrite growth, significantly improving battery cycle life [45][46]. 3. Related Companies - Zhongyi Technology has been a key player in the copper foil industry for over a decade, focusing on high-performance electrolytic copper foil for lithium batteries and electronic circuits [49][55]. - The company has shown consistent revenue growth, with a notable increase in operating income from 2.197 billion to 4.786 billion from 2021 to Q1 2025, despite fluctuations in net profit due to industry supply and demand dynamics [57][58].

Group 1 - The battery sector increased by 2.72% compared to the previous trading day, with the Shanghai Composite Index closing at 3683.46, up 0.48%, and the Shenzhen Component Index closing at 11551.36, up 1.76% [1] - The top-performing stock in the battery sector was Tongguan Copper Foil, which rose by 20.02% to a closing price of 29.92 [1] - Other notable gainers included Yishitong, which increased by 17.89%, and Defu Technology, which rose by 17.30% [1] Group 2 - The net inflow of main funds in the battery sector was 1.213 billion yuan, while retail investors contributed a net inflow of 361 million yuan [3] - Conversely, there was a net outflow of 1.574 billion yuan from speculative funds [3]

天眼查商业履历信息显示，湖北中一科技股份有限公司，成立于2007年，位于孝感市，是一家以从事橡 胶和塑料制品业为主的企业。企业注册资本23323.3467万人民币，实缴资本4000万人民币。公司法定代 表人为汪晓霞。 通过天眼查大数据分析，湖北中一科技股份有限公司共对外投资了5家企业，参与招投标项目28次，知 识产权方面有商标信息1条，专利信息89条，此外企业还拥有行政许可105个。 来源：金融界 金融界消息 截至2025年8月13日收盘，中一科技（301150）报收于31.68元，上涨16.13%，换手率 21.62%，成交量25.50万手，成交金额7.65亿元。 资金流向方面，今日主力资金净流入5173.38万元，占比成交额6.77%。其中，超大单净流入2418.60万 元、占成交额3.16%，大单净流入2754.78万元、占成交额3.6%，中单净流出流出1457.33万元、占成交 额1.91%，小单净流出3716.05万元、占成交额4.86%。 中一科技最新一期业绩显示，截至2025一季报，公司营业总收入12.49亿元、同比增长29.73%，归属净 利润322.42万元，同比增长93.58%，扣非净利润 ...

Market Overview - The Shanghai Composite Index closed at 3682.19 points, above the five-day moving average, with a gain of 0.44% [1] - The total trading volume of A-shares reached 171.88 billion yuan [1] Stocks Exceeding Five-Day Moving Average - A total of 620 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Shouyao Holdings (15.20%) - Zhongyi Technology (11.60%) - Olin Bio (10.16%) [1][2] Stock Performance Data - The following stocks showed the highest deviation rates from the five-day moving average: - Shouyao Holdings: Today's gain of 19.99%, turnover rate of 9.80%, latest price at 55.94 yuan [2] - Zhongyi Technology: Today's gain of 15.43%, turnover rate of 18.35%, latest price at 31.49 yuan [2] - Olin Bio: Today's gain of 12.73%, turnover rate of 2.99%, latest price at 23.11 yuan [2] - Other notable stocks include: - Guanggang Gas (9.92%) - Tianlong Group (9.55%) - Feilihua (9.54%) [2][3]

Summary of Key Points Core Viewpoint - The report highlights a significant decline in the number of shareholders for many companies listed on the ChiNext board, with 63 out of 143 companies experiencing a decrease in shareholder numbers as of August 10, 2023, compared to July 31, 2023 [1]. Group 1: Shareholder Changes - 63 companies saw a decrease in shareholder numbers, with 6 companies experiencing a decline of over 5% [1]. - The company with the largest decline in shareholder numbers is Yihau New Materials, which reported a decrease of 14.56% to 18,628 shareholders [1]. - Zhongyi Technology followed with a 14.16% decrease, bringing its total to 18,402 shareholders [1]. - Jiuqi Co., Ltd. reported a decrease of 8.42%, with 12,408 shareholders [1]. Group 2: Market Performance - Among the concentrated shareholding stocks, the average increase since August 1, 2023, is 4.47%, with notable performers including Tunan Co. (up 15.51%), Xiangming Intelligent (up 12.62%), and Baisheng Intelligent (up 11.68%) [2]. - The industries with the most concentrated stocks include electronics, computers, and media, with 8, 7, and 6 stocks respectively [2]. Group 3: Financial Performance - Among the concentrated stocks, Beiding Co. reported the highest year-on-year net profit growth of 74.92% [3]. - Huizhong Co. is expected to have a net profit median of 41.01 million, reflecting a 100% year-on-year increase [3]. Group 4: Continuous Decline in Shareholder Numbers - Huaping Co. has seen its shareholder numbers decrease for 10 consecutive periods, with a total decline of 10.83% [2]. - Other companies with continuous declines include Bainacheng (down 27.91% over 5 periods) and Zhongqi Co. (down 6.02% over 4 periods) [2].

Group 1 - The stock price of Zhongyi Technology closed at 27.31 yuan on August 11, 2025, with a 0.40% increase from the previous trading day and a trading volume of 1.89 billion yuan [1] - Zhongyi Technology specializes in the research, production, and sales of lithium battery copper foil, primarily used in new energy vehicle power batteries and energy storage batteries [1] - The company operates in sectors including batteries, composite current collectors, and solid-state batteries [1] Group 2 - As of August 10, the number of shareholders in Zhongyi Technology was 18,402, a decrease of 3,036 shareholders compared to July 31, representing a 14.16% decline [1] - In the first quarter, the company's operating revenue increased by 29.73% year-on-year, while the net loss narrowed to 3.2242 million yuan [1] Group 3 - On August 11, the net outflow of main funds was 761,000 yuan, with a cumulative net outflow of 7.6086 million yuan over the past five days [2]

Group 1 - The company Zhongyi Technology (301150) reported that as of July 18, 2025, the total number of shareholders is 25,802 [1]

Group 1 - The company Zhongyi Technology stated on August 8 that as of July 10, 2025, the total number of shareholders is 27,443 [2]

（编辑 李家琪） 证券日报网讯 8月5日晚间，中一科技发布公告称，公司与兴业银行签署《最高额保证合同》，为全资 子公司中一销售提供最高本金限额1.40亿元的连带责任保证担保。本次担保后，公司为子公司提供的担 保余额增至17.34亿元，剩余可用担保额度为38.60亿元。 ...

证券代码：301150 证券简称：中一科技 公告编号：2025—045 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、担保情况概述 湖北中一科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 23 日召开 第三届董事会第二十次会议及第三届监事会第十五次会议、于 2025 年 5 月 15 日召 开 2024 年年度股东大会，审议通过了《关于公司及子公司申请银行授信并提供担保 的议案》，同意公司及子公司（包括后续新设子公司，下同）未来十二个月内向商业 银行等金融机构申请不超过人民币 50 亿元（含本数）的授信额度，授信种类包括各 类贷款、承兑、贴现、保理、融资租赁及其他融资等，具体以和银行签署的书面合同 为准，授信期限内授信额度可循环使用；公司及子公司为上述综合授信总额度内的贷 款提供不超过 40 亿元（含本数）的担保，担保方式含公司为子公司提供担保，其中 预计为资产负债率 70%以下的下属子公司提供的担保累计不超过 28 亿元（含本数）， 预计为资产负债率 70%以上的下属子公司提供的担保累计不超过 12 亿元（含本数）。 具体内容详见公司 ...