Market Overview - The battery sector experienced a slight decline of 0.07% on the previous trading day, with Tianji Co. leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Notable gainers in the battery sector included: - Xatu Tungsten New Energy (688778) with a closing price of 86.70, up 7.45% and a trading volume of 227,500 shares, totaling 1.973 billion yuan [1] - Zhongyi Technology (301150) closed at 42.00, up 5.53% with a trading volume of 219,100 shares [1] - Yema Battery (605378) closed at 29.29, up 4.98% with a trading volume of 191,800 shares, totaling 556 million yuan [1] - Major decliners included: - Tianji Co. (002759) closed at 15.76, down 9.99% with a trading volume of 1,147,300 shares, totaling 1.862 billion yuan [2] - Shanshan Co. (600884) closed at 14.13, down 7.10% with a trading volume of 1,587,500 shares, totaling 2.292 billion yuan [2] - Yihua Road (688339) closed at 25.95, down 6.05% with a trading volume of 168,800 shares [2] Capital Flow - The battery sector saw a net outflow of 2.157 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.057 billion yuan [2][3] - Key stocks with significant capital flow included: - Ningde Times (300750) with a net inflow of 396 million yuan from institutional investors [3] - Xatu Tungsten New Energy (688778) with a net inflow of 15.2 million yuan from institutional investors [3] - Tianhua New Energy (300390) with a net inflow of 93.886 million yuan from institutional investors [3]

Group 1 - The core viewpoint of the news is that Zhongyi Technology's stock has experienced a decline of 5.05%, with a current price of 41.70 CNY per share and a total market capitalization of 9.726 billion CNY [1] - Zhongyi Technology, established on September 13, 2007, specializes in the research, production, and sales of high-performance electrolytic copper foil products, with its main revenue sources being lithium battery copper foil (78.92%) and electronic circuit copper foil (20.67%) [1] - The company operates two production bases located in Yunmeng and Anlu, Hubei Province [1] Group 2 - According to data, Bosera Fund's ETF (159743) holds 111,000 shares of Zhongyi Technology, representing 1.49% of the fund's net value, making it the eighth largest holding [2] - The ETF has a total scale of 159 million CNY and has achieved a year-to-date return of 27.56%, ranking 1705 out of 4222 in its category [2] - The fund has experienced a floating loss of approximately 246,400 CNY as of the report date [2] Group 3 - The fund manager of Bosera's ETF is Yin Hao, who has been in the position for 5 years and 343 days, overseeing assets totaling 9.845 billion CNY [3] - During his tenure, the best fund return achieved was 108.46%, while the worst return was -40.91% [3]

Core Viewpoint - Zhongyi Technology experienced a significant increase in stock price, reaching a daily limit up of 20% with a turnover rate of 30.50% and a transaction volume of 1.523 billion yuan [1] Group 1: Stock Performance - The stock's daily closing price rose by 20.00% with a turnover rate of 30.50%, leading to its listing on the Shenzhen Stock Exchange's watchlist [1] - The stock had a price fluctuation of 19.35% throughout the trading day [1] Group 2: Institutional Activity - Institutional investors net purchased 41.5166 million yuan worth of shares, with a total of 6 institutional special seats participating in the trading [1] - The top five trading departments accounted for a total transaction volume of 340 million yuan, with net purchases amounting to 74.9188 million yuan [1] Group 3: Capital Flow - The stock saw a net inflow of 154 million yuan from major funds, with large orders contributing a net inflow of 239 million yuan, while large orders experienced a net outflow of 85.3639 million yuan [1] - Over the past five days, the net inflow of major funds totaled 208 million yuan [1] Group 4: Margin Trading Data - As of September 12, the margin trading balance for the stock was 23.7 million yuan, with a financing balance of 23.7 million yuan and a securities lending balance of 370 yuan [2] - The financing balance increased by 9.22056 million yuan over the past five days, representing a growth of 63.85% [2]

Market Overview - The ChiNext Index rose by 1.51%, closing at 3066.18 points, with a total trading volume of 620.841 billion yuan, a decrease of 59.474 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 494 stocks closed higher, with 20 stocks rising over 10%, including Nanfeng Co., Furuisi Co., and Shengbang Co., which hit the daily limit [1] Trading Activity - The average turnover rate for the ChiNext today was 4.35%, with 22 stocks having a turnover rate exceeding 20% [1] - The stock with the highest turnover rate was Haon Electric, which closed up 11.96% with a turnover rate of 45.32% and a trading volume of 1.928 billion yuan [1] - C Aifenda, a new stock listed for 5 days, closed down 6.86% with a turnover rate of 43.83% and a net outflow of 1.10822 million yuan [1][2] Institutional Activity - In the high turnover stocks, 5 stocks appeared on the Dragon and Tiger List, indicating institutional trading activity [3] - Haon Electric had 2 institutional special seats with a total net purchase of 78.0749 million yuan, while Zhongyi Technology had 6 institutional special seats with a net purchase of 41.5166 million yuan [3] Fund Flow - Among the high turnover stocks, 12 stocks experienced net inflows from main funds, with Nanfeng Co. and Zhongyi Technology seeing net inflows of 215.15 million yuan and 154.66 million yuan, respectively [4] - C Aifenda is expected to have a net profit median of 99 million yuan, representing a year-on-year increase of 14.72% [4] Performance Summary - The top-performing stocks by turnover rate included: - Haon Electric: 178.15 yuan, +11.96%, 45.32% turnover, 71.2152 million yuan net inflow [4] - C Aifenda: 58.83 yuan, -6.86%, 43.83% turnover, -1.10822 million yuan net outflow [4] - Zitian Tui: 0.63 yuan, -77.01%, 34.06% turnover, 13.2287 million yuan net inflow [4]

Core Insights - The battery sector experienced a significant increase of 4.52% on the trading day, with Zhongyi Technology leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Battery Sector Performance - Zhongyi Technology (301150) saw a closing price of 43.92, with a remarkable increase of 20.00% and a trading volume of 359,800 shares, amounting to a transaction value of 1.523 billion [1] - Tianhong Lithium Battery (873152) closed at 33.68, up 12.72%, with a trading volume of 217,600 shares [1] - Hunan YN (301358) closed at 44.23, up 10.77%, with a trading volume of 499,200 shares [1] - Other notable performers include Shangtai Technology (001301) with a 10.00% increase, and Ningde Times (300750) with a 9.14% increase [1] Capital Flow Analysis - The battery sector experienced a net outflow of 2.834 billion from institutional investors, while retail investors saw a net inflow of 3.45 billion [2][3] - Tianqi Materials (002709) had a net inflow of 638 million from institutional investors, despite a net outflow of 316 million from retail investors [3] - Ningde Times (300750) recorded a net inflow of 337 million from institutional investors, with a slight net outflow from retail investors [3]

Group 1 - Beijing Lier and Tianci Materials reached the daily limit increase, indicating strong market performance [1] - Hunan Yuneng saw an increase of over 10%, reflecting positive investor sentiment [1] - Haibo Sichuang experienced a rise of over 9%, contributing to the overall upward trend in the sector [1] Group 2 - Baili Technology, Zhongyi Technology, and Ningde Times also ranked among the top gainers, showcasing a broad market rally [1]

Core Viewpoint - The solid-state battery concept stocks experienced a significant rise at the beginning of trading, indicating strong market interest and potential growth in this sector [1] Company Performance - Beijing Lier and Tianci Materials reached the daily limit increase, showcasing robust investor confidence [1] - Hunan Youneng saw an increase of over 10%, reflecting positive market sentiment [1] - Haibosi Chuang rose by more than 9%, further indicating a bullish trend in the solid-state battery sector [1] - Other notable performers included Baili Technology (rights protection), Zhongyi Technology, and CATL, which also showed significant gains [1]

Core Insights - Zhongyi Technology (301150) reported that as of September 10, 2025, the total number of shareholders is 22,832 [1] Company Summary - The company has engaged with investors through an interactive platform, providing transparency regarding shareholder numbers [1]

Group 1 - Zhongyi Technology's stock increased by 6.93% on September 11, reaching a price of 39.98 CNY per share, with a trading volume of 262 million CNY and a turnover rate of 5.79%, resulting in a total market capitalization of 9.325 billion CNY [1] - The company, established on September 13, 2007, and listed on April 21, 2022, is located in Yunmeng County, Hubei Province, and specializes in the research, production, and sales of high-performance electrolytic copper foil products [1] - The main business revenue composition includes lithium battery copper foil at 78.92%, electronic circuit copper foil at 20.67%, and other products at 0.41% [1] Group 2 - According to data, Bosera Fund has one fund heavily invested in Zhongyi Technology, specifically the Bosera Hubei New and Old Kinetic Energy Conversion ETF (159743), which held 111,000 shares in the second quarter, accounting for 1.49% of the fund's net value, ranking as the eighth largest holding [2] - The Bosera Hubei New and Old Kinetic Energy Conversion ETF (159743) was established on December 29, 2021, with a latest scale of 159 million CNY, and has achieved a year-to-date return of 24.27%, ranking 1695 out of 4222 in its category [2] - The fund has a one-year return of 70.77%, ranking 1060 out of 3798, and a cumulative return since inception of 9.38% [2]

中国国际金融股份有限公司 关于湖北中一科技股份有限公司 2025 年半年度跟踪报告 | 保荐人名称：中国国际金融股份有限公司 | 被保荐公司简称：中一科技 | | --- | --- | | 保荐代表人姓名：贾义真 | 联系电话：010-65051166 | | 保荐代表人姓名：湛政杰 | 联系电话：010-65051166 | 一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 | | | 限于防止关联方占用公司资源的制度、募集资金管 | 是 | | 理制度、内控制度、内部审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 次 6 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 | | 一致 | | | 4.公 ...