中伟股份迎港交所上市聆讯 固态电池“界面革命”引爆二次成长曲线

Core Viewpoint - Zhongwei Co., Ltd. is making significant progress in its application for a Hong Kong stock listing, with a hearing scheduled for October 2, 2025, indicating a positive development in its capital market activities [1] Group 1: Company Developments - The Hong Kong Stock Exchange has reviewed Zhongwei's listing application, marking an important step in the company's progress towards its IPO [1] - The company has seen a surge in interest from the capital market due to breakthroughs in solid-state battery technology, which are expected to enhance its growth trajectory [1] - Zhongwei has deepened its focus on solid-state battery materials, signing a strategic cooperation framework agreement with Xiamen Tungsten New Energy to collaborate on various battery precursor materials [2] Group 2: Industry Trends - Solid-state batteries are transitioning from laboratory development to industrialization, with 2026 to 2027 identified as critical years for small-scale production [2] - The demand for high-nickel and ultra-high-nickel materials is expected to significantly benefit from the mass production of solid-state batteries, with projected global market shares of 31.7% and 89.5% for Zhongwei's products in 2024 [2] - The company has reported nearly 50 tons of solid-state battery material shipments in September, reflecting strong demand from domestic and international clients [2][3] Group 3: Future Outlook - Zhongwei's self-developed oxide solid-state electrolyte (LATP) is in the small-scale testing phase, with promising performance, while low-cost sulfide electrolytes are also under development [3] - The company is positioned to leverage its leading market position in nickel-based ternary precursors and its extensive customer base to capitalize on the growing interest in new energy assets in the Hong Kong market [3]