【财经早报】760亿电解液龙头 签下超级订单

Company News - Tianqi Materials signed two electrolyte supply agreements, with a total expected volume of 159.5 million tons for the years 2026 to 2028, which is anticipated to positively impact the company's performance during this period [5][6] - Upwind New Materials completed the share transfer from the tender offer, with the new shareholder holding 236 million shares, representing 58.62% of the total shares [6][7] - Weichai Power signed a manufacturing license agreement with Ceres Power Holdings to establish a production line for batteries and stacks aimed at the fixed power generation market, which will provide power for AI data centers and other applications [6][8] - Su Dawei Ge plans to acquire 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan, which will make it a subsidiary of the company [7] - ST Guangwang will have its stock resume trading on November 10, with its name changing from "ST Guangwang" to "Guangdian Network" [9] Industry Insights - The Ministry of Commerce criticized the Netherlands for interfering in the internal affairs of ASML, which has caused turmoil in the global semiconductor supply chain [2] - The Ministry of Commerce hosted a roundtable with over 30 foreign enterprises during the China International Import Expo, addressing their concerns and policy interpretations [3] - MSCI announced the inclusion of 26 new Chinese stocks in its index, including several resource and technology companies, effective November 24, 2025 [4]