Xuan Gu Bao·2025-11-11 09:37Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 36 stocks were listed, with 21 experiencing net buying and 15 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Sanxiang New Materials (6.55 billion), China Duty Free Group (5.17 billion), and Sifangda (1.41 billion) [1] Group 2: Sanxiang New Materials - Sanxiang New Materials saw a net purchase of 6.55 billion from one institution [2] - The company is currently supplying zirconium-based halide materials in small batches to downstream battery enterprises [2] Group 3: Diamond Industry - The diamond industry is highlighted for its stable quality and comprehensive product range, particularly in superhard materials manufacturing [2] - Diamonds are becoming a new semiconductor material due to their superior hardness, high-temperature resistance, and excellent thermal conductivity, with applications in high-power and high-frequency electronic devices [2] - The Pacific Securities report suggests that advancements in diamond cooling solutions could reshape the global competition landscape in cooling technology, with China being the largest producer of synthetic diamonds [3] Group 4: Lithium Battery Sector - The company is involved in the research, production, and application of lithium battery electrolyte and additive materials [5] - The main products in the new energy materials sector include ethylene carbonate (EC) and dimethyl carbonate (DMC), primarily used in lithium battery electrolytes [5] - The lithium battery industry is experiencing a favorable supply-demand balance, with significant price increases expected due to rising demand and limited supply expansion [5]