Core Viewpoint - The stock of Zhongwei New Materials (02579) has risen nearly 5% amid market fluctuations, currently trading at 33.36 HKD with a transaction volume of 38.9962 million HKD. This increase is linked to the announcement of the first national standard for solid-state batteries, which is expected to promote the development and industrialization of this technology in China [1][1]. Industry Summary - The National Automotive Standardization Technical Committee has opened a public consultation for the first national standard on solid-state batteries, which includes definitions, classifications, and coding [1]. - Ping An Securities highlights the increasing governmental focus on the development of new lithium battery technologies, with solid-state battery industry development being frequently mentioned in policy discussions [1]. - The research and development of solid-state batteries is anticipated to progress steadily towards industrialization due to policy support and active participation from industry players [1]. Company Summary - Zhongwei New Materials focuses on two main technological routes in the electrolyte materials sector: oxides and sulfides. The company aims to develop a comprehensive technical capability through collaborative research across key areas such as precursors, cathode materials, and solid-state electrolytes [1]. - Over the next three years, the company's investment strategy will prioritize: 1. Resource development, including the construction of phosphate mines in Guizhou and subsequent investments in lithium mines 2. Continuous construction of overseas production capacity 3. Increased R&D investment, particularly in solid-state batteries, high-pressure phosphate products, and sodium battery materials [1].
港股异动 | 中伟新材(02579)逆市涨近5% 固态电池首个国家标准出炉 公司重点聚焦固态电池等材料领域