Core Viewpoint - Zhite New Materials (300986.SZ) has emerged as the first stock to double in A-shares in 2026, with a remarkable price increase of 198.57% over six trading days, driven by trends in AI applications, new materials, and commercial aerospace [1][2][3] Company Overview - Zhite New Materials specializes in the research, development, production, and sales of aluminum molds, protective platforms, and prefabricated building products [5] - The company has a strong focus on AI for Science and quantum technology, with strategic collaborations and orders in the development of new insulation and fireproof materials [1][3] Stock Performance - From January 5 to 9, 2026, Zhite New Materials' stock price hit the daily limit of 20% for five consecutive days, followed by another 20% increase on January 12, reaching a closing price of 33.38 yuan per share [2][3] - The stock's surge has attracted significant institutional investment, as evidenced by increased positions from institutional investors and the Shenzhen Stock Connect [2] Financial Performance - In 2022, the company reported its highest post-listing net profit of 178 million yuan, but faced losses in 2023, with net losses of approximately 45.3 million yuan [5] - The company rebounded in 2024, achieving revenues of 2.526 billion yuan and a net profit of 73.7 million yuan [5] - For the first nine months of 2025, revenues reached 2.023 billion yuan, a year-on-year increase of 12.09%, with net profit soaring by 98.65% to 118 million yuan [6] Business Strategy - The company is optimizing its global business structure and maintaining growth in overseas revenue, supported by a "payment before delivery" settlement mechanism [6] - The domestic aluminum template industry is undergoing significant adjustments, with a focus on strategic transformation and operational efficiency among leading companies [6]
志特新材六连板股价暴涨2倍 “量子+AI”新材料产业化待落地