CNGR(SZ:300919) Xin Lang Cai Jing·2026-01-15 01:26Core Viewpoint - Zhongwei New Materials Co., Ltd. has changed its A-share abbreviation from "Zhongwei Co." to "Zhongwei New Materials," becoming the second A+H new energy industry chain core enterprise after CATL, enhancing its market recognition in both A-share and H-share markets [1] Group 1: Product and Market Position - Zhongwei New Materials has established a diversified product matrix covering nickel, cobalt, phosphorus, and sodium materials, fully addressing mainstream and cutting-edge technologies in the new energy sector, including various types of batteries and high-performance applications [1] - The company has ranked first globally in the shipment of nickel and cobalt precursor materials for lithium batteries for five consecutive years since 2020, being the first to achieve large-scale production of ultra-high nickel precursor materials [2] - In the phosphorus materials segment, the company has rapidly climbed to the top tier of the industry, with plans to rank first globally as an export supplier by the first half of 2025, driven by high-density and cost-effective products [2] Group 2: Resource and Supply Chain Strategy - Zhongwei New Materials has built an integrated industrial chain from resource extraction to recycling, establishing ten industrial bases globally, including in Indonesia, Morocco, and South Korea, which enhances its competitive edge [2][3] - The company holds equity and preferential purchasing rights for multiple nickel mines in Indonesia, securing a supply of 500-600 million wet tons of nickel ore, and has established four nickel raw material bases in Indonesia [3] - In lithium resources, the company has acquired two lithium salt lake mines in Argentina at a low cost, controlling over 10 million tons of lithium carbonate resources, while also initiating a large phosphorus mine project in Morocco with a total resource of 98.44 million tons [3] Group 3: Strategic Vision and Market Recognition - The unification of the company's A+H share abbreviations enhances its recognition in both capital markets and signals its vision to become a leading global new energy materials science company [3] - This strategic move is expected to strengthen global investors' recognition of Zhongwei New Materials as a scarce leader in the new energy materials sector [3]