Group 1 - The article highlights the potential of undervalued chemical stocks, indicating a supply gap alarm has been raised, with historical price rebounds of 92% suggesting rapid profit increases are possible [4][6][7] - Major industry leaders dominate 80% of the production capacity, indicating a concentrated market structure [4] Group 2 - The article discusses the overlooked upstream rare materials for solid-state batteries, predicting a demand explosion of one million tons, with major automakers announcing solid-state battery deployment timelines between 2026 and 2030 [9][11] - By 2028, solid-state battery shipments are expected to exceed 100 GW, reaching 771 GW by 2030, significantly driving demand for lithium, nickel, cobalt, manganese, and zirconium [9][11][13] - The sulfide technology route is becoming clearer and is a focus for various companies in the industry [12]
研报金选丨被错杀的化工遗珠，盈利有望快速拉升
第一财经·2025-06-23 02:03