Group 1 - The core viewpoint of the article highlights the emergence of Donut Lab's all-solid-state battery with impressive specifications, including an energy density of 400Wh/kg, operational temperature range of -30℃ to 100℃, 5-minute full charge time, and a lifespan of 100,000 cycles, which has garnered significant attention in the industry [3][5] - Donut Lab plans to deliver electric motorcycles equipped with this battery in the first quarter of 2026, potentially making it the first company to mass-produce all-solid-state batteries for vehicles [3] - The article emphasizes the reliance on lithium sulfide (Li₂S) as a critical precursor material in the production of sulfide solid electrolytes, which are essential for the commercialization of solid-state batteries [7][8] Group 2 - The demand for lithium sulfide is projected to reach tens of thousands of tons annually, driven primarily by the need for sulfide solid electrolytes in solid-state batteries [10][20] - The global production capacity for lithium sulfide is currently limited to a few thousand tons, indicating a significant supply-demand gap as the industry moves towards larger-scale production [25][26] - The article notes that the expansion of lithium sulfide production capacity will likely be slow and steady, requiring several years to meet the anticipated demand once solid-state batteries gain traction in the market [28][29]

证券日报网讯 1月15日，德龙激光在互动平台回答投资者提问时表示，在固态电池领域，公司推出了极 片制痕绝缘方案并已获得多家行业头部客户小批量订单，同时正在验证激光加热、超快激光制片等新工 艺。公司固态电池订单呈逐步增长趋势，但目前该领域订单金额较小，请注意投资风险。 （编辑 袁冠琳） ...

证券代码： 300919 证券简称：中伟新材 中伟新材料股份有限公司投资者关系活动记录表 | 投资者关系活动 | √ 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 □ 业绩说明会 | | | 新闻发布会 路演活动 □ □ | | | 现场参观 □ | | | □ 其他 | | 参与单位名称及 | Millennium Partners, Trivest Advisors, Coatue, Ishana Capital, | | 人员姓名 | 五家机构投资者 J.P.Morgan | | 时间 | 2026 年 1 月 14 日 (周三) 下午 14:30~16:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 1、董事会秘书唐华腾先生 | | 员姓名 | 2、投资者关系负责人唐博雅女士 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、如何看待三元未来市场空间？ | | | 答：根据鑫椤统计，2025 年全球产量 103.8 万吨，同步增 | | | 长 7.7%，其中，中伟在三元 ...

每经AI快讯，1月15日，德龙激光在互动平台表示，在固态电池领域，公司推出了极片制痕绝缘方案并 已获得多家行业头部客户小批量订单，同时正在验证激光加热、超快激光制片等新工艺。公司固态电池 订单呈逐步增长趋势，但目前该领域订单金额较小，请注意投资风险。 ...

Market Overview - The Shanghai Composite Index experienced fluctuations throughout the day, while the ChiNext Index rebounded after hitting a low. Semiconductor stocks strengthened in the afternoon, with photolithography machines and photoresists leading the gains, resulting in multiple stocks like Tongcheng New Materials and Kangqiang Electronics hitting the daily limit. The tourism sector was active, with stocks like Zhongxin Tourism and Shaanxi Tourism also reaching the daily limit. The non-ferrous metals sector saw gains, with stocks like Zinc Industry and Luoping Zinc Electric hitting the daily limit. Overall, more stocks declined than rose, with over 3,100 stocks in the Shanghai and Shenzhen markets in the red, and today's trading volume decreased by over 1 trillion to 2.94 trillion [1]. Hot Topics Photolithography Resins - The photolithography resin sector saw significant gains today, with stocks like Tongcheng New Materials, Baiao Chemical, and Dongcai Technology hitting the daily limit, while Su Da Weige and Shanghai Xinyang saw increases of over 15%. According to Frost & Sullivan, the domestic photolithography resin market is expected to reach 15.03 billion yuan by 2028, with a compound annual growth rate of 18.5% [4][5]. Lithium Batteries - The lithium battery sector rose today, with Lingpai Technology increasing by over 18%, and stocks like Keheng Co., Xianhui Technology, and Honggong Technology rising by over 10%. Tianfeng Securities predicts that the demand for power and energy storage batteries will reach 1,872 GWh and 2,236 GWh in 2025 and 2026, respectively, with year-on-year growth of 45% and 25% [6][7]. Domestic Chips - The domestic chip sector performed well today, with stocks like Sanfu Co., Unisoc, Wenkai Co., and Kangqiang Electronics hitting the daily limit. TSMC's latest quarterly results showed a significant increase in AI chip demand, with a 35% year-on-year growth in net profit for Q4 2025. TSMC expects sales in Q1 2026 to be between $34.6 billion and $35.8 billion, exceeding market expectations of $33.22 billion [9][10][11]. Longxin Technology - Longxin Technology has received IPO acceptance, being the fourth-largest DRAM manufacturer globally and the largest in China. The company plans to raise 29.5 billion yuan for production line upgrades and next-generation technology development, with expectations to complete most equipment installations by the end of 2027, which may boost domestic equipment demand and market share [12].

格隆汇1月15日丨德龙激光(688170.SH)在投资者互动平台表示，在固态电池领域，公司推出了极片制痕 绝缘方案并已获得多家行业头部客户小批量订单，同时正在验证激光加热、超快激光制片等新工艺。公 司固态电池订单呈逐步增长趋势，但目前该领域订单金额较小，请注意投资风险。 ...

Market Overview - The market experienced a pullback after an early surge, with the ChiNext Index dropping over 1% and the STAR 50 Index falling more than 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.87 trillion yuan, a decrease of 347.2 billion yuan compared to the previous trading day [1] - Over 3,600 stocks in the market declined, indicating a broad-based downturn [1] Sector Performance - The tourism and hotel sector showed strong activity, with stocks like Zhongxin Tourism and Shaanxi Tourism hitting the daily limit [1] - The non-ferrous metals sector also rose, with stocks such as Sichuan Gold and Luoping Zinc Electric reaching the daily limit [1] - The commercial retail sector saw some gains, with Xinhua Department Store and Xinhua Du both achieving consecutive gains [1] Individual Stock Highlights - A total of 32 stocks hit the daily limit today, with a limit-up rate of 62% [1] - Notable stocks with consecutive gains include Bofei Electric (4 consecutive limits) and Waifu Holdings (3 consecutive limits) [1] - In the non-ferrous metals sector, stocks like Sichuan Gold and Luoping Zinc Electric were among the top gainers [1] Precious Metals and Lithium Battery Sector - Recent trends show that spot silver prices surged over 7%, reaching a historic high of $93 per ounce, while gold prices also hit a record high of $4,643 per ounce [3][12] - The rise in precious metals and non-ferrous metals is driven by market risk aversion and expectations regarding monetary policy [3] - The lithium battery sector remained strong, with companies like Keheng Co., Liwang Co., and Xiamen Tungsten rising significantly [3] Commercial Space and AI Applications - The commercial space and AI application sectors faced significant declines, with high-profile stocks like Shengguang Group and Zhejiang Wenhuan hitting the daily limit [8] - The overall sentiment in these sectors has cooled, indicating a potential shift in investor interest [8] Regulatory Developments - Ctrip is under investigation by the State Administration for Market Regulation for alleged monopolistic practices, which has impacted the tourism sector positively [20] - The Ministry of Finance has increased support for integrated ecological protection and restoration projects, which may benefit related industries [32]

格隆汇1月15日丨新广益(301687.SZ)在投资者互动平台表示，从技术和产品功能上，公司产品是可以用 在固态电池上，但产品应用还需要客户的验证，需要一定的周期。 ...

格隆汇1月15日丨新广益(301687.SZ)在投资者互动平台表示，从技术和产品功能上，公司产品是可以用 在固态电池上，但产品应用还需要客户的验证，需要一定的周期。 ...

Group 1 - On January 14, the A-share market experienced a significant drop, with the three major indices showing mixed results, and the ChiNext index falling nearly 2% [2] - The total net outflow of funds from the stock ETFs exceeded 7.3 billion yuan, indicating a cooling market as some investors chose to cash out [5] - Despite the overall outflow, 49 stock ETFs saw net inflows of over 100 million yuan, with the software ETF, satellite ETF, and non-ferrous metals ETF leading the inflows [5][8] Group 2 - As of January 14, the total scale of stock ETFs reached 5.07 trillion yuan, marking the first time it surpassed the 5 trillion yuan threshold [3] - The total trading volume of stock ETFs on that day was 387.15 billion yuan, an increase of over 76 billion yuan compared to the previous trading day [3] - The software, big data, and cloud computing sectors led the gains among stock ETFs, while sectors like electric grid and innovative pharmaceuticals performed poorly [3][4] Group 3 - The top three stock ETFs by net inflow included the software ETF with 31.67 billion yuan, the D-star ETF with 26.48 billion yuan, and the non-ferrous metals ETF with 13.52 billion yuan [6] - Conversely, the top three stock ETFs by net outflow were the ChiNext ETF with 35.60 million yuan, the CSI 300 ETF with 28.26 million yuan, and the STAR 50 ETF with 15.42 million yuan [7] - Head fund companies like E Fund and Huaxia Fund saw significant inflows into their ETFs, with E Fund's software ETF and artificial intelligence ETF attracting 3.76 billion yuan and 3.73 billion yuan respectively [8]