证券日报网讯瑞泰新材（301238）9月30日在互动平台回答投资者提问时表示，双三氟甲基磺酰亚胺锂 (LiTFSI)是公司重要的新型锂盐产品之一，用途较广泛。当用作固态电池电解质材料时，该产品主要应 用于聚合物固态电池，也可以应用到硫化物固态电池和氧化物固态电池上；其在固态锂离子电池等新型 电池中已形成批量销售，目前这方面的销售收入占比较小。固态电池在技术路线、产品路线和商业路线 上均有待发展。 ...

Group 1: Market Performance Summary - US and Hong Kong stocks declined. From 20250922 - 20250928, the Nasdaq, S&P 500, and Dow Jones Industrial Average changed by -0.65%, -0.31%, and 0.15% respectively, and the Hang Seng Index changed by -1.57% [2] - A - shares showed a mixed trend: large - cap stocks rose while small - cap stocks fell. During the same period, the wind All - A index changed by 0.25%, and the CSI A100, CSI 300, CSI 500, CSI 1000, CSI 2000, and wind micro - cap stocks changed by 1.62%, 1.07%, 0.98%, -0.55%, -1.79%, and -0.21% respectively. In terms of sector styles, blue - chips and growth stocks in both Shanghai and Shenzhen markets rose, while the North Securities 50 Index changed by -3.11% [3] - Most industries declined, with semiconductors, non - ferrous metals, and new energy leading the gains. Among 30 CITIC industries, 8 rose and 22 fell. The leading industries were electronics, non - ferrous metals, and new energy, with weekly gains of over 3%. Semiconductor equipment, science and technology innovation semiconductors, and chips among ETFs performed well, with weekly gains of over 7% [4] - Yields of various maturity varieties of interest - rate bonds fluctuated. From 20250922 - 20250928, the 10 - year Treasury bond futures main contract fell by 0.14% compared to September 19, 2025. The yield of the 10 - year Treasury bond active bond decreased by 0.21 BP to 1.8768% [5] - The capital price increased, and the central bank made a net injection in the open market. As of September 26, 2025, R007 was 1.5538%, up 3.78 BP from September 19, 2025; DR007 was 1.5313%, up 2.17 BP. The central bank's net injection in the open market from 20250922 - 20250928 was 5806 billion yuan [6] - The bond market leverage level increased. The 7 - day capital cost was lower than the 5 - year Treasury bond yield. The differences between the yields of 5Y, 10Y, and 30Y Treasury bonds and IRS007 as of September 26, 2025, were 9.34, 34.68, and 68.70 BP respectively. The 5 - day average of inter - bank pledged repurchase volume increased from 7.16 trillion yuan on September 19, 2025, to 7.27 trillion yuan on September 26, 2025 [7][8] - US Treasury yields increased, and the curve shifted upward. From 20250922 - 20250928, US Treasury yields increased. As of September 26, 2025, the 10 - year US Treasury yield increased by 6 BP to 4.20% compared to September 19, 2025 [9] - The US dollar appreciated, and gold prices rose. From 20250922 - 20250928, the US dollar index increased by 0.55%. The US dollar appreciated against the euro, pound, and yen. Gold prices rose both internationally and domestically. London gold spot prices rose by 2.91% to $3769.85 per ounce, and COMEX gold futures prices rose by 2.51% to $3734.2 per ounce. Shanghai gold spot prices rose by 3.18% to 853.00 yuan per gram, and futures prices rose by 3.03% to 852.58 yuan per gram [10] Group 2: Core Views - The stock market may continue to fluctuate at a high level, and investors can look for structural investment opportunities. Although the September 22 joint press conference of the three financial regulatory departments did not mention short - term monetary policy adjustments, there may still be reserve requirement ratio and interest rate cuts in the future. It is recommended to focus on directions such as AI, computing power, energy storage, solid - state batteries, innovative drugs, gold, and rare earths [11] - Interest - rate bonds at current levels have allocation value, and investors should actively participate in gold allocation. The logic of the bond bull market remains intact, but high short - term risk appetite is not conducive to lower bond yields. The 10 - year Treasury bond yield close to 1.90% has allocation value. Gold prices are constantly hitting new highs, and it is advisable to actively participate in allocation [12]

论坛背景及简介 清研电子采用粉体成膜技术的 干法电极 工艺具有多方面优势。技术上，它无需溶剂涂布，直接将活性材料、粘结剂和导电剂热压成型，简化工 艺流程，提高生产效率；电极压实密度高，能有效提升电池能量密度与循环稳定性。成本方面，因减少溶剂使用和回收环节，大幅降低设备投资 与运营成本。节能环保上，完全摆脱对 NMP等有机溶剂的依赖，消除溶剂挥发造成的环境污染与安全隐患，减少能耗。适配固态电池、大圆柱 电池等前沿领域，已通过行业验证并进入规模化量产阶段。 由起点固态电池、SSBA全固态电池联盟、起点研究院SPIR主办，茹天科技总冠名并协办的 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典 礼、首届硫化物全固态电池国际峰会 将于2025年11月8日在广州南沙国际会展中心2楼广州厅正式举办，同期将举办行业首届新型电池全产业链专 业展会——CINE固态电池展及CINE钠电展，展会时间11月6-8日！ 经组委会确认， 清研电子 重点支持2025固态电池行业年会暨固态电池金鼎奖颁奖典礼！ 企业介绍 清研电子 作为深圳清华大学研究院培育的国家高新技术企业，自 2020 年 8 月成立以来，便凭借研究院先进储能材料及器件 ...

9月A股宣告收官，市场整体呈现高位震荡走势，7月至8月领涨的人工智能主线短暂休整，以固态电池 为代表的新能源主线有效承接市场人气，带动市场热度维持高位。 Wind数据显示，截至9月30日收盘，上证指数报3882.78点，单月上涨0.64%；深证成指报13526.51点， 单月上涨6.54%；创业板指报3238.16点，单月上涨12.04%。 拉长至前三季度，上证指数今年以来累计上涨15.84%，深证成指累计上涨29.88%，创业板指累计上涨 51.20%。 | 序号 | 证券代码 | 证券简称 | 月涨跌幅 | 年涨跌幅 | | | --- | --- | --- | --- | --- | --- | | | | | [交易日期] 2025-9-30 [单位] % | [交易日期] 2025-9-30 [单位] % | | | 1 | 000001.SH | 上证指数 | | 0.64 | 15.84 | | 5 | 399001.SZ | 深证成指 | | 6.54 | 29.88 | | 3 | 399006.SZ | 创业板指 | 12.04 | | 51.20 | | র্ম | 000688.SH ...

格隆汇9月30日丨泰和科技(300801.SZ)在投资者互动平台表示，泰和科技根据对固态电池的理解，做了 硫化锂、硫化物固态电解质（锂磷硫氯，LPSC）、双三氟甲基磺酰亚胺锂（LiTFSI）、固态电解质磷 酸钛铝锂（LATP）、三氟甲基亚磺酸锂、三氟甲磺酸锂（LiCF3SO3）等固态电池相关产品的研发，后 续将集中精力推进硫化锂、硫化物固态电解质（锂磷硫氯，LPSC）、双三氟甲基磺酰亚胺锂 （LiTFSI）产品的产业化。 ...

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) showing a maximum intraday increase of 1.72% and currently up by 1.59% [1] - Key stocks in the sector include Hebang Biotechnology and Shengquan Group, both rising over 6%, while other companies like Duofluoride, Xinzhoubang, and Zhongke Titanium White have increased by over 5% [1] - The solid-state battery industry is transitioning from research to commercialization, with significant policy support in China, and small-scale production expected around 2027 [3] Group 2 - Investment strategies suggest focusing on sectors benefiting from supply-side improvements, such as pesticides, organic silicon, and polyester filament, while also considering potassium and phosphorus chemical industries under the backdrop of potential interest rate cuts by the Federal Reserve [4] - The domestic chemical industry is expected to maintain a competitive advantage due to cost benefits and technological advancements, potentially reshaping the global chemical industry landscape [5] - The chemical ETF (516020) tracks the sub-sector chemical index, with nearly 50% of its holdings in large-cap stocks, providing exposure to leading companies in various chemical segments [6]

Core Viewpoint - Tian Tong Co., Ltd. has experienced a significant stock price increase of 53.43% year-to-date, but has recently faced a decline of 7.97% over the past five trading days, indicating volatility in its stock performance [1]. Company Overview - Tian Tong Co., Ltd. is located in Haining Economic Development Zone, Zhejiang Province, and was established on February 10, 1999, with its listing date on January 18, 2001. The company specializes in the research, manufacturing, and sales of electronic materials and high-end equipment [2]. - The main revenue composition includes 86.57% from electronic materials sales, 9.38% from specialized equipment manufacturing and installation services, and 4.05% from material sales and others [2]. - The company operates within the electronic industry, specifically in electronic chemicals, and is associated with concepts such as solid-state batteries, sodium batteries, Tesla, lithium batteries, and new energy [2]. Financial Performance - For the first half of 2025, Tian Tong Co., Ltd. achieved a revenue of 1.584 billion yuan, reflecting a year-on-year growth of 1.00%. However, the net profit attributable to shareholders decreased by 33.29% to 52.6073 million yuan [2]. - The company has distributed a total of 623 million yuan in dividends since its A-share listing, with 186 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 1.94% to 89,200, while the average circulating shares per person increased by 1.98% to 13,826 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, which is the sixth largest shareholder with 11.3922 million shares, and Hong Kong Central Clearing Limited, the seventh largest with 10.5940 million shares, both showing increases in holdings compared to the previous period [3].

Core Viewpoint - Tianqi Materials has experienced significant stock price growth this year, with a year-to-date increase of 87.72% and notable recent gains over various trading periods [1][2]. Group 1: Stock Performance - As of September 30, Tianqi Materials' stock price was 36.83 CNY per share, with a market capitalization of 70.505 billion CNY [1]. - The stock has seen a 17.63% increase over the last five trading days, a 69.57% increase over the last 20 days, and a 96.95% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard three times this year, with the most recent instance on September 29, where it recorded a net buy of 59.5917 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Tianqi Materials reported a revenue of 7.029 billion CNY, representing a year-on-year growth of 28.97%, and a net profit attributable to shareholders of 268 million CNY, up 12.79% year-on-year [2]. - Cumulatively, the company has distributed 2.756 billion CNY in dividends since its A-share listing, with 1.922 billion CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, Tianqi Materials had 182,300 shareholders, a decrease of 3.47% from the previous period, with an average of 7,595 circulating shares per shareholder, an increase of 3.60% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 56.3328 million shares, an increase of 3.2657 million shares from the previous period [3].

Investment Rating - The report maintains an "Accumulate" rating for the company [2][6][13] Core Views - The company's Q2 2025 performance showed a decline both year-on-year and quarter-on-quarter, but the PVP application range is extensive, and the medical sector is showing signs of recovery [2][13] - The report projects a decrease in EPS for 2025 and 2026 to 0.70 and 0.82 CNY respectively, with a new EPS estimate for 2027 at 1.02 CNY [13] - The target price is set at 23.10 CNY based on a 33x PE valuation for 2025 [13] Financial Summary - Total revenue for 2023 is projected at 1,583 million CNY, with a slight increase to 1,606 million CNY in 2024, followed by a decrease to 1,520 million CNY in 2025 [4][14] - Net profit attributable to the parent company is expected to decline from 493 million CNY in 2023 to 350 million CNY in 2024, and further to 342 million CNY in 2025 [4][14] - The company’s gross margin and net margin for Q2 2025 were reported at 41.86% and 18.2% respectively, showing a decline from Q1 2025 [13] Market Data - The company's current price is 17.89 CNY, with a 52-week price range of 11.95 to 19.87 CNY [6][7] - The total market capitalization is approximately 8,695 million CNY [7] Industry Insights - PVP is widely used across various sectors including pharmaceuticals, food industry, and electronics, with applications enhancing battery performance and electronic skin sensitivity [13] - The report indicates a stabilization in PVP prices after a significant drop in H1 2025, which had previously impacted revenue and margins [13]

天际股份（002759.SZ）9月30日在投资者互动平台表示，公司目前没有研发和生产含氟聚醚电解质产 品，目前公司正在推动硫化锂材料制备专利的产业化，该项目仍处于技术开发早期阶段，请关注公司相 关公告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司是否有含氟聚醚电解质产品或者正在开发？公司 哪些产品在固态电池中使用？对于固态电池，公司做了哪些相应的开发及储备？ ...