Investment Rating - The report maintains a "Buy" rating for the company [1][6][12] Core Views - The company is a leading lithium battery separator manufacturer based in Yunnan, focusing on solid-state battery materials. It recently launched a series of new products, including ultra-pure lithium sulfide and high-conductivity solid-state electrolyte membranes, which are expected to play a crucial role in the future of solid-state battery technology [4][5]. Financial Performance and Forecast - The company is projected to achieve revenues of 11.38 billion, 13.84 billion, and 17.71 billion yuan for the years 2025, 2026, and 2027, respectively, representing year-on-year growth rates of 12.00%, 21.54%, and 28.02% [6][8]. - The net profit attributable to shareholders is expected to be 211.14 million, 799.14 million, and 1.73 billion yuan for the same years, with growth rates of 137.95%, 278.49%, and 116.93% [6][8]. - The earnings per share (EPS) are forecasted to be 0.22, 0.82, and 1.79 yuan for 2025, 2026, and 2027, respectively, with corresponding price-to-earnings (PE) ratios of 127.56, 33.70, and 15.54 [6][8]. Product Development - The company has a leading position in the sulfide solid electrolyte route, having introduced several core materials that enhance battery performance, such as ultra-pure lithium sulfide with a purity of over 99.9% and solid-state electrolytes with high ionic conductivity [5][6]. - The production project for sulfide solid electrolyte materials is located in Yuxi, with an expected annual production capacity of 1,000 tons upon full completion [5].

6月9日，A股三大指数高开高走，创业板领涨。 IP经济概念持续走高 医药股爆发，CRO、创新药方向领涨；券商、军工涨幅靠前；稀土永磁、AI应用、足球产业、数字货币、固态电池题材活跃。 港股方面，恒生指数涨超1%，恒生科技指数涨近3%。中国稀土（000831）涨超40%，信达生物涨超8%，泡泡玛特盘中股价再创新高，一度涨逾3%。 港股汇彩控股暂停交易 港股汇彩控股今日午后放量闪崩，公司宣布临时停牌。截至停牌前，汇彩控股跌47.54%，报0.96港元，成交额2420.12万港元。 资料显示，汇彩控股是一家主要从事提供娱乐场管理服务业务的投资控股公司。公司通过两个业务分部进行运营。娱乐场服务分部从事向澳门娱乐场提供 管理服务业务。博彩系统分部从事开发、提供及销售电子博彩系统业务。该公司也通过其子公司从事市场开发、软件开发业务。 消息面上，近日媒体报道，澳门特区政府修改《2025年财政年度预算案》，建议将今年全年博彩毛收入估算从原来的2400亿澳门元下调至2280亿澳门元， 并以此作为修改后预算的主要财政收入基础。因全年博彩毛收入估算下调，澳门特区政府将本年度一般综合预算收入修改为1165亿澳门元，开支总额修改 为1 ...

Group 1 - The core viewpoint of the article highlights the signing of a new solid-state battery production project in Hangzhou, Zhejiang, with a total planned investment of approximately 2.5 billion yuan [1] - The project will establish a high-end digital factory with a production line for 5GWh solid-state batteries, which are compatible with semi-solid batteries [1] - Upon reaching full production capacity, the project is expected to generate an annual output value of 5 billion yuan and contribute 150 million yuan in tax revenue [1] Group 2 - The future plans include the introduction of research and development for lithium-air fuel cells [1] - A conference related to the industry is scheduled for July 8-9, 2025, in Shanghai [2]

Core Insights - The market experienced a significant surge with over 4100 stocks rising, and more than 100 stocks increasing by over 9% on June 9, indicating a broad-based rally across various sectors [1] - A total of 65 stocks hit the daily limit up, with 13 stocks in consecutive limit-up trading, showcasing strong investor sentiment and market momentum [1] - Notable stocks include Gongchuang Turf, which achieved a six-day consecutive limit-up, and Lianhua Technology, which saw a remarkable 112% increase over the last ten trading days [1] Stock Performance - Gongchuang Turf reached a six-day consecutive limit-up, reflecting a 100% advancement rate in its category [2] - Jinshi Technology achieved five consecutive limit-ups, with a 50% advancement rate in its category [2] - Zhongjiabo Chuang recorded four consecutive limit-ups, also with a 50% advancement rate [2] - Other notable limit-up stocks include Zhongchao Holdings with 13 consecutive limit-ups and Junyao Health with six limit-ups over ten days [2] Sector Highlights - The innovative drug sector saw a resurgence, with stocks like Anglikang achieving three limit-ups in five days and Changshan Pharmaceutical reaching historical highs [1] - The stablecoin concept gained traction, with Jinshi Technology and Hengbao shares showing strong performances [1] - Other sectors such as solid-state batteries, agricultural chemicals, elderly care robots, sports, controllable nuclear fusion, and rare earth permanent magnets also demonstrated solid performance [1]

2025.06. 09 本文字数：507，阅读时长大约2分钟 作者 | 一财资讯 6月9日午盘，上证指数涨0.23%，深成指涨0.62%，创业板指涨1.22%。创新药概念领涨，稀土永磁、 固态电池、数字货币板块走势强劲；黄金、白酒板块表现低迷。 | | | | | A股重要 行政 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | | | 最新 | How | | 涨幅 | | 上证指数 | | | | 6393.26 | +7.04-11 | | +1 7 4 76 | | 深证成指 | | | | 02246965 | + 174 5 | | +0.62% | | 比亚 50 | | | | | 41.5.44 | | + 1.0 11.11% | | 创业板指 | | | | 2064.40 | +24.96 | | + 1/4/ | | 板块名称 | 行榜 1 | 主力浄量 | 主力金额 | 板块名称 | 涨幅 | 主力浄量 | 王力金额 | | 減肥药 | +4.79% | 0.55 | +4.67 7. | 贵金属 ...

6月9日午间涨停分析 智通财经6月9日电，今日午盘全市场共53股涨停，连板股总数11只，22股封板未遂，封板率为71%（不含ST股、退市股）。焦点股方面，共创草坪晋级6连 板，联化科技走出8天6板，创新药概念全线爆发，昂利康5天3板，常山药业、热景生物、诺诚健华、舒泰神等涨超10%。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 昂利康 | 5天3板 | 9.99% | 09:35 | 创新药 | | 002940 | | | | | | 众生药业 | 首板 | 9.99% | 09:30 | 创新药 | | 002317 | | | | | | 睿智医药 | 首板 | 19.98% | 09:41 | 食品饮料 | | 300149 | | | | +创新药 | | 罗欣药业 | 首板 | 10.04% | 09:46 | 创新药 | | 002793 | | | | | | 未名医药 | 首板 | 9.99% | 10:30 | 创新药 | | 002581 | | | | | | 常山药业 | | 19.97% | ...

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report The lithium carbonate futures market showed a pattern of rising and then falling, with the total open interest decreasing by 12,893 lots to 566,000 lots. The rally was mainly driven by short - covering due to limited positive fundamental news. The spot price remained flat at 60,200 yuan/ton, along with prices of lithium spodumene and lithium mica ore and most cathode material prices. The downward price trend in the industry chain paused. This week, the social inventory increased by 861 tons, and the weekly production of lithium carbonate rose by 891 tons, indicating that inventory accumulation was due to supply - side growth. Terminal demand has not significantly improved, so the fundamentals have limited impact on prices. After seven consecutive weekly declines, the lithium carbonate futures had their first weekly gain, and the market's short - selling sentiment declined. The short - term signal of a price bottom still depends on whether the main lithium carbonate futures contract can successfully break through 60,800 yuan/ton [8]. 3. Summary by Relevant Sections 3.1 Market Review and Operation Suggestions - The lithium carbonate futures market had a volatile performance, with the total open interest dropping by 12,893 lots to 566,000 lots. The market movement was mainly driven by short - covering [8]. - The spot price of lithium carbonate, lithium ore prices, and most cathode material prices remained unchanged. The industry chain's price decline trend stopped [8]. - This week, the social inventory increased by 861 tons, and the weekly production rose by 891 tons, with inventory growth coming from the supply side. Terminal demand has not shown significant improvement [8]. - After seven consecutive weekly declines, the futures had a weekly gain, and the short - selling sentiment decreased. The short - term price bottom signal depends on whether the main contract can break through 60,800 yuan/ton [8]. 3.2 Industry News - On June 5th, Lithium Energy announced obtaining 6,150 hectares of mining rights in Utah, known as the White Plains lithium brine project, with 760 new mining claims. The company believes the geological environment may contain lithium brine mineralization, and this acquisition is part of its strategy to resume trading on the Australian Securities Exchange [9]. - On June 5th, Shengxin Lithium Energy stated in an institutional survey that its 60,000 - ton lithium salt project in Indonesia, which started trial production in 2024, is expected to start mass - supplying in the third quarter after some core customer certifications enter the final stage. The company is also involved in the solid - state battery field, with a 500 - ton metal lithium production capacity, mass - producing ultra - thin and ultra - wide lithium strips, and promoting a new 2,500 - ton metal lithium project [9]. - On June 3rd, BASF announced that its Black Mass plant in Schwarzheide, Germany, has been successfully put into commercial operation. It is one of the largest Black Mass commercial plants in Europe, with an annual processing capacity of 15,000 tons of scrap lithium - ion batteries and production waste, equivalent to about 40,000 electric vehicle batteries [10].

【今日关注】 周五又是震荡收十字星，量能明显不足。板块方面，贵金属、农药、采 掘和建材涨幅居前，多数行业如游戏、多元金融、食品饮料、传媒、轻 工和船舶制造等小幅收跌。从行为上看，资金当日上攻意愿不足，原因 可能是在压力位前的谨慎态度。形态方面，市场小周期放量没有突破压 力，短期再次回调的预期比较明显，但是不排除持续缩量上攻的可能性。 是否具有持续性很关键，本周还是首先关注防守板块的机会。宏观利好 不断加码，新能源、算力等方向仍然是长期投资机会。 每日市场观察 2025 年 6 月 9 日 【消息面】 1. 香港《稳定币条例》将于 8 月 1 日生效 香港特区政府六月六日于宪报刊登《稳定币条例（生效日期）公告》， 指定二○二五年八月一日为《稳定币条例》（第 656 章）（《条例》）开 始实施的日期。财经事务及库务局局长许正宇表示： "《条例》生效 后，该发牌制度将为相关的稳定币活动提供适切规范，是促进香港的 稳定币和数码资产生态圈可持续发展的里程碑。" 2.中物联：5 月份全球制造业 PMI 为 49.2% 短期建议关注避险行业的轮动机会，同时可以挖掘科技板块的长期投资 机会。长期来看，围绕国家政策扶持的相关产 ...

2025 年 6 月 9 日 碳酸锂：短期进口减量，长期供需过剩，震荡 | 邵婉嫕 投资咨询从业资格号：Z0015722 | shaowanyi@gtht.com | | --- | --- | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | liuhongru@gtht.com | 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2507合约（收盘价） | 60,440 | 340 | 1,580 | -1,700 | -4,820 | -16,180 | | | | 2507合约（成交量） | 256,782 | 12,190 | -129,363 | -170,398 | 152,803 | 248,795 | | | | 2507合约（持仓量） | 218,416 | -13,172 | -69,090 | -94,246 | -37,875 | 185,206 | | | 盘面 | 250 ...

【机构龙虎榜解读】创新药+固态电池，共同推动固态电池 在内的各类新能源电池相关粘合剂的小试、中试、到商业化 量产，并且出资1亿元收购了欧洲顶尖的抗肿瘤创新药企业 30%股权，这家公司获净买入 电报解读 2025.06.06 18:28 星期五 一、盘面简述 市场全天震荡分化，三大指数涨跌不一。沪深两市全天成交额1.15万亿，较上个交易日缩量1384亿。盘面上，市场热点较为杂 乱，个股上涨和下跌家数基本相当。从板块来看，化工、有色等周期股逆势活跃，盛达资源等涨停。算力概念股一度冲高，美利 云等涨停。ST板块震荡走强，ST百利等10余股涨停。下跌方面，稳定币概念股集体调整，雄帝科技跌超10%。板块方面，有色 金属、民爆、农药、海南等板块涨幅居前，美容护理、IP经济、稳定币概念、证券等板块跌幅居前。 三、焦点公司 海辰药业：创新药+固态电池+原料药，公司及子公司主要从事化学制剂、原料药及中间体的研发、生产、销售，产品涵盖心脑 血管、利尿、抗感染、消化系统、免疫调节、降糖、骨科等治疗领域。拥有87个原料药及制剂批准文号，常年在产品种20余 个。公司伏格列波糖片通过仿制药一致性评价。 子公司安庆汇辰联合四川赛科动力、宜 ...