Core Viewpoint - Winning Technology has shown significant stock price appreciation and strong trading activity, indicating investor interest and potential growth in the lithium battery equipment sector [1][2]. Company Performance - As of September 23, Winning Technology's stock price increased by 2.01% to 34.52 CNY per share, with a total market capitalization of 22.407 billion CNY [1]. - The company has experienced an 81.45% increase in stock price year-to-date, with a 4.57% rise in the last five trading days and a 50.02% increase over the past 20 days [1]. - For the first half of 2025, Winning Technology reported a revenue of 4.264 billion CNY, a year-on-year decrease of 3.68%, and a net profit of 271 million CNY, down 19.84% year-on-year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 40.78% to 53,100, while the average number of circulating shares per person decreased by 28.86% to 12,010 shares [2]. - The company has distributed a total of 553 million CNY in dividends since its A-share listing, with 330 million CNY distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 3.693 million shares (a decrease of 1.0402 million shares), and Southern CSI 1000 ETF, which holds 3.607 million shares (an increase of 0.6917 million shares) [3].

Core Viewpoint - Dagang Co., Ltd. experienced a decline in stock price, with a 2.01% drop on September 23, 2023, and a market capitalization of 9.605 billion yuan [1] Group 1: Stock Performance - Year-to-date, Dagang's stock price has increased by 12.82%, but it has decreased by 4.28% over the last five trading days [2] - Over the past 20 days, the stock price has risen by 10.41%, and over the last 60 days, it has increased by 13.75% [2] Group 2: Company Overview - Dagang Co., Ltd. was established on April 20, 2000, and went public on November 16, 2006 [2] - The company is located in Zhenjiang New District, Jiangsu Province, and its main business areas include real estate, logistics and chemical services, high-tech and energy-saving environmental protection, and integrated circuit testing services [2] - The revenue composition is as follows: integrated circuit testing and related services 46.69%, NMP waste liquid purification 17.86%, terminal storage and water supply services 12.56%, environmental solid waste landfill 10.29%, leasing 6.36%, and others 6.25% [2] Group 3: Financial Performance - For the period from January to June 2025, Dagang achieved operating revenue of 160 million yuan, representing a year-on-year growth of 10.04% [2] - The net profit attributable to the parent company was 31.7589 million yuan, with a year-on-year increase of 3.99% [2] Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders of Dagang was 89,100, an increase of 2.64% from the previous period [2] - The average circulating shares per person decreased by 2.57% to 6,511 shares [2] - The company has distributed a total of 109 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] Group 5: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF, holding 3.218 million shares, an increase of 620,100 shares from the previous period [3] - Hong Kong Central Clearing Limited entered as a new shareholder, holding 2.2249 million shares [3] - Other notable shareholders include Huaxia CSI 1000 ETF and GF CSI 1000 ETF, with increases in their holdings [3]

Core Viewpoint - The stock of Dangsheng Technology has shown significant growth in 2023, with a year-to-date increase of 46.28%, driven by strong revenue and profit growth in the first half of the year [1][2]. Financial Performance - For the first half of 2025, Dangsheng Technology reported a revenue of 4.432 billion yuan, representing a year-on-year growth of 25.17% [2]. - The net profit attributable to shareholders for the same period was 311 million yuan, reflecting an increase of 8.47% compared to the previous year [2]. Stock Market Activity - As of September 23, the stock price of Dangsheng Technology reached 58.63 yuan per share, with a trading volume of 365 million yuan and a turnover rate of 1.26% [1]. - The company’s market capitalization stood at 31.912 billion yuan [1]. - The stock has experienced a 6.37% increase over the last five trading days and a 33.01% increase over the last 20 days [1]. Shareholder Information - As of June 30, the number of shareholders increased to 86,700, with an average of 5,834 circulating shares per person, a decrease of 2.13% [2]. - The top ten circulating shareholders include major ETFs, with notable changes in holdings among them [3]. Business Overview - Dangsheng Technology specializes in the research, production, and sales of lithium-ion battery cathode materials and high-end intelligent equipment [1]. - The revenue composition includes multi-materials (60.83%), lithium iron phosphate and sodium battery cathode materials (29.37%), lithium cobalt oxide (7.44%), and intelligent equipment (1.55%) [1].

Company Overview - Liyuanheng has seen a stock price increase of 223.20% year-to-date, with a recent decline of 0.59% over the last five trading days and a 22.79% increase over the last 20 days [2] - The company specializes in the research, production, and sales of intelligent manufacturing equipment, primarily serving industries such as lithium batteries, automotive parts, precision electronics, security, and rail transportation [2] - The revenue composition of Liyuanheng includes 80.56% from lithium battery manufacturing equipment, 12.23% from value-added parts and services, 3.62% from intelligent warehousing equipment, 2.72% from automotive parts manufacturing equipment, and 0.87% from other manufacturing equipment [2] Financial Performance - For the first half of 2025, Liyuanheng reported a revenue of 1.529 billion yuan, a year-on-year decrease of 17.48%, while the net profit attributable to shareholders was 33.41 million yuan, reflecting a year-on-year increase of 119.33% [2] - The company has distributed a total of 87.2418 million yuan in dividends since its A-share listing, with 35.3218 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Liyuanheng had 22,400 shareholders, an increase of 60.40% from the previous period, with an average of 7,541 circulating shares per shareholder, a decrease of 37.66% [2] - Among the top ten circulating shareholders, a new shareholder, China Aviation New Start Flexible Allocation Mixed A (005537), holds 935,900 shares, ranking as the sixth largest circulating shareholder [3] Market Activity - On September 23, Liyuanheng's stock price rose by 2.12%, reaching 72.30 yuan per share, with a trading volume of 94.1075 million yuan and a turnover rate of 0.78%, resulting in a total market capitalization of 12.199 billion yuan [1] - The net outflow of main funds was 7.2782 million yuan, with large orders accounting for 12.42% of purchases and 20.82% of sales [1]

9月21日，刚果（金）战略矿产市场监管控制局宣布，该国自10月15日起结束自今年2月以来实施的钴出 口禁令，并于10月16日改为实行出口配额制度，直至另行通知。 该机构在声明中说，今年余下时间内，在刚果（金）的矿企将被允许出口逾1.8万吨钴，2026年和2027 年每年最高出口量为9.66万吨。配额将根据企业历史出口量比例分配，并"将通知各公司"。 对此，一位业内人士告诉《每日经济新闻》记者："（供需）将进入紧平衡，印尼的粗制氢氧化镍钴逐 步放量，将补足一部分量。" 9月22日，力勤资源一度放量上涨达17%，截至收盘上涨6.60%。该公司湿法镍产能位于印尼，其钴产品 供应不受刚果（金）出口配额制度的影响。 刚果（金）钴出口禁令将改为出口配额制度 锂电池按照正极材料，可分为三元材料（镍钴锰）电池和磷酸铁锂电池这两大主要品类，钴金属正是三 元材料重要的组成部分。 刚果（金）则是全球最大的钴生产国。根据银河证券，刚果（金）钴产量占据全球产量的74%。刚果 （金）颁布钴出口禁令后，自今年6月起，中国钴湿法冶炼中间品进口量环比下滑62%，由原先5万吨左 右的水平降至8月的0.5万吨。 不过，SMM提及，随着新能源汽车市 ...

Core Viewpoint - Yongxing Materials has experienced a decline in stock price and financial performance, with significant net outflows of capital and a decrease in revenue and net profit year-on-year [1][2]. Group 1: Stock Performance - On September 22, Yongxing Materials' stock fell by 2.02%, trading at 33.90 yuan per share, with a total market capitalization of 18.276 billion yuan [1]. - The stock has decreased by 8.95% year-to-date, with a 4.61% drop over the last five trading days and a 4.83% decline over the last 20 days, while it has increased by 6.77% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Yongxing Materials reported revenue of 3.693 billion yuan, a year-on-year decrease of 17.78%, and a net profit attributable to shareholders of 401 million yuan, down 47.84% year-on-year [2]. - The company has distributed a total of 5.503 billion yuan in dividends since its A-share listing, with 4.203 billion yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, Yongxing Materials had 53,700 shareholders, a decrease of 3.06% from the previous period, with an average of 7,232 circulating shares per shareholder, an increase of 3.17% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 5.4031 million shares, an increase of 2.6028 million shares from the previous period [3].

资金流向方面，主力资金净流出2957.16万元，特大单买入2968.26万元，占比6.73%，卖出5213.38万 元，占比11.82%；大单买入1.38亿元，占比31.40%，卖出1.46亿元，占比33.02%。 天奈科技今年以来股价涨48.61%，近5个交易日涨2.52%，近20日涨16.29%，近60日涨25.54%。 资料显示，江苏天奈科技股份有限公司位于江苏省镇江市镇江新区青龙山路113号，成立日期2011年1月 6日，上市日期2019年9月25日，公司主营业务涉及纳米级碳材料及相关产品的研发、生产及销售。主营 业务收入构成为：碳纳米管导电浆料98.04%，碳纳米管粉体1.90%，其他0.06%。 天奈科技所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：石墨烯、锂电池、宁德时 代概念、固态电池、磷酸铁锂等。 9月22日，天奈科技盘中上涨2.01%，截至13:50，报57.46元/股，成交4.41亿元，换手率2.27%，总市值 210.54亿元。 截至6月30日，天奈科技股东户数2.38万，较上期增加1.28%；人均流通股14455股，较上期减少1.26%。 2025年1月-6月，天奈科 ...

Company Overview - Zhongwei Co., Ltd. is located in Tongren City, Guizhou Province, and specializes in the research, production, processing, and sales of lithium battery cathode material precursors [1] - The company was established on September 15, 2014, and went public on December 23, 2020 [1] - Main business revenue composition: battery materials 45.17%, new energy metals 43.49%, and others 11.34% [1] Financial Performance - For the first half of 2025, Zhongwei Co., Ltd. achieved operating revenue of 21.32 billion yuan, a year-on-year increase of 6.16% [2] - The net profit attributable to shareholders was 733 million yuan, a year-on-year decrease of 15.20% [2] - Cumulative cash dividends since the A-share listing amount to 1.68 billion yuan, with 1.53 billion yuan distributed over the past three years [3] Stock Market Activity - As of September 22, Zhongwei's stock price was 43.10 yuan per share, with a market capitalization of 40.43 billion yuan [1] - Year-to-date stock price increase is 20.50%, with a recent 5-day decline of 0.92% and a 20-day increase of 19.92% [1] - Major shareholder changes include Hong Kong Central Clearing Limited as the fourth largest shareholder, increasing its holdings by 1.29 million shares [3] Investor Sentiment - On September 22, there was a net outflow of 29.19 million yuan in main funds, with large orders showing a buy of 125 million yuan and a sell of 148 million yuan [1] - The stock's turnover rate was 1.17% with a total transaction volume of 465 million yuan [1]

Core Viewpoint - Camel Group Co., Ltd. has experienced fluctuations in stock price and trading volume, with a notable increase in revenue and net profit year-on-year, indicating potential growth in the battery and recycling sectors [1][2]. Financial Performance - As of June 30, 2025, Camel Group achieved a revenue of 7.995 billion yuan, representing a year-on-year growth of 6.22% [2]. - The net profit attributable to shareholders for the same period was 532 million yuan, showing a significant increase of 69.46% year-on-year [2]. Stock Market Activity - On September 22, 2023, Camel Group's stock price fell by 2.01% to 10.71 yuan per share, with a trading volume of 277 million yuan and a turnover rate of 2.18% [1]. - The company’s stock has increased by 33.88% year-to-date, but has seen a decline of 5.89% over the last five trading days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Camel Group was 51,900, a slight decrease of 0.12% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.12% to 22,620 shares [2]. Dividend Distribution - Camel Group has distributed a total of 2.522 billion yuan in dividends since its A-share listing, with 892 million yuan distributed over the last three years [3]. Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 21.976 million shares, a decrease of 10.636 million shares from the previous period [3]. - Other notable shareholders include Dachen Strategy Return Mixed A and Dachen Ruixiang Mixed A, which also saw reductions in their holdings [3].

Core Viewpoint - Guocera Materials has shown a mixed performance in stock price and financial metrics, with a notable increase in revenue but only modest growth in net profit, indicating potential areas for investment consideration and risk assessment [1][2]. Financial Performance - As of June 30, Guocera Materials reported a revenue of 2.154 billion yuan, representing a year-on-year growth of 10.29% [2]. - The net profit attributable to shareholders was 332 million yuan, reflecting a slight increase of 0.38% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 870 million yuan, with 398 million yuan distributed over the past three years [3]. Stock Market Activity - On September 22, Guocera Materials' stock price increased by 2.02%, reaching 22.72 yuan per share, with a trading volume of 229 million yuan and a turnover rate of 1.22% [1]. - The stock has appreciated by 34.91% year-to-date, but has seen a decline of 4.01% over the last five trading days [1]. - The company has a total market capitalization of 22.653 billion yuan [1]. Shareholder Structure - As of June 30, the number of shareholders increased to 48,200, a rise of 14.53% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.68% to 17,470 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 55.921 million shares, a decrease of 1.4332 million shares from the previous period [3]. Business Segments - Guocera Materials' main business segments include catalytic materials (34.54%), other materials (24.77%), biomedical materials (24.18%), electronic materials (19.37%), and others [1]. - The company is categorized under the electronic chemical industry and is involved in various concept sectors such as lithium batteries and new materials [1].