Group 1 - Xiamen Tungsten New Energy Materials Co., Ltd. is located in the Xiamen Free Trade Zone, established on December 20, 2016, and listed on August 5, 2021, focusing on the R&D, production, and sales of lithium-ion battery cathode materials [1] - The company's main business revenue composition includes lithium cobalt oxide at 50.32%, ternary materials (including lithium iron phosphate and others) at 45.89%, hydrogen energy materials at 3.07%, and others at 0.72% [1] Group 2 - Zhonghang Fund has one fund heavily invested in Xiamen Tungsten New Energy, specifically the Zhonghang New Start Flexible Allocation Mixed A Fund (005537), which increased its holdings by 1.61 million shares in the third quarter, totaling 2.3645 million shares, representing 9.56% of the fund's net value [2] - The fund has achieved a year-to-date return of 66.67%, ranking 512 out of 8087 in its category, and a one-year return of 63.87%, ranking 486 out of 8085 [2] Group 3 - The fund manager of Zhonghang New Start Flexible Allocation Mixed A is Han Hao, who has been in the position for 8 years and 19 days, with a total asset scale of 15.589 billion yuan [3] - During Han Hao's tenure, the best fund return was 271.85%, while the worst was -20.84% [3]

Group 1 - The core point of the article is that Fuzhi Co., Ltd. (SZ002083) reached its daily limit of 12.45 yuan, with an increase of 8.75%, resulting in a total market capitalization of 11.653 billion yuan and a circulating market capitalization of 11.649 billion yuan, with a total transaction amount of 1.623 billion yuan [1] Group 2 - The reasons for the stock price surge include shareholder increases, business expansion, and product innovation. Major shareholders and their concerted actions have cumulatively increased their holdings by 0.32%-0.17%, indicating recognition of the company's long-term value. Some shareholders have committed to a 12-month lock-up period, reducing short-term selling pressure and enhancing shareholder stability, which boosts market confidence in the company [1] - The company is actively expanding its business and innovating products. The project for producing 6,127 tons of towels annually in Egypt has been approved, which will enhance its international competitiveness. The launch of new home textile products and progress in developing functional products have also been noted. Additionally, the 20,000-ton silicon-carbon anode project is in the pilot testing stage, which, while currently having a minor impact on revenue and profit, demonstrates the company's layout in the new energy materials sector [1] - In terms of industry performance, data from Tonghuashun indicates that some stocks in the textile and home textile sector performed actively on the same day, creating a certain sectoral linkage effect. Technically, the stock broke through short-term moving average resistance, and the MACD indicator showed a reduction in green bars, indicating an increase in short-term bullish momentum [1] - According to data from Dongfang Caifu, there was a significant net inflow of main funds on that day, which contributed to the stock price hitting the daily limit [1]

Core Viewpoint - Zhongwei New Materials (02579) has seen a stock increase of over 5%, currently trading at 31.24 HKD, with a transaction volume of 24.25 million HKD, following the announcement of a strategic cooperation framework agreement with Xinwanda for solid-state battery development [1] Group 1: Strategic Partnership - The company signed a strategic cooperation framework agreement with Xinwanda on December 25, 2025, focusing on the joint development of new cathode material precursors [1] - This collaboration aims to address core technical challenges in solid-state batteries, including energy density, safety, and cycle life [1] Group 2: Technological Advancements - The partnership is expected to enhance the company's technological reserves and innovation capabilities by closely aligning material research with end-product requirements [1] - It aims to tackle critical issues such as the compatibility of cathode/electrolyte interfaces, thereby accelerating the development process [1] Group 3: Market Positioning - The collaboration establishes a synergistic path from "material development - performance validation - industrialization," providing stable application outlets for the company's products [1] - This initiative is anticipated to help the company strategically position itself in emerging markets related to artificial intelligence, autonomous driving, robotics, and low-altitude economy, while enhancing its industry status and market influence in the global new energy materials sector [1]

中伟新材(02579)涨超5%，截至发稿，涨4.83%，报31.24港元，成交额2425.36万港元。 此外，本次合作构建了从"材料开发-性能验证-产业化"的协同路径，为公司产品提供了稳定的应用出 口。这不仅有助于公司抢先布局人工智能、无人驾驶、机器人、低空经济等相关新兴市场，更能共同提 升公司在全球新能源材料领域的行业地位与市场话语权。 消息面上，中伟新材发布公告，公司与欣旺达（300207）于2025年12月25日签署《固态电池战略合作框 架协议》。本次合作通过联合开发新型正极材料前驱体，直接应对固态电池在能量密度、安全性和循环 寿命方面的核心技术挑战。与产业链的深度绑定，使材料研发能精准匹配终端产品需求，加速攻克如正 极/电解质界面相容性等关键难题，从而显著增强公司的技术储备与创新能力。 ...

Core Viewpoint - Dao Shi Technology's stock price decreased by 1.1% to 22.46 CNY per share, with a total market capitalization of 17.569 billion CNY as of the report date [1] Group 1: Company Overview - Dao Shi Technology Co., Ltd. is located in Nanzhuang Town, Foshan City, Guangdong Province, and was established on September 21, 2007, with its listing date on December 3, 2014 [1] - The company specializes in the production and sales of building ceramic glaze materials, providing related technical services and product design, commercial factoring, and new energy materials [1] - The revenue composition of the main business includes: Other 47.44%, Lithium battery materials 34.70%, Carbon materials 9.00%, and Ceramic materials 8.85% [1] Group 2: Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Dao Shi Technology, having reduced its holdings by 66,400 shares in the third quarter, now holding 7.1545 million shares, which is 1.04% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 1.7886 million CNY [2] Group 3: Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 76.63 billion CNY, with a year-to-date return of 29.2%, ranking 1850 out of 4195 in its category [2] - The fund has a one-year return of 24.73%, ranking 2053 out of 4179, and a since inception return of 14.34% [2] Group 4: Additional Fund Holdings - The Southern Entrepreneurial Board Mid-Cap 200 ETF (159270) also holds Dao Shi Technology as a significant position, with 19,900 shares, accounting for 1% of the fund's net value [4] - The estimated floating loss for this ETF today is approximately 4,975 CNY [4] Group 5: Fund Manager Information - The Southern Entrepreneurial Board Mid-Cap 200 ETF (159270) is managed by He Dianhong and Zhao Zhuoxiong, both having a tenure of 1 year and 61 days [5] - The total asset size of the fund is 27.6 million CNY, with the best return during their tenure being 49.67% and the worst return being 5.09% [5]

近年来，快充铁锂在动力领域的大规模应用以及储能需求的高景气度，进一步拉动磷酸铁锂正极材料出 货量增长，根据则言咨询数据，2025年1-11月我国磷酸铁锂产量合计348万吨，同比+57.9%；单月来 看，2025年11月磷酸铁锂产量41.7万吨，同比+52.8%，环比+4.2%，创历史新高。受益动力领域的份额 提升以及储能需求的快速增长，我们判断后续铁锂材料需求仍将保持高速增长，我们测算2026年全球磷 酸铁锂正极材料出货量有望达到525万吨，同比+36%，预计到2030年增长至1136万吨，对应2025-2030 年CAGR约24%。 中信证券发布研报称，铁锂行业盈利有望迎来周期性的拐点。需求端，动力领域铁锂渗透率的进一步提 升以及储能的高景气度带来需求的快速增长，中信证券测算2026年全球磷酸铁锂正极材料出货量有望达 到525万吨，同比+36%；供给端，预计2026年增长有限，整体稼动率有望进一步提升，其中高端品仍较 为紧缺。当前铁锂盈利能力处于周期底部，伴随供需结构改善有望迎来修复空间，产品高端化、出海趋 势的进一步明确有望为头部企业带来超额利润。重点推荐铁锂行业内头部企业。 中信证券主要观点如下： 需求 ...

Core Viewpoint - The company is actively expanding its presence in the new energy materials sector, focusing on products such as iron phosphate and lithium iron phosphate [1] Group 1: Production and Projects - The De'a project has successfully completed and commenced production of a 60,000 tons/year lithium iron phosphate facility [1] - A 100,000 tons/year iron phosphate facility is currently undergoing trial production [1] - The first phase of the Panzhihua project, which includes a 50,000 tons iron phosphate facility, has completed equipment installation [1] Group 2: Market Applications and R&D - Lithium iron phosphate materials are applicable in the energy storage sector [1] - The company plans to continue increasing its research and development efforts in lithium iron phosphate and other new energy materials to promote product iteration and upgrades [1]

中国共产党党员、中国工程院院士、著名材料科学家、教育家、我国绿色二次电池与能源 材料领域的重要奠基人之一、北京理工大学杰出教授吴锋同志，因病医治无效，于2025 年12月29日00时00分在北京逝世，享年7 4岁。吴锋先生遗体告别仪式于2 0 2 6年1月4日9 时在八宝山殡仪馆东礼堂举行。 吴锋，男，汉族，北京人，19 51年6月12日出生。1 9 7 3年07月加入中国共产党，1982年 0 1月起执教于北京工业学院（今北京理工大学）。2017年当选为中国工程院院士。 吴锋同志长期从事教学与科研工作，学术造诣精深，工程视野开阔，治学严谨，勇于创 新。他坚持理论与实践相结合，科研与产业相促进，取得了一系列国内外公认的重要成 果，荣获国家技术发明奖、国家科技进步奖、何梁何利科学与技术进步奖、国家高技术研 究发展计划突出贡献奖及多项国际重要奖项。他著书立说，潜心育人，培养了一大批新能 源材料、电化学与电池工程领域的科技骨干与领军人才，为我国相关领域的科技自立自强 和可持续发展奠定了坚实的人才基础。 吴锋同志具有坚定的共产主义理想信念，对党忠诚，热爱祖国，将毕生心血倾注于科技报 国、教育兴邦的伟大事业。他心系"国 ...

格隆汇12月29日丨川发龙蟒(002312.SZ)在互动平台表示，公司目前未进行电解液材料相关布局或项 目，如开展相关业务，公司将严格遵循信息披露规定，及时履行披露义务。新能源材料方面，公司主要 布局磷酸铁、磷酸铁锂等新能源材料项目，其中全资子公司德阳川发龙蟒6万吨/年磷酸铁锂装置已全面 建成并投产使用，10万吨/年磷酸铁装置正在进行试生产；同时德阳川发龙蟒拟投资建设10万吨/年磷酸 二氢锂项目，为草酸亚铁路线制备高压实密度磷酸铁锂提供原材料，该项目建设将发挥公司在磷化工及 新材料领域的资源、产业、技术等优势，有利于优化公司产品结构，强化新能源材料业务布局，提升公 司市场影响力和核心竞争力。 ...

Core Viewpoint - The company, Zhongwei New Materials (02579.HK), has signed a strategic cooperation framework agreement with Xinwanda Power Technology Co., Ltd. to jointly develop solid-state battery materials, aiming to enhance their market position in the global new energy materials sector [1]. Group 1: Strategic Cooperation - The agreement was signed on December 25, 2025, and emphasizes mutual benefits and strong compatibility between the two companies [1]. - The collaboration aims to address core technical challenges in solid-state batteries, including energy density, safety, and cycle life [1]. Group 2: Development and Innovation - The partnership will focus on the joint development of new cathode material precursors, which will enhance the companies' technical reserves and innovation capabilities [1]. - The cooperation establishes a collaborative path from "material development - performance verification - industrialization," providing stable application outlets for the company's products [1]. Group 3: Market Positioning - This collaboration is expected to help the company gain a competitive edge in emerging markets such as artificial intelligence, autonomous driving, robotics, and low-altitude economy [1]. - The partnership aims to enhance the company's industry status and market influence in the global new energy materials field [1].