Core Insights - The report highlights a positive outlook for the A-share market, driven by low valuation dividend assets and active performance in sectors like chips, optical modules, and new energy [1][6][10] - The "14th Five-Year Plan" emphasizes high-quality development and technological self-reliance, which is expected to enhance domestic economic efficiency and attract investment in high-tech manufacturing [3][4][6] - The report suggests a balanced investment strategy focusing on both defensive and growth stocks, particularly in banking, coal, semiconductors, optical modules, and solid-state batteries [1][10][11] Market Overview - Last week, the Shanghai Composite Index reached a new high for the year, with a stable trading volume, reflecting investor optimism about future technological innovation [3][5] - The communication sector showed significant strength, with a weekly increase of 11.55% and a year-to-date increase of 67.91%, driven by domestic AI development and export controls on chips [7] - The electronic sector also performed well, with a weekly increase of 8.49% and a year-to-date increase of 50.59%, benefiting from U.S. chip export restrictions [8] Sector Performance - The power equipment sector rose by 4.9% last week, with a year-to-date increase of 39.15%, supported by breakthroughs in solid-state battery technology and favorable policies for charging infrastructure [9] - The report indicates that the domestic battery technology advancements and the improvement of electric vehicle infrastructure will strengthen the new energy market's competitive edge [9] Future Outlook - The report anticipates that ongoing U.S.-China trade negotiations may introduce short-term market volatility, but the expected interest rate cuts by the Federal Reserve and narrowing interest rate differentials could facilitate capital inflows into the A-share market [10][11] - Long-term prospects remain positive for high-tech manufacturing companies with core technologies, which are likely to attract investment at lower valuations [1][10]

基本养老保险基金作为另一类重要的长线资金，调仓动作同样备受市场关注。今年三季度，基本养老保 险基金九零二组合、基本养老保险基金八零二组合、基本养老保险基金一零零三组合分别增持了463.83 万股中远海特、250万股国药股份、103.56万股恒源煤电。 绩优股的挖掘成为三季度机构资金获取超额收益的重要来源。值得注意的是，机构在积极挖掘景气度向 上的细分领域龙头的同时，也对一些短期涨幅过大的个股选择"落袋为安"。无论是顺势加仓还是阶段止 盈，都显示出了机构资金的投资精细化操作。 长线资金"多点开花" 作为长线资金的代表之一，社保基金的投资动向成为市场重要的风向标。Wind数据显示，截至10月25 日，社保基金组合已现身135只A股股东名单，三季度末合计持仓市值达513.30亿元。 在已披露的个股中，目前社保基金组合持仓市值最高的是云铝股份，持仓市值高达32.09亿元；紧随其 后的是汇川技术，持股市值达23.72亿元。此外，社保基金组合持有海大集团、赤峰黄金、万华化学、 中国巨石、长城汽车、亿纬锂能、天山铝业、藏格矿业、华测导航、鱼跃医疗等个股的市值均在10亿元 以上。其中，赤峰黄金、华测导航、海大集团、万华化学、 ...

Group 1 - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, with concurrent events including the CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition from November 6-8 [2] - Guangzhou Bailisi Grinding Media Co., Ltd. will be a key sponsor for the event, showcasing its Nanorbeads® grinding media for the dispersion and grinding of new energy battery materials [2] - The company was established in 2001 and is recognized as the first to systematically introduce foreign grinding media into the domestic market [2] Group 2 - HeYuan Dinuo New Materials Co., Ltd. was established in Guangdong in 2010, leveraging over a decade of market and technology accumulation, and has developed industry-leading titration rolling forming technology for producing various types of zirconia beads [3] - The annual production capacity of HeYuan Dinuo is 1,500 tons, with 40% of its output exported [3] - The high-end zirconia beads produced by the company utilize advanced hydrothermal methods and are characterized by uniform structure, higher strength, and lower wear compared to traditional rolling-forming beads [3]

Group 1 - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [2] - The event is organized by the Starting Point Solid-State Battery, Starting Point Lithium Battery, and the SSBA Solid-State Battery Alliance, highlighting the focus on new technologies and ecosystem building [2][10] - The event will feature major industry players such as CATL, BYD, Ganfeng, and others, indicating a significant gathering of key stakeholders in the solid-state battery sector [9] Group 2 - Yitex was established in 2004 and specializes in the research and production of glove boxes and laboratory equipment, serving universities, research institutions, and high-tech enterprises [3] - The company has built three production bases in Beijing, Wuxi, and Handan, with a nationwide marketing and service network, significantly reducing procurement costs through domestic alternatives [3] - The LAB2000 series glove box is a high-performance system that can automatically absorb water and oxygen molecules, providing an inert gas atmosphere with water and oxygen content below 1 ppm [5]

Core Insights - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention Center, with concurrent events including the CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition from November 6-8 [2] - Dongguan Haiyu Baite Intelligent Equipment Co., Ltd. is a key sponsor of the event, and its R&D Director will present on the topic of "Dry Method Electrode Sheet Hot Roller and Composite Technology" [2] Company Overview - Dongguan Haiyu Baite Intelligent Equipment Co., Ltd. is one of the earliest companies in China engaged in the independent research, development, production, and sales of complete equipment for lithium-ion batteries, focusing on high-precision roller presses, slitting machines, and composite machines [3] - The company has received multiple honors, including "Specialized and Innovative Small Giant Enterprise," "High-tech Enterprise," and various certifications in quality and safety management systems [3] - Its products are sold in over 50 cities across China, serving more than 300 users, including over 40 listed companies, and are exported to countries such as the United States, Russia, and Australia [3] Commitment to Quality - The company adheres to the principles of "User First, Credibility First, Quality First," aiming to provide high-quality equipment and services while contributing to global green energy initiatives [4]

Event Overview - The 2025 Solid-State Battery Industry Conference and the Golden Ding Award Ceremony will take place on November 8, 2025, in Guangzhou [3][4]. - The event aims to focus on new technologies and build a new ecosystem in the solid-state battery industry [3]. Forum Scale and Participants - The forum is expected to host over 1000 participants, with major sponsors including Ru Tian Technology [2]. - Notable companies participating include CATL, BYD, Ganfeng Lithium, and many others from the solid-state battery sector [2]. Agenda Highlights - The main forum will feature a series of presentations and discussions on advancements in solid-state battery technology, including the release of a global industry white paper [5][6]. - Key topics will cover solid-state electrolyte technology, manufacturing processes, and innovations in battery materials [5][6]. Awards and Recognition - The event will also include the 2025 Golden Ding Awards, recognizing achievements in various categories such as innovation in solid-state battery materials and technology [6]. - Specific awards include the 2025 China All-Solid-State Battery Industrial Pioneer Award and the 2025 China Solid-State Battery Most Investable Award [6]. Exhibition Details - Concurrent exhibitions will take place, showcasing advancements in solid-state and sodium battery technologies from November 6 to November 8, 2025 [2]. - Various sponsorship and exhibition options are available, with pricing details provided for different booth sizes [9].

Core Viewpoint - The CINE2025 Solid-State Battery and Sodium Battery Exhibitions will take place in Guangzhou, showcasing advancements in battery technology and industry developments, with significant participation from various companies and organizations in the sector [1][2]. Exhibition and Forum Structure - The exhibitions include the CINE Solid-State Battery Exhibition and the CINE Sodium Battery Exhibition, along with concurrent forums such as the 2025 Sodium Battery Industry Annual Conference and the 2025 Solid-State Battery Industry Annual Conference, scheduled for November 6-8, 2025 [1]. - The event is organized by multiple entities including Qidian Research, Qidian Solid-State Battery, Qidian Lithium Battery, and the NA+ Sodium Battery Industry Alliance [1]. Event Scale - The exhibition is expected to host over 200 exhibitors, 2000 participating companies, and 20,000 professional attendees [2]. - The setup for the exhibition will occur on November 4-5, 2025, with the main events running from November 6 to 8, 2025 [2]. Venue and Schedule - The exhibitions will be held at the Guangzhou Nansha International Convention Center, specifically in the second-floor Ship Hall and Guangzhou Hall [2]. - Detailed schedule includes specific times for the Sodium Battery Exhibition, Solid-State Battery Exhibition, and various award ceremonies [2]. Participation and Sponsorship - A list of first batch exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, and Hai Si Da Sodium Star, among others [1]. - Registration fees for exhibitors and attendees vary, with standard exhibition booth costs ranging from 15,000 RMB for a 9 square meter booth to 48,000 RMB for a 36 square meter special booth [6]. Contact Information - For inquiries regarding participation and sponsorship, specific contacts are provided for different aspects of the event, including registration and media cooperation [7][8].

Core Insights - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention Center, focusing on new technologies and ecosystem building [1][9] - Solid Ion Energy Technology (Wuhan) Co., Ltd. will participate in the conference, with founder and professor Guo Xin presenting on the industrialization progress of polymer-based solid-state lithium-ion batteries [2][6] - The event will also feature the CINE Solid-State Battery Exhibition and the Sodium Battery Exhibition from November 6 to 8, 2025 [4][9] Company Overview - Solid Ion Energy Technology (Wuhan) Co., Ltd. was established in 2023, focusing on the research and application of polymer-based solid electrolyte materials and solid-state batteries [8] - The company aims to provide innovative energy solutions for consumer electronics, energy storage stations, and power batteries, promoting a green, intelligent, and sustainable energy future [8]

Core Viewpoint - In an era of uncertainty, companies must seek certainty in growth by embracing technological revolutions, particularly the AI wave, which presents both challenges and opportunities for new business models and industries [4][6]. Group 1: Changes in the Current Landscape - The relationship between China and the world is shifting, with a notable tilt towards China, impacting capital markets significantly [7]. - The Chinese economy is under pressure due to changing economic conditions, affecting businesses [7]. - The AI revolution is destroying some industries while creating new opportunities for innovative companies [7]. Group 2: Strategies for Growth - Companies should focus on "self-control and import substitution" as a key strategy, particularly in addressing critical technological challenges [8][9]. - Investing in emerging, high-growth industries is crucial, as the economic landscape is undergoing structural changes [10][11]. - Cost reduction is essential for building competitive strength and endurance in the current market environment [12]. - Emphasizing technological innovation can help companies transition from "stock competition" to "incremental competition" [13]. - Companies should consider expanding internationally to tap into larger markets and improve financial performance [14][15]. Group 3: Embracing AI and Ecosystem Development - Companies must identify new business opportunities within the AI wave, which is creating a new incremental market [16][17]. - Building an ecosystem is vital for sustainable growth, as it provides a competitive edge [18]. - Companies should actively engage with the capital market, as a new tech bull market is emerging in China, with significant IPO activity [18].

Core Viewpoint - The article highlights the upcoming 2025 Solid-State Battery Industry Conference and the Golden Ding Award ceremony, focusing on innovation and collaboration within the solid-state battery sector [2]. Event Details - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, and SSBA Solid-State Battery Alliance, scheduled for November 8, 2025, at the Guangzhou Nansha International Convention Center [2]. - The event aims to gather over 1,000 participants and includes concurrent activities such as the CINE Solid-State Battery Exhibition and the 2025 Qidian Sodium Battery Industry Conference [2]. Participating Companies - Notable companies participating in the event include CATL, BYD, and RuTian Technology, among others, with nearly 100 firms from the solid-state battery supply chain registered for the Golden Ding Award [2][3]. Industry Recognition - The 2025 China Solid-State Battery Industry Golden Ding Award aims to recognize leading and innovative enterprises contributing significantly to the solid-state battery industry [2]. Company Highlights - Jiangxi Ganfeng Lithium Co., Ltd. is recognized as a leading lithium ecosystem enterprise, involved in various stages of lithium resource development and battery manufacturing, with a significant global presence [4][5]. - The company has developed a complete technology system for solid-state materials and has a high-level R&D team focused on high-energy-density battery technology [6]. - Penghui Energy, established in 2001, focuses on battery products and energy storage systems, with over 700 patents and a strong market presence in various energy sectors [11][12]. Technological Innovations - Penghui Energy has innovated in solid-state battery processes, achieving significant advancements in manufacturing techniques and materials, leading to improved safety and performance [13]. - BASF Shanshan Battery Materials Co., Ltd. has developed high-nickel products for power and drone applications, enhancing energy density and cycle life [17][18]. - Solid State Ion Energy Technology (Wuhan) Co., Ltd. has created polymer-based solid-state lithium batteries with high energy density and safety features, targeting consumer electronics and electric vehicles [20]. Market Trends - The solid-state battery industry is witnessing rapid advancements, with companies like Zhongke Gonen focusing on sulfide solid-state electrolyte technology and aiming for large-scale production [22]. - The industry is characterized by a strong emphasis on innovation, with companies like RuTian Technology and Hefei Yinshi New Materials Technology Co., Ltd. making significant strides in solid-state electrolyte production [46][66]. Conclusion - The solid-state battery sector is poised for growth, driven by technological advancements and increased collaboration among industry players, as evidenced by the upcoming conference and award ceremony [2][22].