Core Viewpoint - The battery sector is experiencing a significant upward trend driven by rising demand in both the power battery and energy storage markets, alongside a recovery in material prices due to supply chain dynamics and technological advancements in solid-state batteries [5][6][10]. Group 1: Market Performance and Trends - The A-share market is showing a fluctuating upward trend, with the battery sector experiencing mixed performance among its constituent stocks, including notable gains from companies like Zhongwei Co. and Greeenmei, while others like Ningde Times and Tianqi Lithium faced declines [3][6]. - The battery 50 ETF (159796) is maintaining stability around the flatline, reflecting the overall market sentiment in the battery sector [3]. Group 2: Demand Dynamics - Demand for power batteries is expected to grow steadily, driven by stable growth in domestic passenger vehicles and rapid penetration of commercial vehicles, with overseas new model cycles exceeding expectations [6][7]. - Energy storage demand is anticipated to enter a sustained high-growth cycle globally, with significant increases in installations projected for both domestic and international markets [6][7]. Group 3: Supply Dynamics - The supply side is expected to remain in a tight balance by 2026, with industry profitability likely to recover as demand increases, particularly if growth rates exceed 30% [7][9]. - The lithium battery materials sector is witnessing positive changes, with the electrolyte chain showing upward trends due to storage demand and rising lithium carbonate costs [7][8]. Group 4: Investment Opportunities - The battery 50 ETF (159796) is highlighted as a strategic investment vehicle, with a significant focus on energy storage and solid-state battery technologies, which are expected to benefit from upcoming market trends [10][12]. - The ETF's composition includes a high proportion of battery chemicals, which positions it well to capitalize on the recovery of upstream material prices and overall industry health [12][14].

出品：新浪财经上市公司研究院 作者：喜乐 2025年12月26日，欣旺达公告称子公司欣旺达动力被吉利控股集团旗下的威睿电动汽车技术（宁波）有限公司起诉，索赔金额高达23.14亿元，案由为2021 年6月至2023年12月交付的电芯存在质量问题。目前，这一案件尚未开庭，后续判决结果存在不确定性。对于欣旺达来说，这次诉讼金额巨大，不仅会影响 公司与主机厂的合作，也会对后续的资本运作造成影响。 根据财报数据，欣旺达 2023 年和 2024 年的归母净利润总和约为 25.44 亿元，这次的索赔金额几乎相当于其过去两年的净利润总和。事发至今，欣旺达股价 跌超 10%，市值蒸发约 60 亿元。 前期高频募资 近三年资本运作遇阻 作为2011年登陆深交所的上市公司，欣旺达此前一直保持较为高频的融资节奏：2018年定增募资近26亿元，2020年发行11亿元可转债，2021年再获39亿元定 增（瑞银、巴克莱、易方达等中外知名机构均参与），2022年更通过GDR在瑞士上市，募资约合4.4亿美元。根据欣旺达2025年7月公告，2020年可转债、 2021年定增分别仅结余1.3亿元、3.2亿元，2022年GDR募资则已全部耗尽。 ...

Group 1 - The visit of South Korean President Lee Jae-myung to China has garnered significant international attention, breaking traditional diplomatic norms and seeking new development opportunities for South Korea amid global economic turmoil [1] - Following Lee's arrival, the South Korean stock market reacted positively, with Samsung Electronics' stock rising over 5% and SK Hynix's stock increasing nearly 3%, indicating a favorable response to Lee's push for China-South Korea cooperation [1] - Lee's support for the One China principle during a pre-visit call with the Chinese Foreign Minister signals a strategic shift in South Korea's foreign policy, aiming for a diplomatic balance without antagonizing China due to its growing economic influence [3] Group 2 - Lee's visit included over 200 business representatives, focusing on finding new growth opportunities in various sectors, including traditional industries and high-tech fields like semiconductors and batteries, highlighting South Korea's ambition to secure a competitive position in the future [3] - The interest in the Chinese market from the business community during Lee's visit reflects a broader optimism regarding future China-South Korea relations, as well as a recognition of China as a key partner in global economic restructuring [5] - The increasing cooperation requests from Western leaders, such as the UK and Germany, towards China indicate a rising importance of China in the global political and economic landscape, which could redefine international relations in the 21st century [7]

1月7日，科力远盘中上涨2.26%，截至10:54，报7.23元/股，成交2.24亿元，换手率1.88%，总市值120.42 亿元。 资料显示，湖南科力远新能源股份有限公司位于湖南省郴州高科技术产业园区林邑大道东侧郴州战略性 新兴产业园1、2栋401-6室，成立日期1998年1月24日，上市日期2003年9月18日，公司主营业务涉及从 事电池及材料业务,以镍氢电池全产业链为基础,持续保障动力电池及材料需求供应,持续拓展轨道交通电 源市场,继续保持消费类电池及材料销售规模,同时联合高品位锂矿企业布局锂电上游产业链,为下游锂电 及储能市场拓展提供原材料保障。主营业务收入构成为：动力电池及极片30.14%，消费类电池 29.76%，镍产品13.66%，贸易收入9.26%，锂电材料7.00%，储能产品6.31%，其他3.87%。 科力远所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：RWA概念、固态电池、储能、锂 电池、中盘等。 截至9月30日，科力远股东户数8.57万，较上期减少17.04%；人均流通股19427股，较上期增加20.54%。 2025年1月-9月，科力远实现营业收入30.86亿元，同比增长 ...

据报道，当地时间1月5日，芬兰初创企业Donut Lab正式宣布推出全球首款具备商业化量产条件的全固 态电池。这款全固态电池的核心优势在于"全维度超越"，从能量密度、充电速度、循环寿命到极端环境 适应性，均打破传统锂电的技术瓶颈。可应用在乘用车上，同时也能应用到电动摩托车、重型卡车甚至 是工程机械设备，有望彻底变革电动汽车行业。 中银证券（601696）认为，固态电池作为新能源汽车动力电池的下一代技术，在安全性、能量密度上具 备显著优势，受到政策大力支持。随着固态电池技术和产业化不断成熟，其在新能源汽车上的需求量有 望高速增长。在政策和市场驱动下，固态电池量产将提速，技术和产业升级有望对现有生产设备形成替 代，固态电池产线设备作为产业链先行者，有望率先受益。 甬兴证券认为，固态电池是下一代电池升级方向，全球正在大力发展。相比于液态电池，固态电池在材 料和设备端的变化主要有：1)硫化锂，即硫化物电解质关键原材料，是固态电池新型材料；2)集流体， 特别是负极侧的铜箔集流体将产生重大变化；3)原纤化、干法辊压、等静压，是固态设备新增环节。 财通证券（601108）认为，2025年以来，固态电池技术持续获突破，多家车 ...

Core Viewpoint - On January 6, 2023, brokerage firms provided target prices for listed companies, with notable increases for Tianqi Materials, BYD, and China Jushi, reflecting significant growth potential in the battery, passenger vehicle, and glass fiber industries respectively [1][2]. Target Price Increases - Tianqi Materials (002709) received a target price of 80.50 yuan, indicating a target price increase of 69.69% [2]. - BYD (002594) has a target price of 140.00 yuan, reflecting a 40.01% increase [2]. - China Jushi (600176) has a target price of 23.57 yuan, showing a 34.61% increase [2]. Brokerage Recommendations - A total of 26 listed companies received brokerage recommendations on January 6, with Hengyi Petrochemical, China Jushi, and BYD each receiving two recommendations [3]. - Hengyi Petrochemical (000703) had a closing price of 10.75 yuan with 2 brokerage firms recommending it [3]. - China Jushi (600176) closed at 17.51 yuan and was recommended by 2 brokerage firms [3]. - BYD (002594) closed at 99.99 yuan and also received 2 recommendations [3]. Rating Adjustments - On January 6, only one company had its rating upgraded, with Qunyi Securities (Hong Kong) raising China Duty Free's rating from "Hold" to "Buy" [4]. - China Duty Free (601888) is now rated as "Buy" in the tourism retail sector [4]. First-Time Coverage - Five companies received initial coverage on January 6, with New City Holdings rated "Buy" by Caitong Securities [5]. - Huaming Equipment (002270) was rated "Buy" by Huatai Securities [5]. - Yidong Electronics (301123) received a "Buy" rating from Zhongyou Securities [5]. - Huatu Mountain Ding (300492) was rated "Increase" by Guotai Junan Securities [5]. - Hehe Information (688615) received a "Buy" rating from Dongbei Securities [5].

Group 1: Target Price Increases - The companies with the highest target price increases as of January 6 are Tianqi Materials (002709) with a target price increase of 69.69%, BYD (002594) with 40.01%, and China Jushi (600176) with 34.61% [1][2] - Tianqi Materials is rated "Buy" by Huatai Securities with a target price of 80.50 yuan [2] - BYD has two different ratings, one from Dongwu Securities with a target price of 140.00 yuan and another from Huachuang Securities with a target price of 113.80 yuan [2] Group 2: Broker Recommendations - A total of 26 listed companies received broker recommendations on January 6, with Hengyi Petrochemical (000703), China Jushi, and BYD each receiving two recommendations [1][3] - Hengyi Petrochemical has a closing price of 10.75 yuan and is in the refining and trading industry [3] - China Jushi has a closing price of 17.51 yuan and operates in the glass fiber industry [3] Group 3: Rating Adjustments - On January 6, there was one rating upgrade, with Qunyi Securities (Hong Kong) raising China Duty Free (601888) from "Range Operation" to "Buy" [4] - China Duty Free operates in the tourism retail industry [4] Group 4: First Coverage - Five companies received first coverage on January 6, including Xincheng Holdings (601155) rated "Buy" by Caitong Securities, Huaming Equipment (002270) rated "Buy" by Huatai Securities, and Yidong Electronics (301123) rated "Buy" by Zhongyou Securities [5] - Other companies receiving first coverage include Huatu Mountain Ding (300492) rated "Increase" by Guotai Haitong Securities and Hehe Information rated "Buy" by Dongbei Securities [5]

Group 1 - The core point of the article is that Shenzhen Xingyuan Material Technology Co., Ltd. submitted its Hong Kong IPO prospectus on July 7, 2025, which became invalid after six months on January 7, 2026, with CITIC Securities International as the sole sponsor [1] Group 2 - Shenzhen Xingyuan Material is recognized as a world-class manufacturer of lithium-ion battery separators [2] - The company is the first to achieve mass export of lithium-ion battery separators and is one of the few in China that possesses all three production technologies for lithium-ion battery separators: dry method, wet method, and coated separators [2]

Group 1 - The core point of the news is the significant market movement in solid-state battery stocks, driven by the announcement of the world's first commercially viable all-solid-state battery by Finnish startup Donut Lab [1] - Solid-state batteries are expected to revolutionize the electric vehicle industry due to their superior energy density, charging speed, cycle life, and adaptability to extreme environments [1] - Aijian Securities believes that the industrialization of solid-state batteries is accelerating, with a high likelihood of using sulfide electrolytes and silicon/lithium metal anodes, which offer better mechanical properties and ionic conductivity [1] Group 2 - According to statistics, several companies have been highlighted in institutional research reports regarding solid-state batteries, including Tianci Materials, Haixi Communications, and Xiamen Tungsten New Energy [2] - Tianci Materials is in the pilot testing stage for sulfide electrolytes, focusing on performance advantages in moisture control and cycle efficiency, with plans to establish a hundred-ton pilot production line by mid-2026 [2] - Xiamen Tungsten New Energy has achieved supply of positive electrode materials for oxide route solid-state batteries and has successfully produced ton-level oxide solid electrolytes [2] Group 3 - Predictions indicate that several solid-state battery concept stocks, such as Enjie Co., Rongbai Technology, and Ganfeng Lithium, are expected to see a significant increase in net profits this year, with some companies projected to double their net profits [3] - Other companies like Tiannai Technology and EVE Energy are also expected to experience net profit growth exceeding 50% [3]

董秘： 尊敬的投资者，您好！公司在2023年成立医疗电池事业部，并在2024年获得ISO13485医疗器械 质量管理体系认证，与上海市医疗器械检验研究院等医疗机构发布首个医疗电池标准。目前医疗电池业 务范围覆盖传统医疗器械以及三类有源植入式医疗器械，且在新兴脑机接口领域公司已与多家头部企业 达成密切合作。谢谢您的关注！ 当日关注点 来自交易信息汇总：1月6日主力资金净流入2215.75万元，显示主力对亿纬锂能短期走势持积极态 度。 截至2026年1月6日收盘，亿纬锂能(300014)报收于69.6元，上涨0.91%，换手率2.45%，成交量49.03万 手，成交额34.1亿元。 董秘最新回复 投资者： 董秘您好！2025年12月18日，国家药监局在北京召开脑机接口医疗器械工作推进会，会议要 求要深入贯彻落实党的二十届四中全会精神，深刻领会脑机接口作为前瞻布局未来产业的重要战略意 义。最近马斯克也公开宣布旗下脑机接口产品将于2026年进入规模化量产阶段。请问公司在脑机接口领 域有相关技术积累和产品应用吗？谢谢！ 交易信息汇总资金流向 1月6日主力资金净流入2215.75万元；游资资金净流出4182.94万元；散 ...