Core Insights - The report highlights significant growth in the domestic power battery installation volume, reaching 84.1 GWh in October, representing a month-on-month increase of 10.7% and a year-on-year increase of 42.1% [6] - The report indicates a surge in sulfuric acid prices driven by cost pressures and supply-demand imbalances, impacting related stocks such as Huateng (001217) and Hengguang (301118) [8] - Tencent's third-quarter report is expected to show accelerated growth in cloud services, with related stocks including Century Hengtong (301428) and Dataport (603881) [8] - The green alcohol industry is experiencing favorable policy support, which is expected to drive growth for core companies like Fuzhi Environmental Protection (688335) and Jiazhe New Energy (601619) [8] Industry Dynamics - The report notes that the domestic power battery industry is entering a new phase of systematic interconnectivity with the launch of a data infrastructure system by the China Academy of Information and Communications Technology [6] - The report emphasizes the importance of the battery sector, particularly lithium batteries and fluorine chemicals, which have seen significant capital inflows and price increases [12][13] Company Focus - ChipLink Integration (688469) has achieved mass production of its 8-inch SiC MOSFET production line, with a current capacity of 2,000 pieces per month [10] - Longyang Electronics (301389) has developed HVLP5 high-frequency and high-speed copper foil using proprietary technology, suitable for applications requiring low loss [10] - Yiling Pharmaceutical (002603) has received approval for its hydrochloride memantine raw material drug, aimed at treating moderate to severe Alzheimer's disease [10]

Market Overview - The Shanghai Composite Index reached a new high, closing at 4029.50 points with a gain of 0.73%, while nearly 4000 stocks rose [1] - The trading volume in the Shanghai and Shenzhen markets reached 20,420 billion yuan, an increase of 969 billion yuan compared to Wednesday [1] - Sectors such as lithium battery supply chain, silver, and cobalt saw significant gains [1] Competition Insights - The 77th session of the "Digging Gold" competition started on November 3, with registration from November 1 to November 14, and the next session will begin on November 15 [1][3] - Participants can win cash rewards based on their performance, with the first prize being 688 yuan and additional rewards for subsequent ranks [3] Sector Opportunities - Experts suggest looking for opportunities in low-position sectors such as sodium-ion battery storage and vanadium flow battery storage [5] - Sulfuric acid prices have surged to 773 yuan per ton, marking a 111% increase from January 21, 2023, and a 740% increase from May 26, 2023, driven by demand from the new energy sector and supply constraints [5] Trading Support - Participants in the competition can access a free trial of the "Fire Line Quick Review" for six trading days, which provides insights into market trends and investment logic [8] - The competition also offers additional benefits for top performers, including extended access to the review service [8]

Core Insights - The article discusses the growth and production statistics of sulfuric acid in China, highlighting a projected production of 9.22 million tons in April 2025, representing a year-on-year increase of 9% [1] - Cumulative production from January to April 2025 is reported at 36.51 million tons, with a cumulative growth rate of 5.2% [1] Industry Overview - The sulfuric acid industry in China is expected to see significant growth from 2025 to 2031, as indicated by the market research report from Zhiyan Consulting [1] - The report emphasizes the importance of sulfuric acid in various industrial applications, which may drive demand in the coming years [1] Company Implications - Key listed companies in the sulfuric acid sector include Zijin Mining, Jiangxi Copper, Juhua Co., Zhongjin Gold, Tongling Nonferrous Metals, Longbai Group, Yuntianhua, Zhejiang Longsheng, and Chuanfa Longmang [1] - These companies may benefit from the anticipated growth in sulfuric acid production and demand, presenting potential investment opportunities [1]

数据来源：国家统计局，智研咨询整理 根据国家统计局数据显示：2025年7月中国硫酸(折100％)产量为923万吨，同比增长8%；2025年1-7月中 国硫酸(折100％)累计产量为6443.9万吨，累计增长7.1%。 2020-2025年1-7月中国硫酸(折100％)产量统计图 上市企业：紫金矿业（601899）,江西铜业（600362）,巨化股份（600160）,中金黄金（600489）,铜陵有 色（000630）,龙佰集团（002601）,云天化（600096）,浙江龙盛（600352）,川发龙蟒（002312） 相关报告：智研咨询发布的《2025-2031年中国硫酸行业市场研究分析及投资前景评估报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Viewpoint - The report highlights the growth trajectory of China's sulfuric acid industry, projecting a production increase and providing insights into investment opportunities within the sector [1]. Industry Summary - According to the National Bureau of Statistics, China's sulfuric acid production is expected to reach 8.9 million tons by May 2025, reflecting a year-on-year growth of 5.7% [1]. - From January to May 2025, the cumulative production of sulfuric acid in China is projected to be 45.466 million tons, with a cumulative growth rate of 5.2% [1]. - The report includes a statistical chart detailing the production of sulfuric acid in China from 2020 to May 2025, indicating a consistent upward trend in production levels [1]. Company Summary - The report mentions several listed companies in the sulfuric acid sector, including Zijin Mining (601899), Jiangxi Copper (600362), Juhua Co., Ltd. (600160), Zhongjin Gold (600489), Tongling Nonferrous Metals (000630), Longbai Group (002601), Yuntianhua (600096), Zhejiang Longsheng (600352), and Chuanfa Longmang (002312) [1].

Core Viewpoint - The report highlights the growth potential of China's sulfuric acid industry, projecting a production increase in the coming years, which may present investment opportunities for related companies [1]. Industry Summary - According to the National Bureau of Statistics, China's sulfuric acid production is expected to reach 9.22 million tons by June 2025, reflecting a year-on-year growth of 9% [1]. - For the first half of 2025, the cumulative production of sulfuric acid in China is projected to be 54.91 million tons, with a cumulative growth rate of 6.3% [1]. Company Summary - Relevant companies in the sulfuric acid sector include Zijin Mining (601899), Jiangxi Copper (600362), Juhua Co., Ltd. (600160), Zhongjin Gold (600489), Tongling Nonferrous Metals (000630), Longbai Group (002601), Yuntianhua (600096), Zhejiang Longsheng (600352), and Chuanfa Longmang (002312) [1].