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半固态电池等新型电池关键功能材料
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化工板块午后拉升,联泓新科强势封板!化工ETF(516020)涨超1%!
Xin Lang Ji Jin· 2025-09-11 06:45
Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) up by 1.08% as of the latest report [1] - Key stocks in the sector include Lianhong Xinke, which hit the daily limit, and Guangdong Hongda, which rose over 5%, along with several others gaining more than 3% [1] - Lianhong Xinke has begun mass sales of new battery materials, including solid-state and semi-solid-state batteries, aligning with the trends in the new energy industry [3] Group 2 - According to China International Capital Corporation (CICC), the commercialization of solid-state batteries is accelerating due to a combination of policy, demand, and technology, highlighting their safety and energy density advantages [3] - The chemical ETF (516020) is currently at a relatively low price-to-book ratio of 2.26, indicating a favorable long-term investment opportunity [3] - East China Securities notes that domestic policies are frequently addressing supply-side requirements, while international raw material costs are rising, leading to increased uncertainty in overseas chemical supply [5] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors within the chemical industry [4] - Leading stocks such as Wanhua Chemical and Yilong Lithium are highlighted as strong investment opportunities, with a diversified portfolio that includes leaders in phosphate, fluorine, and nitrogen chemical sectors [6] - Investors can also consider the chemical ETF linked funds (Class A 012537/Class C 012538) for exposure to the chemical sector [6]
联泓新科:联泓卫蓝开发出的固态电池等新型电池关键功能材料已开始形成批量销售
Zheng Quan Ri Bao Wang· 2025-09-10 12:44
Group 1 - The company, Lianhong Xinke, is actively following the development trends in the new energy industry [1] - The company has developed key functional materials for new types of batteries, including solid-state and semi-solid-state batteries [1] - These new battery materials have begun to achieve bulk sales [1]
联泓新科:联泓卫蓝开发出的固态电池、半固态电池等新型电池关键功能材料已开始形成批量销售
Mei Ri Jing Ji Xin Wen· 2025-09-10 08:22
Group 1 - The company is actively following the trends in the new energy industry, focusing on the development of solid-state and semi-solid batteries [1] - The company's subsidiary, Lianhong Weilan, has developed key functional materials for new batteries, including solid electrolyte dispersants and silicon-carbon anode binders [3] - These products have been validated through trials by downstream customers and are expected to begin mass sales in the second half of the year [3] Group 2 - The company has indicated that it will announce any significant developments regarding mass sales as soon as disclosure requirements are met [1]