资料显示，广州天赐高新材料股份有限公司位于广东省广州市黄埔区云埔工业区东诚片康达路8号,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年6月6日，上市日期2014年1月23日，公司主营 业务涉及精细化工新材料的研发、生产和销售。主营业务收入构成为：锂离子电池材料89.66%，日化 材料及特种化学品8.73%，其他1.61%。 天赐材料所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：氟化工、六氟磷酸锂、有 机硅、4680电池、电解液等。 截至9月30日，天赐材料股东户数30.58万，较上期增加67.71%；人均流通股4528股，较上期减少 40.37%。2025年1月-9月，天赐材料实现营业收入108.43亿元，同比增长22.34%；归母净利润4.21亿元， 同比增长24.33%。 分红方面，天赐材料A股上市后累计派现27.56亿元。近三年，累计派现19.22亿元。 11月26日，天赐材料盘中下跌2.12%，截至09:48，报39.33元/股，成交7.37亿元，换手率1.26%，总市值 787.15亿元。 资金流向方面，主力资金净流出4431.99万元，特大单买入6915.97万 ...

大成中证电池主题指数发起式A（015997）成立日期2022年6月28日，最新规模7298.36万。今年以来收 益55.81%，同类排名189/4206；近一年收益45.83%，同类排名357/3983；成立以来亏损16.44%。 大成中证电池主题指数发起式A（015997）基金经理为郑少芳。 截至发稿，郑少芳累计任职时间2年145天，现任基金资产总规模25.8亿元，任职期间最佳基金回报 45.6%， 任职期间最差基金回报-4.5%。 11月25日，天赐材料涨5.04%，截至发稿，报40.44元/股，成交31.75亿元，换手率5.55%，总市值809.36 亿元。 资料显示，广州天赐高新材料股份有限公司位于广东省广州市黄埔区云埔工业区东诚片康达路8号,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年6月6日，上市日期2014年1月23日，公司主营 业务涉及精细化工新材料的研发、生产和销售。主营业务收入构成为：锂离子电池材料89.66%，日化 材料及特种化学品8.73%，其他1.61%。 从基金十大重仓股角度 数据显示，大成基金旗下1只基金重仓天赐材料。大成中证电池主题指数发起式A（01599 ...

永赢合嘉一年持有混合A（017220）基金经理为袁旭。 截至发稿，袁旭累计任职时间1年209天，现任基金资产总规模52.66亿元，任职期间最佳基金回报 7.92%， 任职期间最差基金回报0.11%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 11月24日，天赐材料跌5.04%，截至发稿，报37.90元/股，成交26.65亿元，换手率4.68%，总市值758.53 亿元。 资料显示，广州天赐高新材料股份有限公司位于广东省广州市黄埔区云埔工业区东诚片康达路8号,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年6月6日，上市日期2014年1月23日，公司主营 业务涉及精细化工新材料的研发、生产和销售。主营业务收入构成为：锂离子电池材料89.66%，日化 材料及特种化学品8.73%，其他1.61%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓天赐材料。永赢合嘉一年持有混合A（017220）三季度持有股数 2.56万股，占基 ...

中欧中证细分化工产业主题指数发起A（021977）基金经理为宋巍巍。 截至发稿，宋巍巍累计任职时间1年313天，现任基金资产总规模85.24亿元，任职期间最佳基金回报 104.35%， 任职期间最差基金回报-10.46%。 11月24日，天赐材料跌5.04%，截至发稿，报37.90元/股，成交26.68亿元，换手率4.69%，总市值758.53 亿元。 资料显示，广州天赐高新材料股份有限公司位于广东省广州市黄埔区云埔工业区东诚片康达路8号,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年6月6日，上市日期2014年1月23日，公司主营 业务涉及精细化工新材料的研发、生产和销售。主营业务收入构成为：锂离子电池材料89.66%，日化 材料及特种化学品8.73%，其他1.61%。 从基金十大重仓股角度 数据显示，中欧基金旗下1只基金重仓天赐材料。中欧中证细分化工产业主题指数发起A（021977）三 季度持有股数12.07万股，占基金净值比例为3.95%，位居第四大重仓股。根据测算，今日浮亏损失约 24.26万元。 中欧中证细分化工产业主题指数发起A（021977）成立日期2024年9月20日，最新 ...

Core Viewpoint - Tianqi Materials experienced a decline of 1.16% in stock price on November 20, with a trading volume of 8.279 billion yuan, indicating a high level of market activity and investor interest [1] Financing Summary - On November 20, Tianqi Materials had a financing buy-in amount of 946 million yuan and a repayment of 932 million yuan, resulting in a net financing buy of 14.77 million yuan [1] - The total financing and securities lending balance reached 3.043 billion yuan, with the financing balance accounting for 3.42% of the circulating market value, indicating a high level compared to the past year [1] - The securities lending activity included a repayment of 37,400 shares and a sale of 5,300 shares, with a total selling amount of 234,900 yuan, also reflecting a high level of activity [1] Business Performance - As of September 30, the number of shareholders for Tianqi Materials increased to 305,800, a rise of 67.71%, while the average circulating shares per person decreased by 40.37% to 4,528 shares [2] - For the period from January to September 2025, Tianqi Materials reported a revenue of 10.843 billion yuan, representing a year-on-year growth of 22.34%, and a net profit attributable to shareholders of 421 million yuan, up 24.33% year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Tianqi Materials has distributed a total of 2.756 billion yuan in dividends, with 1.922 billion yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the second-largest shareholder with 53.6773 million shares, a decrease of 2.6555 million shares from the previous period [3] - Other notable shareholders include Quan Guo Xu Yuan Mixed A and Huatai-PineBridge CSI 300 ETF, with varying changes in their holdings [3]

Group 1 - The core point of the news is that Tianqi Materials has seen a stock price increase of 5.06%, reaching 47.12 CNY per share, with a trading volume of 1.568 billion CNY and a turnover rate of 2.30%, resulting in a total market capitalization of 94.305 billion CNY [1] - Tianqi Materials, established on June 6, 2000, and listed on January 23, 2014, specializes in the research, production, and sales of fine chemical new materials, with 89.66% of its revenue coming from lithium-ion battery materials [1] - The company is located in Guangzhou, Guangdong Province, with its main office situated at 8 Kangda Road, Yunpu Industrial Zone, Huangpu District [1] Group 2 - According to data from the top ten holdings of funds, Huashang Fund has a significant position in Tianqi Materials, with its Huashang 300 Smart Mixed A Fund (015094) holding 102,200 shares, accounting for 4.48% of the fund's net value, making it the largest holding [2] - The Huashang 300 Smart Mixed A Fund was established on August 18, 2022, with a current scale of 60.1992 million CNY, and has achieved a year-to-date return of 23.09% [2] - The fund manager, Ai Dingfei, has been in the position for nearly 7 years, with the fund's best return during his tenure being 120.06% [3]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for Tianqi Materials (002709) regarding its overseas listing application, focusing on energy consumption, emissions, and business operations [1][2] Group 1: Regulatory Requirements - CSRC has requested Tianqi Materials to clarify whether its projects are classified as "high energy consumption" and "high emissions" [1] - The company must provide legal opinions confirming compliance with regulations regarding overseas issuance and listing [1] - Tianqi Materials is required to disclose the operational status of its subsidiaries and their compliance with foreign investment restrictions [2] Group 2: Company Overview - Tianqi Materials is a technology-driven company specializing in new energy and advanced materials, focusing on lithium-ion battery materials and specialty chemicals [2] - The company has integrated the complete value chain for key raw materials used in electrolytes, including LiPF6, LiFSI, and lithium carbonate, achieving a self-supply ratio of 99.0% for LiPF6 and 100.0% for lithium carbonate, ranking first in the industry [2] - The company has expanded its business into cathode materials and adhesives for lithium batteries, with applications in emerging fields such as smart driving and AI thermal management [2]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for nine companies, including Tianqi Materials, regarding their overseas listing applications, focusing on energy consumption and emissions concerns [1][2]. Group 1: Regulatory Requirements - Tianqi Materials is required to clarify whether its existing and planned projects fall under "high energy consumption" and "high emissions" categories [1]. - The CSRC has requested a legal opinion to confirm if Tianqi's domestic subsidiaries meet the criteria for overseas issuance as per the relevant regulations [1]. - The company must provide details on its business scope, including battery manufacturing and lithium-ion battery production, and clarify the operational status of these segments [1][2]. Group 2: Company Overview - Tianqi Materials is a technology-driven company focused on providing lithium-ion battery materials, daily chemical materials, and specialty chemical solutions globally [2]. - The company has integrated the complete value chain for key raw materials used in electrolytes, including LiPF6, LiFSI, additives, and lithium carbonate [2]. - As of June 30, 2025, Tianqi's self-supply ratios for LiPF6, LiFSI, DTD additives, and high-purity lithium carbonate are 99.0%, 97.0%, 90.0%, and 100.0%, respectively, ranking first in the industry [2].

Core Viewpoint - Tianqi Materials is a leading domestic electrolyte company specializing in the research, production, and sales of fine chemical new materials, with a full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, Tianqi Materials achieved a revenue of 10.843 billion yuan, ranking 8th among 44 companies in the industry [2] - The main business composition includes lithium-ion battery materials at 6.302 billion yuan (89.66%), daily chemical materials and specialty chemicals at 614 million yuan (8.73%), and others at 113 million yuan (1.61%) [2] - The net profit for the same period was 417 million yuan, ranking 13th in the industry [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 45.94%, lower than the industry average of 51.96% [3] - The gross profit margin for the same period was 18.02%, higher than the industry average of 10.89% [3] Group 3: Shareholder Information - As of June 30, 2025, the number of A-share shareholders decreased by 3.47% to 182,300 [5] - The average number of circulating A-shares held per shareholder increased by 3.60% to 7,595.43 [5] Group 4: Future Outlook - Global Fusheng forecasts the company's net profit for 2025-2027 to be 1.14 billion, 1.625 billion, and 2.251 billion yuan respectively, with a target price of 38.25 yuan [6] - Business highlights include a supply agreement for at least 800,000 tons of electrolyte by the end of 2030 and expected price recovery for electrolytes and lithium hexafluorophosphate [6] - Longjiang Securities notes a 33.2% increase in lithium battery material revenue due to rising sales in H1 2025 [6]

Group 1 - The core viewpoint of the news is that Tianqi Materials has seen a significant stock price increase, with a 5.08% rise on October 30, reaching 40.98 CNY per share, and a cumulative increase of 18.47% over the past five days [1] - Tianqi Materials is primarily engaged in the research, production, and sales of fine chemical new materials, with 89.66% of its revenue coming from lithium-ion battery materials [1] - The company has a total market capitalization of 784.50 billion CNY and a trading volume of 37.10 billion CNY on the reporting date [1] Group 2 - According to data, one fund from ICBC Credit Suisse has Tianqi Materials as a top ten holding, with 179.8 million shares held, representing 3.31% of the fund's net value [2] - The lithium battery ETF (159840) has generated a floating profit of approximately 3.56 million CNY today and 10.93 million CNY during the five-day increase [2] - The lithium battery ETF has a total scale of 20.7 billion CNY and has achieved a year-to-date return of 69.62% [2] Group 3 - The fund manager of the lithium battery ETF is Liu Weilin, who has a total fund asset scale of 669.38 billion CNY and has been in the position for 11 years and 17 days [3] - During Liu Weilin's tenure, the best fund return was 127.46%, while the worst was -98.63% [3]