新宙邦发布提示性公告，公司于2025年12月11日审议通过了发行H股股票并在香港联合交易所有限公司（以下简称"香港联交所"）上市相关议案，正式启动 赴港上市筹划工作。 公告指出，本次发行H股并在港上市的核心目的在于深入推进公司全球化发展战略，实现全球资源本地化供应，进一步提升公司国际品牌形象及全球市场综 合竞争实力。同时，通过打造国际化资本运作平台，公司将优化资本结构与股东组成，持续提升治理水平和核心竞争力，为长期可持续发展奠定坚实基础。 新宙邦是全球高端电子化学品与氟材料领域的龙头企业，在电池电解液、电容器化学品、氟化液等多个核心细分领域稳居市场前列，同时在半导体化学品领 域加速实现进口替代，整体市场影响力和竞争力突出。 如电池电解液，该业务是新宙邦的核心业务之一，其锂离子电池电解液曾于2014年跃居全球销量第一，如今市占率仍持续位居行业前列。2023年该产品入选 国家级制造业单项冠军产品名录，2025年上半年其电池化学品产能达28.31万吨，利用率83.54%，保持较高水平。 在储能高端电解液领域，新宙邦处于绝对领先地位。2025年其储能电解液品类占全球相关品类的45%，为宁德时代储能电解液第一供应商。波 ...

Group 1 - The battery-related chemical sector is experiencing a significant surge, raising questions about its sustainability [2] - The Shanghai Composite Index successfully challenged the 4000-point mark, indicating a recovery from previous passive fluctuations and declines [2] - Despite the overall market rebound, the enthusiasm has not significantly spread to technology sectors represented by artificial intelligence [2] Group 2 - Chemical industry stocks, particularly those linked to new energy and emerging industries, have been highlighted for potential year-end activity [2] - A major chemical company's unexpected maintenance on a key product, battery electrolyte raw materials, has led to a supply interruption, causing price surges and market excitement [2] - The market is reacting to short-term supply disruptions, which can trigger localized buying and price increases [2]

Core Viewpoint - The solid-state battery sector is experiencing significant activity, with multiple stocks, including Fengshan Group and Xiangtan Electric, hitting the daily limit up, driven by advancements in lithium battery polymer electrolyte research led by a team from Tsinghua University [1][3]. Group 1: Stock Performance - The solid-state battery sector saw a strong performance on September 29, with stocks like Wanrun New Energy leading with a 20% limit up, while Fengshan Group, Xiangtan Electric, and others also reached their daily limit [1]. - Fengshan Group's stock price reached 15.71 CNY per share, with a P/E ratio of 42.82 and a total market capitalization of 2.596 billion CNY [1]. Group 2: Company Developments - Fengshan Group, traditionally focused on the pesticide industry, is accelerating its penetration into the new energy sector, particularly in solid-state batteries, achieving a technological edge [3]. - The subsidiary Fengshan Quannuo New Energy Technology Co., Ltd. is currently focused on the research and development of electrolytes and solid-state materials, with a 50,000-ton battery electrolyte project officially launched [3].

Core Insights - The 9th Silk Road International Expo and China East-West Cooperation and Investment Trade Fair concluded in Xi'an, showcasing significant investment opportunities in Yulin City, particularly in the chemical industry [1] Group 1: Investment and Economic Development - Yulin Economic Development Zone and Yulin High-tech Zone signed projects that account for nearly 70% of the total investment in Yulin City during the expo [1] - Yulin Economic Development Zone has established a modern coal chemical industry system, with 125 projects landed and a planned investment scale exceeding 500 billion yuan, of which over 100 billion yuan has been completed [2] - The high-tech zone signed 41 projects with a total investment of 21.778 billion yuan, covering fine chemicals, new materials, and new energy sectors [4] Group 2: Future Development Strategies - Future development strategies include enhancing existing industrial chains, attracting projects in modern plastics, construction materials, and coal-based fine chemicals [3] - The high-tech zone aims to create three communities: a development community for strategic collaboration, an ecological community for innovation sharing, and a community of shared destiny for value co-existence [4] - The focus will be on promoting projects in chemical new materials, equipment manufacturing, and energy storage, with specific emphasis on PGA, polybutylene-1 new materials, and all-vanadium flow batteries [5]

| 班带代码 | 证券简称 | Wind ESG综合得分 | Wind ESG评级 | Wind ESG评级 | | --- | --- | --- | --- | --- | | | | [交易日期] 最新收盘日 | [交易日期] 2025-5-15] | [交易日期] 本年初 | | 300037.SZ | 新宙邦 | 8.7500 | AA | A | | 601088.SH | 中国神华 | 8.5800 | AA | AA | | 300750.SZ | 宁德时代 | 8.5700 | AA | AA | | 600021.SH | 上海电力 | 8.5000 | AA | A | | 688223.SH | 昌科能源 | 8.4700 | AA | AA | | 600438.SH | 通威股份 | 8.4500 | AA | AA | | 002518.SZ | 科士达 | 8.3900 | AA | AA | | 600028.SH | 中国石化 | 8.3500 | AA | A | | 600886.SH | 国投电力 | 8.2900 | AA | AA | | 300919.SZ | ...