博时上证科创板新材料ETF（588010）成立日期2022年9月30日，最新规模2.91亿。今年以来收益 54.71%，同类排名328/4212；近一年收益38.22%，同类排名864/3956；成立以来亏损14.23%。 博时上证科创板新材料ETF（588010）基金经理为唐屹兵。 截至发稿，唐屹兵累计任职时间3年121天，现任基金资产总规模111.87亿元，任职期间最佳基金回报 75.45%， 任职期间最差基金回报-41.93%。 从基金十大重仓股角度 数据显示，博时基金旗下1只基金重仓容百科技。博时上证科创板新材料ETF（588010）三季度减持 8.19万股，持有股数35.07万股，占基金净值比例为3.86%，位居第七大重仓股。根据测算，今日浮亏损 失约63.48万元。 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。 11月18日，容百科技跌5.11%，截至发稿，报33.59元/股，成交31.30亿元，换手率12.19%，总市值 240.08亿元。 资料显示，宁波 ...

11月17日，容百科技涨12.75%，截至发稿，报33.26元/股，成交1.26亿元，换手率0.53%，总市值237.72 亿元。 汇添富上证科创板新材料ETF（589180）基金经理为罗昊。 截至发稿，罗昊累计任职时间1年68天，现任基金资产总规模176.34亿元，任职期间最佳基金回报 80.3%， 任职期间最差基金回报-10.53%。 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 资料显示，宁波容百新能源科技股份有限公司位于浙江省余姚市谭家岭东路39号，成立日期2014年9月 18日，上市日期2019年7月22日，公司主营业务涉及锂电池三元正极材料及其前驱体的研发、生产和销 售。主营业务收入构成为：正极材料96.62%，材料销售2.66%，其他0.46%，前驱体0.26%。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金重仓容百科技。汇添富上证科创板新材料ETF（589180）三季度持 有股数2.51万股，占基金净值比例为3.87%，位居 ...

Group 1 - The core viewpoint of the news is that Rongbai Technology's stock has seen a significant increase, with a rise of 5.12% to reach 28.96 CNY per share, and a total market capitalization of 20.698 billion CNY [1] - Rongbai Technology, established on September 18, 2014, specializes in the research, production, and sales of lithium battery ternary cathode materials and their precursors, with 96.62% of its main business revenue coming from cathode materials [1] - The company is located in Yuyao City, Zhejiang Province, and was listed on July 22, 2019 [1] Group 2 - From the perspective of fund holdings, one fund under Huatai-PineBridge has a significant position in Rongbai Technology, with the Huatai-PineBridge SSE STAR Market New Materials ETF holding 25,100 shares, accounting for 3.87% of the fund's net value [2] - The Huatai-PineBridge SSE STAR Market New Materials ETF was established on June 5, 2025, and has a current scale of 20.7736 million CNY, with a cumulative return of 38.36% since inception [2] - The fund manager, Luo Hao, has been in position for 1 year and 58 days, managing assets totaling 17.634 billion CNY, with the best and worst fund returns during his tenure being 84.57% and -13.06%, respectively [2]

Group 1 - The core viewpoint of the news is that Rongbai Technology's stock has increased by 5.45%, reaching a price of 28.05 CNY per share, with a total market capitalization of 20.048 billion CNY [1] - Rongbai Technology, established on September 18, 2014, specializes in the research, production, and sales of lithium battery ternary cathode materials and their precursors, with 96.62% of its main business revenue coming from cathode materials [1] - The company's stock trading volume was 1.58 million CNY, with a turnover rate of 0.80% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Founder Fubon holds a significant position in Rongbai Technology, with 49,200 shares, accounting for 4.64% of the fund's net value [2] - The Founder Fubon Zhisheng Mixed A fund has achieved a year-to-date return of 37.96% and a one-year return of 34.93%, ranking 2219 out of 8154 in its category [2] - The fund manager, Tang Ge, has a tenure of 4 years and 88 days, with the best fund return during this period being 63.09% [2]

Core Viewpoint - Rongbai Technology, a leading global high-nickel ternary cathode material company, is facing short-term operational fluctuations but has promising mid-term prospects due to new technologies and business developments [6][7]. Group 1: Company Overview - Rongbai Technology was established on September 18, 2014, and listed on the Shanghai Stock Exchange on July 22, 2019, with its registered and office address in Yuyao, Zhejiang Province [1]. - The company specializes in the research, production, and sales of lithium battery ternary cathode materials and their precursors, operating within the power equipment - battery - battery chemicals sector [1]. Group 2: Financial Performance - For Q3 2025, Rongbai Technology reported a revenue of 8.986 billion yuan, ranking 12th among 44 companies in the industry [2]. - The main revenue source was cathode materials, generating 6.037 billion yuan, accounting for 96.62% of total revenue [2]. - The net profit for the same period was -175 million yuan, placing the company 37th in the industry [2]. Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 65.67%, higher than the industry average of 51.96% [3]. - The gross profit margin was 7.28%, below the industry average of 10.89% [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 6.20% to 39,800 [5]. - The average number of circulating A-shares held per shareholder decreased by 5.84% to 17,900 [5]. Group 5: Business Developments - New business highlights include significant progress in manganese iron phosphate lithium and lithium iron phosphate sectors, with a 103% year-on-year increase in sales for manganese iron phosphate lithium in Q3 2025 [6][7]. - The company is also advancing in sodium-ion products and solid-state high-nickel materials, with expectations for mass production in 2026 [6][7].

Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1] - The event will include the 2025 CINE Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] Group 2: Industry Insights - In the first eight months of 2025, China's lithium battery ternary cathode shipment reached 456,000 tons, a year-on-year increase of 10.8%, driven by growth in power batteries and small power batteries [1] - The demand for nickel-rich materials is increasing, with Nantong Ruixiang maintaining the top position in the industry, followed by Rongbai Technology and Bamo Technology, which have also seen a recovery in overseas demand [2] Group 3: Company Rankings - The top companies in the lithium battery cathode materials sector include: 1. Nantong Ruixiang 2. Rongbai Technology 3. Bamo Technology 4. Guangdong Bangpu 5. Dongsheng Technology [3] Group 4: Technical Analysis - The white paper on the global lithium battery cathode materials industry outlines the definition and classification of lithium battery cathode materials, the development history and current status of the global lithium battery cathode industry, and a comparison of the performance of different lithium battery cathode materials [4]

9月15日，容百科技涨5.73%，截至发稿，报31.20元/股，成交2.84亿元，换手率1.30%，总市值222.99亿 元。 资料显示，宁波容百新能源科技股份有限公司位于浙江省余姚市谭家岭东路39号，成立日期2014年9月 18日，上市日期2019年7月22日，公司主营业务涉及锂电池三元正极材料及其前驱体的研发、生产和销 售。主营业务收入构成为：正极材料96.62%，材料销售2.66%，其他0.46%，前驱体0.26%。 从基金十大重仓股角度 数据显示，富国基金旗下1只基金重仓容百科技。富国上证科创板新能源ETF（588960）二季度持有股 数11.01万股，占基金净值比例为4.2%，位居第六大重仓股。根据测算，今日浮盈赚取约18.6万元。 责任编辑：小浪快报 富国上证科创板新能源ETF（588960）成立日期2025年2月6日，最新规模5845.87万。成立以来收益 32.68%。 富国上证科创板新能源ETF（588960）基金经理为苏华清。 截至发稿，苏华清累计任职时间1年333天，现任基金资产总规模310.98亿元，任职期间最佳基金回报 122.13%， 任职期间最差基金回报-6.04%。 风险提示： ...

Core Viewpoint - Rongbai Technology's stock has shown a significant increase in price and trading volume, indicating positive market sentiment despite a decline in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - On August 27, Rongbai Technology's stock rose by 2.05%, reaching 23.93 CNY per share, with a trading volume of 1.51 billion CNY and a turnover rate of 0.90%, resulting in a total market capitalization of 171.03 billion CNY [1]. - Year-to-date, the stock price has increased by 14.19%, with a 4.91% rise over the last five trading days, 4.86% over the last twenty days, and 31.66% over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Rongbai Technology reported a revenue of 6.248 billion CNY, a year-on-year decrease of 9.28%, and a net profit attributable to shareholders of -683.946 million CNY, a decline of 765.45% compared to the previous year [2]. Group 3: Shareholder Information - As of August 10, the number of shareholders for Rongbai Technology increased to 33,500, up by 5.97%, while the average number of circulating shares per person decreased by 5.64% to 13,889 shares [2]. - Since its A-share listing, Rongbai Technology has distributed a total of 713 million CNY in dividends, with 541 million CNY distributed over the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which reduced its holdings by 30.693 million shares, while Dongfang New Energy Theme Mixed Fund increased its holdings by 2.381 million shares [3].

Group 1: Core Insights - The core viewpoint of the article highlights the growth in the shipment volumes of lithium battery cathode materials in China for the first half of 2025, with significant increases in different categories of cathodes [2][4][6]. Group 2: Shipment Volumes of Different Cathode Materials - In the first half of 2025, the shipment volume of ternary cathode materials reached 321,000 tons, representing a year-on-year growth of 4.2% [2]. - The top 10 companies in ternary cathode shipments include Ruixiang New Materials, Rongbai Technology, and Bamo Technology [3]. Group 3: Phosphate Iron Lithium Cathodes - The shipment volume of phosphate iron lithium cathodes was 1,606,000 tons in the first half of 2025, showing a remarkable year-on-year increase of 68.5% [4]. - The leading companies in this category are Hunan Youneng, Wanrun New Energy, and Defang Nano [5]. Group 4: Cobalt Lithium Cathodes - The shipment volume of cobalt lithium cathodes was 53,500 tons in the first half of 2025, with a year-on-year growth of 24.2% [6]. - The top 5 companies in cobalt lithium shipments include Xiamen Tungsten New Energy and Bamo Technology [7].

Core Viewpoint - The article discusses the environmental impact assessment approval for a new lithium-ion battery cathode material project by Anhui Yuan Innovation New Energy Materials Co., Ltd., highlighting the investment and production capacity of the project [1][2]. Group 1: Project Overview - The project is located in the Anhui Taihe Economic and Technological Development Zone, with a total investment of 1 billion yuan, including 5.39 million yuan allocated for environmental protection [2]. - The project will cover an area of approximately 45,492 square meters (68.2 acres) and will include the construction of a ternary factory, comprehensive station, and solid waste warehouse, with a total building area of 44,457.6 square meters [2]. - The production line aims to achieve an annual output of 10,000 tons of lithium-ion battery cathode materials [2]. Group 2: Company Background - Anhui Yuan Innovation New Energy Materials Co., Ltd. was established in January 2023 and focuses on the research, development, production, and sales of lithium battery ternary cathode materials and ternary precursors [2]. - The company is a wholly-owned subsidiary of Zhejiang Haichuang Lithium Battery Technology Co., Ltd., which is primarily owned by Dalian Zhongbi New Energy Co., Ltd. [2]. - Haichuang Lithium Battery has developed a multi-tiered product structure, including various types of lithium battery ternary precursors and cathode materials, applicable in electric vehicles, power tools, high-end digital products, and energy storage [2]. Group 3: Future Plans - In July 2023, Haichuang Lithium Battery signed a framework agreement with the government of Yushui District, Xinyu City, Jiangxi Province, for a project to produce 50,000 tons of high-performance lithium battery cathode materials [3]. - The project is planned to be implemented in three phases, with the first phase involving an investment of 1.15 billion yuan and covering an area of 150 acres, aiming for an annual production capacity of 10,000 tons of ternary lithium battery cathode materials upon completion [3].