Core Viewpoint - Zhongwei New Materials (中伟新材) has seen a stock price increase of over 6%, currently trading at 40 HKD with a transaction volume of 1.04 billion HKD, indicating strong market interest and confidence in the company's future prospects [1] Group 1: Company Performance - According to investor relations activities, Zhongwei New Materials reported that global ternary precursor production is expected to reach 1.038 million tons by 2025, representing a year-on-year growth of 7.7%, with the company maintaining its position as the market leader in shipments [1] - The company has over 70% of its nickel-based pCAM products classified as high-nickel and ultra-high-nickel products, showcasing its focus on advanced materials [1] Group 2: Market Outlook - The demand for nickel-based materials is projected to grow significantly due to increased long-range requirements in the Chinese market, higher battery capacities, advancements in solid-state battery industrialization, and positive trends in European new energy vehicle demand [1] - Morgan Stanley highlighted that Zhongwei New Materials is the largest producer of nickel and cobalt-based cathode precursors globally, with an expanding layout in nickel resources and refining operations [1] Group 3: Global Expansion - The company operates four production bases in China and has established a production facility in Morocco, with three operations in Indonesia and plans for another in Indonesia and one in South Korea, indicating a diversified global presence that enhances its competitive advantage in an uncertain trade environment [1]

大摩指出，中伟股份是全球最大的镍、钻系正极前驱体生产商，镍资源及治炼业务的布局后不断扩大。 中伟股份超过70%的镍系pCAM产品为高镍及超高镍产品。除中国境内四大生产基地外，公司在摩洛哥 设有一处生产基地，在印尼运营三处并规划一处，在韩国规划一处。在当前不确定的贸易环境中，多元 化的全球布局使中伟股份比同业更具优势。 消息面上，近日，中伟新材在投资者关系活动中表示，据鑫椤统计，2025年全球三元前驱体产量达 103.8万吨，同比增长7.7%，公司出货量继续保持市场第一；展望未来，基于中国市场长续航需求提 升、单车带电量增加、固态电池产业化推进及欧洲新能源车需求向好，镍系材料仍具备较大市场增长空 间。 智通财经APP获悉，中伟新材(02579)涨超6%，截至发稿，涨4.71%，报40港元，成交额1.04亿港元。 ...