Group 1: Photovoltaic Industry - The photovoltaic industry is experiencing a clear upward trend due to supply-side clearing and demand-side support, with expectations of profitability recovery in 2026 as inefficient companies exit the market and leading firms enhance efficiency through technological upgrades [1][14] - In 2025, China's photovoltaic industry saw a significant increase in installed capacity, reaching 315.07 GW, with a year-on-year growth rate of 13.67%, despite a slowdown in the second half of the year [14][16] - The introduction of policies aimed at preventing "involution" in the industry has led to a recovery in prices, with polysilicon prices rising over 50% from June to November 2025, indicating a shift towards a more rational pricing environment [22][29] Group 2: Wind Power Industry - The wind power industry is expected to benefit from a favorable supply-demand structure, with significant growth anticipated in offshore wind projects and exports, particularly in 2025 [1][3] - The domestic wind power market is projected to continue its growth trajectory, with offshore wind becoming a key focus area, supported by increasing demand for domestic and international markets [1][3] - Investment recommendations include focusing on leading manufacturers in the wind turbine sector and companies involved in high-barrier components such as submarine cables, which are expected to see increased demand [3][3] Group 3: New Energy Vehicles - The new energy vehicle sector in China is projected to achieve sales of 16.49 million units in 2025, reflecting a year-on-year growth of 28.2%, driven by stable market demand and improved product structures [2][3] - The industry is witnessing a recovery in profitability as supply-side chaos is effectively managed, with significant price increases in key materials like lithium hexafluorophosphate and vinyl carbonate [2][3] - The transition to a high-quality development phase is expected in 2026, supported by technological innovations and enhanced supply chain capabilities [2][3] Group 4: Lithium Battery Industry - The lithium battery industry is experiencing a recovery in profitability as inefficient production capacity is eliminated, with key materials seeing price increases and demand from new energy vehicles and energy storage continuing to rise [8][8] - Recommendations include focusing on leading companies in the battery and structural components sectors, which are expected to benefit from the industry's recovery [8][8] - The commercialization of solid-state batteries is accelerating, with several companies making significant progress in this area [8][8]

芳源股份 公告称，持股5%以上股东 贝特瑞 新材料 集团股份有限公司于2026年2月10日通过集中竞价方 式减持公司股份5800股，持股数量从2551.4408万股降至2550.8608万股，持股比例从5.0011%降至 5.0000%（实际为4.99999%），降至5%以下。本次权益变动不触及要约收购，也不会导致公司控股股东 及实际控制人变化。截至公告披露日，贝特瑞仍在减持计划实施期内。 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 二：上下游采购对接 2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2297Gwh，2026年的增长率将达到34.6%，其中储 能电芯出货同比增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛 况。如此爆发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2297Gwh，2026年的增长率将达到34.6%，其中储 能电芯出货同比增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛 况。如此爆发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市场 ...

证券日报网讯2月9日，中国宝安（000009）在互动平台回答投资者提问时表示，目前公司合计持有 746591901股贝特瑞股份。 ...

证券研究报告 | 北交所专题报告 | | --- | hyzqdatemark 2026 年 02 月 07 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 工信部倡导突破全固态电池技术，从材料端来看固态电池产业链变革与未来走向 ——新质生产力专题报告二 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 联系人 市场动态：中国制定全球首个固态电池国标，工信部提出加快突破全固态电池技术。根据智 能制造网每日经济新闻、界面新闻、高工锂电等的 2026 年 1 月 6 日信息，《电动汽车用固态 电池第 1 部分：术语和分类》近日公开征求意见，后续将涵盖性能、安全和寿命规范，由全 国汽车标准化技术委员会归口、电动车辆分会执行，工信部主管。该征求意见稿按电池单体 内部离子传递方式分为液态、混合固液和固态电池，未纳入此前业内常提的"半固态电池"。 据装备工业一司、办公厅、工信微报，2026 年 1 月 13 日节能与新能源汽车产业发展部际联 席会议年度工作会议在 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - Global lithium battery production is expected to reach 2297 GWh by 2025, with a growth rate of 34.6% in 2026. The shipment growth rate for energy storage cells is projected to be as high as 70%, driven by both domestic and international demand [5]. - There is a notable supply gap in the effective production capacity of battery cells and various materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on two main topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, and B2B procurement matchmaking to connect top battery manufacturers and material suppliers [6]. Group 3: Key Topics and Speakers - The conference will feature discussions on lithium carbonate futures and options, market volatility responses from lithium battery companies, and the potential of global lithium resources in 2026 [7][8]. - Other topics include the strategic resource competition in nickel and cobalt supply, the development opportunities presented by solid-state batteries, and the current market trends for various battery materials [8][9].

每经AI快讯，2月4日，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午 后跌幅收窄。沪深两市成交额2.48万亿元，较上一个交易日缩量633亿元。盘面上，市场热点快速轮 动，全市场超3200只个股上涨。从板块来看，煤炭概念掀起涨停潮，十余只成分股涨停，陕西黑猫、兖 矿能源、中煤能源涨停。太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。机场航运概念走 强，中国东航、华夏航空涨停。房地产板块表现活跃，荣安地产、财信发展、我爱我家涨停。氢能源概 念快速拉升，京城股份、致远新能涨停。下跌方面，AI应用、贵金属、算力硬件等板块跌幅居前。其 中AI应用概念集体下挫，引力传媒、天地在线跌停，值得买、世纪恒通等多股大跌。截至收盘，沪指 涨0.85%，深成指涨0.21%，创业板指跌0.4%。 ...

Core Viewpoint - The lithium battery industry is expected to experience a significant growth wave in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a spiral growth pattern of "increased volume and price + technological leap" [3]. Group 1: Market Predictions - By 2025, global lithium battery production is projected to reach 2297 GWh, with a growth rate of 34.6% in 2026. The shipment growth rate for energy storage cells is anticipated to reach 70%, driven by both domestic and international demand [5]. - There is a notable supply gap in the effective production capacity of battery cells and various materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Application Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on two main topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, and B2B procurement matchmaking to connect top battery manufacturers and material suppliers [6]. Group 3: Key Topics and Participants - The conference will feature specialized sessions on lithium carbonate futures, market volatility responses from lithium battery companies, and the potential of global lithium resources in 2026 [7][8]. - Notable participants include leading battery companies like CATL and BYD, as well as material suppliers covering the entire supply chain, including positive and negative materials, electrolytes, and separators [6].

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - Global lithium battery production is expected to reach 2297 GWh by 2025, with a growth rate of 34.6% in 2026. The shipment growth rate for energy storage cells is projected to be as high as 70%, driven by dual domestic and international demand [5]. - There exists a notable supply gap in battery cells and various materials, necessitating a focus on ensuring a stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on two main topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, and B2B procurement matchmaking to connect top battery manufacturers and material suppliers [6]. Group 3: Key Topics and Participants - The conference will feature specialized sessions on lithium carbonate futures, market volatility responses from lithium battery companies, and the potential of global lithium resources [7][8]. - Notable participants include leading battery companies like CATL and BYD, as well as material suppliers covering the entire supply chain, including cathode materials, anode materials, electrolytes, and separators [6]. Group 4: Industry Trends and Strategic Insights - The lithium battery industry is expected to play a crucial role in energy transition and carbon neutrality goals as it enters a new planning phase [6]. - The summit aims to provide authoritative data releases, benchmark company rankings, and deep industry connections to facilitate high-quality development in the lithium battery sector [6].