Group 1 - The lithium battery electrolyte index dropped by 2% at the beginning of trading, with most constituent stocks declining [1] - Tianji Co. hit the daily limit down, while Haike Xinyuan, Duofuduo, Huasheng Lithium Battery, and Shida Shenghua experienced significant declines [1]

Core Viewpoint - The company, Dongfu Duo (002407), is expected to turn profitable in 2025, with plans for capacity expansion in its new energy business and changes in corporate governance [1][2]. Financial Performance - The company forecasts a net profit attributable to shareholders of between 200 million to 280 million yuan for 2025, marking a return to profitability compared to the previous year [2]. Capacity Expansion - By the end of 2026, the battery segment's capacity is projected to reach 50 GWh, with a planned shipment of approximately 30 GWh. Additionally, the shipment volume of lithium hexafluorophosphate is expected to reach 60,000 to 70,000 tons by 2026, indicating ongoing development in the new energy sector [3]. Corporate Structure and Governance - On February 7, 2026, the company announced changes in the controlling shareholder's concerted action, with new directors Yang Huachun and Cheng Lijing joining, which may impact future decision-making structures [4]. Financial Status - The company announced an internal adjustment of its guarantee limit, maintaining a total guarantee limit not exceeding 398.3 million yuan, which accounts for 46.74% of the most recent audited net assets [5].

Group 1 - The core point of the announcement is that the controlling shareholder, Mr. Li Shijiang, has completed the process of releasing part of his pledged shares in the company [1] - The announcement includes details about the share pledge and release situation, indicating that the company is maintaining transparency regarding its shareholder's actions [1] - The company assures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] Group 2 - The announcement references the shareholding and pledge status as of February 10, 2026, providing a snapshot of the current situation [1] - It mentions that the pledged shares include those held by the controlling shareholder and their concerted parties, emphasizing the importance of understanding the ownership structure [1] - The company has provided backup documents from the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, to support the information disclosed [1]

Core Viewpoint - The announcement from Duofuduo indicates that the controlling shareholder, Li Shijiang, will release 1.55 million shares from pledge, which represents 1.27% of his holdings and 0.13% of the company's total share capital [1] Summary by Categories Shareholder Actions - Li Shijiang, the controlling shareholder, will unpledge 1.55 million shares on February 10, 2026 [1] - The shares released from pledge account for 1.27% of Li Shijiang's total holdings [1] - The total shares represent 0.13% of the company's overall share capital [1] Financial Institutions - The pledge was held by Guotai Junan Securities Co., Ltd. [1]

Group 1 - The company Duofuduo announced that as of the date of the announcement, Li Shijiang has pledged a total of 18.35 million shares, accounting for 14.98% of his holdings [1] - The company Jiaozuo Duofuduo Industrial Group Co., Ltd. has pledged a total of 17.5 million shares, representing 61.47% of its holdings [1] - Li Lingyun has pledged a total of 6.9238 million shares, which constitutes 91.17% of his holdings [1] Group 2 - A new Chinese video model, referred to as the "strongest on earth," can generate a 15-second video from dozens of prompts, leading to a surge in film stocks [1]

2、上述股东及其一致行动人所持股份质押情况 股东 名称 持股数量 （万股） 持股 比例 (%) 本次质押 及解质押 前质押股 份数量 (万股) 本次质押 及解质押 后质押股 份数量 (万股) 占其所 持股份 比例 (%) 占公 司总 股本 比例 (%) 已质押股份情况 未质押股份情况 已质押股 份限售和 冻结数量 (万股) 占已质 押股份 比例 (%) 未质押股 份限售和 冻结数量 (万股) 占未质 押股份 比例 (%) 李世江 12,247.54 10.29 1,990.00 1,835.00 14.98 1.54 1835.00 100 7,350.66 70.59 焦作多氟 多实业集 团有限公 司 2,846.89 2.39 1750.00 1,750.00 61.47 1.47 1,750.00 100 - - 李凌云 759.45 0.64 692.38 692.38 91.17 0.58 692.38 100 0.84 1.26 李云峰 272.16 0.23 - - - - - - 204.12 75.00 证券代码：002407 证券简称：多氟多 公告编号:2026-011 多氟多新材料股份有 ...

Group 1 - The Shanghai Composite Index rose by 0.27%, while the Shenzhen Component Index increased by 0.08%, and the ChiNext Index fell by 0.60% as of February 11 [2] - Small metals, energy metals, and cobalt sectors showed significant gains, with the battery ETF (561910) increasing by 1.21% [2] - Key stocks such as Greeenmei (002340.SZ) hit the daily limit, while New Zhoubang (300037.SZ), Zhongwei New Materials (300919.SZ), and Duofuduo (002407.SZ) rose over 5% [2] Group 2 - Aijian Securities forecasts that the domestic battery and lithium iron phosphate cathode material production will exceed that of the same period in 2024, with lithium carbonate prices recently declining and energy storage cell prices rising [3] - The implementation of a new pricing mechanism for independent energy storage capacity on the grid side is expected to further drive energy storage demand, promoting growth in the lithium battery industry [3] - Xinyi Securities notes that since the second half of 2024, solid-state battery sector has seen frequent catalytic events, boosting the overall prosperity of the lithium battery sector [3]

Group 1 - The lithium battery electrolyte index increased by over 4%, indicating a strong upward trend in the sector [1] - Component stocks showed a broad-based increase, with notable gains from companies such as Xinzhou Bang and Haike Xinyuan, both rising over 9% [1] - Tianji Co. saw an increase of over 6%, while Huasheng Lithium and Duofuduo both rose by more than 5% [1]

Group 1 - The core point of the news is that Duofuduo New Materials Co., Ltd. has seen a stock price increase of 5.22%, reaching 30.41 CNY per share, with a trading volume of 1.482 billion CNY and a turnover rate of 4.62%, resulting in a total market capitalization of 36.201 billion CNY [1] - Duofuduo was established on December 21, 1999, and went public on May 18, 2010. The company specializes in lithium hexafluorophosphate and electronic chemicals, lithium-ion batteries, new energy vehicles, and inorganic fluorides [1] - The revenue composition of Duofuduo includes: new energy materials (34.97%), fluorine-based new materials (30.39%), new energy batteries (25.30%), electronic information materials (5.55%), and others (3.80%) [1] Group 2 - From the perspective of major fund holdings, Dazhong Fund has one fund heavily invested in Duofuduo. The Dazhong CSI Battery Theme ETF Linked A (015997) held 343,600 shares in the fourth quarter, accounting for 2.58% of the fund's net value, ranking as the ninth largest holding [2] - The Dazhong CSI Battery Theme ETF Linked A (015997) was established on June 28, 2022, with a current scale of 86.7806 million CNY. It has experienced a loss of 0.97% this year, ranking 5344 out of 5569 in its category; however, it has achieved a return of 57.72% over the past year, ranking 478 out of 4295 [2] - The fund manager of Dazhong CSI Battery Theme ETF Linked A is Zheng Shaofang, who has been in the position for 2 years and 223 days. The total asset scale during his tenure is 2.309 billion CNY, with the best fund return being 58.57% and the worst being -3.7% [3]

Core Viewpoint - The stock of Duofuduo has shown fluctuations, with a recent increase of 2.04% but a year-to-date decline of 13.03%, indicating volatility in its market performance [1]. Financial Performance - For the period from January to September 2025, Duofuduo reported a revenue of 6.729 billion yuan, a year-on-year decrease of 2.15%, while the net profit attributable to shareholders was 78.0546 million yuan, reflecting a significant year-on-year increase of 212.68% [2]. - Cumulatively, Duofuduo has distributed a total of 2.034 billion yuan in dividends since its A-share listing, with 1.04 billion yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Duofuduo reached 214,200, an increase of 33.69% from the previous period, while the average number of circulating shares per person decreased by 25.20% to 5,043 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 21.2742 million shares, an increase of 399,100 shares from the previous period, and new entrants such as Penghua CSI Sub-Sector Chemical Industry Theme ETF and GF National Index New Energy Vehicle Battery ETF [3]. Stock Performance and Market Metrics - As of February 11, Duofuduo's stock price was 29.49 yuan per share, with a trading volume of 364 million yuan and a turnover rate of 1.15%, leading to a total market capitalization of 35.106 billion yuan [1]. - The stock has experienced a decline of 6.53% over the past 20 days and 27.45% over the past 60 days, indicating a challenging market environment [1].