Core Viewpoint - The lithium battery supply chain has experienced significant price increases from 2020 to 2022, driven by strong demand and a smooth transmission of price hikes across the industry [2][3]. Group 1: Price Trends - Electrolyte prices started at 70,000 CNY/ton in September 2020, rising to 100,000 CNY/ton by the end of the year, and reaching a peak of 580,000 CNY/ton in February 2022, with long-term contract prices stabilizing between 200,000 to 300,000 CNY/ton [2][3]. - Iron lithium cathode prices, including phosphoric acid iron and processing fees, doubled in 2021, peaking at over 40,000 CNY/ton by the end of that year [2][3]. - Anode prices began to rise in Q3 2021 due to graphite production constraints, increasing from 12,000 CNY/ton to a high of 25,000 to 28,000 CNY/ton by Q2 2022 [2][3]. Group 2: Supply Chain Dynamics - Lithium carbonate prices rebounded from a low of 40,000 CNY/ton at the end of 2020 to 50,000 CNY/ton in early 2021, and surged to 300,000 CNY/ton by the end of 2021, eventually reaching 520,000 CNY/ton by February 2022 [2][3]. - The battery sector has effectively transmitted raw material price increases, with battery prices rising by 1 cent/wh in Q1 2021 and accelerating to 2-3 cents/wh in Q1 and Q2 of 2022, reaching over 1 CNY/wh [2][3]. Group 3: Future Outlook - Current market conditions resemble Q4 2020, with expectations for continued price increases due to strong demand and low profitability levels compared to previous years [3]. - The industry's expansion willingness is significantly lower than in 2021, with limited new supply expected by 2026, suggesting a more stable price environment [3]. - The anticipated price increases are not expected to be as dramatic as in 2021, with supply-demand tightness projected to be lower, particularly for hexafluorophosphate and lithium carbonate [3]. Group 4: Investment Recommendations - The current valuation of leading companies is considered reasonable, with expected industry growth of 20% in 2027, suggesting potential for investment in the battery sector, including companies like CATL, Yiwei Lithium Energy, and others [4]. - Material leaders such as Keda Lithium and others are also highlighted as strong investment opportunities, alongside companies in the lithium carbonate sector [4]. - The solid-state battery sector is recommended for investment, particularly with catalysts expected to materialize in Q4 2025 [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002407 证券简称：多氟多 公告编号:2026-009 多氟多新材料股份有限公司 关于变更签字会计师的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 多氟多新材料股份有限公司（以下简称"公司"）于2025年10月22日召开第七届董事会第三十三次会议， 于2025年12月29日召开2025年第二次临时股东会，审议通过了《关于聘任公司2025年度外部审计机构的 议案》，同意聘任政旦志远（深圳）会计师事务所（特殊普通合伙）（以下简称"政旦志远"）为公司 2025年度财务报告和财务报告内部控制审计机构，聘期一年。具体内容详见公司于2025年10月23日、 2025年12月30日在巨潮资讯网（www.cninfo.com.cn）及《证券时报》《上海证券报》上披露的《关于 变更会计师事务所的公告》（公告编号：2025-079）、《2025年第二次临时股东大会决议公告》（公告 编号：2025-096）。公司于近日收到政旦志远发来的《关于变更多氟多新材料股份有限公司签字会计师 的函》，具体情况公告如下： 一 ...

证券日报网讯 2月6日，多氟多发布公告称，政旦志远（深圳）会计师事务所（特殊普通合伙）将公司 2025年度审计签字注册会计师由龚丽变更为牛凤群，签字项目合伙人仍为王建华，变更不影响年报及内 控审计工作。 （文章来源：证券日报） ...

格隆汇2月6日丨多氟多(002407.SZ)公布，韩世军先生、董事杨华春先生、程立静先生与控股股东李世 江先生签署了《一致行动关系的变更及加入协议》。由于韩世军先生已不在公司担任董事职务，故其本 人申请退出《一致行动人协议》。为进一步巩固控股股东的股权结构，降低股权分散风险，并基于董事 杨华春先生、程立静先生作为公司核心决策层成员的身份，杨华春先生、程立静先生同意加入与李世江 先生的一致行动关系，在决定和实质影响公司经营方针、决策等重大事项上与李世江先生保持一致。 ...

证券代码：002407 证券简称：多氟多 公告编号:2026-008 多氟多新材料股份有限公司 关于子公司之间担保额度进行内部调剂的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 本次担保额度调剂后，多氟多新材料股份有限公司（以下简称"多氟多"或 "公司"）为合并报表范围内子公司及参股公司提供担保额度总计仍为不超过人民 币 398,300 万元，其中为资产负债率超过 70%的子公司提供担保的额度不超过人民 币 72,000 万元。敬请投资者注意投资风险。 一、担保额度内部调剂概述 | | | 被担保方最近 | | 本次调剂担保额度(万元) | | 调剂后担保额 度占公司最近 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | | 担保方 | 被担保方 | 一期经审计资 | | | | | 关联 | | | | 产负债率 | 调剂前 | 调剂担保额度 | 调剂后 | 一期经审计净 | 担保 | | | | | | | | 资产比例 | | | 多氟多 | 多氟多（昆明）科 技开发有限 ...

证券代码：002407 证券简称：多氟多 公告编号:2026-007 多氟多新材料股份有限公司 关于控股股东一致行动人变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 11 月 10 日，谷正彦先生与控股股东李世江先生，李凌云女士、李云 峰先生、韩世军先生，多氟多实业签署了《变更协议书》，由于谷正彦先生已不 在公司担任任何职务，故其本人申请退出《一致行动人协议》。详见《关于控股 股东一致行动人变动的公告》（公告编号：2025-082）。 三、变动后一致行动人情况 多氟多新材料股份有限公司（以下简称"公司"）于 2026 年 2 月 6 日接到公 司控股股东、实际控制人李世江先生的通知，李世江先生的一致行动人发生变动， 现将相关情况公告如下： 一、本次控股股东的一致行动人变动情况 2026 年 2 月 6 日，韩世军先生、董事杨华春先生、程立静先生与控股股东李 世江先生签署了《一致行动关系的变更及加入协议》。由于韩世军先生已不在公 司担任董事职务，故其本人申请退出《一致行动人协议》。为进一步巩固控股股 东的股权结构，降低股权分散风险，并基 ...

证券代码：002407 证券简称：多氟多 公告编号:2026-009 多氟多新材料股份有限公司 关于变更签字会计师的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 政旦志远出具的《关于变更多氟多新材料股份有限公司签字会计师的函》。 特此公告。 多氟多新材料股份有限公司（以下简称"公司"）于 2025 年 10 月 22 日召开 第七届董事会第三十三次会议，于 2025 年 12 月 29 日召开 2025 年第二次临时股 东会，审议通过了《关于聘任公司 2025 年度外部审计机构的议案》，同意聘任政 旦志远（深圳）会计师事务所（特殊普通合伙）（以下简称"政旦志远"）为公 司 2025 年度财务报告和财务报告内部控制审计机构，聘期一年。具体内容详见 公司于 2025 年 10 月 23 日、2025 年 12 月 30 日在巨潮资讯网（www.cninfo.com.cn） 及《证券时报》《上海证券报》上披露的《关于变更会计师事务所的公告》（公告 编号：2025-079）、《2025 年第二次临时股东大会决议公告》（公告编号：2025-096）。 公司于近日 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the battery sector, driven by technological advancements and accelerated industry chain development, with significant gains in stock prices for key companies [1][2] - The CS battery index increased by 2.61%, with notable individual stock performances including Multi-Flor and Zhenyu Technology, which rose over 8% and 7% respectively [1] - The battery ETF managed by Jiashi (562880) saw a 2.44% increase, with a trading volume of 22.759 million yuan and a turnover rate of 2.18%, reflecting a 64.95% increase over the past year [1] Group 2 - Citic Securities indicates that the solid-state battery sector is supported by improvements in the fundamentals of related companies and accelerated industry development, suggesting strong sustainability and investment value [2] - The top ten weighted stocks in the Jiashi battery ETF include CATL, Sungrow Power, and EVE Energy, collectively accounting for over 50.68% of the fund [2] - The current management fee for the Jiashi battery ETF is 0.50% annually, with a custody fee of 0.10% annually [2]

Group 1 - The chemical sector is showing strong performance, with the Chemical ETF (516020) experiencing a price increase of 3.13% as of the report time [1][2] - Key stocks in the sector, including Enjie Co., Ltd., Hongda Co., and Duofuduo, have seen significant gains, with Enjie Co. reaching the daily limit up and others rising over 8% [1][2] - The basic chemical sector has attracted substantial capital inflow, with nearly 20 billion yuan in net inflow, leading among 30 major sectors [1][3] Group 2 - Prices for mainstream refrigerants have continued to rise, with R32 long-term contract prices at 61,200 yuan per ton, up 1,000 yuan from the previous quarter, marking a 1.66% increase [3] - The outlook for the industry suggests that regulatory measures and self-discipline initiatives will strengthen supply constraints, benefiting certain sub-sectors like chlor-alkali and pesticides [3] Group 3 - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering popular themes such as AI computing power and new energy [4] - Investors can also access the chemical sector through the Chemical ETF linked funds, which provide a more efficient way to invest [4]

Group 1 - The top 20 stocks with significant capital inflow as of February 6 include Wuzhou Xinchun (1.12 billion), Tianji Co. (1 billion), and Data Port (973 million) [1] - Wuzhou Xinchun saw a price increase of 10.01%, while Tianji Co. and Data Port both increased by 9.99% and 10% respectively [2] - Other notable stocks include Hunan Gold (10% increase, 793 million), and Shennan Circuit (10% increase, 701 million) [2][3] Group 2 - The electronics sector is represented by companies like Shennan Circuit, Shanshan Co., and Shenghong Technology, with inflows of 701 million, 689 million, and 633 million respectively [2][3] - The battery industry includes significant players such as Ningde Times (2.54% increase, 625 million) and Enjie Co. (10% increase, 496 million) [2][3] - Chemical products sector features companies like Yongtai Technology (10.02% increase, 477 million) and Duofluor (7.7% increase, 451 million) [3]