Express News | XTC New Energy: The rise in cobalt raw material prices has a relatively small negative impact on the company's operations.

BreakingsMay 13 14:55

Guosen Securities: Production scheduling in the lithium battery industry chain continues to grow significantly, with the upcoming CIBF exhibition acting as a catalyst for new technological directions.

The introduction of domestic energy storage capacity pricing policies has led to an explosive growth in domestic energy storage orders driven by market demand.

Zhitong FinanceMay 12 09:15

Dongwu Securities: Energy storage demand exceeds expectations, and sector profitability continues to improve.

Strong momentum in production and sales, with expectations of both volume and profitability growth; continue to strongly recommend the battery sector.

Zhitong FinanceMay 11 09:14

Xiamen Tungsten New Energy (688778): High Growth in Performance and Profitability, Driven by Advanced Materials and Global Production Capacity

Event: The company released its 2025 annual report and the first quarter report of 2026. According to the 2025 annual report, the company achieved a total revenue of 19.88 billion yuan for the entire year, representing a year-on-year increase of 49.51%; net profit attributable to shareholders reached 755 million yuan, showing a year-on-year increase.

Huaan SecuritiesMay 11 00:00

Over 70% of companies in the lithium battery sector of the STAR Market reported net profit growth in Q1, led by material and equipment segments.

①The performance of the lithium battery sector on the STAR Market is diverging, with leading companies benefiting from the recovery in downstream demand and product upgrades, showing signs of a profitability turning point. ②Supply consolidation coupled with explosive growth in energy storage demand has led to an imbalance between supply and demand for lithium battery materials, placing the industry in a recovery phase of prosperity.

cls.cnMay 4 21:49

Commentary on XTC New Energy (688778) 2025 Annual Report and 2026 Q1 Report: Stable Market Share in Lithium Cobalt Oxide Business, Diversified Layout in Lithium-ion, Solid-state, and Hydrogen Energy Materials

Event: Xiamen Tungsten New Energy released its 2025 annual report. The company's revenue for the year 2025 was RMB 19.88 billion, representing a year-on-year increase of 47% (after adjustment). The net profit attributable to shareholders was RMB 755 million, marking a year-on-year growth of 42% (after adjustment). The non-recurring net profit attributable to shareholders was...

Everbright SecuritiesApr 29 07:32