Analysis of Zhongyi Technology's Strong Performance: Solid-State Battery Technology Drives Profit Turnaround

Zhongyi Technology (301150) entered the strong stock pool with strong performance today, mainly due to the combined effect of multiple positive factors. As a copper foil material manufacturer listed on the GEM (Growth Enterprise Market), the company’s main business includes two categories of products: lithium battery copper foil and electronic circuit copper foil, which are widely used in high-growth fields such as new energy vehicles, energy storage systems, and AI servers [3].

: In the first three quarters of 2025, the company’s performance improved significantly, with revenue increasing by 19.55% year-on-year and net profit attributable to parent company shareholders reaching 38.6967 million yuan, successfully turning losses into profits [3]. This performance turning point provides a solid foundation for the stock price increase. The company has solid-state battery lithium metal anode technology, including patented products such as lithium-copper metal integrated composite anode materials, and has a first-mover advantage in the next-generation battery technology field [3].

: The company’s newly built 10,000-ton high-end electronic circuit foil production capacity is expected to start trial production in December 2025, which will further enhance the company’s market position in high-end application fields such as AI servers [3]. Currently, the company’s lithium battery copper foil production capacity has reached 55,500 tons per year, with major customers including leading enterprises in the new energy industry chain such as CATL and BYD, and its customer resources are high-quality and stable [3].

: Zhongyi Technology’s leading position in the solid-state battery field has become the focus of market attention. As a next-generation battery technology, solid-state batteries have higher safety and energy density, and the company’s patented lithium metal anode products occupy an important position in this emerging track [3].

: Data shows that institutional investors have focused on Zhongyi Technology, with institutional net purchases reaching 113 million yuan, indicating professional investors’ recognition of the company’s prospects [3]. This inflow of institutional funds often indicates the potential for sustained stock price performance.

: With the rapid development of downstream applications such as new energy vehicles, energy storage systems, and AI servers, the demand for high-quality copper foil continues to grow, providing a good industry environment for the company’s performance growth [1][5].

:

• Solid-state battery technology commercialization process accelerates, and the company’s technical reserves are expected to be converted into actual benefits
• Growth in AI server demand drives expansion of the high-end PCB copper foil market
• Capacity release will further increase market share and profitability

:

• Technology commercialization progress may be slower than expected
• Increased industry competition may affect gross profit margin
• Raw material price fluctuations pose challenges to cost control

Zhongyi Technology’s strong performance has solid fundamental support, and the turnaround from losses to profits verifies the effectiveness of the company’s business strategy. The layout of solid-state battery technology and capacity expansion provide growth momentum for the company’s medium and long-term development. The active attention of institutional funds also reflects the market’s optimistic expectations for the company’s prospects. From a technical perspective, the single-day increase of 19.99% on November 14 broke the annual high, indicating relatively positive market sentiment [3][4]. However, investors still need to pay attention to the impact of technology commercialization progress and changes in the industry competition pattern on the company’s future performance.