Analysis of Zhongyi Technology (301150) Strong Performance: Solid-State Battery Concept Driving Force and Market Impact

Zhongyi Technology (301150) is a GEM-listed company whose main business focuses on solid-state battery-related material fields, belonging to the core link of the new energy battery industry chain [0][3]. As a lithium battery copper foil supplier, the company is in a key supply chain position in the industrialization process of solid-state batteries [0]. Since 2025, the stock has performed actively, with multiple limit-ups and a single-day increase of up to 19.99% [0][5]. The solid-state battery concept has become a hot spot in the capital market in 2025. The relevant index has risen by 19.55% in the past 20 days, and the annual increase has exceeded 75%, driving the overall rise of industrial chain stocks [0][1]. Policy-wise, there is support for the development of solid-state battery technology, and it is expected to be demonstrated and applied in new energy vehicles from 2027 to 2028 [0]. Industrial events such as the 2025 World Power Battery Conference have further promoted the fermentation of the concept [0].

1. Cross-domain Correlation
   : The boom of the solid-state battery concept forms a positive cycle with the upgrade of the new energy vehicle industry and the growth of energy storage demand. Zhongyi Technology, as an upstream material supplier, directly benefits [0][1].
2. Market Sentiment
   : The recent turnover reached 46.78 million yuan, indicating high investor attention and positive market sentiment [0][5].
3. Structural Opportunities
   : The company’s PCB + lithium battery copper foil business is driven by two wheels, benefiting from both traditional lithium battery and new solid-state battery technology development [0][3].

• There are industry divergences on the mass production time of solid-state batteries, and the uncertainty of the window period may affect the stability of the stock price [4];
• Concept speculation may lead to increased short-term stock price volatility [1].

• Policy support and industrial events bring a business expansion window for the company;
• As a key supply chain enterprise, it is expected to obtain more orders in the large-scale production of solid-state batteries [0].

The strong performance of Zhongyi Technology (301150) is mainly driven by the solid-state battery concept, benefiting from industry policies, technological upgrades, and market hot spot rotation. Investors need to pay attention to the industrialization progress of solid-state batteries and the company’s business expansion, while noting the short-term volatility risk brought by concept speculation [0][4].