CNGR (02579) saw its shares rise against the market trend by nearly 5% during the session. As of the time of writing, the stock was up 3.51%, trading at HK$33, with a turnover of HK$77.6041 million.
It was learned from the National Automotive Standardization Technical Committee that on December 30, the first national standard for solid-state batteries, titled "Solid-State Batteries for Electric Vehicles - Part 1: Terminology and Classification," was released to solicit public comments. The draft clarifies fundamental aspects such as the relevant terminology, classification, and coding for solid-state batteries. Ping An Securities believes that there is significant domestic emphasis on the development of new lithium battery technology pathways, with policies repeatedly mentioning the development of the solid-state battery industry. With strong policy support and active industry participation, the research and development of solid-state batteries is expected to progress steadily towards industrialization.
Recently, during an institutional research session, CNGR stated that in the field of electrolyte materials, the company is primarily focused on two major technological routes: oxides and sulfides. It is committed to building comprehensive technical capabilities through collaborative R&D across key stages, including precursors, cathode materials, and solid-state electrolytes. The company indicated that its investment directions over the next three years will mainly include: first, resource-side布局, such as the construction of the Guizhou phosphate mine and subsequent investments in lithium mines; second, the continued construction of overseas production capacity; and third, R&D investments, with a key focus on material areas such as solid-state batteries, high-density phosphorus-based products, and sodium-ion batteries.
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