Shida Shinghwa Advanced Material Group Co Ltd: Share Price Surges Amid Lithium‑Battery Material Rally

Share Price Movement

  • On 7 November 2025, the Shanghai Stock Exchange listed Shida Shinghwa Advanced Material Group (603026.SH) reached a 6.50 % intraday limit‑up.
  • The closing price was 70.08 CNY per share, a rise of 6.50 % from the previous day.
  • The market capitalization increased to 16.3 billion CNY, representing a growth of over 30 % from the beginning of the year.

Market Context

  • The rise of Shida Shinghwa was part of a broader strength in the lithium‑battery materials sector.
  • Other lithium‑battery and electrolyte‑related stocks—such as 多氟多 (DFM), 天际股份 (TIJ), and 瑞泰新材 (RTSC)—also hit the daily limit on the same day.
  • The lithium‑battery concept sector saw a 19 % increase in electrolyte prices and a 14 % rise in lithium hexafluorophosphate (LiPF₆) prices compared with August.
  • Several firms within the sector, including 天赐材料 (Tianci) and 固态电池概念 stocks, also reported limit‑ups, indicating a sector‑wide rally.

Company Profile

  • Shida Shinghwa is headquartered in Dongying, China, and specialises in the manufacture and distribution of organic chemicals.
  • Product lines include propylene oxide, propylene carbonate, dimethyl carbonate, propylene glycol, ethylene carbonate, ethyl methyl carbonate, and carbohydrazide.
  • The company exports to Europe, the United States, Japan, South Korea, and Southeast Asia.
  • The firm is listed on the Shanghai Stock Exchange and trades in Chinese yuan (CNH).

Implications

  • The price surge reflects investor confidence in the company’s role as a supplier of key electrolyte components for lithium‑ion batteries.
  • The sector’s rebound is supported by a recovering demand for lithium‑battery materials following a price rebound in August, as reported by multiple market analysts.
  • The 6.50 % limit‑up, coupled with the increase in market capitalisation, positions Shida Shinghwa as a significant contributor to the recent strength in the materials and chemicals subsector of the Chinese equity market.