Guangzhou Tinci Materials Technology Co Ltd – Market Activity and Corporate Developments

1. Current Market Position

  • Last traded price (2025‑09‑03): 23.15 CNY
  • 52‑week high: 25.63 CNY (2024‑11‑11)
  • 52‑week low: 12.86 CNY (2024‑09‑22)
  • Market capitalization: 38.9 billion CNY
  • Price‑earnings ratio: 82.49

The company is listed on the Shenzhen Stock Exchange and is classified in the Materials sector under the Chemicals industry. Its product portfolio includes fine chemicals, personal‑care materials, lithium‑ion battery materials and organic silicon rubber materials.

2. Recent Market Performance

On 5 September 2025 the Chinese stock market experienced a broad rally driven by the energy‑transition and technology sectors. Key points:

  • The Shenzhen Composite Index rose by 2.01 %, the ChiNext Index increased by 3.48 %, and the Shanghai Composite Index gained 0.35 %.
  • The China New Energy Battery Index surged more than 6 %, with constituent shares such as Jinlang Technology, Sunshine Power, and Xizhi Clean Energy gaining above 10 %.
  • Within the solid‑state battery theme, over ten stocks reached the daily limit, including Tinci Materials (002709).
  • Tinci Materials reported a 10.02 % intra‑day rise, with institutional buying of 8.35 billion CNY.
  • The stock entered the limit‑up zone on 5 September, a move supported by the company’s recent earnings data and industry momentum.

3. Earnings and Operational Highlights

  • In the first half of 2025, Tinci reported revenue of 70.29 billion CNY, up 28.97 % year‑on‑year.
  • Net profit attributable to the parent company was 2.68 billion CNY, an increase of 12.79 %.
  • The company’s electrolyte business showed steady growth; unit profitability remained resilient.
  • Research and development activities focus on solid‑state electrolytes, with the company’s sulfide solid‑state electrolyte in the pilot‑scale phase and a plan to complete pilot testing in 2026.

4. Corporate Governance Activity

  • On 4 September 2025 the company announced that a third special shareholders’ meeting will be held on 10 September 2025.
  • The meeting will consider amendments to internal governance documents, reflecting the company’s ongoing efforts to strengthen corporate governance structures.

5. Industry Context

  • The rise in the solid‑state battery sector is linked to advances in battery safety and energy density.
  • Government policy and investment flows have favored lithium‑ion battery materials, benefiting manufacturers such as Tinci.
  • The battery ETF “Jiashi” (symbol 562880) gained 3.30 % on 3 September, reflecting investor confidence in the broader battery theme.

6. Summary

Guangzhou Tinci Materials Technology Co Ltd has benefited from sector‑wide momentum in the lithium‑battery and solid‑state battery arenas. Recent earnings growth, active institutional participation, and a planned shareholders’ meeting suggest a period of continued investor interest and corporate activity. The company’s valuation (P/E ≈ 82.5) reflects high expectations for future growth in the battery materials market.