Since the start of Q2, margin financing has added to multiple solid-state
battery-related stocks. As of June 3, 19 stocks recorded net margin-financing
purchases above RMB 100 mln. Tinci Materials and CATL led with net buys of RMB
2.063 bln and RMB 1.217 bln, respectively; EVE Energy, Do‑Fluoride New Material,
Defu Technology, Capchem and others each had net buys above RMB 500 mln. Those
19 names reported strong Q1 results: TTANQT LITHIUM and Tinci Materials saw
year-on-year profit growth of 16.99x and 10.06x, while Enjie, Shanshan, Defu
Technology and Do‑Fluoride posted YoY net-profit gains of 901.7%, 898.85%,
708.9% and 480.14%, respectively.