Commodity Chemicals

Dynanonic

Dynanonic released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 2.68 B (forecast CNY 2.281 B), actual EPS CNY -1.0187 (forecast CNY -0.59)

Dynanonic released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 8.716 B (forecast CNY 9.287 B), actual EPS CNY -2.95 (forecast CNY -2.64)

Dynanonic released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 4.336 B, actual EPS CNY 0.95

Dynanonic FY2026 Q1 Earnings Release Scheduled for April 29 After-Market BJT

Dynanonic to Release FY2025 Annual Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 9.287 B, EPS CNY -2.64

ICL Group and Shenzhen Derong Nano Terminate Joint Venture for LFP Cathode Material in Spain

Dynanonic released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 2.154 B (forecast CNY 2.299 B), actual EPS CNY -0.534 (forecast CNY -0.73)

Dynanonic released FY2025 9 Months Earnings on October 29 After-Market BJT, actual revenue CNY 6.036 B, actual EPS CNY -1.9451

Dynanonic to Release FY2025 Q3 Earnings on October 30 After-Market (BJT), Forecast Revenue CNY 2.299 B, EPS CNY -0.73

Dynanonic released FY2025 Semi-Annual earnings on August 28 After-Market (BJT), actual revenue CNY 3.882 B, actual EPS CNY -1.41

Dynanonic released FY2025 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 1.878 B (forecast CNY 2.195 B), actual EPS CNY -0.811 (forecast CNY -0.37)

Dynanonic to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Dongfang Nano Shareholder Plans to Reduce Shares

Dongfang Nano Shareholder Jixuewen Plans to Reduce Shares

DeFang Nano Leads in Global Phosphate Manganese Iron Lithium Capacity

Director and Senior Executive of DFNano Reduced Shares

Tang Wenhua, Director of DNFNano, Sells 43,000 Shares

Dongfeng Nano Says Normal Cooperation with CATL

De Fang Nano Products Suitable for Solid State Battery Systems

Dongfang Nano Executives Plan to Sell 133,200 Shares

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In early trading, the large financial sector rose, with NANHUA FUTURES hitting the daily limit, CITIC SEC rising over 8%, and EASTMONEY, HTSC, INDUSTRIAL SECURITIES, GF SEC, Yinzhijie, and ROYALFLUSH INFO gaining over 5%. The lithium battery supply chain rallied with volatility, with GOTION and Xinyuren hitting the daily limit, while Canmax Technologies, Great Power, Desay Battery, NARADA, and Dynanonic followed suit

- On April 10, A-shares opened high with the Shanghai Composite Index recovering above 4000 points, while the ChiNext Index gained over 2%, led by strong performances in the battery, brokerage, and semiconductor sectors.  
- Hong Kong stocks also rose, with the Hang Seng Index increasing by over 2%, particularly driven by a rebound in tech stocks.  
- In the bond market, government bond futures showed mixed performance, while commodity futures displayed varied results, with some metals and lithium carbonate prices rising.

Wallstreetcn

CITIC SEC

Desay Battery

NARADA

CITIC Securities Co., Ltd.

HTSC

GF SEC

Canmax Technologies

NANHUA FUTURES

GOTION

ROYALFLUSH INFO

EASTMONEY

INDUSTRIAL SECURITIES

Xinyuren

Great Power

Yinhua CSI All Share Investment Banking & Brokerage ETF

Shanghai Composite Index recovers 4,000-point mark, ChiNext rises over 2%, brokerages explode, lithium battery supply chain rallies, HSTECH rises over 2%, tech stocks rebound

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Yuneng New Energy, WANRUN NEW ENERGY, Dynanonic, and Anda Technology, four lithium iron phosphate companies, plan to conduct a month-long maintenance and production reduction starting in January 2026, affecting approximately 50% of the market share. The reduction is expected to be between 35% and 50%, which may impact the supply and demand dynamics in January. This move comes at a critical moment for negotiations with downstream battery manufacturers regarding price increases. As a result of the production reduction news, the stock prices of the related companies have risen

WANRUN NEW ENERGY

Yuneng New Energy

Lithium Iron Phosphate "Half the Market" Collective Price Support

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36Kr learned that the three major A-share indices opened higher collectively, with the Shanghai Composite Index opening up 0.36%, the Shenzhen Component Index up 0.85%, and the ChiNext Index up 1.42%; optical modules and lithium battery concepts led the gains, with Dekor rising nearly 7%, Zhongji Innolight, Everbright, and Dynanonic rising over 4%; the shipping and aerospace military industry sectors saw the largest declines, with Northern Long Dragon falling over 5% and China Merchants Energy Shipping falling over 2%

36Kr

Zhongji Innolight

Everbright

The three major A-share indices opened higher collectively, with optical modules leading the gains

Leading lithium iron phosphate cathode material manufacturers such as Jiangxi Shenghua New Materials, Hunan Yuneng, Shenzhen Dynanonic, and Shandong Fengyuan Chemical have recently announced expansion plans, focusing on high-end production capacity. This marks a shift in the lithium iron phosphate cathode material industry towards a new stage of high-quality development centered on technology, after experiencing overcapacity and price declines

Zhitong

Leading lithium iron phosphate cathode material manufacturers increase high-end production capacity

Dynanonic announced that its revenue for the third quarter was 2.154 billion yuan, a year-on-year decrease of 1.60%; the net profit loss was 153 million yuan, a year-on-year increase of 49.86%. Revenue for the first three quarters was 6.036 billion yuan, a year-on-year decrease of 7.57%; the net profit loss was 544 million yuan, a year-on-year increase of 33.78%

Dynanonic: Net profit loss of 153 million yuan in the third quarter, a year-on-year increase of 49.86%

Dynanonic announced that Mr. Ji Xuewen, a shareholder holding more than 5%, reduced his holdings by a total of 2.5546 million shares through centralized bidding and block trading from August 1, 2025, to October 24, 2025, accounting for 0.9117% of the company's total share capital; as of October 24, his holdings decreased to 22.3337 million shares, accounting for 7.9710%. As of the announcement date, he had cumulatively reduced his holdings by 3.7977 million shares, accounting for 1.3554%, and decided to terminate the original plan to reduce holdings by 8.3214 million shares in advance, with the unexecuted portion no longer implemented

Dynanonic: Ji Xuewen has reduced his holdings by 1.3554%

Dynanonic announced that its controlling subsidiary, Defang Chuangyu, has introduced a strategic investor, Shenzhen New Energy Storage Industry Collaborative Equity Fund Partnership, through a capital increase and share expansion. The amount of the capital increase is 30 million yuan, subscribing to an additional registered capital of 1.30670740 million yuan in Defang Chuangyu, and obtaining a 1.347381% equity stake after the transaction is completed. After the capital increase, the registered capital of Defang Chuangyu will increase to 9698.128585 million yuan

Dynanonic: The holding subsidiary increases capital and introduces strategic investor energy storage fund

Dynanonic stated at the performance briefing that the company's fourth-generation high-pressure dense lithium iron phosphate products continue to gain customer recognition, with shipment volume and proportion continuously increasing, accounting for about 20%-30% of the current product structure; the company has successfully developed the fifth-generation high-performance lithium iron phosphate materials, which have now entered the pilot production stage. The company's first-generation lithium manganese iron phosphate products have achieved batch loading, and the verification progress of the second-generation higher-performance products is proceeding smoothly

Dynanonic: Successfully developed the fifth generation of high-performance lithium iron phosphate materials, which has now entered the pilot production stage

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Guosheng Securities released a research report stating that the China Chemical and Physical Power Sources Industry Association has issued a development initiative for the lithium iron phosphate industry, aimed at stabilizing the prices of lithium iron phosphate cathodes and promoting the recovery of corporate profits. The initiative responds to national policies and proposes four recommendations, including resisting vicious price competition, building a healthy supply chain, strengthening capacity self-discipline management, etc., to address the issues of low industry capacity utilization and corporate losses

Easpring

Guosheng Securities: The association has released a development initiative for lithium iron phosphate to continuously promote price stability in the industry

Dynanonic announced that its operating revenue in the first half of 2025 was 3.882 billion yuan, a year-on-year decrease of 10.58%. The net loss attributable to shareholders of the listed company was 391 million yuan, compared to a net loss of 516 million yuan in the same period last year, a year-on-year narrowing of 24.24%

Dynanonic: Net loss of 391 million yuan in the first half of 2025, a year-on-year narrowing of 24.24%

Dynanonic(300769.SZ)