Dongwu Securities released a research report saying that the peak domestic retail season for electric vehicles is not strong, exports and overseas demand are growing, and the increase in bicycle charging capacity supports power demand. Shipments of energy storage batteries have maintained a relatively rapid growth, with large storage and industrial and commercial storage contributing the main increase. Demand delivery during the peak season is weak, material price increases are driving profit differentiation repair, and attention is being paid to battery leaders with stable patterns and material companies with the flexibility to recover profits. As of November 3, 2026, some lithium battery faucets correspond to the 2027 PE of about 10-12 times. We recommend Ningde Era, Everweft Lithium, BYD, China Innovation Aviation, and Sunwoda, and follow Penghui Energy; the materials section recommends Putailai, Dingsheng New Materials, Enjie Co., Ltd., Foshan Plastic Technology, Kodali, Shangtai Technology, Hunan Yuneng, Tianci Materials, Fulin Precision, Huayou Cobalt, Xingyuan Materials, etc., follow Telford Technology, Jiayuan Technology, Polyfluoride, Wanrun Xinrun Xinneng, Longpan Technology, etc. Haike Xinyuan, Shida Shenghua, etc.; Ganfeng Lithium, Guocheng Mining, and Shengxin are recommended for lithium carbonate Lithium Energy, Dazhong Mining, China Mining Resources, Yongxing Materials, Tianqi Lithium, Yahua Group, Zangge Mining, etc.

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