Hidden gem stocks hit new highs in the history! A major breakthrough in sodium batteries—completely stopping thermal runaway in its tracks! Performance-driven concept stocks are unveiled!

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Against the backdrop of the global energy transition and resource security challenges, sodium-ion batteries have completed the key leap from technical breakthroughs to market validation, and are now accelerating into a new stage of commercialization.

Far Sheng’s share price hits the daily limit

Sets a historical high

Today (April 7), China’s A-share benchmark index sees gains with fluctuations. On the trading board, more than 4,200 stocks are in the green. Multiple chemical-sector themes surged significantly, such as glyphosate, pest control, organosilicon, disperse dyes, fertilizers, and more; early trading saw index gains of over 3.5%.

Among them, shares tied to the glyphosate concept—Xin’an Co., Ltd. and China Sinochem United Co., Ltd.—both hit the daily limit; Runfeng shares, Jiangshan shares, Yangnong Chemical, Lanfeng Biochemical, and ADAMA A jumped by more than 5%.

By the close of trading this morning, Far Sheng (000890) hit the daily limit. Its latest share price set a new historical high. According to Securities Times · DataBao statistics, as of the close on April 3, the stock’s year-to-date gain ranked in the top three among A-shares; after today’s sharp rise, the cumulative gain since the beginning of the year has risen to 247.34%.

Far Sheng is mainly engaged in metal products and environmental protection businesses. The metal products business mainly produces and sells steel wire products for various uses and different specifications. The environmental protection business is mainly carried out with its controlling subsidiary GuangTaiYuan as the main entity. GuangTaiYuan is a high-tech environmental protection company focused on high-difficulty wastewater treatment, liquid separation, and chemical concentration.

In recent years, Far Sheng’s operating performance has been lackluster, with most years showing declining performance or losses. The company’s 2025 annual performance forecast shows that it expects a net profit loss of between 60M and 90M yuan.

On the evening of March 31, Far Sheng had previously released a risk warning announcement, stating that the company’s stock price volatility has seriously moved away from the fundamentals of the company, and that there are risks such as overheated market sentiment and irrational speculation. If the company’s stock price rises further in the future, it may apply to the Shenzhen Stock Exchange for a trading halt and investigation and verification. Investors’ participation in trading may face significant risks.

China’s sodium-ion battery achieves major breakthrough

Completely stops thermal runaway

According to the Science and Technology Daily, on April 6, a team led by Hu Yongsheng from the Institute of Physics of the Chinese Academy of Sciences published a major result in Nature Energy: the team successfully developed a polymerizable nonflammable electrolyte (PNE) with self-protection functionality. It is the first in the world to achieve complete prevention of thermal runaway in ampere-hour (Ah)-class sodium-ion batteries.

The team broke the traditional perception that “flame-retardant electrolytes equal safety.” Instead of relying on a single line of defense, it built a three-in-one intelligent safety protection system: “thermal stability—interfacial stability—physical isolation.” When the battery temperature rises abnormally to above 150°C, the PNE automatically solidifies from liquid to form a dense barrier, like building an “intelligent firewall” inside the battery, completely cutting off the propagation path of thermal runaway.

Worth noting is that this breakthrough did not sacrifice high-performance characteristics of the battery. This battery features excellent wide-temperature performance (-40°C to 60°C) and high-voltage stability (>4.3V), and the materials are all mature industrialized products, giving it strong competitive advantages for industrialization.

This achievement updates people’s understanding of battery safety. In the future, it will be applied in ampere-hour-class sodium-ion battery products of Zhongke Haineng Sodium Technology Co., Ltd., laying a solid foundation for the commercial rollout of sodium-ion batteries in fields such as electric vehicles, heavy trucks, and large-scale energy storage.

Commercial deployment of sodium batteries accelerates

With the continuous deepening of energy transition, sodium-ion batteries—driven by their wide operating-temperature range performance, resource security, and economic potential—are becoming an important part of diversified energy solutions.

The core advantages of sodium batteries are first reflected on the resource side. Lithium content in the Earth’s crust is only 0.006%, and 70% is concentrated in South America’s “Lithium Triangle”; whereas sodium content in the Earth’s crust is as high as 2.75%, more than 400 times that of lithium. Sodium is abundant in seawater and table salt. In addition, China’s self-sufficiency rate for sodium salts is close to 100%, meaning it does not need to rely on imports, which can effectively avoid geopolitical risks and price fluctuations affecting lithium resources.

From the cost perspective, after long-term process optimization and the formation of economies of scale, the cost advantage of sodium batteries will become even more pronounced. Industry estimates suggest that once the industry chain matures at scale, the comprehensive cost of sodium batteries is expected to be 30% to 40% lower than that of lithium batteries.

Entering 2026, there are continued good news for the commercial rollout of sodium-ion batteries in the power battery sector: In January, CATL released its first mass-produced sodium-ion battery for light commercial vehicles; In February, the world’s first mass-produced sodium battery for passenger vehicles made its debut and is planned to be launched this year; On March 30, Bobo New Energy’s Phase 1 annual 2GWh sodium-ion battery project, with an investment of 620 million yuan, was completed and began production in Harbin.

On March 31, at the 2026 Global Sodium Industry Ecological Conference hosted by Zhongke Haineng, Zhongke Haineng’s General Manager Li Shujun stated that it is expected that after 2028, the performance market will drive sodium-ion batteries to reach a 100GWh industrial scale, the cell cost will be reduced to 0.3 yuan/Wh, and technological evolution will raise the energy density of energy-type sodium-ion battery products to above 180Wh/kg.

25 concept stocks report strong results

According to Securities Times · DataBao statistics, in terms of secondary market performance, as of the close on April 3, sodium battery concept stocks, on average, have fallen 1.03% year-to-date. Among them, 6 stocks rose against the trend by more than 10%, namely Baichuan shares, Wanshan New Energy, Weike Technology, Phison Technology, Chuan Yi Technology, and Huabao New Energy.

Baichuan shares’ cumulative gain since the beginning of the year is 78.94%, ranking first. The company’s subsidiary Haiji New Energy has carried out technology reserves and related R&D for sodium-ion batteries, and has also released finished products, but has not yet begun mass production.

Wanshan New Energy’s cumulative gain is 37.52%, ranking second. The company’s ultra-low-cost poly anion sodium-ion cathode has entered the stage of pilot production at the hundreds-of-kilograms scale.

Weike Technology’s cumulative gain is 30%, ranking third. The company began researching sodium batteries in 2019, mastered key technologies related to the material formula system and production process conditions, and established a sodium battery engineering research center. For the sodium batteries developed by the company, its energy density has already reached above 160Wh/kg, and cycling can reach more than 6,000 cycles.

According to DataBao statistics, in terms of earnings data, based on annual reports, performance express reports, and forecasts of the lower bound of net profit (if there is no lower bound, the announcement value is used), there are 25 sodium battery concept stocks with net profit growth year-on-year in 2025 (including turning losses into profits). Of these, 8 stocks are turning losses into profits, including Wanshan New Energy, Tianyuan shares, Shanshan shares (rights protection), Duofei Duo, Penghui Energy, Chuan Yi Technology, and more.

Penghui Energy expects net profit for 2025 of between 170 million yuan and 230 million yuan, turning from loss to profit year-on-year. In the reporting period, the company’s products had both production and sales booming, with sales orders increasing and operating revenue rising. The company’s sodium battery started R&D in 2021, adopting a dual-technology route strategy: poly anion and layered oxide. At the same time, the company is also among the first batch of units nationwide to pass sodium-ion battery evaluation and testing, and achieved the commercialization delivery of its first-generation sodium battery in 2023. Its products are used in energy storage power plant projects.

In addition to the loss-to-profit stocks, those with leading net profit growth rates also include Leading Intelligent, Daoshi Technology (rights protection), Tianci Materials, Pulete, Ruitai New Materials, Baitian shares, Phison Technology, and more.

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