Sorting out metal-air battery concept stocks, financing clients increase positions in multiple stocks

Recently, Liu Xinyan, Secretary of the Party Committee and Deputy Director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology, proposed four suggestions at the 2025 New Energy Battery Industry Development Conference. The first suggestion is to strengthen the leading role of technological innovation, systematically layout the research and development of new materials systems, all-solid-state batteries, metal-air batteries, and other next-generation batteries, and accelerate the landing transformation and industrialization process of new technologies. In the above statement, all-solid-state batteries and metal-air batteries are mentioned together, indicating the policy level's emphasis on metal-air batteries. Metal-air batteries are a new type of battery made from common metals such as zinc, magnesium, and aluminum, combined with oxygen and seawater. They are a hybrid of energy storage and fuel batteries. Compared to lithium-ion and other types of batteries, metal-air batteries have many advantages in energy density, charging time, range, environmental protection, and safety, thus offering broad application prospects. As a key focus of next-generation battery technology, several listed companies in China have already laid out plans for metal-air battery technology, conducting theoretical research or advancing related projects. According to publicly available information from investor interaction platforms or research minutes, companies involved in the metal-air battery industry chain in the A-share market include Great Power, Yunnan Aluminium, and China Aluminum. As of October 23, compared to the end of last year, companies in the metal-air battery industry chain that have seen increased positions from financing clients include VISION GROUP, CORUN, China Aluminum, Yunnan Aluminium, and Great Power