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According to the AI quick news of every economy, Dongwu Securities released a research report on December 23, giving Tianci Materials (002709.SZ) a "buy" rating with a target price of 63.8 yuan. The rating reasons mainly include: 1) leading company in the electrolyte industry, significant elasticity of hexafluoride price increase, solid-state layout to create the second growth curve; 2) lithium battery demand in 2026 will increase by more than 30%, the price turning point of hexafluoride supply and demand imbalance has arrived; 3) the company benefits significantly from the price increase of hexafluoride, and LiFSI strengthens the company's advantages; 4) the trend of solid-state batteries is certain, and the company deepens its overall layout to create the second growth curve. (Daily Economic News)
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