In 2026, if you could hold only one stock for an entire year, which one would you choose—and why?

I’d guess Tianci Materials—and later increase the position significantly. Main business: Lithium-ion battery materials (89.7% of H1 2025 revenue), daily chemical materials, and specialty chemicals. Industry position: World’s largest electrolyte supplier by market share (projected 2025 shipment: 720,000 tons; 32.2% global share); world’s largest lithium hexafluorophosphate (LiPF₆) producer (2024 shipment: 64,000 tons; 37.6% global share). Dominant leadership: #1 globally in both electrolytes and LiPF₆, with significant integrated cost advantages. High earnings leverage: Industry cycle turning upward—substantial YoY net profit growth expected in 2025, with explosive profitability in Q4. Strong growth prospects: Supported by energy storage expansion, overseas capacity ramp-up, and new material development—underpinning long-term growth.

Don’t regret it later! Today I spent five hours compiling a list of 10 poised-to-ignite 'legendary stocks'—any one could launch at any moment after National Day!

4. Guyuelongshan (600059) Current price: ¥12.27 | Price-to-book ratio: 1.91 Main business: Research, brewing, production, and sales of huangjiu (Chinese rice wine). Key catalysts: Rural revitalization, SOE reform, inclusion in Shanghai-Hong Kong Stock Connect, cross-border e-commerce. Technical analysis: Overall technical indicators are bullish. Key watch levels: 20-day resistance at ¥12.45; support at ¥7.36. Currently, 90% of holders’ cost basis lies between ¥7.99–¥12.26; institutional average cost is ¥10.42; large-order average cost is ¥11.14. 5. XXXX (00XXXX) Main business: R&D, production, and sales of silica and carbon black products. Key catalysts: Core concept of 'UHV + solid-state batteries'—immense potential. Technical analysis: Currently at a bottoming phase; trend reversal imminent. Highly aligned with medium-to-long-term reversal-and-doubling strategies and ‘limit-up replication’ patterns; concentrated chip distribution. No further elaboration here—the passage of time will bear witness. Those unwilling to miss out may refer to Zhu Yezhi Ding’s insights. 6. Wufang Optoelectronics (002962) Current price: ¥16.17 | Price-to-book ratio: 2.69 Main business: R&D, production, and sales of precision optical thin-film components. Key catalysts: Specialized, sophisticated, and innovative (“Zhuan Jing Te Xin”) designation; TOF lenses; security & surveillance; Huawei-related themes. Technical analysis: Overall technical indicators are bullish. Key watch level: 20-day support at ¥13.53. Currently, 90% of holders’ cost basis lies between ¥12.09–¥16.16; institutional average cost is ¥14.04; large-order average cost is ¥15.30. 7. Shanghai Xibai (603200) Current price: ¥44.72 | Price-to-book ratio: 7.23 Main business: Supply of specialty chemicals and process chemicals; advanced solid-state battery materials representing new quality productive forces; fully automated intelligent online dosing systems and comprehensive water treatment solutions. Key catalysts: Lithium battery theme; low-altitude economy; wind power; offshore engineering equipment. Technical analysis: Overall technical indicators are neutral. Key watch level: 20-day support at ¥39.87. Currently, 90% of holders’ cost basis lies between ¥35.42–¥44.78; institutional average cost is ¥40.95; large-order average cost is ¥41.24. 8. Fosun Pharma (600196) Current price: ¥23.96 | Price-to-book ratio: 1.31 Main business: Pharmaceuticals, medical devices & diagnostics, healthcare services—and via equity stake in Sinopharm Group, coverage across pharmaceutical distribution. Key catalysts: Bio-vaccines; AI agents; DeepSeek-related themes; generic drug consistency evaluations. Technical analysis: Overall technical indicators are bullish. Key watch level: 20-day support at ¥22.20. Currently, 90% of holders’ cost basis lies between ¥18.68–¥28.75; institutional average cost is ¥22.82; large-order average cost is ¥25.36. 9. XJ Electric (000400) Current price: ¥21.40 | Price-to-book ratio: 1.76 Main business: Providing high-end energy & power equipment for national economic and social development; delivering comprehensive technologies, products, and services supporting clean energy generation, transmission, distribution, and efficient utilization. Key catalysts: Xinjiang revitalization; DeepSeek-related themes; EV charging infrastructure; energy storage.

Citi Names Top Specialty Chemicals Stock To Own

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Citi analysts named Ecolab Inc. as their top North American specialty chemicals stock pick, citing data center growth and the CoolIT acquisition as key drivers for expected outperformance amidst industry headwinds.

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