As a safe, efficient, and environmentally friendly energy storage technology, flow batteries have enormous potential and flexibility for long-term energy storage. The number of account openings has skyrocketed! Multiple securities firms have closed their next day commission function Recently, the A-share market has continued to rebound, with the Shanghai Composite Index approaching 3100 points and the daily line crossing the bull bear boundary (250 day line). In order to cope with the sudden market trend, many frontline staff of securities firms work overtime, Even on-site services can be provided to help customers open accounts, retrieve passwords, and more. Frontline personnel from securities firms have reported to the media that there has been a significant increase in the number of new account openings and inquiries from clients such as Liangrong in recent times. Several securities firms have revealed that the number of new account openings has increased by 50% to 300% recently, and the market sentiment is hot. On the afternoon and evening of September 27th, multiple securities firms including Guotou Securities, Guangfa Securities, and Guohai Securities announced that they will temporarily close the next day commission function from September 27th. The specific time for the next day commission function to be activated will be notified separately. Industry insiders suggest that the suspension of trading commission services by securities firms may be due to two reasons: firstly, it is related to the recent hot stock market situation and the sudden increase in trading volume. In order to cope with the surge in trading volume, technical personnel need to monitor the network broadband of securities firms' trading Urgent expansion and changes to host resources, etc; Secondly, there were abnormal trading situations on the Shanghai Stock Exchange yesterday, which affected customer transactions and may require longer clearing time for securities firms. Glass and soda ash futures continue to rise This week, heavy positive policies have been continuously released, boosting market expectations. Both the stock market and commodity market have seen significant gains, and oversold products such as soda ash and glass have also rebounded. According to Securities Times Data Treasure, glass and soda ash futures have been traded for six consecutive times As of yesterday's 23:00 close, the daily closing price rose, with glass main futures up 7.17% and soda ash main futures up 3.58%. The Futures Daily believes that the main reason for the strong rebound of glass and soda ash is the intensive introduction of favorable policies to improve market confidence and boost market sentiment, resulting in marginal improvement on the demand side. Liu Tianli, an analyst at Zhongtai Futures, said that from a fundamental perspective, the market is facing challenges The rapid rise has given the opportunity for futures and cash traders to enter the market. The large amount of purchases in the middle and lower reaches has led to a reluctance to sell in alkali factories, and some alkali factories are expected to raise prices to further stimulate the market to rise, forming a positive feedback. The improvement in downstream glass prices will weaken the expectation of production line water discharge and cold repair At the same time, it will also stimulate glass factories to replenish inventory, igniting downstream enthusiasm for replenishing inventory. New electrode successfully applied to high power density vanadium flow battery The China Science Daily reported that recently, Li Xianfeng, a researcher at the Dalian Institute of Chemical Physics of the Chinese Academy of Sciences, and Liu Tao, a researcher, made new progress in the research of all vanadium flow batteries. The team developed a bismuth (Bi) monoatom loaded graphite felt electrode, At a current density of 240mA/cm2, its energy efficiency reached 81.2%, and the peak power density reached 990mW/cm2, providing a new approach for the design of electrode materials for high power density vanadium flow batteries. The relevant results were published in the Journal of the American Chemical Society. Vanadium flow batteries have become one of the preferred technologies for large-scale energy storage due to their high safety, long lifespan, and environmental friendliness. However, the slow reaction rate of negative electrode V3+/V2+results in significant polarization, leading to lower battery power density and higher stack cost. Meanwhile, the mechanism of vanadium ion redox reaction is still unclear, which hinders the development of highly active electrode materials. This work helps to understand the electrode reaction mechanism of all vanadium flow batteries, providing new ideas for the design and development of efficient electrocatalysts, and is of great significance for improving efficiency and reducing costs of all vanadium flow batteries. There is great potential for improving the production capacity of flow batteries As a long-term energy storage technology, flow batteries have significant advantages in terms of energy storage duration. In domestic flow battery energy storage projects, the energy storage time of flow batteries is generally more than 4 hours, and some projects have an energy storage time of up to 6 hours. The "2024 White Paper on the Development of China's Flow Battery Industry" (referred to as the "White Paper") shows that flow battery manufacturers are actively promoting expansion plans. By 2023, more than 30 flow battery production lines have been signed, under construction, and put into operation domestically, involving all vanadium flow batteries Various technological routes such as iron chromium flow batteries, zinc bromine flow batteries, zinc iron flow batteries, and water-based organic flow batteries have a total production capacity of 6GW/year. It is expected that China's flow battery production capacity will jump to 30GW/year by 2025. The White Paper predicts that by 2025, the cumulative installed capacity of flow battery energy storage in China will account for 1.1% of the cumulative installed capacity of new energy storage, and this proportion will increase to about 2.2% and 3% by 2030 and 2035. In the A-share market, several listed companies have strengthened their layout in the field of flow batteries. Suotong Development revealed on an interactive platform that the company is collaborating with Beijing University of Chemical Technology to develop a low-cost and high safety iron-based flow battery long-term energy storage technology. Xinzhoubang's Haidefu Company has built production capacity for perfluorosulfonic acid resin (PFSA) and its core monomer perfluorosulfonyl vinyl ether (PSVE), which are used in the fields of hydrogen production through electrolysis of water, proton membrane preparation for hydrogen vehicle batteries, and energy storage flow batteries. Xinxing Cast Pipe signed a strategic cooperation agreement with Dalian Institute of Chemical Physics, Chinese Academy of Sciences. Both sides will carry out basic research and research and development of cutting-edge new technologies in the field of all vanadium flow battery energy storage. The construction of the first phase of the 3000 ton/year high-purity vanadium pentoxide beneficiation and smelting production line and the first phase of the 300MW/year new generation high-capacity all vanadium flow battery production line for the all vanadium flow battery energy storage project under Yongtai Energy is progressing in an orderly manner. Longbai Group has started to develop vanadium materials for vanadium flow batteries and related technologies for short process preparation of all vanadium flow battery electrolytes and reserves. It has been connected with downstream new energy customers and has been applied. The scandium vanadium new material industrial park project is progressing normally. Institutions gather to conduct research on these concept stocks Since the beginning of this year, multiple liquid flow battery concept stocks have continued to receive institutional attention. According to Data Treasure statistics, over 80% of concept stocks received institutional research within the year, with Western Mining, Xizi Clean Energy, Diantou Energy, Xintian Green Energy, Vanadium Titanium Co., Ltd., and Mingxing Power receiving institutional research Research more than 10 times. The most frequent institutional research is conducted by Western Mining, which has received 15 surveys within the year. The company recently stated in a survey that after the commissioning of the Western Copper Multi metal Mineral Processing Technical Renovation Project in 2024, the processing capacity of lead-zinc ore will increase from 900000 tons per year to 1.5 million tons per year. From a valuation perspective, as of the close on September 27th, the rolling price to earnings ratio of 13 concept stocks is below 20 times. The rolling price to earnings ratio of Diantou Energy is 8.49 times, ranking at the lowest position. Other companies with lower rolling price to earnings ratios include Yongtai Energy, Anning Shares, Longbai Group, and Dongfang Electric Zhenhua Corporation, etc.