Group 1: Photovoltaic Industry - The photovoltaic industry is experiencing a clear upward trend due to supply-side clearing and demand-side support, with expectations of profitability recovery in 2026 as inefficient companies exit the market and leading firms enhance efficiency through technological upgrades [1][14] - In 2025, China's photovoltaic industry saw a significant increase in installed capacity, reaching 315.07 GW, with a year-on-year growth rate of 13.67%, despite a slowdown in the second half of the year [14][16] - The introduction of policies aimed at preventing "involution" in the industry has led to a recovery in prices, with polysilicon prices rising over 50% from June to November 2025, indicating a shift towards a more rational pricing environment [22][29] Group 2: Wind Power Industry - The wind power industry is expected to benefit from a favorable supply-demand structure, with significant growth anticipated in offshore wind projects and exports, particularly in 2025 [1][3] - The domestic wind power market is projected to continue its growth trajectory, with offshore wind becoming a key focus area, supported by increasing demand for domestic and international markets [1][3] - Investment recommendations include focusing on leading manufacturers in the wind turbine sector and companies involved in high-barrier components such as submarine cables, which are expected to see increased demand [3][3] Group 3: New Energy Vehicles - The new energy vehicle sector in China is projected to achieve sales of 16.49 million units in 2025, reflecting a year-on-year growth of 28.2%, driven by stable market demand and improved product structures [2][3] - The industry is witnessing a recovery in profitability as supply-side chaos is effectively managed, with significant price increases in key materials like lithium hexafluorophosphate and vinyl carbonate [2][3] - The transition to a high-quality development phase is expected in 2026, supported by technological innovations and enhanced supply chain capabilities [2][3] Group 4: Lithium Battery Industry - The lithium battery industry is experiencing a recovery in profitability as inefficient production capacity is eliminated, with key materials seeing price increases and demand from new energy vehicles and energy storage continuing to rise [8][8] - Recommendations include focusing on leading companies in the battery and structural components sectors, which are expected to benefit from the industry's recovery [8][8] - The commercialization of solid-state batteries is accelerating, with several companies making significant progress in this area [8][8]

（文章来源：证券日报） 证券日报网讯 2月11日，泰胜风能在互动平台回答投资者提问时表示，公司通过全资子公司广东泰胜投 资控股有限公司持有广州泰云新能源科技有限公司40%股份。该合资公司依托合作方在气象数据采集与 应用领域的技术实力，结合公司在新能源及电力行业的市场渠道与产业经验，把握电力市场化改革机 遇，共同开展面向新能源电力领域的气象数据应用服务，例如新能源功率预测、定制化新能源气象体系 建设，电力交易服务平台、电力交易托管服务等，旨在推动技术创新与产业协同，共同培育新的业务增 长点，增强公司在新能源服务领域的综合竞争力。 ...

证券日报网讯 2月11日，泰胜风能在互动平台回答投资者提问时表示，公司严格按照相关法律法规及交 易所规则履行信息披露义务。目前公司正在积极推进年度报告的编制与审计工作，2025年度的具体的财 务数据与经营成果，请届时参考公司正式披露的《2025年年度报告》。 （文章来源：证券日报） ...

Group 1 - Hailanxin (300065) is a core enterprise in the field of smart ocean and commercial aerospace measurement and control, with a contract amount of 458 million yuan for a project related to reusable rocket recovery [1][25] - Jieli Suoju (002342) is a leading company in the domestic rigging industry, providing intercept nets and ultra-high molecular weight polyethylene ropes for rocket recovery, with a single set of capture arms valued at 15-20 million yuan [2][26] - Chaojie Co., Ltd. (301005) specializes in precision structural components, supplying key components for rockets, with a single set valued at 25-30 million yuan and securing 30 orders for 2026-2028 [3][27] Group 2 - Taisheng Wind Power (300129) is a leader in wind power towers, providing structural components for rockets and planning to cover 60% of launch tasks by 2025 [4][28] - Zhongheng Design (603017) is a leading engineering design firm, providing design and construction services for rocket recovery bases, supporting industry landing [5][29] - Yitong Century (300310) focuses on communication technology services, providing communication support for rocket recovery processes [6][30] Group 3 - Aerospace Electronics (600879) is a leading company in aerospace electronics, providing landing leg actuators for reusable rockets, with a projected increase in value by 3-5 times after commercialization in 2026 [7][31] - Mengsheng Electronics (688331) specializes in satellite navigation systems, providing core navigation systems for reusable rockets, supporting centimeter-level positioning [8][32] - Sry New Materials (688102) is a leader in high-strength copper alloy materials, supplying core materials for rocket engines, ensuring stable operation for recovery [9][34] Group 4 - AVIC Optoelectronics (002179) is a leading company in aerospace connectors, ensuring reliable signal transmission for rocket recovery processes [10][35] - Guokai Military Industry (688543) provides solid engine power modules for rockets, which are critical components for recovery [11][36] - Parker New Materials (605123) specializes in aerospace forgings, supplying key components for rockets, ensuring structural stability for recovery [12][37] Group 5 - Hanyu Technology (688239) focuses on titanium alloy forgings for rockets, supporting stable engine operation for recovery [13][38] - Race Intelligent (002979) provides specialized motors for rocket engines, crucial for thrust adjustment during recovery [14][39] - Aerospace Universe (688523) specializes in composite materials, supporting lightweight structures for rockets [15][40] Group 6 - Guoguang Electric (688776) provides electrical equipment for rockets, supporting electrical control and signal transmission during recovery [16][41] - Aerospace Hongtu (688066) offers satellite remote sensing services, providing environmental monitoring for rocket recovery [17][42] - Chunzong Technology (603516) provides ground measurement and control equipment for rocket launches and recoveries [18][43] Group 7 - Aerospace Electromechanical (600151) supplies solar panels and power systems for rockets, supporting energy management during recovery [19][44] - Wuzhou Xinchun (603667) supplies bearings for recovery systems, with annual orders valued at 120-180 million yuan [20][45] - Aerospace Morning Light (600501) provides ground support systems for rocket recovery, ensuring efficient execution of recovery operations [21][46] Group 8 - Aerospace Technology (000901) specializes in measurement and control services for rockets, ensuring precise control during recovery [22][47] - Aerospace Power (600343) provides fluid components for rocket engines, ensuring reliable fluid control during recovery [23][48]

泰胜风能（300129.SZ）2月11日在投资者互动平台表示，公司的火箭贮箱项目仍处于产线建造与技术准 备的前期阶段，截至目前，相关产线尚未正式投产，也尚未开展任何批量化或试验性的生产制造活动。 每经AI快讯，有投资者在投资者互动平台提问：泰胜风能当前在商业航天领域的主要业务布局围绕火 箭燃料贮箱产品展开，相关工作正处于产线建造、市场拓展、技术准备等前期阶段。截至目前，该业务 尚未正式投产，也未形成批量供货。那么现在中科宇航的试验箭体是用本公司试验生产的火箭燃料贮箱 做试验吗？ （文章来源：每日经济新闻） ...

格隆汇2月11日丨泰胜风能(300129.SZ)在互动平台表示，公司的火箭贮箱项目仍处于产线建造与技术准 备的前期阶段，截至目前，相关产线尚未正式投产，也尚未开展任何批量化或试验性的生产制造活动。 ...

Rocket Launch - Huabao New Energy's outdoor power supply products have been widely applied in various high-difficulty off-grid power scenarios, including domestic rocket launches [1] - Taisheng Wind Power's rocket storage tank project is expected to officially start production by mid-2026 [1] Battery - Toxin Pharmaceutical currently does not have products or business related to brain-computer interface fields [1] Photovoltaics - Zerun New Energy has not yet conducted research and development on solar wing junction boxes [1] Media - Bona Film Group is involved in the production of "Fast and Furious 3," which is scheduled for nationwide release during the 2026 Spring Festival [1] Other - Taihe Technology's renovation of its original lithium iron phosphate production facility is expected to achieve an annual production capacity of 10,000 tons of sodium iron phosphate [1] - Li'ang Technology will continue to increase R&D investment in computing power, cloud computing, and cloud services [1] - Xinwei Communication currently holds a 15% stake in Xinwei Electric Science [1] - Boss Software is still held by Linzhi Tencent [1] - Xinke Mobile's satellite internet business is still in the investment phase [1] - Beijing Junzheng's new process products are expected to begin large-scale sales starting in the first quarter [1] - Xinbao Co.'s self-branded coffee machine Barsetto has a small domestic sales proportion [1]

Core Viewpoint - The company, 泰胜风能, is committed to preparing its 2025 annual report in accordance with relevant laws and regulations, emphasizing that specific financial data and operational results will be disclosed at that time [2]. Group 1 - The company confirmed that all production and operational activities are currently normal [2]. - The management is fully focused on promoting the healthy development of various business operations [2].

证券日报网讯2月9日，泰胜风能（300129）在互动平台回答投资者提问时表示，公司于2024年底开始开 展火箭贮箱业务相关的工艺研究和技术储备工作，贮箱生产基地项目于2025年底正式立项，并与东台方 面就相关领域的合作进行了探讨，计划对原东台工厂进行改造。目前火箭贮箱业务布局处于起步阶段， 正在开展产线改造建设、市场拓展等前期工作。该产线设计产能为60套贮箱，预计2026年年中投产。敬 请投资者以公司在法定信息披露媒体披露的正式公告的内容为准，注意投资风险。 ...

每经AI快讯，有投资者在投资者互动平台提问：据公开信息显示公司已进入中科宇航、星河动力供应 链，请问与中科宇航、星河动力合作事宜是否属实？ 泰胜风能（300129.SZ）2月9日在投资者互动平台表示，公司当前主要针对火箭贮箱产品开展产线建 造、市场拓展、技术准备等前期布局工作。截至目前，该业务尚未正式投产，也未形成批量供货。敬请 投资者理性甄别市场信息，审慎判断，注意投资风险，谢谢关注。 （文章来源：每日经济新闻） ...