Market Overview - The A-share market continued to rise, with the Shanghai Composite Index achieving a 13-day winning streak, closing at 4083 points, up 1.5% [1] - The total market turnover reached 2.83 trillion yuan, an increase of 265 billion yuan from the previous trading day, with over 4100 stocks rising and nearly 150 stocks hitting the daily limit [1] Sector Performance - The brain-computer interface sector saw significant gains, with stocks like Sanbo Brain Science and Weisi Medical hitting the daily limit [2][4] - The titanium dioxide sector also experienced a collective price increase, with companies like Anning Shares and Vanadium Titanium Shares reaching the daily limit [2][6] - Brokerage stocks rose, with Huashan Securities and Hualin Securities hitting the daily limit [2][8] - Other sectors that performed well included industrial metals, silicon energy, electronic paper, and chemical raw materials [2] Brain-Computer Interface Sector - The brain-computer interface sector was particularly strong, with stocks like Beiyikang and Weisi Medical seeing gains of around 20% [5] - Elon Musk announced that Neuralink, his brain-computer interface company, plans to start large-scale production in 2026, which has positively impacted the sector [4] Titanium Dioxide Sector - The titanium dioxide industry recently issued a price increase notice to reverse previous low pricing and low profitability, indicating a potential recovery in industry profits [6] - Major domestic titanium dioxide companies are accelerating the layout of chloride process capacity, with Tianyuan Co. announcing a 1.48 billion yuan investment in a new project [6] Brokerage Sector - The brokerage sector is benefiting from high market activity, with the Shanghai Composite Index recording a 12-day winning streak and turnover exceeding 1 trillion yuan [8] - Analysts suggest that the improved policy environment and influx of funds will enhance the investment value of the brokerage sector, supporting growth in wealth management and self-operated business revenues [8] Industrial Metals Sector - The industrial metals sector is experiencing price increases driven by both financial and commodity attributes, with low global copper and aluminum inventories and expected demand growth from the recovering Chinese economy [12] - Stocks like Liyuan Shares and Chang Aluminum have seen significant gains, with some hitting the daily limit [13] Electronic Paper Sector - The electronic paper sector is also on the rise, with Su Dawei and other companies achieving substantial gains following a collaboration announcement with Shanghai Yudi Optoelectronics [14][15]

Core Viewpoint - Suzhou Su Da Weige Technology Group Co., Ltd. has signed a strategic cooperation framework agreement with Shanghai Yu Di Optoelectronics Co., Ltd. to collaborate in the field of precision optical lenses and systems, aiming for mutual benefits through complementary advantages [1][2]. Group 1: Company Overview - Su Da Weige is a publicly listed company on the Shenzhen Stock Exchange, focusing on micro-nano key technology innovations with applications in micro-nano optical anti-counterfeiting, 3D printing materials, consumer electronics, display materials, and automotive electronic materials [1]. - Yu Di Optoelectronics specializes in the design, development, and sales of precision optical lenses and components for semiconductor equipment and satellite laser communication optical systems, with a growing order and sales scale due to industry development [1]. Group 2: Strategic Importance - The cooperation with Yu Di Optoelectronics is a continuation of Su Da Weige's strategic focus on the semiconductor and precision optical industry since 2025, including a planned acquisition of 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan to enhance its capabilities in mask defect detection [2]. - This partnership is seen as a critical step in Su Da Weige's strategic layout in the semiconductor and precision optical fields, potentially allowing the company to enter high-potential markets and diversify its growth drivers [2]. Group 3: Industry Insights - The stability of core component supply is crucial for the smooth operation of the industry chain, with precision optical products being essential in various high-end manufacturing sectors [2]. - Collaborative efforts between companies can optimize resource allocation, shorten product development cycles, and reduce uncertainties in supply chain operations, aligning with the development direction of high-end manufacturing and market demands [2][3].

Group 1 - Fulin Precision's subsidiary plans to invest 6 billion yuan to build a high-end lithium iron phosphate project with an annual production capacity of 500,000 tons [11] - Feiwo Technology has completed the acquisition of 60% of Xinsai Aerospace, focusing on metal 3D printing services for commercial aerospace [2] - Zhongcai Technology expects a net profit increase of 73.79% to 118.64% in 2025 [30] Group 2 - Hengrui Medicine has received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity [2] - Deyun Co. announced that its actual controller has been arrested for illegal public deposit collection, but the company's operations remain normal [3] - Hengshi Technology's control is set to change as it enters a strategic cooperation agreement with New Base Information Technology Group [4] Group 3 - Zhejiang Mining plans to acquire 100% of Alaigyr Company, which holds core assets in lead-silver mines [5][6] - Guizhou Tire intends to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [7] - Dongfang Zircon plans to invest in a project to produce 10,000 tons of high-purity composite zircon oxide for new energy batteries [8] Group 4 - Xingsheng Group has received a project designation notice from a North American electric vehicle manufacturer, with a total sales amount of approximately 7.8 billion yuan [18] - Jin Di Co. plans to acquire a 3.36% stake in Baoshilai New Materials Technology for 21.6 million yuan [10] - Huayi Technology has signed a strategic cooperation agreement with Fujian Fuyou University to enhance research and development in alloy materials [6] Group 5 - Juxing Technology expects a net profit increase of 5% to 20% in 2025 [23] - Huayou Cobalt anticipates a net profit increase of 40.8% to 55.24% in 2025 [24] - Chifeng Gold expects a net profit increase of approximately 70% to 81% in 2025 [25]

Core Viewpoint - Su Dawei Ge (300331.SZ) has reached an agreement with Shanghai Yudi Optoelectronics Co., Ltd. to collaborate on innovative technologies and industrial development needs in the field of precision optical lenses and systems, aiming for mutual benefits and enhanced market expansion strategies [1] Group 1: Collaboration Details - The collaboration will involve joint research and development, priority procurement under the same conditions, expanded investment scale, industrial integration, and sharing of industry resources [1] - Both companies aim to leverage their respective advantages to establish an effective information and resource-sharing mechanism [1] Group 2: Strategic Goals - The partnership is designed to enhance the self-controllable capabilities of the supply chain and industrial chain [1] - The ultimate goal is to create greater commercial value for both parties, achieving complementary advantages and a win-win cooperation [1] Group 3: Agreement Framework - A Strategic Cooperation Framework Agreement has been signed based on mutual benefit and honesty principles, which both parties will adhere to [1]

Core Viewpoint - Su Dawei Ge (300331.SZ) has signed a strategic cooperation framework agreement with Shanghai Yudi Optoelectronics, a leading domestic manufacturer of precision optical lenses and systems, focusing on semiconductor equipment and satellite laser communication systems [1] Group 1: Company Overview - Shanghai Yudi Optoelectronics specializes in large-diameter aspheric optical lenses and systems, serving major clients in the semiconductor and commercial satellite sectors [1] - The company has experienced rapid growth in order volume and sales, benefiting from the trend of domestic semiconductor production and the development of commercial aerospace and low-orbit communication satellite industries [1] Group 2: Strategic Cooperation - Su Dawei Ge has made an investment in Shanghai Yudi through equity participation, securing rights such as priority subscription, purchase, and acquisition [1] - The collaboration will focus on innovative technologies and industrial development needs in the precision optical lens and system field, involving joint R&D, priority procurement under the same conditions, expanded investment, industrial integration, and resource sharing [1] - The partnership aims to leverage each other's strengths to enhance the self-controllable capabilities of the supply chain and industry chain [1]

Group 1 - The core point of the article is the strategic cooperation between Su Dawei Ge (300331.SZ) and Shanghai Yu Di Optoelectronics Co., Ltd., focusing on precision optical lenses and systems for semiconductor equipment and satellite laser communication [1] Group 2 - Shanghai Yu Di is a leading domestic manufacturer of precision optical lenses and systems, benefiting from the trend of semiconductor localization and the growth of commercial aerospace and low-orbit communication satellite industries [1] - The main products of Yu Di include large-diameter aspheric optical lenses and systems, with key clients in the semiconductor equipment and commercial satellite sectors [1] - Su Dawei Ge has invested in Yu Di through equity participation, establishing rights such as preemptive subscription, purchase, and acquisition [1] Group 3 - The cooperation will involve joint research and development, priority procurement under the same conditions, expansion of investment scale, industrial integration, and sharing of industry resources [1] - The partnership aims to leverage each other's strengths to enhance the self-controllable capabilities of the supply chain and establish an effective information and resource-sharing mechanism [1]

Core Viewpoint - Su Dawei Ge (300331.SZ) announced a collaboration with Shanghai Yudi Optoelectronics to establish a resource-sharing mechanism in the field of precision optical objectives and systems, aiming for market expansion and strategic development goals [1] Group 1 - The agreement is a framework document and does not involve specific financial amounts [1] - The collaboration is expected to include joint research and priority procurement [1] - The impact on the company's performance for the current year is not significant, while future performance will depend on the progress of specific projects [1]

证券代码：300331 证券简称：苏大维格 公告编号：2026-001 苏州苏大维格科技集团股份有限公司 关于签署合作框架协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次签署的合作框架协议为协议双方的框架性、意向性约定，后续具体 合作情况、实际合作内容及合作项目进展存在不确定性，最终合作方案以相关各 方签署的正式合作协议为准。 2、本协议不涉及具体金额，亦不会对公司本年度的经营业绩构成重大影响， 对公司未来经营业绩的影响需视具体合作项目的推进和实施情况而定。 3、公司不存在最近三年披露的协议无后续进展或进展未达预期的情况。 一、合作框架协议签署概况 近日，苏州苏大维格科技集团股份有限公司（以下简称"苏大维格"或"公 司"）与上海语荻光电有限公司（以下简称"语荻光电"）就围绕精密光学物镜及 系统领域的创新技术和产业发展需求，进行多方面的合作达成一致，拟通过合作 研发、同条件下优先采购、扩大投资规模、产业整合、共享行业资源等方式，充 分发挥和利用各自优势，建立有效的信息和资源共享机制，进行精诚和紧密的合 作，增强产业链供应链的自主可 ...

关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 苏州苏大维格科技集团股份有限公司（以下简称"公司"）于 2025 年 9 月 5 日召开第六届董事会第十一次会议，审议通过了《关于使用暂时闲置募集资金进 行现金管理的议案》，同意公司及公司全资子公司苏州维旺科技有限公司之全资 子公司盐城维旺科技有限公司在确保不影响募集资金投资项目建设及正常经营， 并有效控制风险的前提下，结合公司及子公司实际经营情况，使用额度不超过人 民币 4.9 亿元的暂时闲置募集资金购买投资期限不超过 12 个月的安全性高、流 动性好、有保本约定的产品（包括但不限于协定性存款、结构性存款、定期存款、 通知存款、大额存单等）。现金管理产品不得进行质押。在上述额度范围内，资 金可以滚动使用，期限自公司董事会审议通过后 12 个月内有效（即 2025 年 9 月 6 日至 2026 年 9 月 5 日）。具体内容详见公司在中国证监会指定创业板信息披 露网站刊登的相关公告。 证券代码：300331 证券简称：苏大维格 公告编号：2026-002 苏州苏大 ...

南财智讯12月29日电，苏大维格公告，公司于2025年12月26日赎回中国民生银行股份有限公司苏州分行 对公大额存单5000万元，获得收益72.75万元。公司本次赎回的资金为暂时闲置募集资金，将用于募集 资金投资项目。本次现金管理到期赎回不会影响募集资金投资项目进度和公司正常生产经营。 ...