Group 1: Executive Changes - The company's Vice President, Ren Zhenzhen, has resigned for personal reasons, and the transition has been properly managed, ensuring no impact on normal operations [2][3]. Group 2: Project Progress - The company is currently upgrading equipment for the vinyl carbonate project, with completion expected around the Spring Festival [3]. - The sodium iron phosphate project has completed its pilot test and is undergoing modifications to the original lithium iron phosphate facility, which is expected to achieve an annual production capacity of 10,000 tons upon completion [3]. - The company announced on January 3, 2026, its intention to shift the original lithium iron phosphate project towards NFPP production to optimize its product structure [3].

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]

长江商报消息●长江商报资本战略研究院研究员 "日前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷海内外互联网，成为行业内 外焦点。今天春节档+Seedance带飞影视板块。文化传媒板块掀涨停潮，读客文化（301025）、捷成股 份（300182）、中文在线（300364）、荣信文化（301231）、幸福蓝海（300528）、光线传媒 （300251）20cm涨停。老热点在退潮，新热点在兴起。"犟皮匠说。 "我今天卖出了泰和科技（300801）、万马股份（002276）和汉仪股份（301270）。AI应用强度最高， 看好的文化传媒股要么一字涨停，要么快速拉升追不上，感觉资金都去300弹性票套利了。今天是一个 缩量上涨行情，而且前期的高位强势明显有主力资金出货的迹象。我怕节前最后几天有震荡，先出来看 一看。"嘴皮匠说。 "今天A股三大指数震荡整理，沪指日线六连阳。截至收盘，沪指报4128.37点，涨0.13%，成交8822亿 元；深证成指报14210.63点，涨0.02%，成交12233亿元；创业板指报3320.54点，跌0.37%，成交5971亿 元。沪深两市成交额2.11万亿元，较 ...

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]

山东泰和科技股份有限公司（以下简称"公司"）董事会今日收到公司副总 经理任真真女士提交的书面报告。任真真女士因个人原因申请辞去公司副总经理 职务，辞去上述职务后将不再担任公司及子公司其他职务。任真真女士原定任期 至第四届董事会届满之日止。任真真女士辞去副总经理职务的书面报告自送达公 司董事会之日起即生效。任真真女士的工作将会进行妥善交接，其辞去副总经理 职务后不影响公司相关工作的正常运行。 证券代码：300801 证券简称：泰和科技 公告编号：2026-001 山东泰和科技股份有限公司 关于公司副总经理辞去职务的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 截至本公告披露日，任真真女士直接持有公司股份 316,600 股，通过 2024 年员工持股计划认购公司股份 380,000 股，其在公司 2024 年员工持股计划中认 购的份额，将按照公司 2024 年员工持股计划的相关规定处理。离任后，任真真 女士将严格遵守《深圳证券交易所上市公司自律监管指引第 18 号—股东及董事、 高级管理人员减持股份》等法律法规、规范性文件对其持有的股份进行管理。任 真真 ...

泰和科技在互动平台表示，泰和科技碳酸亚乙烯酯（VC）项目的新增设备已经到位，正在改造中，预 计春节前后可以完成改造。磷酸焦磷酸铁钠（NFPP）项目已完成中试，目前公司正在对原磷酸铁锂生 产装置进行改造，以便转产磷酸焦磷酸铁钠，项目改造完成后，预计可形成年产1万吨磷酸焦磷酸铁钠 生产规模。上述项目的试生产过程、市场拓展情况和市场行情存在一定的不确定性，请注意投资风险。 ...

格隆汇2月10日丨泰和科技(300801.SZ)在投资者互动平台表示，泰和科技碳酸亚乙烯酯(VC)项目的新增 设备已经到位，正在改造中，预计春节前后可以完成改造。磷酸焦磷酸铁钠(NFPP)项目已完成中试， 目前公司正在对原磷酸铁锂生产装置进行改造，以便转产磷酸焦磷酸铁钠，项目改造完成后，预计可形 成年产1万吨磷酸焦磷酸铁钠生产规模。上述项目的试生产过程、市场拓展情况和市场行情存在一定的 不确定性，请注意投资风险。 ...

Group 1: Innovation in Medical Technology - Innovation Medical (002173) has established itself in the medical service sector, focusing on brain-computer interface (BCI) technology for clinical applications, particularly in neuro-rehabilitation and cardiovascular treatment [1][20] - The company's BCI-4000 product is in Phase III clinical trials, utilizing invasive electrodes to collect brain signals for device control, aiding rehabilitation for high-level paraplegics [1][20] - With the implementation of insurance reimbursement policies for BCI, the clinical transition process is expected to accelerate, potentially leading to significant growth in the neuro-rehabilitation business [1][20] Group 2: Digital Entertainment and AI Integration - Talking Tom (300459) leverages its popular IPs in digital entertainment and is actively exploring the integration of AI with brain-computer interfaces to create immersive interactive experiences [2][21] - The core business includes IP operation, mobile app development, and digital content creation, focusing on leisure and children's education [2][21] - The company aims to develop brain-controlled games and immersive entertainment applications, enhancing user engagement and monetization capabilities [2][21] Group 3: Precision Components in Medical Devices - Meihua Medical (301363) specializes in manufacturing precision medical components, providing essential support to global medical device companies, and has recently entered the brain-computer interface supply chain [3][22] - The company produces components for cardiovascular and neuro-interventional devices, including precision structural parts for BCI equipment [3][22] - As demand for BCI devices increases, the company anticipates a steady growth in orders for precision components, enhancing collaboration with BCI firms [3][22] Group 4: AI and Brain-Computer Interface Algorithms - Yanshan Technology (002195) focuses on brain-like intelligence and AI, with a strong emphasis on developing neural signal decoding algorithms for brain-computer interfaces [4][23] - The company aims to optimize brain signal decoding efficiency through AI algorithms, enhancing the precision control capabilities of BCI devices [4][23] - As the demand for algorithm precision in BCI increases, the company expects growth in algorithm licensing and system integration services [4][23] Group 5: Network Solutions for Brain-Computer Interfaces - StarNet Ruijie (002396) is a leading provider of network equipment and solutions, exploring network support solutions for brain-computer interface applications [5][25] - The company offers high-speed data transmission and processing solutions for BCI devices, facilitating real-time brain signal transmission and cloud analysis [5][25] - With the rising demand for data transmission efficiency in BCI, the company anticipates continued growth in high-speed network equipment demand [5][25] Group 6: Pain Management and Neuroregulation - Aipeng Medical (300753) specializes in pain management and neuroregulation, exploring the application of brain-computer interfaces in postoperative pain relief and neuro-rehabilitation [6][26] - The company focuses on developing devices for pain management and neuroregulation, aiming to enhance treatment efficiency through brain-computer technology [6][26] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [6][26] Group 7: Security and Identity Verification - Entropy Technology (301330) leverages biometric recognition and identity verification technologies, applying brain-computer interfaces in security and identity authentication [7][27] - The company provides solutions for financial, governmental, and transportation sectors, focusing on the development of BCI applications for secure interactions [7][27] - As the demand for precision and security in identity verification increases, the potential for BCI applications in security will gradually be realized [7][27] Group 8: Smart Control Components and IoT Solutions - Yingqu Technology (002925) specializes in smart control components and IoT solutions, providing essential support for brain-computer interface devices [8][28] - The company serves consumer electronics and smart home sectors, offering smart control components that facilitate intelligent interaction and data collection for BCI devices [8][28] - With the rising demand for intelligent BCI devices, the company expects a continuous increase in orders for smart control components [8][28] Group 9: Precious Metal Materials for BCI Electrodes - Guiyan Platinum (600459) focuses on the research and production of precious metal materials, providing critical materials for brain-computer interface electrodes [9][29] - The company supplies platinum-based alloy materials that enhance the biocompatibility and signal stability of BCI electrodes [9][29] - As the demand for mass production of BCI electrodes increases, the company anticipates a steady growth in orders for precious metal materials [9][29] Group 10: Automotive Applications of Brain-Computer Interfaces - Yachuang Electronics (301099) is exploring the application of brain-computer interfaces in smart driving, focusing on automotive-grade chips and power semiconductors [10][30] - The company aims to implement brain control technology for vehicle operation, opening new possibilities in automotive intelligence [10][30] - As the demand for human-machine interaction in smart driving increases, the potential for BCI applications in the automotive sector will gradually be realized [10][30] Group 11: Industrial Applications of Brain-Computer Interfaces - Zhongke Information (300678) focuses on intelligent monitoring and industrial detection, applying brain-computer interfaces in industrial settings [11][31] - The company aims to utilize brain signals for equipment status monitoring and fault prediction, enhancing industrial efficiency [11][31] - As the demand for monitoring precision in industrial automation increases, the application of BCI in industrial settings is expected to accelerate [11][31] Group 12: Third-Party Testing for BCI Compliance - Puni Testing (300887) is a leading third-party testing organization, providing compliance testing services for brain-computer interface devices [12][32] - The company offers testing for biocompatibility and electromagnetic compatibility, ensuring the safety and compliance of BCI products [12][32] - As the BCI industry matures, the demand for compliance testing services is expected to grow, supporting the healthy development of the industry [12][32] Group 13: Flexible Materials for BCI Devices - Pulit (002324) specializes in the research and production of polymer materials, providing essential flexible packaging materials for brain-computer interface devices [13][33] - The company enhances the durability and biocompatibility of BCI devices through its flexible packaging solutions [13][33] - As the demand for flexible materials in BCI devices increases, the company anticipates a steady growth in orders for packaging materials [13][33] Group 14: Intelligent Equipment and Robotics - Tianqi Co., Ltd. (002009) focuses on intelligent equipment manufacturing and industrial automation, exploring the application of brain-computer interfaces in industrial robotics [14][34] - The company aims to implement brain control technology for precise robotic operation, enhancing manufacturing efficiency [14][34] - As the demand for precision in industrial automation increases, the application of BCI in robotics is expected to accelerate [14][34] Group 15: Medical Rehabilitation and Training - Chengyitong (300430) specializes in pharmaceutical intelligent manufacturing and rehabilitation equipment, exploring the application of brain-computer interfaces in rehabilitation training [15][35] - The company focuses on optimizing rehabilitation plans through brain control technology, enhancing training efficiency [15][35] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [15][35] Group 16: Military Communication and Navigation - Haige Communication (002465) is a core enterprise in military communication and navigation, providing specialized support for brain-computer interfaces [16][36] - The company offers military communication and data transmission solutions for BCI devices, enhancing interaction in specialized scenarios [16][36] - As the demand for BCI in military applications increases, the need for communication equipment is expected to grow [16][36] Group 17: Smart Terminals and Information Systems - Nanjing Panda (600775) leverages electronic manufacturing and communication technology, exploring the application of brain-computer interfaces in smart terminals [17][37] - The company aims to implement brain control technology for device operation, opening new possibilities in consumer electronics [17][37] - As the demand for interactive methods in smart terminals increases, the potential for BCI applications in consumer electronics will gradually be realized [17][37] Group 18: Biocompatible Coatings for BCI Devices - Taihe Technology (300801) specializes in fine chemicals and water treatment materials, providing essential biocompatible coating materials for brain-computer interface devices [18][38] - The company enhances the safety and durability of BCI devices through its biocompatible coatings [18][38] - As the demand for biocompatibility in BCI devices increases, the company anticipates a steady growth in orders for coating materials [18][38] Group 19: Cardiovascular and Neurointerventional Applications - Lepu Medical (300003) focuses on cardiovascular and neurointerventional fields, exploring the application of brain-computer interfaces in cardiac rehabilitation and neuroregulation [19][39] - The company aims to optimize treatment plans through brain control technology, enhancing rehabilitation efficiency [19][39] - As the demand for cardiovascular and neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [19][39] Group 20: Intelligent Nursing and Patient Monitoring - Yahua Electronics (301337) specializes in medical information systems and intelligent nursing devices, exploring the application of brain-computer interfaces in patient monitoring [20][40] - The company aims to utilize brain signals for real-time patient status monitoring, enhancing medical service efficiency [20][40] - As the demand for precise monitoring in medical services increases, the application of BCI in healthcare settings is expected to accelerate [20][40]

Core Viewpoint - Taihe Technology (300801) has confirmed that the new equipment for its vinyl carbonate (VC) project has arrived and is currently undergoing modifications, with completion expected around the Spring Festival [1] Group 1 - The new equipment for the VC project is already in place [1] - Modifications to the equipment are currently in progress [1] - Completion of the modifications is anticipated before or shortly after the Spring Festival [1]

Core Viewpoint - The company is currently upgrading its VC (Vinyl Carbonate) production facilities, with new equipment already in place and expected to be completed around the Chinese New Year [2]. Group 1 - The new equipment for the VC project has arrived and is currently undergoing modifications [2]. - The completion of the upgrades is anticipated to occur before or shortly after the Chinese New Year [2].