证券日报网讯 2月5日，久吾高科在互动平台回答投资者提问时表示，公司会密切跟踪下游客户需求， 积极争取业务订单，为下游客户绿色、经济、高效提锂提供产品。未来公司在盐湖提锂关键材料、技术 方面还将持续不断地创新迭代，强化在该领域的竞争优势。 （编辑 袁冠琳） ...

证券日报网讯 2月5日，新开源发布公告称，公司董事会近日收到非独立董事于江涛先生提交的书面辞 职报告，因公司治理结构调整，于江涛先生申请辞去公司第五届董事会董事、高级副总经理职务，辞职 报告自送达董事会之日起生效，辞职后继续担任公司其他职务。公司于2026年2月4日召开职工代表大 会，经职工代表大会表决通过，同意选举于江涛先生为公司第五届董事会职工代表董事，任期自本次公 司职工代表大会选举决议生效之日起至公司第五届董事会任期届满之日止。 （编辑 袁冠琳） ...

Core Viewpoint - The company, World, is focusing on the future development of diamond micro-drills primarily for PCB board and semiconductor applications, indicating a strategic shift towards high-hardness brittle material hole processing [1] Group 1: Semiconductor Applications - The company has achieved a certain leading advantage in the industry regarding hole processing for high-hardness brittle materials used in semiconductor applications [1] - The product range, application cases, and revenue scale in this sector are gradually increasing [1] Group 2: PCB Board Processing - Hole processing for PCB boards is identified as a key downstream industry for the company's next phase of development [1]

证券日报网讯 2月5日，川投能源在互动平台回答投资者提问时表示，公司管理层始终恪尽职守、勤勉 履职，全力推进各项经营工作有序开展。二级市场股价受宏观环境、市场情绪等多重因素影响，具有不 确定性。 （编辑 王雪儿） ...

证券日报网讯 2月5日，川投能源在互动平台回答投资者提问时表示，公司董事长选举严格按照法律法 规、公司章程及监管规定履行程序，合规有效。二级市场股价受多重外部因素影响，公司始终聚焦主业 经营、夯实内在价值，切实维护全体股东权益。 （编辑 王雪儿） ...

（编辑 丛可心） 证券日报网讯 2月5日，乾照光电发布公告称，公司赎回华泰证券聚益第25194号本金保障型浮动收益凭 证5000万元，获得收益36.986万元；同日子公司江西乾照再以5000万元购入华泰证券聚益第26501号本 金保障型浮动收益凭证，期限至2026年4月15日，预计年化1.4%-1.8%。 ...

Core Viewpoint - The company is committed to implementing relevant requirements from regulatory authorities and actively researching market value management initiatives [1] Group 1: Company Strategy - The company aims to continuously improve corporate governance and enhance operational management practices [1] - The focus is on increasing core competitiveness to drive stable growth in market value through improved business performance [1]

Group 1 - The company plans to use no more than 600 million yuan of idle raised funds (including oversubscription funds) for cash management [1] - The investment period will be within 12 months from the date of approval by the shareholders' meeting, with a focus on high safety and good liquidity products [1] - The returns will be managed according to regulatory requirements and still require approval from the shareholders' meeting [1]

Core Insights - The company,影石创新, is focused on creating unique experiences and competitive advantages in niche scenarios within the smart imaging device sector [1] - The brand "影石Insta360" has established a strong market reputation due to innovative product design, advanced technology, and a wide range of product functionalities, leading to increased brand recognition and advantages in the industry [1] - The company's board will consider various factors such as industry characteristics, development stage, business model, profitability, and significant capital expenditure when making decisions regarding profit distribution, ensuring a balance between short-term interests and long-term development [1] Company and Industry Summary - The company possesses excellent product design and R&D capabilities, with multiple core technologies that have become a key competitive advantage [1] - The company emphasizes the importance of shareholder interests while making decisions related to profit distribution and will adhere to relevant disclosure obligations for any future plans [1]

Core Insights - The MLCC industry is experiencing strong growth driven by demand from AI servers and automotive electronics [1] - The trend towards miniaturization, high capacitance, and high voltage MLCCs is being propelled by the increasing penetration of advanced driver assistance systems in the automotive sector [1] - In the AI server sector, the rising demand for computing power is leading to higher requirements for power and energy consumption metrics, resulting in increased usage of high-capacitance, high-temperature MLCCs [1] Industry Trends - The demand for MLCCs in electric vehicles is estimated to be around 20,000 to 30,000 units per vehicle, while AI servers require more than ten times the amount of MLCCs compared to standard servers [1] - According to statistics from Taiwan's largest passive component distributor, the NVL36 cabinet requires approximately 234,000 high-end MLCCs, and the NVL72 cabinet requires about 441,000 MLCCs [1] - This trend is reshaping the supply-demand dynamics of the MLCC industry and is driving strong demand for small particle size high-end powder materials [1]