来源：乐凯胶片公告 1月13日，乐凯胶片通过公告披露，其控股子公司乐凯光电计划使用自有资金投资建设一条TAC功能膜涂布生产线。该项目位于江苏省宿迁市宿城经济开 发区西片区，总投资额约为9766.75万元。该项目的建设周期预计为24个月。 根据公告内容，该生产线将主要用于生产TAC功能膜中的防眩光硬化膜。其设计产能为最大幅宽1540毫米，生产车速为每分钟30米。项目完全达产后，预 计将实现年产1800万平方米TAC功能膜的生产能力。乐凯胶片表示，项目满产后预计可实现年销售收入约2亿元。 乐凯光电拟在江苏省宿迁市宿城经济开发区西片区投资建设 TAC 功能膜涂布生产线项目，项目总投资预计 9,766.75 万元，项目拟建设精密涂布线 1 条。 新增主要工艺设备 17 台（套），其中进口设备 3 台（套），国产设备 14 台（套）。项目主要产品为 TAC 功能膜（防眩光硬化膜(AG)）。 乐凯胶片在公告中指出，TAC功能膜是TAC膜经过进一步功能化处理的下游产品，广泛应用于平板显示产业链。此次投资旨在延伸乐凯光电在TAC膜领域 的产业链布局，并提升其在偏光片及光学膜领域的综合竞争力。公告提及，随着全球液晶面板制造重心 ...

证券日报网讯1月14日，乐凯胶片（600135）发布公告称，公司于今日收到公司副总经理杜彦飞先生提 交的辞职报告，杜彦飞先生因工作需要，申请辞去公司副总经理职务，辞职后仍担任公司控股子公司乐 凯光电材料有限公司董事长。 ...

每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… （记者 王瀚黎） 每经AI快讯，乐凯胶片1月14日晚间发布公告称，乐凯胶片股份有限公司于今日收到公司副总经理杜彦 飞先生提交的辞职报告，杜彦飞先生因工作需要，申请辞去公司副总经理职务，辞职后仍担任公司控股 子公司乐凯光电材料有限公司董事长。 ...

格隆汇1月14日丨乐凯胶片(600135.SH)公布，乐凯胶片股份有限公司于今日收到公司副总经理杜彦飞先 生提交的辞职报告，杜彦飞先生因工作需要，申请辞去公司副总经理职务，辞职后仍担任公司控股子公 司乐凯光电材料有限公司董事长。 ...

乐凯胶片股份有限公司 关于公司高级管理人员离任的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 乐凯胶片股份有限公司（以下简称"公司"）于今日收到公司副总经理杜彦飞先生 提交的辞职报告，杜彦飞先生因工作需要，申请辞去公司副总经理职务，辞职后仍 担任公司控股子公司乐凯光电材料有限公司（以下简称"乐凯光电"）董事长。 证券代码：600135 证券简称：乐凯胶片 公告编号：2026-009 一、董事/高级管理人员离任情况 根据相关法律法规和《公司章程》的有关规定，杜彦飞先生的辞职报告自送达 公司董事会之日起生效。杜彦飞先生仍担任公司控股子公司乐凯光电董事长职务， 其辞职不会影响公司的正常运作及经营管理。截至本公告披露日，杜彦飞先生未持 有公司股份，不存在应当履行而未履行的承诺事项。 公司及董事会对杜彦飞先生在任职期间对公司做出的积极贡献表示衷心感谢！ 特此公告。 乐凯胶片股份有限公司董事会 2026 年 1 月 14 日 (一) 提前离任的基本情况 | | | | | 原定任期 | | | 是否继续在 上市公司 ...

1月13日，乐凯胶片公告， 公司控股子公司乐凯光电计划使用自有资金投资建设TAC功能膜涂布 生产线项目，投资金额估算为 9,766.75万元 。 根据公告，该项目选址江苏省宿迁市宿城经济开发区西片区，规划建设精密涂布生产线1条，配套 新增工艺设备17台（套），包括进口设备3台（套）和国产设备14台（套）。项目主要产品为 TAC功能膜（防眩光硬化膜(AG)），设计产品最大幅宽1,540mm，生产车速30m/min，达产后 具备年产TAC功能膜1,800万平方米的生产能力。 据了解，TAC膜是LCD偏光片的关键组成部分。偏光片是LCD显示的核心元件之一，而TAC膜作 为偏光片的保护层，具有高透光率、低雾度和良好的耐候性，能保护内部的偏振膜（如PVA膜） 免受水分、紫外线和机械损伤，同时确保光线均匀透过，提升显示画面的清晰度和稳定性。 乐凯胶片表示， TAC功能膜属于TAC膜的下游产业，是TAC膜的进一步功能化处理，通过本项目 建设将延伸乐凯光电TAC膜产业链，促进TAC膜的品质完善和提高，进一步提升公司在偏光片光 学膜领域的总体实力与竞争能力。 资料显示，乐凯胶片主营方向为图像信息材料和新能源材料，旗下多家控股公 ...

Group 1: Company Announcements - Hongsheng Co., Ltd. has not generated revenue in the data center liquid cooling sector [1][2] - Oriental Pearl does not directly engage in AI business, and AI applications do not directly generate revenue [1][2] - Tongda Hai's AI-driven revenue accounts for a low proportion of the company's overall operating income [2] Group 2: Project Investments - Beibu Gulf Port plans to invest 11.403 billion yuan in the construction of a 300,000-ton terminal project in Fangcheng Port [1][2] - LeKai Film's subsidiary plans to invest 97.6675 million yuan in a TAC functional film coating production line project [2] Group 3: Contract Awards - Aopt has won a bid for a 120 million yuan 2D vision solution project for GoerTek in 2026 [1][2] - Anhui Expressway has won a project worth 7.237 billion yuan [2] Group 4: Equity Transfers - Aidi Pharmaceutical intends to acquire a 22.2324% stake in Nanda Pharmaceutical for 130 million yuan [1][2] Group 5: Share Buybacks - Kaifa Electric plans to repurchase shares worth between 30 million and 60 million yuan [1][2] - Haojiang Intelligent plans to repurchase shares worth between 1.5 million and 3 million yuan [3] - Huazhi Jie plans to invest 30 million to 50 million yuan in share repurchases [3] Group 6: Shareholding Changes - New Work Group, a shareholder of China New Group, plans to reduce its stake by no more than 3% [3] - Zhejiang Yongqiang's shareholder plans to reduce his stake by no more than 1.13% [3] - Xiangyu Medical's shareholder plans to reduce his stake by no more than 3% [3]

Group 1 - Hangxiao Steel Structure announced that it does not have a "commercial aerospace" business, with its main operations focused on steel structure contracting and related services, and a recent project contributing less than 1% to its 2024 audited revenue [1] - Tianlong Group stated that it has not generated additional revenue from AI tools, which are currently used internally for advertising content creation, and that the overall business operations remain unaffected [1] - Wanxing Technology confirmed that there are no undisclosed significant matters affecting its operations, and its business environment remains stable [2] Group 2 - Yaxing Chemical announced the termination of a share issuance and cash purchase of assets due to market changes and disagreements on asset valuation [2] - Zhejiang Shuculture clarified that its subsidiaries do not engage in GEO business, which has been misreported by media [2] - Luxshare Precision terminated the acquisition of assets from Wintime Technology due to delivery restrictions, with a request for the return of 1.53 billion RMB [3] Group 3 - Jinyu Group reported that its subsidiaries' revenues from specific projects are minimal compared to its overall revenue, with a small contribution from recent contracts [4] - Tongyu Communication highlighted that its stock price has significantly outpaced its fundamentals, indicating potential risks of a price correction [4] - Dongfang Mingzhu noted that the listing process for its investment in Chaoguhuan has uncertainties but currently does not impact its performance [5] Group 4 - Luyin Investment warned of risks associated with its stock price surge, which has increased by 86.92% over the last ten trading days [5] - Puyuan Information stated that its AI software platform is in the early commercialization stage, with limited revenue impact expected [6] - Zhejiang Wenhu Intermediary reported that its GEO business has not yet generated revenue, reflecting uncertainties in market acceptance [6] Group 5 - Xinhua News confirmed that its GEO business lacks a mature profit model and has not generated income [7] - People's Daily stated that it does not engage in GEO business and has not been affected by market rumors [7] - China First Heavy Industries reported minimal involvement in controllable nuclear fusion projects, with no significant revenue generated [8] Group 6 - Xibu Mining announced an increase in copper resources at the Yulong Copper Mine, adding 131.42 million tons of copper metal resources [8] - Jiurui New Materials commenced trial production of a new photoinitiator project, expected to cater to mainstream markets [9] - Tongda Sea indicated that AI-related revenue is low and does not significantly impact overall business performance [10] Group 7 - Zhenai Meijia's stock price has deviated significantly from market indices, prompting caution for investors [11] - Guizhou Moutai approved a new marketing strategy to enhance its sales channels and adapt to consumer demands [12] - Shunhao Co. plans to increase its stake in a subsidiary, reflecting confidence in future business prospects [14] Group 8 - A number of companies, including TCL Technology and Dazhu CNC, forecast significant profit increases for 2025, driven by operational improvements and market demand [19][22] - Long Cable Technology expects a profit increase due to changes in its employee stock plan and market conditions [22] - Jiangsu Electric Power reported a profit increase attributed to higher sales and reduced financial costs [29]

Core Viewpoint - The company, LeKai Film (600135.SH), is investing in a TAC functional film coating production line to enhance its strategic development, respond to market demands, and strengthen its leadership in the optical film sector [1] Investment Details - The total estimated investment for the project is 97.6675 million yuan, funded by LeKai Optoelectronics' own capital [1] - The project aims to address the key material localization issue in the liquid crystal display industry and meet the demand for domestic substitution of polarizer functional films [1] Strategic Alignment - The investment aligns with the company's strategic direction and is expected to enrich LeKai Optoelectronics' product portfolio, driving technological advancements and product upgrades in the optoelectronic display field [1] - The project is anticipated to generate an annual sales revenue of 200 million yuan upon reaching full production [1]

Group 1 - Shoukai Co. achieved a signed area of 125.72 million square meters and a signed amount of 17.845 billion yuan in 2025 [1] - Tongda Hai expects a net loss for the year 2025 [2] - Jiuri New Materials' subsidiary has entered the trial production phase for a project with an annual capacity of 350 tons of hydroxy ketone [3] Group 2 - Jixin Technology's shareholder plans to reduce their stake by up to 1% [4] - Fulai New Materials received approval from the CSRC for a stock issuance [5] - Yaqi International plans to sign a strategic cooperation framework agreement with Zhongnong Holdings [6] Group 3 - Sanwei Co.'s controlling shareholder plans to transfer up to 5.10% of shares [7] - Lekai Film's subsidiary plans to invest 97.6675 million yuan in a TAC functional film production line [8] - China Power Construction's subsidiary signed two major contracts totaling approximately 15.589 billion yuan [9] Group 4 - Shunhao Co. plans to increase its investment in a subsidiary by 74.98 million yuan [10] - Jieneng Wind Power reported a cumulative power generation of 12.417 billion kWh in 2025, a year-on-year increase of 1.43% [11] - Zhongjian Technology's H-share issuance application has been accepted by the CSRC [12] Group 5 - Hendi Pharmaceutical expects a net profit decrease of 57.4% to 66.14% in 2025 [13] - Haopeng Technology anticipates a net profit increase of 113.69% to 141.09% in 2025 [14] - Lingang Co. expects a net loss of 1.45 billion to 1.67 billion yuan in 2025 [15] Group 6 - Chuan Investment Energy reported a cumulative power generation of 6.627 billion kWh in 2025, a year-on-year increase of 13.85% [16] - Tengyuan Cobalt expects a net profit increase of 50.02% to 69.87% in 2025 [17] - Huazhi Jie plans to repurchase shares worth 30 million to 50 million yuan [18] Group 7 - Opto has won a bid for a 120 million yuan project from GoerTek [19] - Shanghai Construction reported a new contract amount of 252.942 billion yuan in 2025, a year-on-year decrease of 34.98% [20] - Hangfa Control expects a net profit decrease of 52.02% to 58.02% in 2025 [22] Group 8 - Shimao Energy is planning a change in control and will continue to suspend trading [23] - Shenwan Hongyuan Securities received approval for a bond issuance of up to 60 billion yuan [24] - Jingjiawei signed a strategic cooperation letter of intent with Jing'an Technology [25] Group 9 - Pianzaihuang completed the first subject enrollment for a clinical trial of a new drug [26] - Placo's subsidiary received a new veterinary drug registration certificate [27] - Zhongli Co. plans to reduce its stake by up to 0.75% [28] Group 10 - Solar Energy received renewable energy subsidies of 3.318 billion yuan in 2025, a year-on-year increase of 142.9% [29] - Palm Co. has filed a lawsuit to recover 144 million yuan in project payments [30][31] - Yongjin Co. plans to invest 2.658 billion yuan in a new stainless steel project [32] Group 11 - BAIC Blue Valley plans to increase its stake by 14.5 million to 16.4 million yuan [33] - Lingyun Light's stock issuance application has been approved by the CSRC [34] - Hongbo New Materials expects a net loss in 2025 [35] Group 12 - Shanghai Pharmaceuticals received approval for the listing of a new antifungal drug [36] - Changjiang Electric reported a net profit of 34.167 billion yuan in 2025, a year-on-year increase of 5.14% [37] - Weilan Bio received a new veterinary drug registration certificate [38] Group 13 - Pingzhi Information's subsidiary is expected to win a procurement project worth approximately 37.5884 million yuan [39]