Group 1 - The company does not have mineral resources in Indonesia [2] - The company's carbon fiber products have not yet been applied in the aerospace sector [2]

Group 1 - The core viewpoint of the article is that C Zhen Shi (601112.SH) has clarified that its main products are clean energy functional materials and other fiber-reinforced materials, which have not yet been applied in the field of hollow core fibers [2] Group 2 - An investor inquired on the investor interaction platform about the company's products' applicability to hollow core fibers [2] - The company responded on February 12, indicating that its products are not currently used in the hollow core fiber sector [2]

Group 1 - The company C Zhenshi (601112.SH) stated on February 12 that its products are not currently used in "airborne power stations" for floating wind power generation [1]

Group 1 - International Composite Materials (301526) is a core supplier of electronic-grade glass fiber and products in China, focusing on high-performance glass fiber material research and production, with a full industry chain layout advantage in electronic cloth [1][21] - The company’s main business includes electronic-grade glass fiber yarn, electronic cloth, and composite material products, widely used in copper-clad laminates (CCL) and printed circuit board (PCB) manufacturing, featuring electrical insulation and fire resistance [1][21] - The company is focusing on high-end products such as low-dielectric electronic cloth, suitable for high-speed PCB scenarios like AI servers and data centers, with production capacity and technical strength among the industry leaders [1][21] Group 2 - Honghe Technology (603256) is a leading enterprise in the global mid-to-high-end electronic-grade glass cloth segment, breaking international monopolies in ultra-thin and extremely thin electronic cloth [2][22] - The company’s main business focuses on the research, production, and sales of electronic-grade glass fiber yarns and fabrics, with applications covering various electronic devices including mobile phones, computers, and AI servers [2][22] - As a core supplier to global top copper-clad board manufacturers, the company has a significant competitive advantage in high-end PCB manufacturing, especially in AI computing-related high-speed PCB fields [2][22] Group 3 - China National Materials (002080) is a comprehensive leader in the new materials sector, leveraging state-owned enterprise resources to maintain industry leadership in glass fiber and wind power blades [3][23] - The company’s main business includes glass fiber and products, wind power blades, and lithium battery separators, with glass fiber being a core segment [3][23] - The company’s subsidiary, Taishan Glass Fiber, developed the first generation of low-dielectric fine yarn and electronic cloth, which won a global leading ICT manufacturer’s "Technology Breakthrough Award" [3][23] Group 4 - China Jushi (600176) is the absolute leader in the global glass fiber industry, with production capacity and technical strength at the forefront globally [4][24] - The company has built a full industry chain advantage from glass fiber yarn to electronic cloth, with products widely used in construction, electronics, and automotive sectors [4][24] - The company’s electronic cloth production capacity ranks among the top globally, with significant cost advantages in self-developed low-dielectric glass fiber (TLD-glass) [4][24] Group 5 - Jinan Guojin (002636) is a key player in the copper-clad board industry, with a complete electronic materials industry chain layout [5][25] - The company focuses on the research and production of copper-clad boards and related materials, maintaining a stable market share in East China [5][25] - The company’s electronic-grade glass fiber cloth is a core raw material for copper-clad boards, enabling effective cost reduction through in-house production [5][25] Group 6 - Hongchang Electronics (603002) is an important enterprise in the domestic electronic-grade epoxy resin and copper-clad board sector, covering core upstream and downstream segments of electronic cloth [6][26] - The company has established long-term partnerships with major domestic PCB manufacturers, focusing on the production and sales of electronic-grade epoxy resin, copper-clad boards, and semi-cured sheets [6][26] - The company benefits indirectly from the development of the electronic cloth industry through its copper-clad board business [6][26] Group 7 - Filihua (300395) is a leading enterprise in the global quartz glass materials sector, being the only company in China to achieve mass production of high-end quartz electronic cloth (Q cloth) [7][27] - The company’s main business focuses on the research, production, and sales of quartz glass and products, with applications in high-end fields such as semiconductors and optical communications [7][27] - The company’s third-generation quartz cloth has a dielectric constant as low as 2.3, making it a core enhancement material for M9 copper-clad boards [7][27] Group 8 - Changhai Co., Ltd. (300196) is an important enterprise in the domestic glass fiber and composite materials industry, focusing on high-end electronic cloth business through its subsidiaries [8][28] - The company’s main business includes glass fiber yarn, glass fiber products, and composite materials, with a stable production capacity layout in East China [8][28] - The company’s subsidiary, Guangyuan New Materials, focuses on producing low-dielectric electronic cloth and electronic yarn, entering the high-end PCB materials market [8][28] Group 9 - Jiuding New Materials (002201) is one of the leading enterprises in the domestic electronic cloth industry, with deep accumulation in glass fiber and composite materials [9][30] - The company’s main business includes glass fiber products, composite materials, and wind power blades, with electronic cloth being a core segment [9][30] - The company is continuously advancing the research and development of special glass fibers and electronic cloth, with significant revenue growth expected in the second quarter of 2025 [9][30] Group 10 - Shandong Glass Fiber (605006) is an important enterprise in the domestic glass fiber industry, with electronic cloth being a key focus area [10][31] - The company leverages the glass fiber industry cluster advantage in Shandong, steadily expanding its production capacity [10][31] - The company is focusing on mid-to-high-end electronic cloth products, adapting to the upgrading needs of the PCB industry [10][31]

Core Viewpoint - Zhejiang Zhenstone New Materials Co., Ltd. has approved the use of idle raised funds for cash management, allowing up to RMB 900 million to be invested in safe and liquid wealth management products, ensuring the normal operation of investment projects and the safety of raised funds [1][5]. Group 1: Cash Management Account - The company has opened a dedicated settlement account for cash management products at the Bank of China Tongxiang Branch to manage idle raised funds [2]. - The account will only be used for the settlement of temporarily idle raised funds and will not be used for non-raised funds or other purposes [2]. Group 2: Risk Control Measures - The company will establish a sound approval and execution process for cash management, separating decision-making, execution, and supervision to ensure fund safety [3]. - Investments will adhere to prudent investment principles, focusing on high-security, liquid, and capital-protected wealth management products, which will not be used for pledging or securities investment purposes [3]. - The finance department will analyze and track the investment direction and project progress, taking timely measures to mitigate risks if any potential threats to fund safety are identified [3]. Group 3: Impact on Operations - The use of idle raised funds for cash management will not affect the company's daily operations or the normal implementation of investment projects, ensuring no harm to the interests of the company and its shareholders [5]. - This initiative aims to improve the efficiency of raised fund utilization and increase fund returns, aligning with the interests of the company and all shareholders [5].

证券日报网讯2月9日，振石股份（601112）在互动平台回答投资者提问时表示，二级市场股价波动受宏 观经济、市场情绪、行业政策、资金偏好等多重复杂因素影响。目前公司生产经营一切正常，公司将始 终专注于主业经营，以优异的业绩和清晰的战略回报投资者的信任。 ...

Core Viewpoint - The company, Zhenstone Co., announced the establishment of a special settlement account for cash management products at the Bank of China, Tongxiang Branch, to manage idle raised funds of up to 900 million yuan for purchasing principal-protected financial products [2] Group 1 - The company has opened a special settlement account specifically for cash management, which will only be used for managing raised funds [2] - The total amount of idle raised funds allocated for this purpose is capped at 900 million yuan [2] - The account is restricted to cash management activities and cannot hold non-raised funds or be used for other purposes [2]

浙江振石新材料股份有限公司（以下简称"公司"或"振石股份"）于2026 年2月3日召开第一届董事会第十九次会议，审议通过了《关于使用部分闲置募集 资金进行现金管理的议案》，同意公司及子公司在确保募集资金投资计划正常进 行和募集资金安全的前提下，使用最高不超过人民币9.00亿元（含本数）的闲置 募集资金进行现金管理，用于购买安全性高、流动性好的保本型理财产品（包括 但不限于结构性存款、定期存款、通知存款、大额存单等），使用期限自董事会 审议通过之日起不超过12个月，在前述额度及期限范围内，资金可以循环滚动使 用。具体内容详见公司于2026年2月4日在上海证券交易所网站（www.sse.com.cn） 披露的《关于使用部分闲置募集资金进行现金管理的公告》（公告编号：2026-007）。 一、开立募集资金现金管理产品专用结算账户的情况 因募集资金现金管理的需要，公司近日在中国银行桐乡支行营业部开立了募 集资金现金管理产品专用结算账户，具体账户信息如下： 证券代码：601112 证券简称：振石股份 公告编号：2026-008 浙江振石新材料股份有限公司 关于开立募集资金现金管理产品 专用结算账户的公告 本公司董事会及 ...

Group 1 - The company held its first board meeting on February 3, 2026, where it approved several key resolutions, including the appointment of a securities representative and adjustments to fundraising projects [5][7][9] - The company plans to use RMB 165,536.44 million of raised funds to replace pre-invested self-raised funds and paid issuance expenses [26][30][33] - The company has adjusted the investment amounts and timelines for its fundraising projects due to the actual net amount raised being lower than initially planned [57][60][61] Group 2 - The company will use up to RMB 900 million of idle raised funds for cash management, investing in low-risk financial products [38][40][49] - The company has confirmed that the use of idle funds will not affect the normal operation of fundraising projects and will enhance the efficiency of fund utilization [55][56] - The company has received verification opinions from its sponsor, indicating compliance with relevant regulations regarding the use of raised funds [36][40]

Group 1 - The company appointed Mr. Li Qiang as the securities affairs representative to assist the board secretary, effective from the date of the board meeting until the end of the first board term [1][8] - Mr. Li Qiang holds a master's degree and has relevant professional qualifications, including a certificate for the position of board secretary [2] - The company held its 19th board meeting on February 3, 2026, with all seven directors present, and the meeting procedures complied with relevant laws and regulations [4][7] Group 2 - The board approved a resolution to change the company's registered capital and type, and to amend the articles of association, which will be registered with the relevant authorities [5][23] - The company’s registered capital increased from RMB 1,479.311367 billion to RMB 1,740.366367 billion following the public offering of 26,105.5 million shares at RMB 11.18 per share [23][58] - The company plans to adjust the investment amounts and timelines for certain fundraising projects due to the actual net fundraising amount being lower than initially planned [11][58] Group 3 - The company approved the use of RMB 165,536.44 million of raised funds to replace pre-invested self-raised funds for investment projects and issuance expenses [15][27] - The total amount raised from the public offering was RMB 2,918.5949 million, with a net amount of RMB 2,775.4681 million after deducting issuance expenses [27][70] - The company will provide a loan of up to RMB 134,051.22 million to its wholly-owned subsidiary, Zhen Shi Group Huamei New Materials Co., Ltd., for specific investment projects [18][69] Group 4 - The company plans to use up to RMB 900 million of idle raised funds for cash management, investing in low-risk, liquid financial products [40][43] - The cash management will not affect the normal operation of fundraising projects and is aimed at increasing the efficiency of fund usage [50][56] - The company has established a rigorous approval and execution process for cash management to ensure fund safety [55][56]