Core Insights - The report highlights the significant impact of geopolitical tensions, particularly the military conflict involving Iran, on international oil prices, with WTI and Brent crude oil prices experiencing substantial increases of 11.9% and 11.94% respectively as of March 2, 2026 [6][11]. - The report discusses the ongoing developments in the supernode and Scale-up network industry, emphasizing the competitive landscape where companies like NVIDIA, Google, AMD, and Huawei are making strides to challenge NVIDIA's dominance [13][24]. Industry Overview - The oil and gas sector is currently facing volatility due to geopolitical events, with Brent crude oil futures settling at $72.48 per barrel, reflecting a month-over-month increase of 2.50% [7]. - The supernode and Scale-up network industry is identified as a critical area for technological innovation, supporting high-performance AI applications and large-scale models [13][24]. Company Insights - NVIDIA is noted for its leading position in supernode technology, with plans to release advanced solutions like the GH200NVL72 and GB200/GB300NVL72 by 2025, aiming to enhance GPU interconnectivity and bandwidth [14][15]. - Huawei is working on its supernode technology, with the Atlas950 expected to launch in late 2026, showcasing competitive performance metrics against NVIDIA's offerings [18][19]. - Google is establishing a unique competitive edge with its TPU supernodes, leveraging optical circuit switching technology to enhance performance and efficiency [20][21]. - AMD's UALink is emerging as a significant open standard in the supernode space, with expectations for its ecosystem to gain traction by 2027, positioning it as a viable competitor to NVIDIA [22][24].

公司股票于 2026 年 2 月 25 日、2026 年 2 月 26 日、2026 年 2 月 27 日连续 三个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所股票 上市规则》的有关规定，属于股票交易异常波动情形。2026 年 3 月 2 日，公司 股票以涨停价 23.96 元/股收盘，较 2026 年 2 月 25 日收盘价 19.20 元/股涨幅达 24.79%，短期内公司股票价格涨幅较大。敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 证券代码：603738 证券简称：泰晶科技 公告编号：2026-005 泰晶科技股份有限公司 股票交易风险提示公告 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。 泰晶科技股份有限公司（以下简称"公司"）股票于 2026 年 2 月 25 日、2026 年 2 月 26 日、2026 年 2 月 27 日连续三个交易日内日收盘价格涨幅偏离值累计 超过 20%。根据《上海证券交易所股票上市规则》的有关规定，属于股票交易异 常波动情形，公司已于2026年2月2 ...

Core Viewpoint - The stock of Taijing Technology experienced an abnormal fluctuation, with a cumulative price increase of over 20% over three consecutive trading days from February 25 to February 27, 2026 [2] Company Information - Taijing Technology announced that there are no undisclosed significant information as of the date of the announcement, following self-inspection and inquiries with the controlling shareholder and actual controller [2] - The company's production and operational environment has not undergone significant changes, and its production and operational status remains normal [2]

(以下无正文) 关于对泰晶科技股份有限公司 股票交易异常波动问询函的回复 泰晶科技股份有限公司: 本人于 2026年 2 月 27 日收到贵公司发来的《关于泰晶科技股份 有限公司股票交易异常波动的问询函》,经本人自查确认,现回复如 下： 本人作为贵公司的控股股东、实际控制人,截止目前,不存在影 响公司股票交易价格异常波动的重大事宜;不存在其他应披露而未披 露的重大信息,包括但不限于重大资产重组、股份发行、重大交易类 事项、业务重组、股份回购、股权激励、破产重整、重大业务合作、 引进战略投资者等重大事项。 特此回复。 (王丹) (喻信辉) (喻慧玲) 2026 年 2 月 27 日 (本页无正文,为《关于对泰晶科技股份有限公司股票交易异常波动 问询函的回复》签署页) 控股股东及实际控制人签名: VV 1/2 (喻信东) ...

证券代码：603738 证券简称：泰晶科技 公告编号：2026-004 泰晶科技股份有限公司 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： 泰晶科技股份有限公司（以下简称"公司"）股票于 2026 年 2 月 25 日、 2026 年 2 月 26 日、2026 年 2 月 27 日连续三个交易日内日收盘价格涨幅偏离值 累计超过 20%，属于股票交易异常波动情形。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日， 不存在应披露而未披露的重大信息。 公司生产经营环境未发生重大变化，生产经营情况正常。敬请广大投资 者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2026 年 2 月 25 日、2026 年 2 月 26 日、2026 年 2 月 27 日连续 三个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所股票 上市规则》的有关规定，属于股票交易异常波动情形。 股票交易异常波动公告 公司未发现可能或已经对公司股票交易价格产生影响的媒体报 ...

Group 1: Rare Earth and Tungsten Industry - The company is one of the six major rare earth groups in the country, having completed the integration of rare earth resources in Fujian Province [2] - The company possesses a complete tungsten industry chain, with significant competitive advantages in tungsten mining, smelting, powder, wire materials, and hard alloy deep processing [2] - The company is the first in China to develop and produce ITER filter tungsten probe components for nuclear fusion devices, capable of precision machining large-sized ITER-grade tungsten materials [2] Group 2: Data Center and AI Computing - The company is planning to acquire a stake in Xiantian Computing and aims to leverage it to acquire control of Zhengzhou Heying, which focuses on third-party large-scale data center operations [3] - The company is collaborating with Alibaba Cloud to jointly invest 15.8 billion yuan in building a cloud computing data center in Zhejiang [3] - The company has established a large data center in Xinjiang Hami, with a total computing power exceeding 80,000 P [3] Group 3: Power and Energy Sector - The company has acquired Honghe Power, a major thermal power plant in southern Yunnan, with a certified installed capacity of 1,300 MW [5] - The company is a leading player in the composite insulator market for high-voltage transmission lines, with a net profit growth of 177.52% year-on-year [5] - The company is expected to achieve a profit of 300 million to 360 million yuan by 2025, marking a turnaround from previous losses [5] Group 4: Semiconductor and AI Technology - The company has developed a low-code platform that integrates AI capabilities and has been applied in various sectors including power, aerospace, and manufacturing [4] - The company is a leading domestic player in crystal oscillators, with products applicable in optical communication and navigation systems [4] - The company has launched a series of AI products and is involved in the construction of AI computing centers across the country [4] Group 5: Renewable Energy and Materials - The company is a leader in the photovoltaic aluminum frame market, with a global market share exceeding 18% [5] - The company is investing 600 million yuan to build a project for producing 10,000 tons of iron phosphate battery precursor materials annually [8] - The company has established a comprehensive lithium battery supply chain, including mining, selection, and processing of lithium carbonate [8]

Group 1 - Mingyang Circuit focuses on the R&D, production, and sales of printed circuit boards (PCBs), covering high multilayer boards, HDI boards, and rigid-flex boards, widely used in industrial control, communication equipment, and automotive electronics. The demand for high-reliability, high-density PCBs is continuously growing due to industrial automation upgrades, 5G communication network construction, and the increasing penetration of new energy vehicles [1][32] - Weirgao specializes in the R&D, production, and sales of electronic-grade special epoxy resins and related composite materials, which are key raw materials for PCBs. The demand for high-frequency, high-temperature, and low-loss materials is increasing in 5G communication, data centers, and new energy vehicles, leading to an expanding market space for specialty epoxy resins [2][33] - Qiangda Circuit focuses on the R&D, production, and sales of high-density interconnect printed circuit boards (HDI), widely used in consumer electronics such as smartphones and tablets. The market demand for high-end products like high multilayer HDI and AnyLayer HDI is continuously growing due to the recovery of the consumer electronics market and the upgrade of smart terminal functions [3][34] Group 2 - Benchuan Intelligent specializes in the R&D, production, and sales of PCBs, with core products including communication boards, automotive boards, and industrial control boards. The market demand for high-reliability, high-frequency PCBs is expanding due to the construction of 5G base stations and the upgrade of new energy vehicle systems [4][35] - Kexiang Co., Ltd. focuses on the R&D, production, and sales of HDI and high multilayer boards, covering various fields including consumer electronics and automotive electronics. The demand for high-end PCBs is continuously growing due to the functional upgrades of consumer electronics and the increasing demand for automotive electronic systems [5][36] - Jinlu Electronics specializes in the R&D, production, and sales of PCBs, with core products including automotive electronic boards and communication boards. The demand for high-reliability, high-integration PCBs is continuously growing due to the increasing penetration of new energy vehicles and the deep coverage of 5G networks [6][37] Group 3 - Shengyi Technology is a leading global supplier of copper-clad laminates (CCL) and related electronic materials, with products widely used in PCBs and electronic packaging. The demand for high-end copper-clad laminates is continuously expanding due to the increasing demand for high-frequency, high-temperature materials in 5G communication and data centers [7][38] - Xiehe Electronics focuses on the R&D, production, and sales of PCBs, including high-frequency and high-speed boards. The market demand for high-end products is continuously growing due to the advancement of 5G networks and the expansion of new energy vehicle systems [8][39] - Shiyun Circuit specializes in the R&D, production, and sales of PCBs, covering automotive electronics, consumer electronics, and industrial control. The demand for high-reliability, high-integration automotive PCBs is continuously growing due to the increasing complexity of in-vehicle electronic systems [9][40]

Group 1 - The stock price of Taijing Technology (603738) has shown a fluctuating upward trend over the past week, closing at 16.89 yuan on February 12, with a daily increase of 0.96% and a trading volume of 1.74 billion yuan [1] - The cumulative increase over the past five days is 6.49%, with a peak price of 16.99 yuan and a low of 15.66 yuan during this period [1] - On February 12, there was a net inflow of 2.67 million yuan in main funds, contrasting with a net outflow of 1.51 million yuan on February 9 [1] - The stock price has recently broken through the 20-day moving average, and the MACD indicator has turned positive, indicating an increase in short-term momentum [1] Group 2 - On February 6, the company announced on an interactive platform that it is gradually releasing production capacity for automotive-grade crystal oscillators and active crystal oscillators, which may support long-term business growth [2] - The company has recently been included in thematic speculation related to drones, 5G, and Huawei concepts, which was mentioned during the stock price fluctuations on February 11 [2]

Core Viewpoint - The company emphasizes its commitment to advanced technology standards and continuous independent research and breakthroughs in key core areas, maintaining synchronization with international leaders [2] Group 1: Technology and Innovation - The company focuses on self-research and breakthroughs in critical areas, aligning with industry-leading technology standards [2] - It aims to achieve domestic substitution in various application fields through a full product line layout and customized product advantages [2] Group 2: Supply Chain and Localization - The company has established a stable global supply chain channel and is actively promoting the localization of high-end materials [2] - There is an ongoing effort to diversify the supply chain layout [2]

Core Viewpoint - The company, Taijing Technology (603738), has developed over 2,000 automotive-grade product models and is accelerating market introduction and customer expansion, with a steady increase in product orders [1] Group 1: Product Development - The company has developed over 2,000 automotive-grade product models covering various application scenarios including body domain, intelligent driving domain, cockpit domain, power domain, and chassis domain [1] - The company aims to accelerate market introduction and customer expansion for its automotive-grade products [1] Group 2: Certification Achievement - By the end of 2025, the company's self-developed 38.4MHz automotive-grade thermal crystal oscillator successfully passed Qualcomm's stringent automotive certification, making it the first domestic crystal oscillator manufacturer to achieve this certification [1] - This product can operate stably in extreme temperature environments up to 115℃, setting a record for the highest temperature in Qualcomm's automotive certification [1] - This achievement represents a new breakthrough in the field of core components for automotive electronics in China [1]