Core Viewpoint - The PCB (Printed Circuit Board) sector in the A-share market has become a focal point, with significant price increases across the entire industry chain, indicating strong capital inflow and investor interest. Group 1: Company Highlights - **Mingyang Circuit (300739.SZ)**: Latest stock price is 29.30 CNY, with a daily increase of +17.06%. The company focuses on small-batch PCB research and production, covering HDI boards, thick copper boards, and high-frequency boards, widely used in various sectors including industrial control and AI [1]. - **Dingtai High-Tech (301377.SZ)**: Latest stock price is 212.50 CNY, with a daily increase of +11.75%. It is a global leader in PCB drilling needles, providing specialized consumables for PCB processing and serving major clients like Shenzhen South Circuit [2]. - **Zhongfu Circuit (300814.SZ)**: Latest stock price is 91.00 CNY, with a daily increase of +11.42%. The company offers high-reliability, customized PCB products, focusing on communication and automotive electronics [3]. - **Jiuri New Materials (688199.SH)**: Latest stock price is 30.85 CNY, with a daily increase of +11.37%. It is the largest domestic supplier of photoinitiators, essential for PCB ink, aiding in the PCB photolithography process [4]. - **Delong Laser (688170.SH)**: Latest stock price is 50.80 CNY, with a daily increase of +9.58%. The company provides laser precision micro-processing equipment for PCB and FPC applications [5]. Group 2: Additional Company Insights - **Nord Shares (600110.SH)**: Latest stock price is 8.17 CNY, with a daily increase of +9.96%. The company specializes in the research, production, and sales of electrolytic copper foil, crucial for the PCB industry [6]. - **Zhongtung High-Tech (000657.SZ)**: Latest stock price is 58.83 CNY, with a daily increase of +10.00%. Its subsidiary is a leader in PCB micro-drilling, with advanced technology and leading production capacity [8]. - **Dongcai Technology (601208.SH)**: Latest stock price is 31.74 CNY, with a daily increase of +10.02%. The company focuses on electronic-grade resin materials, essential for high-frequency PCBs, supplying major clients like NVIDIA and Huawei [9]. - **Shenghong Technology (300476.SZ)**: Latest stock price is 292.58 CNY, with a daily increase of +9.31%. It is among the top PCB manufacturers in China, specializing in high-precision multi-layer and HDI boards [10]. - **Changhai Shares (300196.SZ)**: Latest stock price is 22.10 CNY, with a daily increase of +9.03%. The company produces PCB electronic felt, a key material for CEM-3 copper-clad laminates [11]. - **Hongchang Electronics (603002.SH)**: Latest stock price is 11.54 CNY, with a daily increase of +8.97%. It is a leading company in electronic-grade epoxy resin, providing essential materials for PCB production [12]. - **Copper Crown Copper Foil (301217.SZ)**: Latest stock price is 48.82 CNY, with a daily increase of +8.61%. The company is a leader in high-performance electronic copper foil, with significant production capacity [13]. - **Sanfu New Technology (688359.SH)**: Latest stock price is 84.30 CNY, with a daily increase of +8.02%. The company focuses on PCB surface treatment technologies, serving major PCB manufacturers [14]. - **Dazhu Laser (002008.SZ)**: Latest stock price is 63.38 CNY, with a daily increase of +7.73%. The company provides comprehensive solutions for PCB manufacturing equipment [15].

证券日报网讯2月13日，久日新材在互动平台回答投资者提问时表示，公司密切关注AI技术的发展，并 计划在公司自主搭建算力平台，引入开源大模型，对已有结构化数据进行深度应用，同时在研发、生 产、质量检测、市场销售、物流运输等领域引入专业的AI模型。未来公司也将根据行业特点及公司的 实际情况，积极推动AI技术在研发和生产方面的应用。 ...

有投资者在互动平台向 久日新材提问：公司 光引发剂能用在光纤上吗？给哪些企业供货？久日新材回 复称，公司的光引发剂可用于光纤 涂料中，光纤涂料是光引发剂的下游重要应用领域之一。国内外主 流光纤涂料企业均为公司客户。 ...

格隆汇2月10日｜有投资者在互动平台向久日新材提问：公司光引发剂能用在光纤上吗？给哪些企业供 货？久日新材回复称，公司的光引发剂可用于光纤涂料中，光纤涂料是光引发剂的下游重要应用领域之 一。国内外主流光纤涂料企业均为公司客户。 ...

格隆汇2月10日｜有投资者在互动平台向久日新材提问：公司用于储存芯片的光刻胶产品，客户开发怎 么样，出货了吗？久日新材回复称，目前公司用于储存芯片的光刻胶产品处于开发客户阶段。 ...

Group 1 - The core viewpoint of the article is that Jiuri New Materials has confirmed ongoing research and development in solid-state batteries through its affiliate, Plana Nano, but has not yet achieved mass production [2] - The company currently has no plans to integrate Plana Nano into the publicly listed company [2]

（文章来源：证券日报） 证券日报网讯 2月9日，久日新材在互动平台回答投资者提问时表示，目前公司的电解液添加剂项目已 经过多批次运行验证，根据验证结果，后处理和干燥设备正在调整中。 ...

证券日报网讯2月9日，久日新材在互动平台回答投资者提问时表示，目前公司的部分光致产酸剂PAG产 品在小规模销售。 ...

证券日报网讯2月9日，久日新材在互动平台回答投资者提问时表示，公司的光引发剂可用于光纤涂料 中，光纤涂料是光引发剂的下游重要应用领域之一。国内外主流光纤涂料企业均为公司客户。 ...

格隆汇2月9日丨久日新材(688199.SH)在投资者互动平台表示，目前公司的部分光致产酸剂PAG产品在 小规模销售。 ...