Core Viewpoint - Jiu Ri New Materials announced that it will continue to receive ongoing supervision from its sponsor, China Merchants Securities, for its initial public offering on the Sci-Tech Innovation Board, despite a change in the designated representative due to personnel changes [1] Group 1 - China Merchants Securities was originally appointed to oversee the ongoing supervision of Jiu Ri New Materials' IPO, with representatives Sun Yue and Liu Xianguang responsible for this duty [1] - The legal period for ongoing supervision was set to end on December 31, 2022, but the company has not yet fully utilized the funds raised from the IPO [1] - Zhang Liwen has been appointed to replace Liu Xianguang as the designated representative to ensure the continuity of supervision [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]

Group 1 - The core point of the article is that Jiu Ri New Materials announced the approval of its subsidiary's project for the production of 350 tons of hydroxy ketone series photoinitiators, which will enter trial production on January 13, 2026 [1] Group 2 - The project is located in Inner Mongolia and is part of the company's strategy to expand its production capabilities in the photoinitiator market [1] - The announcement comes amid challenges faced by the photovoltaic industry, where companies are struggling with rising raw material costs, leading to difficult decision-making [1]

Core Viewpoint - The company, Jiu Ri New Materials (688199), has announced the commencement of trial production for its "Inner Mongolia Hongyuan Tiancheng Technology Development Co., Ltd. Annual Production of 350 Tons of Hydroxyketone Series Photoinitiator Project" as of January 13, following approval from an expert review panel [1]. Group 1 - The trial production phase for the hydroxyketone series photoinitiators has officially started on January 13 [1]. - The hydroxyketone series products are expected to capture mainstream markets such as UV coatings/inks and 3D printing due to their high performance, low yellowing, and low odor advantages [1].

本次变更后，公司首次公开发行股票持续督导保荐代表人为孙越先生、张丽 文先生，持续督导期至中国证券监督管理委员会和上海证券交易所规定的持续督 导义务结束为止。 天津久日新材料股份有限公司 关于更换持续督导保荐代表人的公告 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、准确性和完整性依法承担法律责任。 天津久日新材料股份有限公司（以下简称公司）于 2026 年 1 月 13 日收到保 荐机构招商证券股份有限公司（以下简称招商证券）出具的《关于更换保荐代表 人的函》。招商证券作为公司首次公开发行股票并在科创板上市的保荐机构，原 指派保荐代表人孙越先生、刘宪广先生履行持续督导职责，法定持续督导期至 2022 年 12 月 31 日。截至持续督导期届满，公司首次公开发行股票募集资金尚 未使用完毕，招商证券将继续履行募集资金相关的持续督导职责。 证券代码：688199 证券简称：久日新材 公告编号：2026-002 现因刘宪广先生工作拟发生变动，不再适合继续履行持续督导职责。为保证 持续督导工作的有序进行，招商证券指派张丽文先生（简历见附件）接替刘宪广 先生担任公司 ...

天津久日新材料股份有限公司（以下简称公司）在控股孙公司内蒙古宏远天 呈科技发展有限公司投资建设的"内蒙古宏远天呈科技发展有限公司年产 350 吨 羟基酮系列光引发剂项目"（以下简称宏远天呈项目）试生产方案业经专家组评 审通过，于 2026 年 1 月 13 日起进入试生产阶段。 羟基酮系列产品凭借高性能、低黄变和低气味等优势占据 UV 涂料/油墨、3D 打印等主流市场，且该项目采用先进的生产工艺和设备，能够确保产品质量稳定， 满足市场需求，进一步提升公司的盈利能力和综合竞争力。 宏远天呈项目由试生产阶段到产能的释放需要一个过程和时间，即使全面达 产，亦有可能面临市场需求环境变化、竞争加剧等因素的影响，导致项目收益不 及预期的风险。公司将积极推动相关工作，确保产品尽快进行规模化生产。敬请 广大投资者注意投资风险。 特此公告。 证券代码：688199 证券简称：久日新材 公告编号：2026-001 天津久日新材料股份有限公司 关于募投项目"内蒙古宏远天呈科技发展有限公司年 产 350 吨羟基酮系列光引发剂项目"投产的公告 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 ...

Core Viewpoint - The company has announced that its subsidiary, Inner Mongolia Hongyuan Tiancheng Technology Development Co., Ltd., has received expert group approval for the "Annual Production of 350 Tons of Hydroxyketone Series Photoinitiator Project," which is set to enter trial production on January 13, 2026. This project is expected to enhance the company's profitability and overall competitiveness in the market [1]. Group 1 - The hydroxyketone series products have competitive advantages in UV coatings, inks, and 3D printing sectors [1]. - The project utilizes advanced process equipment, which is anticipated to improve the company's profitability [1]. - The successful completion of the expert group review marks a significant milestone for the company's expansion in the photoinitiator market [1].

Core Viewpoint - The domestic commodity futures market experienced significant volatility on January 8, with polysilicon futures hitting the limit down, and precious and non-ferrous metals markets plummeting. The sharp decline in polysilicon prices is attributed to regulatory concerns regarding monopolistic risks in the photovoltaic industry [1][4]. Market Performance - Polysilicon main futures dropped by 9%, closing at the limit down, while other related commodities such as aluminum, nickel, and silver also saw declines of over 5% to 8% [1]. - The price of polysilicon put options surged dramatically, with the polysilicon 2602 put option increasing by 110,100% to close at 1,102, with a transaction volume of 14.05 million yuan [1][2]. Regulatory Impact - A leaked meeting summary indicated that the State Administration for Market Regulation had discussions with major players in the photovoltaic sector regarding monopolistic risks and required corrective actions [3][4]. - Industry insiders confirmed the authenticity of the leaked document and indicated that the recent price drop in polysilicon futures was likely influenced by these regulatory discussions [4]. Industry Developments - A polysilicon capacity acquisition platform has been officially established, aimed at addressing the "involution" issue within the photovoltaic industry. This platform is expected to operate under a dual model of "debt acquisition and flexible capacity storage" [5][6]. - The platform is anticipated to help alleviate potential debts amounting to hundreds of billions, restore reasonable pricing, and enhance the overall competitiveness of the industry [6]. Future Outlook - The basic supply-demand dynamics for polysilicon remain weak, with a current production of 24,000 tons and an estimated demand of 85,000 tons for January, indicating an oversupply situation [7]. - If the underlying support logic for the industry is disrupted, inventory pressures may become more pronounced, leading to further downward pressure on polysilicon prices in the short term [7].

Group 1 - The chemical products sector increased by 0.17% on January 7, with Gao Meng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Gao Meng New Materials saw a significant rise of 20.03%, closing at 14.56, with a trading volume of 1.32 million shares [1] Group 2 - The chemical products sector experienced a net outflow of 1.066 billion yuan from institutional investors, while retail investors saw a net inflow of 1.339 billion yuan [2] - The top gainers in the sector included Chenghe Technology, which rose by 12.86% to 51.96, and Changqing Technology, which increased by 9.98% to 18.74 [1][2] - Conversely, Baolong Chuangyuan and Cangzhou Dahua were among the top losers, declining by 7.42% and 5.29% respectively [2] Group 3 - The main net inflow for Gao Meng New Materials was 365 million yuan, representing 19.64% of its trading volume, while it faced a net outflow of 244 million yuan from speculative funds [3] - Other notable stocks included Chi Bo Te, which had a main net inflow of 60.47 million yuan, and Xianfeng New Materials with a net inflow of 45.96 million yuan [3] - The overall trend indicated a mixed performance in the sector, with significant retail participation despite institutional outflows [2][3]

Core Viewpoint - The lithography machine concept sector has shown a significant increase, with a rise of 3.30%, ranking third among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Market Performance - The lithography machine concept saw 42 stocks increase, with notable gains from Zhongci Electronics (涨停), Pioneering Precision (up 13.83%), Kema Technology (up 9.55%), and Jiuri New Materials (up 9.09%) [1]. - Conversely, stocks such as Nanjing Chemical Fiber, Woge Optoelectronics, and Meike Technology experienced declines of 2.93%, 1.86%, and 1.62% respectively [1]. Group 2: Capital Flow - The lithography machine concept sector attracted a net inflow of 1.799 billion yuan, with 36 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2]. - Kema Technology led the net inflow with 255.5 million yuan, followed by Zhongci Electronics (163.3 million yuan), Su Da Weige (138 million yuan), and Fuchuang Precision (137 million yuan) [2]. Group 3: Stock Performance Metrics - Zhongci Electronics, Yongxin Optics, and Blue Ying Equipment had the highest net inflow ratios at 17.65%, 10.63%, and 9.97% respectively [3]. - The top stocks in the lithography machine concept based on daily performance included Kema Technology (up 9.55%), Zhongci Electronics (up 10.00%), and Pioneering Precision (up 13.83%) [3][4].