Group 1 - The core viewpoint of the article highlights that major transformer manufacturers are operating at full capacity and have production schedules extending to 2027, indicating strong demand in the industry [2] - The company, Dazhongnan (002263.SZ), responded to an investor inquiry about the production capacity, sales volume, profit margins, and production line utilization of its capacitor film, stating that its subsidiary, Ningbo Wanxiang, has limited capacity but is currently performing well in terms of sales [2] - The company advised investors to refer to its 2025 annual report for specific data regarding production and sales figures [2]

Core Viewpoint - The company, Dazhongnan (002263), has shifted its focus from producing photovoltaic backsheet base films to other functional polyester film products due to significant changes in the photovoltaic market [1] Group 1: Company Operations - The photovoltaic backsheet base film was once a main business of the company's subsidiary, Hangzhou Gaoke, with a monthly production capacity exceeding 1,000 tons [1] - The company has categorized "research and development of PET films for photovoltaic backsheets" as a high-tech reserve project internally [1] Group 2: Product Applications - The company's subsidiary, Ningbo Wanxiang, produces high-end capacitor films that are applied in photovoltaic inverters and other new energy fields [1]

Group 1 - The core viewpoint of the article is that the company, Dazhongnan (002263), is committed to increasing its research and development efforts in high-voltage capacitor films to maintain its competitive edge [1] Group 2 - The company has responded to investor inquiries on its interactive platform, indicating a proactive approach to communication and transparency [1] - The focus on high-voltage capacitor films suggests a strategic direction aimed at enhancing product offerings in a specialized market [1]

Core Viewpoint - Dazhong Southeast (002263) has indicated that its subsidiary, Hangzhou Gaoke, has developed a coating that can be used in battery applications, but the company is not currently considering expanding into the battery sector [1]. Company Summary - Dazhong Southeast's subsidiary, Hangzhou Gaoke, has created a coating that is applicable for battery use [1]. - The company has clarified that it does not plan to pursue opportunities in the battery market at this time [1].

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（文章来源：证券日报） 证券日报网讯 1月14日，大东南在互动平台回答投资者提问时表示，公司股价发生异动，公司将及时披 露异动公告，请以公司相关公告为准。 ...

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