智通财经APP讯，联泓新科(003022.SZ)发布公告，近日，公司收到交易商协会出具的《接受注册通知 书》(中市协注〔2026〕 MTN129 号)，交易商协会决定接受公司科技创新债券注册。主要内容如下：本 次注册基础品种为中期票据，注册金额为10亿元，注册额度自《接受注册通知书》落款之日起2年内有 效，由青岛银行股份有限公司主承销。 ...

Core Viewpoint - The company, Lianhong Xinke (003022.SZ), has received a registration notice from the trading association for its technology innovation bonds, indicating a positive step towards raising funds through bond issuance [1] Group 1: Company Announcement - The company announced that it has received the "Acceptance of Registration Notice" from the trading association, which is a significant regulatory approval for its bond issuance [1] - The registered amount for the medium-term notes is set at 1 billion yuan, which reflects the company's strategy to enhance its capital structure [1] - The registration validity period is two years from the date of the notice, allowing the company flexibility in timing its bond issuance [1] Group 2: Underwriting Details - Qingdao Bank (002948) has been appointed as the lead underwriter for the bond issuance, indicating a partnership that may enhance the credibility and market reach of the bond offering [1]

1 并按照《非金融企业债务融资工具注册发行规则》《非金融企业债务融资工具注 册工作规程》《非金融企业债务融资工具信息披露规则》及有关规则指引规定， 履行信息披露义务。 联泓新材料科技股份有限公司 关于科技创新债券获准注册的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 联泓新材料科技股份有限公司（以下简称"公司"）于 2025 年 12 月 5 日召 开第三届董事会第八次会议，于 2025 年 12 月 30 日召开 2025 年第四次临时股东 会，分别审议通过《关于拟发行科技创新债券的议案》，同意公司向中国银行间 市场交易商协会（以下简称"交易商协会"）申请注册发行最高不超过人民币 10 亿元（含 10 亿元）科技创新债券。具体内容详见公司于 2025 年 12 月 6 日在巨 潮资讯网（http://www.cninfo.com.cn）等指定信息披露媒体发布的《关于拟发行 科技创新债券的公告》（公告编号：2025-050）及相关公告。 近日，公司收到交易商协会出具的《接受注册通知书》（中市协注〔2026〕 MTN129 号），交易商协会决定接受公司科 ...

Investment Rating - The report suggests focusing on investment opportunities in the photovoltaic industry, particularly those benefiting from supply-side reforms, technological advancements, and changes in demand expectations [3]. Core Insights - The photovoltaic equipment sector index increased by 3.36% during the week of February 2 to February 6, 2026, outperforming the broader market index by 3.53 percentage points [11][14]. - Key companies in the photovoltaic equipment sector that showed significant gains include GCL-Poly Energy, JinkoSolar, and Jinglong Technology, while companies like Sungrow Power and Jinbo Technology experienced notable declines [18][20]. - The report highlights the importance of monitoring policy implementation and technological order fulfillment in the short term, while emphasizing long-term investments in high-efficiency technologies and leading companies [3]. Summary by Sections 1. Market Performance Review - The Shanghai Composite Index decreased by 1.13%, while the power equipment sector index rose by 2.20%, ranking third among 31 industry indices [11]. - The photovoltaic equipment sector index's performance was notably strong, with a 3.36% increase [14]. 2. Industry Chain Price Trends - As of February 4, 2026, the prices for key materials in the photovoltaic industry were as follows: silicon material at 56 CNY/kg (unchanged), silicon wafers at 1.35 CNY/piece (down 0.1 CNY), battery cells at 0.45 CNY/W (unchanged), and modules at 0.82 CNY/W (unchanged) [22]. 3. Industry News - Shanxi Province aims to establish a new energy base in the coal mining subsidence area, with plans for large-scale wind and solar projects [30]. - The utilization rates for wind and solar energy in 2025 were reported at 94.3% and 94.8%, respectively, indicating strong integration of renewable energy [31]. - Concerns were raised about potential negative growth in photovoltaic installations in 2026 due to policy adjustments and market conditions [32].

Investment Rating - The industry rating is "Overweight" [3] Core Insights - The report highlights the ongoing active research in life sciences and the rapid integration of biotechnology into economic and social development, providing innovative solutions to major challenges such as health, climate change, resource security, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for the Development of the Bioeconomy," indicating a trillion-yuan market potential in the bioeconomy sector [3][4]. Industry Performance - The Huazhong Synthetic Biology Index increased by 0.11% to 1278.44 during the week of February 2-6, 2026, outperforming the Shanghai Composite Index by 1.39 percentage points and the ChiNext Index by 3.40 percentage points [4]. - The report notes that the synthetic biology sector is experiencing a policy dividend, with Shenzhen proposing up to 100 million yuan in support for R&D efforts in the field [8]. Company Developments - Beijing Huaguan Bio completed a multi-hundred million yuan C-round financing to enhance its R&D and production capabilities in the pharmaceutical and health sectors [32]. - Dejin Bio secured several million yuan in A-round financing to advance its recombinant botulinum toxin clinical research and international expansion [33]. - The report mentions that Impossible Foods is leveraging technology to reshape the plant protein market [11]. Market Dynamics - The report indicates that the synthetic biology sector is witnessing a surge in financing, with nearly a hundred companies completing new funding rounds since 2025 [31]. - The top five companies in the synthetic biology sector by stock performance during the week were Pingtan Development (+12%), Jinbo Bio (+12%), Huaxi Bio (+12%), Shandong Heda (+10%), and Yaxiang Co. (+10%) [17]. Policy and Regulatory Developments - The Ministry of Industry and Information Technology announced 35 examples of non-grain bio-based materials, marking a significant step towards establishing a new green development framework [7]. - The National Health Commission approved 22 new food items, including a significant breakthrough in domestic human milk oligosaccharides (HMOs) production [7]. Research and Innovation - Tsinghua University has initiated a national key R&D project focused on the intelligent design principles of efficient microbial chassis cells, aiming for breakthroughs in both fundamental theory and application demonstration [9]. - The report highlights the strategic cooperation between Tianjin University and China National Petroleum Corporation to expand efforts in synthetic biology and related fields [9].

Group 1 - The core viewpoint of the article highlights the positive outlook for the Chinese chemical industry, which is expected to enter a new upward cycle from 2026 to 2028 according to UBS Group's latest research report [1] - The domestic chemical industry is experiencing a continuous push against internal competition policies, including tightening new project approvals and optimizing standards for eliminating outdated capacity, which will enhance supply-side optimization [1] - The China Chemical Industry Index, which includes major sectors like oil and coal chemicals, shows a significant focus on sub-industries with clear supply-demand improvements, making it sensitive to price increase expectations [1] Group 2 - The chemical sector ETF, E Fund (516570), has seen continuous inflows, accumulating over 1.4 billion yuan in net inflows over 16 consecutive trading days, indicating strong investor interest [1] - The report indicates that capital expenditure in the industry is expected to decline by 8% year-on-year in 2025, signaling an end to the phase of disorderly capacity expansion and an increase in corporate self-discipline [1] - The index composition emphasizes sectors that are likely to benefit from supply-side optimization, with basic chemicals accounting for approximately 60% and oil and petrochemicals for about 30% of the index [1]

Group 1 - The chemical sector experienced a significant rally on February 9, with the Chemical ETF (516020) opening high and maintaining a positive trend, reaching a maximum intraday increase of 1.79% and closing up by 1.05% [1][6] - Key stocks in the sector included Zhejiang Longsheng, which surged over 8%, and other companies like Lianhong Xinke and Cangge Mining, both rising over 3% [1][6] - The recent supply dynamics in the basic chemical industry have improved, with high-energy-consuming capacities being phased out under policy guidance, leading to increased industry concentration and lower inventory levels among leading manufacturers [8] Group 2 - Demand for traditional products such as soda ash and PVC is recovering due to a rebound in real estate completions, while emerging sectors like new energy vehicles and photovoltaic installations are driving demand for lithium battery materials and EVA resins [8] - The Producer Price Index (PPI) decline in the basic chemical industry has narrowed, indicating a stabilization in the chemical raw materials and chemical products manufacturing sectors [8] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry theme index, covering popular themes such as AI computing power, anti-involution, robotics, and new energy [8]

Core Viewpoint - Lianhong Xinke's subsidiary, Shandong Huayu Tongfang Electronic Materials Co., Ltd., has been recognized as a high-tech enterprise by multiple government bodies, marking a significant milestone for the company [2]. Group 1 - Shandong Huayu Tongfang received the "High-tech Enterprise Certificate" from the Shandong Provincial Department of Science and Technology, the Shandong Provincial Department of Industry and Information Technology, the Shandong Provincial Department of Finance, and the State Taxation Administration of Shandong Province [2]. - The certificate number is GR202537005430, and it was issued on December 8, 2025, with a validity period of three years [2]. - This recognition is the first time Huayu Tongfang has been certified as a high-tech enterprise [2].

Core Viewpoint - Lianhong Xinke (003022.SZ) announced that its subsidiary, Shandong Huayu Tongfang Electronic Materials Co., Ltd. (referred to as "Huayu Tongfang"), has recently received the "High-tech Enterprise Certificate" issued by multiple governmental bodies in Shandong Province, marking its first recognition as a high-tech enterprise [1] Group 1 - Huayu Tongfang was awarded the High-tech Enterprise Certificate, with certificate number GR202537005430 [1] - The certificate was issued on December 8, 2025, and is valid for three years [1] - This recognition signifies Huayu Tongfang's commitment to innovation and technology development in its field [1]

联泓新材料科技股份有限公司 关于子公司首次通过高新技术企业认定的公告 董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 截至本公告披露日，公司拥有高新技术企业 5 家，分别为公司、子公司华宇 同方、联泓(山东)化学有限公司、联泓（江苏）新材料研究院有限公司、北京华 宇同方化工科技开发有限公司。 证券代码：003022 证券简称：联泓新科 公告编号：2026-001 特此公告。 联泓新材料科技股份有限公司 联泓新材料科技股份有限公司（以下简称"公司"）子公司山东华宇同方电 子材料有限公司（以下简称"华宇同方"）于近日收到由山东省科学技术厅、山 东省工业和信息化厅、山东省财政厅、国家税务总局山东省税务局联合颁发的《高 新技术企业证书》，证书编号为 GR202537005430，发证时间为 2025 年 12 月 8 日，有效期三年。 本次系华宇同方首次被认定为高新技术企业。根据《中华人民共和国企业所 得税法》等相关规定，华宇同方自本次通过高新技术企业证书认定当年起连续三 年（2025 年度至 2027 年度）可享受国家关于高新技术企业的相关税收优惠政策， 即 ...