Core Viewpoint - The company is actively engaging with investors and stakeholders to discuss its product developments, market strategies, and future growth prospects, particularly in the PVP product line and high-margin offerings like Euriz. Group 1: PVP Product Insights - The prices of PVP series products are expected to gradually recover in 2026 after a period of high margins due to the European energy crisis and the Russia-Ukraine conflict, which had previously inflated raw material costs [3] - The company anticipates that PVP product sales will enter an upward trend based on market demand and supply dynamics [3] Group 2: New Energy and Photovoltaic Applications - In the new energy battery sector, PVP is utilized as a dispersant for carbon nanotubes, with sales projected to reach approximately 4,000 tons in 2025, expecting a 20% increase in 2026 [4] - In the photovoltaic sector, PVP serves as a key surfactant/dispersant for spherical silver powder, which is crucial for silver paste printing performance and battery efficiency, with 2025 shipments estimated at 200 tons and continued growth expected in 2026 [4] Group 3: Euriz Product Advantages - Euriz (ethylene-vinyl ether/maleic anhydride copolymer) is a high-value product with a high price per ton and a gross margin of approximately 60-70%, with an expected shipment volume of around 900 tons in 2025 [5] - The company is the only manufacturer globally using a non-benzene process for Euriz production, creating a significant technical barrier and is actively seeking partnerships to enhance market presence [5] Group 4: Shareholder Communication and Equity Structure - The company emphasizes effective communication with shareholders and has reached consensus with its top ten shareholders on operational and governance matters [6] - The major shareholder plans to increase their stake in the company by liquidating some personal assets, aiming to optimize the equity structure and stabilize control [6] Group 5: Medical Sector Developments - The company has invested in five cell and gene therapy enterprises, with several products progressing well in their development stages, including one product entering NDA approval and others in clinical trials [7] - Some of these enterprises are positioned to potentially achieve NDA approval and initiate IPOs, with the company collaborating closely with them for market promotion and commercialization [7] Group 6: Strategic Transformation Goals - The company is transitioning from a capacity-led approach to a focus on technology and service leadership, with plans to establish itself as a global leader in functional chemicals by 2025-2027 [8]

Group 1: Investor Relations Activity - The investor relations activity included a meeting with analysts and representatives from various financial institutions [2][3] - Key participants included analysts from New Fortune Magazine, Shenwan Hongyuan Securities, and several private equity funds [2][3] Group 2: Company Overview and Product Insights - The company is focused on PVP series products, which experienced price increases due to the European energy crisis and the Russia-Ukraine conflict, but is expected to stabilize in 2026 [3][4] - In 2025, the company sold approximately 4,000 tons of PVP products in the new energy sector, with a projected 20% increase in 2026 [4] - The company also sold about 200 tons of PVP products in the photovoltaic industry in 2025, with expected growth in 2026 [4] Group 3: Product Development and Strategic Goals - The company is transitioning from "capacity leading" to "technology leading + service leading" as part of its strategic upgrade plan initiated in 2025 [4][5] - The company is the only manufacturer using a non-benzene process for producing its products, which provides a competitive edge [5] Group 4: Shareholder Communication and Equity Structure - The company emphasizes shareholder communication and has engaged with its top ten shareholders regarding operational and governance matters [6][7] - The controlling shareholder and their associates are optimistic about the company's long-term prospects and have intentions to increase their shareholding [7] Group 5: Medical Sector Investments - The company has strategically invested in five biotechnology firms focusing on innovative drug development, with several products advancing through regulatory stages [6][7] - One product is in the NDA approval stage, two are in Phase II clinical trials, and several others have received IND approvals in China and the U.S. [7]

证券日报网讯 2月5日，新开源发布公告称，公司董事会近日收到非独立董事于江涛先生提交的书面辞 职报告，因公司治理结构调整，于江涛先生申请辞去公司第五届董事会董事、高级副总经理职务，辞职 报告自送达董事会之日起生效，辞职后继续担任公司其他职务。公司于2026年2月4日召开职工代表大 会，经职工代表大会表决通过，同意选举于江涛先生为公司第五届董事会职工代表董事，任期自本次公 司职工代表大会选举决议生效之日起至公司第五届董事会任期届满之日止。 （编辑 袁冠琳） ...

证券代码：300109 证券简称：新开源 公告编号：2026-018 博爱新开源医疗科技集团股份有限公司 关于非独立董事、高管辞职暨选举职工代表董事的公告 本公司及其董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、非独立董事辞职情况 博爱新开源医疗科技集团股份有限公司（以下简称"公司"）董事会近日收 到公司非独立董事于江涛先生提交的书面辞职报告，因公司治理结构调整，于江 涛先生申请辞去公司第五届董事会董事、高级副总经理职务，辞职报告自送达董 事会之日起生效，辞职后继续担任公司其他职务。 于江涛先生原定任职时间为 2023 年 3 月 23 日至 2026 年 3 月 22 日。于江涛 先生辞职不会导致公司董事会成员低于法定人数，不会影响公司的正常生产经 营，不会影响相关工作的正常进行。 截至本公告披露日，于江涛先生持有公司股票 395,000 股，不存在应履行而 未履行的承诺事项。 于江涛先生将继续严格按照《上市公司股东减持股份管理暂行办法》《深圳 证券交易所上市公司自律监管指引第 18 号——股东及董事、高级管理人员减持 股份》等相关法律法规的规定管理其所持股份。 二 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index (950162) rose by 2.19% as of February 3, 2026, indicating strong market performance in the chip design sector [1] - The E Fund Sci-Tech Chip Design ETF (589030) increased by 1.46%, with a trading volume of 66.14 million yuan and a turnover rate of 13.6%, reflecting active market participation [1] - The E Fund Sci-Tech Chip Design ETF has seen continuous net inflows over the past four days, with a peak single-day net inflow of 82.71 million yuan, totaling 172 million yuan [1] Group 2 - The semiconductor industry is entering a new upcycle driven by AI applications, with a recovery starting in January 2024 and a peak expected in August 2024 [2] - The overall upward trend in the semiconductor sector is confirmed, with AI application deepening and rising storage chip prices as core drivers [2] - The E Fund Sci-Tech Chip Design ETF closely tracks the performance of the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index, which includes listed companies involved in chip design [2]

Group 1 - The core viewpoint of the news highlights the strong performance of AI applications and the software sector, with the software ETF Huatai (159590) rising over 2% and attracting funds for the fourth consecutive day [1] - The software ETF's index includes popular constituent stocks, most of which showed positive performance, with Shunwang Technology rising over 13% and other stocks like Deepin Technology and Zhongke Xingtai increasing over 3% [5] - Recent advancements in AI model development were announced by Jiyue Xingchen, including the launch of the new generation model Step4 and the open-sourcing of the latest base model Step3.5Flash, which features a total parameter count of 196 billion [3] Group 2 - Citic Securities noted a surge in demand for overseas inference and training computing power, with Amazon Cloud and Google Cloud both raising prices due to increased demand for AI applications [4] - The price increase by AWS and Google Cloud is attributed to the explosive growth in computing power demand driven by AI applications, particularly those related to agents [4] - Changjiang Securities predicts that 2026 will be a pivotal year for the commercialization of agents, with significant advancements in their capabilities and a potential explosion in commercial potential [6]

Core Viewpoint - The company, Xinkaiyuan (300109.SZ), does not directly produce photovoltaic silver paste but plays a significant role in its production through its PVP (Polyvinylpyrrolidone) products, which are essential additives in the manufacturing process of silver paste [1] Group 1 - The company's PVP products are crucial for optimizing the morphology of silver powder [1] - PVP enhances the dispersion of silver paste, making it suitable for various technological routes in photovoltaic cell production [1]

Group 1 - The company does not directly produce photovoltaic silver paste but offers PVP (polyvinylpyrrolidone) products that are important additives in the production of silver paste [2] - PVP is primarily used to optimize the morphology of silver powder and enhance the dispersion of silver paste, aiding in the production processes of photovoltaic cells across different technological routes [2]

格隆汇2月2日丨新开源(300109.SZ)公布，2026年1月30日，公司首次通过回购专用证券账户以集中竞价 交易方式实施回购股份530,400股，占公司目前股份总数的0.11%，其中最高成交价为18.90元/股，最低 成交价为18.78元/股，成交总金额为999.83万元（不含交易费用）。本次回购符合公司既定的回购股份 方案及相关法律法规的要求。 ...

Group 1 - The company Xin Kai Yuan announced on February 2 that it repurchased approximately 530,000 shares through a special securities account, accounting for 0.11% of the total shares outstanding, with a total transaction amount of 9.9983 million yuan [1] - The highest transaction price during the repurchase was 18.9 yuan per share, while the lowest was 18.78 yuan per share [1] Group 2 - The automotive sales giant Baolide, known for selling luxury cars such as Rolls-Royce and Porsche, is now undergoing bankruptcy liquidation, with its headquarters in Hangzhou reportedly abandoned and its subsidiary in Yiwu sealed [1]