MACD金叉信号形成，这些股涨势不错！ 【8月5日A股脑机接口概念股走强】 8月5日，A股市场脑机接口概念股表现强势。翔宇医疗涨近12%，创新医疗涨超6%。普利特（维权）、 爱朋医疗涨超5%，泰和科技涨超4%，熵基科技涨超3%。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

证券代码：300801 证券简称：泰和科技 公告编号：2025-024 山东泰和科技股份有限公司 山东泰和科技股份有限公司（以下简称"公司"）董事会今日收到公司财务 总监颜秀女士提交的书面报告。颜秀女士因个人原因申请辞去公司财务总监职务， 辞去上述职务后，颜秀女士仍在公司担任其他职务。颜秀女士原定任期至第四届 董事会届满之日止。颜秀女士辞去财务总监职务的书面报告自送达公司董事会之 日起即生效。颜秀女士的工作将会进行妥善交接，其辞去财务总监职务后不影响 公司相关工作的正常运行。 公司将按照相关法律、法规和《公司章程》的规定，尽快完成新的财务总监 的聘任工作，在此期间，由董事长程终发先生代行财务总监职责。 截至本公告披露日，颜秀女士未直接持有公司股份，其在公司 2024 年员工 持股计划中认购的份额，将按照公司 2024 年员工持股计划的相关规定处理。 特此公告。 山东泰和科技股份有限公司董事会 2025 年 8 月 4 日 1 关于公司财务总监辞去职务的公告 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。 ...

Core Viewpoint - The company, Taihe Technology, identifies its future growth points primarily in water treatment agents, chlor-alkali related downstream products, electronic chemicals, new materials, battery materials, and synthetic biology [2]. Group 1: Future Growth Areas - The main growth areas for the company include water treatment agents and chlor-alkali related downstream products [2]. - The company is also focusing on electronic chemicals, which encompass various high-purity materials, chelating agents, dispersants, and photoresist resins [2]. - New materials and battery materials, including sodium battery anodes and cathodes, as well as solid electrolyte materials like lithium sulfide, are also highlighted as growth points [2]. Group 2: Current Product Development - The company has several types of photoresist phenolic resins and acrylic photoresist resins that are currently in the pilot testing stage, with small batch sales already initiated [2]. - Solid battery-related products are in the customer sample submission phase, with future production capacity planning dependent on customer feedback and demand [2].

Summary of Key Points Core Viewpoint - Taihe Technology (300801) expects a net profit attributable to shareholders of the listed company to be between 55 million yuan and 60 million yuan for the period from January 1, 2025, to June 30, 2025, representing a growth of 1.38% to 10.60% compared to the same period last year [1] Financial Performance - The expected net profit after deducting non-recurring gains and losses is projected to be between 38 million yuan and 43 million yuan, which indicates a decline of 3.15% to 14.41% compared to the previous year's figure of 44.39 million yuan [1] - During the reporting period, the company accrued expenses related to the employee stock ownership plan amounting to 16.91 million yuan, with the estimated impact of non-recurring gains and losses on net profit being approximately 17 million yuan [1]

证券代码：300801 证券简称：泰和科技 公告编号：2025-023 山东泰和科技股份有限公司 2025 年半年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日-2025 年 6 月 30 日 2、预计的业绩：同向上升 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所 预审计。 三、业绩变动原因说明 1 1、在全球市场竞争加剧、需求增长乏力的背景下，公司及时调整销售策略， 通过优化产品组合、拓展销售渠道、提升客户服务质量等措施，不仅有效提升了 市场占有率，还助力客户增强了市场竞争力，实现了公司与客户的互利共赢，2025 年上半年预计营业收入 139,159.69 万元，同比增长 27.68%，总销量 65.43 万吨， 同比增长 74.45%。其中，水处理剂销量 17.82 万吨，同比增长 19.94%；氯碱销 量 47.60 万吨，同比增长 110.23%。公司产品销量增长带动公司营业收入同比增 长，进而实现了归属于上市公司股东的净 ...

Group 1: Production and Technology - Continuous production at Taihe Technology refers to automated, continuous input and output processes, offering advantages such as safety, lower investment, stable product quality, and reduced labor needs [1] - The annual production capacity of self-produced phosphorus trichloride is 240,000 tons, with significant technical advantages leading to lower production costs for downstream phosphorus-containing products [2] - Current projects for PEEK, PEN, and PPS are in the pilot testing stage, with PEEK samples already being sent out [2] Group 2: Research and Development - Taihe Technology has approximately 150 R&D personnel, excluding analysis, design, and engineering staff, with the lithium sulfide project team composed entirely of internally trained professionals [3] - The brain biofeedback device developed by Taihe Technology provides real-time feedback for meditation, enhancing user experience compared to existing products [2] Group 3: Incentive Mechanism - The incentive mechanism for executives includes performance indicators linked to business operations, with year-end bonuses based on the completion of these indicators [3] - Business personnel's compensation consists of a fixed salary plus year-end bonuses, determined by market development performance [3] Group 4: Future Growth Points - Future profit growth is expected to come from water treatment agents, electronic chemicals, new materials, battery materials (including sodium battery components and solid-state electrolyte raw materials), and ongoing and planned projects [4]

Investment Rating - The industry rating is "Outperform the Market" [3][50]. Core Insights - Breakthroughs in electrolyzer technology have been observed, and the hydrogen heavy-duty truck sector is gradually maturing. The newly awarded electrolyzer projects are still primarily alkaline, but both PEM and AEM electrolyzer technologies have made significant advancements. It is recommended to pay attention to companies at the forefront of electrolyzer technology [2][40]. - The midstream sector is accelerating the development of hydrogen transportation and utilization, promoting the construction of hydrogen refueling stations. Companies with hydrogen transportation capabilities are recommended for attention [2][40]. - Transportation applications are leading the gradual maturation of the hydrogen fuel cell industry ecosystem, with a recommendation to focus on hydrogen vehicle companies related to heavy-duty trucks [2][40]. Industry Performance - As of July 4, 2025, the hydrogen energy index closed at 2135.09 points, with a weekly change of 1.03% and a year-to-date change of 20.16%. The hydrogen energy index ranked 53rd among the Shenwan secondary industry rankings this week, showing a significant decline [8][14]. - The TTM price-to-earnings ratio of the hydrogen energy index is 24.66 times, and the MRQ price-to-book ratio is 1.60 times as of July 4, 2025 [11][13]. Company Dynamics - The top five companies in the hydrogen energy sector by weekly increase are Xuedilong (31.74%), Kaimeteqi (27.46%), Shengdexintai (22.40%), Zhongcai Technology (20.71%), and Huaguang Huaneng (20.06%). The top three companies by weekly decrease are Guangzhi Technology (-15.82%), Taihe Technology (-9.40%), and Xinxunda (-9.13%) [14][16]. - This week, there were 9 awarded projects in the hydrogen energy sector, with 3 electrolyzer bidding projects totaling 520 MW and a total hydrogen production capacity of 104,000 Nm³/h [17][18]. Industry Dynamics - Significant developments include the approval of the first cross-province green hydrogen pipeline in Inner Mongolia and the launch of hydrogen two-wheelers in Dongguan. These initiatives are part of broader efforts to promote hydrogen energy as a strategic industry [35][36]. - Internationally, Morocco's large-scale green hydrogen project is making progress, and Uzbekistan's Tashkent green hydrogen project has successfully achieved hydrogen production [36][37].

Group 1: New Listings and Market Performance - Xin Henghui successfully listed on the Shenzhen Stock Exchange on June 20, becoming the second new A-share listed company in Shandong this year and the first from Zibo [2][3] - As of June, there are 16 companies in Shandong awaiting IPO approval, with 13 updating their review status [4][6] - In June, 222 stocks from Shandong experienced an upward price trend, with Taihe Technology showing the highest increase of 76.05% [2][15][18] Group 2: Company Financials and Business Overview - Xin Henghui, established in 2017, specializes in chip packaging materials and reported revenues of 684 million yuan, 767 million yuan, and 842 million yuan for 2022 to 2024, reflecting a compound annual growth rate of 10.97% [2][3] - The company's net profits for the same period are projected to be 110 million yuan, 152 million yuan, and 186 million yuan, indicating strong operational performance [2] - The smart card business remains Xin Henghui's core revenue source, contributing 84.45%, 78.35%, and 69.28% to its main business income from 2022 to 2024 [2] Group 3: Market Capitalization and City Distribution - As of June 30, the total market capitalization of Shandong's 309 A-share listed companies reached 38,445.71 billion yuan, with Yantai, Qingdao, and Jinan holding the top three positions [10][13] - The market capitalization ranking among cities saw Yantai surpass Qingdao, with Yantai at 8,183.91 billion yuan and Qingdao at 8,040.13 billion yuan [13] - The top ten listed companies in Shandong have a combined market capitalization of 13,154.85 billion yuan, with seven companies exceeding 1,000 billion yuan [13][20]

Group 1: Company Overview - The main business of Taihe Technology is water treatment agents, with downstream applications in power, metallurgy, chemicals, oil extraction, and daily chemicals [1] - Major domestic competitors in the water treatment agent sector include Taihe Technology, Nantong Lianfan, and Qingshuiyuan [1] Group 2: Production and Supply Chain - The company has achieved full self-supply of phosphorus trichloride, with an annual production capacity of 240,000 tons [2] - Product pricing is determined by various factors, including raw material price fluctuations, market competition, and company strategy [2] Group 3: Export and Market Impact - The company exports primarily to Europe, America, the Middle East, and Asia-Pacific regions [2] - Most of Taihe Technology's products are included in the U.S. exemption list, minimizing the impact of new tariff policies on operations [2] Group 4: Research and Development - The company employs approximately 150 R&D personnel, excluding analysis, design, process, and engineering technicians [2] - The technology for R&D projects is sourced from in-house development [2] - The lithium sulfide process uses solid-phase methods, with current progress in the pilot testing stage [2]

证券代码：300801 证券简称：泰和科技 公告编号：2025-022 山东泰和科技股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动情况 山东泰和科技股份有限公司（以下简称"公司"）股票交易价格于 2025 年 6 月 24 日、2025 年 6 月 25 日连续两个交易日内收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的 情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动，公司董事会对公司、公司控股股东及实际控制 人就有关事项进行了核查，现将有关情况说明如下： 公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板股票上市 规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意 向、协议等；董事会也未获悉公司有根据《深圳证券交易所创业板股票上市规则》 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了与公司相关且市场关注度较高的信息； 3、公司目前经营正常，近期公司经营情况及内外部经营环境未 ...