Core Points - The company, Taihe Technology (300801), reported that as of November 10, 2025, it will have a total of 20,675 shareholders [1]

Summary of Key Points Core Viewpoint - The report highlights a decline in the number of shareholders for 28 companies listed on the ChiNext board as of November 10, with 15 companies experiencing a decrease in shareholder count compared to the previous period, indicating a trend of shareholder concentration and potential market implications [1][2]. Group 1: Shareholder Count Changes - 15 out of 28 ChiNext stocks reported a decrease in shareholder count, with notable declines in companies such as Taotao Automotive, Zhongzhou Special Materials, and Taihe Technology [1]. - Taotao Automotive had the largest decline, with a shareholder count of 9,203, down 13.61% from October 31, and a cumulative drop of 10.10% in stock price since the concentration began [1][3]. - Zhongzhou Special Materials reported a decrease of 7.44% in shareholder count, totaling 54,851, with a cumulative stock price drop of 3.52% [1][3]. - Taihe Technology's shareholder count decreased by 4.95% to 20,675, with a cumulative stock price decline of 3.57% [1][3]. Group 2: Continuous Decline in Shareholder Count - Five ChiNext stocks have shown a continuous decline in shareholder count for more than three consecutive periods, with the most significant decline being eight consecutive periods [1]. - Double Fly Group's shareholder count decreased by 18.07% over eight periods, totaling 19,384 [2]. - Taihe Technology's cumulative decline reached 38.43% over six periods, with a current count of 20,675 [2]. Group 3: Market Performance and Industry Insights - The average decline for concentrated stocks since November 1 is 2.05%, with notable increases in stocks like China Resources Materials, Kai Run Co., and Xinyu Guokai, which rose by 5.80%, 4.90%, and 1.92% respectively [2]. - The industries with the most concentrated stocks include electronics, automotive, and national defense, with four, three, and two stocks respectively [2]. - Some concentrated stocks have attracted leveraged funds, with significant increases in financing balances for companies like Xinyu Guokai, Taotao Automotive, and Boshuo Technology, growing by 8.32%, 5.24%, and 4.84% respectively [2].

Core Viewpoint - Taihe Technology (300801) is currently in a transformation period and is exploring various avenues to determine its future development direction [1] Group 1 - The company has not yet launched new projects due to delays in land acquisition and planning procedures [1]

Core Viewpoint - Taihe Technology (300801) is actively developing two types of solid-state electrolytes: oxide and sulfide, utilizing solid-phase reaction technology [1] Company Summary - The company has made strategic investments in both oxide and sulfide solid-state electrolytes [1] - The production process for these products is based on solid-phase reaction technology [1]

Core Insights - Taihe Technology has obtained a total of 116 valid invention patents to date, with 27 patent applications filed this year, including 19 invention patents [2] Company Summary - The company has demonstrated a strong commitment to innovation, as evidenced by the significant number of patents acquired and applied for in the current year [2]

Group 1 - The company, Taihe Technology, is focusing on two types of solid electrolytes: oxide and sulfide, utilizing solid-state reaction technology [1]

Group 1 - The company has emphasized its strong project portfolio and research and development capabilities [2] - As of now, the company has obtained a total of 116 valid authorized invention patents [2] - In the current year, the company has filed 27 patent applications, including 19 invention patents [2]

Group 1 - The company is focusing on two types of solid-state electrolytes: oxide and sulfide [1] - Both types of solid-state electrolytes are developed using solid-phase reaction technology [1]

（编辑 袁冠琳） 证券日报网讯 泰和科技11月7日在互动平台回答投资者提问时表示，泰和科技的工资、福利待遇在当地 属于较高水平，股东减持是因为前期在高管增持和股权激励过程中投资较大，一部分资金来源是借款， 还款压力大，与薪酬待遇无关。 ...

Core Viewpoint - Taihe Technology has sufficient orders on hand and is focusing on various sectors including electronic chemicals, new energy materials, new materials, and synthetic biology as future growth points, although many products are still in the pilot testing phase, leading to significant uncertainty ahead [1] Group 1: Company Developments - Taihe Technology is actively engaged in the electronic chemicals sector, which includes high-purity materials, chelating agents, dispersants, and resins for photolithography [1] - The company is also involved in new energy materials, specifically sodium battery anodes and cathodes, solid electrolyte raw materials such as lithium sulfide, and solid electrolytes made from oxides and sulfides, as well as lithium and sodium replenishing agents [1] - The company is exploring new materials and synthetic biology products as part of its strategic growth initiatives [1] Group 2: Market Position and Future Outlook - The company has a robust order book, indicating strong demand for its products [1] - However, the majority of the new products are currently in the pilot testing stage, which introduces a level of uncertainty regarding their future performance and market acceptance [1]