证券之星消息，1月5日化学制品板块较上一交易日上涨0.73%，泰和科技领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300801 | 泰和科技 | 31.91 | 15.49% | 28.45万 | | 8.67亿 | | 301617 | 博苑股份 | 83.20 | 6.98% | 4.03万 | | 3.28亿 | | 920015 | 锦华新材 | 50.40 | 5.66% | 4.71万 | | 2.35亿 | | 002246 | 北化股份 | 18.92 | 4.99% | - 34.65万 | | 6.54亿 | | 603822 | ST喜襲 | 100.99 | 4.66% | 2.03万 | | 2.02亿 | | 002326 | 永太科技 | 26.08 | 4.65% | 89.39万 | | 22.87亿 | | ...

格隆汇1月5日｜A股市场锂电池概念股午后涨幅进一步扩大，其中，道氏技术20CM涨停，泰和科技涨 超14%，宏工科技涨超12%，新迅达涨超11%，可川科技、盐湖股份、普利特、孚日股份、振华股份 10CM涨停，灵鸽科技、奥克股份、先惠技术涨超9%，纳科诺尔、联赢激光、天际股份、航天机电涨超 8%。消息面上，碳酸锂主力合约日内涨幅扩大至6%。 ...

Core Viewpoint - Taihe Technology (300801) has indicated that its developed products in new materials, such as PEEK, PEN, PPS, and high-purity quartz, can be applied in the aerospace sector, but these products have not yet generated business revenue [1] Group 1 - The company has developed several advanced materials including PEEK, PEN, and PPS [1] - These materials are suitable for applications in the aerospace and aviation industries [1] - Currently, the related products have not contributed to any business income [1]

Suspension and Resumption - Tianpu Co., Ltd. has suspended trading due to a significant deviation of its stock price from the company's fundamentals. The company has no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholder Zhonghao Xinying. There are no asset injection plans related to Zhonghao Xinying [1] Share Buybacks - Zhongju High-tech plans to repurchase shares worth between 300 million to 600 million yuan for cancellation and reduction of registered capital [2] - Baili Tianheng intends to repurchase shares valued at 100 million to 200 million yuan [2] Mergers and Acquisitions - Shengxin Lithium Energy plans to acquire 30% equity of Qicheng Mining for 2.08 billion yuan, aiming for 100% ownership. Qicheng Mining's subsidiary, Huirong Mining, holds mining rights for the Muro Lithium Mine, which has confirmed Li2O resources of 989,600 tons with an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan, with a production scale of 3 million tons per year [3] - Mingde Bio plans to acquire 100% equity of Wuhan Bikaier Rescue Supplies Co., Ltd. in cash. The target company is one of the early adopters of international first aid concepts and technologies, focusing on emergency rescue business [3] - Yilake Co., Ltd. intends to acquire 51% equity of Minmetals Salt Lake for 4.605 billion yuan [3] - CITIC Special Steel's wholly-owned subsidiary, Taifu Technology, plans to acquire 100% equity of Fujing Special Co., Ltd. from Guangzhou Airport for 1.51 billion yuan. Fujing Special is one of the world's top three independent steel traders [3] - China National Pharmaceutical plans to acquire 70% equity of Zezheng Pharmaceutical for 525 million yuan. Zezheng Pharmaceutical specializes in the research and development of modified new drugs and complex formulations [3] External Investments and Daily Operations - Wanli Stone plans to establish a joint venture to develop and operate the Kuerdai Molybdenum Uranium polymetallic mine resources [4] - China Nonferrous Metals plans to invest 1.741 billion yuan in the expansion project of a lead-zinc mine with an annual capacity of 1.65 million tons [5] - Taihe Technology plans to transform its original lithium iron phosphate production facility to produce sodium iron phosphate, achieving an annual production capacity of 10,000 tons [5] - Zhaofeng Co., Ltd. intends to invest 1.53 billion yuan in the industrialization project of embodied intelligent robots and high-end precision components for automotive intelligent driving [5] - Datang Power plans to increase its investment in Datang Nuclear Power Company by 617 million yuan for projects including the Liaoning Xudabao Nuclear Power Project and Ningde Second Nuclear Power [5] - Huaxia Airlines plans to purchase three A320 series aircraft, with an estimated transaction amount of approximately 2.763 billion to 2.976 billion yuan [6] - Jingce Electronics plans to sell multiple semiconductor front-end testing equipment to customers, totaling 571 million yuan [7] - Tianyuan Co., Ltd. plans to invest 1.483 billion yuan in a project to build an annual production capacity of 100,000 tons of titanium dioxide using the chloride method [8] - Baiwei Storage plans to acquire 380,000 shares of Niu Xin Semiconductor for 2 million yuan, with the National Integrated Circuit Fund Phase II holding a 6.76% stake in the latter [9] - Jinpan Technology has signed a contract for a data center project with overseas clients, amounting to 98.992 million USD [9] Performance Changes - Zijin Mining expects a net profit attributable to shareholders of approximately 51 billion to 52 billion yuan for the fiscal year 2025, representing a year-on-year increase of about 59% to 62%. The sales prices of gold, copper, and silver have increased year-on-year [10]

Core Viewpoint - Taihe Technology (300801.SZ) is shifting its focus from lithium iron phosphate (LFP) production to sodium battery materials due to changing market conditions and competitive pressures in the LFP sector [1] Group 1: Project Development - The company’s subsidiary, Taihe New Energy Materials (Shandong) Co., Ltd., plans to invest in a project to produce 10,000 tons of lithium iron phosphate annually, which has already achieved industrial production capacity [1] - Since the project's initiation, the supply and demand situation for lithium iron phosphate has fluctuated significantly, leading to increased market competition and uncertainty [1] Group 2: Strategic Shift - The company has decided to pivot towards sodium battery materials, specifically sodium iron phosphate (NFPP), which is seen as a promising segment within the new energy business [1] - Sodium batteries are recognized for their excellent low-temperature performance and safety advantages, creating a complementary energy supply landscape alongside lithium batteries [1] Group 3: Production Adaptation - The production process and equipment for NFPP share commonalities with the existing lithium iron phosphate project, allowing the company to repurpose its current production facilities to manufacture sodium iron phosphate [1] - The company aims to establish a production scale of 10,000 tons per year for sodium iron phosphate through the modification of its original lithium iron phosphate production setup [1]

Core Viewpoint - The company announced that its wholly-owned subsidiary, Taihe New Energy Materials (Shandong) Co., Ltd., has achieved industrial production capacity for its annual production of 10,000 tons of lithium iron phosphate cathode materials, but continuing the lithium iron phosphate project lacks cost advantages [1] Group 1: Project Development - The company plans to transform the original lithium iron phosphate production facility to produce sodium iron pyrophosphate, targeting an annual production scale of 10,000 tons [1] - The project adjustment is a cautious decision based on policy guidance, changes in the new energy industry and market environment, and aims to optimize product structure and seize market development opportunities [1] Group 2: Risks and Challenges - There are potential risks associated with not achieving pilot test indicators, insufficient market development capabilities, changes in the market environment, and industry policies [1] - The company faces risks that the project transformation may not be implemented as expected, or that market expansion and economic benefits may fall short of expectations [1] Group 3: Strategic Alignment - The project adjustment aligns with the company's long-term development plan and the fundamental interests of all shareholders, enhancing core competitiveness [1]

1 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。 2021 年 10 月 15 日山东泰和科技股份有限公司（以下简称"公司"）全资 子公司泰和新能源材料（山东）有限公司拟投资建设年产 1 万吨磷酸铁锂正极材 料项目。 截至目前，磷酸铁锂项目已具备产业化生产能力，但自项目立项以来，磷酸 铁锂供需情况变化较大，市场竞争和不确定性加剧，公司磷酸铁锂项目产能较小， 继续实施磷酸铁锂项目不具备成本优势。公司从众多储备的技术成果中筛选了市 场前景广阔的钠电正极材料作为公司新能源业务布局的重要组成部分。钠电池凭 借优异的低温性能和安全性能等优势，与锂电池已经形成"锂钠互补"的多元化 能源供给新格局。磷酸焦磷酸铁钠（NFPP）产品作为钠电池重要的正极材料， 有望在细分市场实现突破。此外，生产磷酸焦磷酸铁钠产品的工艺及设备与磷酸 铁锂项目具有共通性，因此公司拟通过改造原磷酸铁锂生产装置生产磷酸焦磷酸 铁钠，形成年产 1 万吨磷酸焦磷酸铁钠生产规模。 该项目在后续的试生产过程中，可能存在不能百分之百达到中试指标的风险， 另外项目可能受到市场开拓能力不足、市场环境变化、行业政策等 ...

Core Insights - Huiyun Titanium Industry has recently gained significant recognition in both domestic and international industry exhibitions, showcasing its commitment to green and low-carbon development while demonstrating its strength as a key player in China's titanium dioxide industry [1][2][3] Group 1: Industry Recognition - The company received the "Excellent Partner in Clean Production (Manufacturing)" award from the Guangdong Provincial Department of Industry and Information Technology and the Hong Kong Special Administrative Region Government's Environment and Ecology Bureau, highlighting its achievements in clean production and energy conservation [1] - At the 34th Turkish International Plastics Industry Exhibition, Huiyun Titanium showcased its high-performance products, attracting attention from over 40 countries and regions [2] - During the China International Coatings Exhibition, the company presented several specialized titanium dioxide products, emphasizing their adaptability to various coating applications and commitment to resource efficiency and low emissions [3] Group 2: Awards and Partnerships - Huiyun Titanium was recognized as an "Outstanding Supplier" at the 10th International Annual Meeting of Huayou in Wuzhen, reflecting its dedication to innovation and customer-centric service [3] Group 3: Market Expansion - The Indian government's decision to lift anti-dumping duties on titanium dioxide imports from China is expected to enhance the price competitiveness of Chinese titanium dioxide products, benefiting Huiyun Titanium and other domestic companies [4] - India is a significant market for Chinese titanium dioxide, accounting for approximately 16% of China's total exports in 2024, with expectations of continued demand [4]

证券日报网讯12月24日，泰和科技（300801）在互动平台回答投资者提问时表示，截至2025年12月19 日，公司共有股东23708户。 ...

Group 1 - The core viewpoint of the news is that Taihe Technology has shown significant stock performance, with a year-to-date increase of 71.58% and a recent trading volume indicating active market participation [1] - As of December 23, Taihe Technology's stock price is 27.06 CNY per share, with a market capitalization of 5.911 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 10.87 million CNY, with large orders showing a mixed buying and selling trend [1] Group 2 - Taihe Technology operates in the basic chemical industry, specifically in the chemical products sector, with a focus on water treatment agents, which account for 76.35% of its revenue [2] - For the period from January to September 2025, Taihe Technology reported a revenue of 2.119 billion CNY, reflecting a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 88.7656 million CNY, up by 5.99% [2] - The company has a total of 26,800 shareholders as of November 28, with an increase of 4.40% from the previous period [2] Group 3 - Since its A-share listing, Taihe Technology has distributed a total of 375 million CNY in dividends, with 174 million CNY distributed over the past three years [3]