（编辑 丛可心） 证券日报网讯 2月2日，天禄科技在互动平台回答投资者提问时表示，根据目前市场预期，下游LCD面 板行业在未来几年将持续处于低增速态势。公司采用"按需生产"策略，目前下游客户订单需求未发生重 大变化，公司产能较为充足，可满足下游客户临时的需求增长。 ...

天禄科技（301045.SZ）2月2日在投资者互动平台表示，公司现有产品导光板的终端应用涵盖台式显示 器、笔记本电脑、液晶电视、平板电视等领域，目前MNT导光板的产能较为充足，公司将持续关注新 增市场需求。公司将持续进行产品创新，重点打造高品质、高可靠、应用于高端机型的差异化产品，实 现盈利能力的提升。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在MNT面板的产能分配上是否有调整计划， 以最大化高毛利尺寸的产出？此外，公司如何看待海外产能收缩的长期影响，是否有计划进一步拓展 MNT市场的份额？ ...

Core Insights - The 2025 Innovation Summit, hosted by Economic Observer, focused on themes such as artificial intelligence, digital transformation, robotics, and biomedicine, gathering entrepreneurs, scholars, and industry leaders to share cutting-edge developments and innovative practices [1] - China is entering a new phase of global industrial competition characterized by "innovation racing and cluster breakthroughs," with "new quality productivity" reshaping traditional growth paths through advancements in AI, semiconductor technology, aerospace economy, robotics, and biomedicine [1] - The summit highlighted 20 leading companies recognized for their technological advancements and contributions to industry ecosystems, serving as benchmarks for innovation and value realization during the 14th Five-Year Plan period [1] Industry Highlights - The development of new quality productivity is transitioning from single-point technological breakthroughs to deep integration within industrial scenarios, emphasizing the need for solid innovative practices and implementable development paradigms [1] - The summit introduced the "Qianxing List" featuring outstanding innovative enterprises and benchmark practices, showcasing the industry's core strengths and innovative capabilities [1] Company Case Studies - Bai Li Tian Heng's transformation practice was highlighted as a significant case [3] - The Iza-Bren dual-antibody ADC research project aims to fill treatment gaps for multiple tumor types, leading global breakthroughs in innovative oncology drugs [4] - Huawei's business attribute-based monitoring solution for the securities industry was presented as a key innovation [5] - The Wangdong health management solution case from Wenzhou People's Hospital was showcased by Huawei [6] - Kingsoft Office's WPS 365 smart education platform was recognized for empowering digital upgrades in higher education [7] - JD Technology's AI innovation practices in government services were also featured [7] - The establishment of a commercial production line EBR system by iFlytek aims to empower high-quality development in the biomedicine industry through digital upgrades [8] - iFlytek's Starfire large model demonstrates full-scenario penetration and value creation [9] - Kuaishou Technology's AI-assisted interactive comics address pain points in AI companionship, creating a new upgraded paradigm for comic experiences [10] - Ant Group's technological breakthroughs and commercialization practices in AI were highlighted [11] - Qianshi Technology's Lingguang App leads a new paradigm for multimodal AI assistants [12] - Schneider Electric's WYLON® large model integrated machine showcases innovative practices [13] - Yiling Pharmaceutical's predictive maintenance system based on multimodal large models demonstrates technological breakthroughs and scalable applications [14]

证券代码：301045 证券简称：天禄科技 苏州天禄光科技股份有限公司 编号：2026-011 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 ☑ 路演活动 □现场参观 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 太平资管、交银施罗德基金、中邮基金 时间 2026 年 1 月 30 日 地点 上海 公司接待人员 姓名 投资者关系总监：李艳茹女士 投资者关系活 动主要内容介 绍 投资者提出的问题及公司回复情况 1、近期公司公告了变更募集资金的公告，请介绍该公告的 具体情况。 结合公司内外部环境变化以及战略发展需求，为进一步提 高募集资金的使用效率，经审慎决定，公司拟终止原募投项目 "扩建中大尺寸导光板项目"，并将该项目终止后剩余的部分募 集资金投入子公司安徽吉光的TAC膜项目和苏州屹甲的反射式 偏光增亮膜项目。 公司业务以原主业导光板为依托，先通过TAC膜产业布局 向显示行业相邻细分领域的横向延伸，后以此为基础开展反射 式偏光增亮膜项目，以实现公司未来发展的第二增长曲线。两 个光学膜均属于解决"卡脖子"的国产替代项目，TAC膜主要 投资者关系活动记 ...

二、《募集资金三方监管协议》的重新签订情况和募集资金专户的开立情 况 证券代码：301045 证券简称：天禄科技 公告编号：2026-007 苏州天禄光科技股份有限公司 关于变更募投项目后重新签订募集资金三方监管协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意苏州天禄光科技股份有限公司首次公 开发行股票注册的批复》（证监许可〔2021〕2058 号）同意注册，苏州天禄光科 技股份有限公司（以下简称"天禄科技"或"公司"）首次公开发行人民币普通 股（A 股）股票 25,790,000.00 股，发行价为每股人民币 15.81 元，共计募集资金 总金额为人民币 407,739,900.00 元，扣除与发行有关的费用人民币 45,736,906.55 元（不含增值税）后，募集资金净额为人民币 362,002,993.45 元。大华会计师事 务所（特殊普通合伙）已于 2021 年 8 月 10 日对公司首次公开发行股票的资金到 位情况进行了审验，并出具了《苏州天禄光科技股份有限公司验资报告》（大华 验 ...

Group 1 - Tianlu Technology's stock price decreased by 1.78% on January 29, with a trading volume of 226 million yuan [1] - The financing data on January 29 shows that Tianlu Technology had a financing buy-in amount of 18.99 million yuan and a financing repayment of 40.35 million yuan, resulting in a net financing outflow of 21.35 million yuan [1] - As of January 29, the total margin balance for Tianlu Technology was 174 million yuan, accounting for 4.63% of its market capitalization, indicating a high level compared to the past year [1] Group 2 - As of January 20, the number of shareholders for Tianlu Technology was 8,951, a decrease of 5.53% from the previous period, while the average circulating shares per person increased by 5.85% to 7,145 shares [2] - For the period from January to September 2025, Tianlu Technology reported an operating income of 447 million yuan, a year-on-year decrease of 9.93%, while the net profit attributable to the parent company was 25.27 million yuan, reflecting a year-on-year increase of 26.56% [2] Group 3 - Since its A-share listing, Tianlu Technology has distributed a total of 18.75 million yuan in dividends [3] - As of September 30, 2025, among the top ten circulating shareholders of Tianlu Technology, the Dazhong CSI 360 Internet + Index A (002236) ranked as the eighth largest shareholder, holding 640,800 shares, a decrease of 13,800 shares from the previous period [3]

Core Viewpoint - Tianlu Technology announced a strategic partnership with local company Sanlipu to establish a subsidiary, Anhui Jiguang, focusing on the TAC film project, aiming to break Japan's monopoly in this sector amid current geopolitical tensions [1] Group 1 - The collaboration with Sanlipu and the establishment of Anhui Jiguang is a proactive measure to enhance domestic capabilities in the TAC film market [1] - The necessity of the TAC film project has been further emphasized due to the evolving geopolitical landscape, indicating a strategic shift towards local production [1] - The project is expected to advance more decisively with support from various industry stakeholders, highlighting a collective effort to strengthen the domestic supply chain [1]

Group 1: Fundraising and Project Adjustments - The company announced a change in fundraising strategy, terminating the "Expansion of Large-Sized Light Guide Plate Project" to enhance the efficiency of fund usage [1] - Remaining funds will be redirected to the TAC film project at Anhui Jiguang and the reflective polarizing film project at Suzhou Yijia [1] - The company aims to extend its business from light guide plates to adjacent fields, establishing a second growth curve through these optical films [1] Group 2: Market Analysis and Competitive Landscape - The demand for TAC film is projected to reach 1.229 billion square meters by 2025, with over 70% of panel production capacity located in mainland China [2] - TAC film constitutes over 50% of the cost of polarizing film materials, significantly impacting the profitability of polarizing film manufacturers [2] - Currently, the TFT-grade TAC film used in mainland China is heavily reliant on imports, with Japanese suppliers holding approximately 75% of the global market share [2] Group 3: Project Progress and Development - Anhui Jiguang obtained the construction permit for its factory in June 2025, with steady progress in construction [2] - Major equipment for the TAC film project is expected to be delivered and tested in the first half of this year [2] - Initial test results of trial films sent to downstream polarizing film and panel manufacturers show no significant discrepancies from internal testing results [2]

Group 1: Industry Perspective on Institutional Research - The research highlights an increase in institutional research activity in the automotive, pharmaceutical, and communication sectors [3][4][12] - Weekly data shows a slight decline in total research counts across the A-share market, but the numbers are higher than the same period in 2025, indicating ongoing low research enthusiasm [13][20] - Monthly data for December 2025 indicates a decrease in total research counts compared to December 2024, with a total of 1,661 instances of research conducted [20][23] Group 2: Individual Stock Perspective on Institutional Research - Companies such as Taili Technology, Jiemai Technology, and Tianlu Technology received significant market attention, with high research counts in the past week [28][30] - In the last month, companies like Taihe New Materials, Huichuan Technology, and Chaojie Co., Ltd. also garnered considerable interest from institutional investors [33][34] - Taihe New Materials, positioned in the high-end chemical industry, has been frequently researched, with five instances of institutional research last week, focusing on its applications in commercial aerospace and computing centers [32]

每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 王晓波） 每经AI快讯，天禄科技发布公告称，2026年1月26日，天禄科技接受汐泰资管、中邮证券调研，公司投 资者关系总监李艳茹参与接待，并回答了投资者提出的问题。 ...