证券日报网讯1月13日，天禄科技（301045）在互动平台回答投资者提问时表示，根据中国结算公司定 期下发的股东名册，截至2026年1月9日，公司股东人数为9475户。 ...

Group 1 - A total of 11 companies were investigated by funds on January 12, with a focus on Xingfa Group, Jintian Co., and Tianlu Technology [1] - Among the companies surveyed, Xingfa Group received the most attention with 18 funds participating, while both Jintian Co. and Tianlu Technology had 7 funds each [1] - The surveyed companies included 6 from the Shenzhen Main Board, 2 from the ChiNext Board, and 3 from the Shanghai Main Board, covering 7 different industries [1] Group 2 - The electronic industry had the highest representation with 3 companies, followed by home appliances and basic chemicals, each with 2 companies [1] - Among the surveyed companies, 2 had a total market capitalization exceeding 50 billion yuan, with one exceeding 100 billion yuan, while 5 companies had a market capitalization below 10 billion yuan [1] - In terms of market performance, 10 out of the surveyed stocks increased in value over the past 5 days, with Liou Co., Newcap, and Tianlu Technology showing the highest gains of 32.42%, 21.60%, and 16.17% respectively [1] Group 3 - In terms of net capital inflow over the past 5 days, 5 stocks saw positive inflows, with Liou Co. leading at 64.48 million yuan [2] - The only company to release an annual performance forecast among the surveyed was Whirlpool, expecting a net profit of 505 million yuan, representing a year-on-year increase of 150% [2] - The detailed list of surveyed companies includes Xingfa Group, Tianlu Technology, Jintian Co., Newcap, Huadian Co., Liou Co., Taihe New Materials, China National Heavy Duty Truck, Changhong Meiling, Yidao Information, and Whirlpool [2]

Core Viewpoint - Tianlu Technology is making steady progress on the Anhui Jiguang TAC film project, with the construction of the factory advancing as planned and expected to obtain the construction permit by June 2025 [1] Group 1: Project Development - The construction of the factory for the Anhui Jiguang TAC film project is progressing steadily [1] - The project is expected to receive the construction engineering permit by June 2025 [1] - Major equipment is anticipated to be installed and tested in the first half of 2026 [1] Group 2: Production Capacity - The first phase of the project plans to build one TAC optical film production line with an annual capacity of approximately 60 million square meters [1] - Future expansion plans for the second phase will depend on the progress of the first phase [1] Group 3: Funding Sources - The funding for the project comes from shareholder contributions, government subsidies, and future financing arrangements [1] - Overall funding for the project is considered to be sufficient [1]

Group 1: Fundraising and Project Changes - The company announced a change in fundraising, terminating the "Expansion of Large-Sized Light Guide Plate Project" to improve fund utilization efficiency [1] - Remaining funds will be redirected to the TAC film project at Anhui Jiguang and the reflective polarizing film project at Suzhou Yijia [2] Group 2: TAC Film Project Overview - The TAC film market is projected to reach 1.229 billion square meters by 2025, with over 70% of panel production capacity located in mainland China [2] - Currently, 75% of the TFT-grade TAC film used in mainland China is imported, primarily from Japanese suppliers [3] - The project aims to break Japan's monopoly on TAC film, with support from local enterprises like JD.com and Sanlipu [3] Group 3: Investment and Financial Status - The total investment for the TAC film phase one project is estimated at 620 million RMB, with 450 million RMB already secured from shareholders [4] - The project is financially sound, with additional government subsidies and future financing plans in place [4] Group 4: Project Progress and Capacity Planning - Construction of the Anhui Jiguang factory is progressing, with a construction permit obtained in June 2025 [5] - The first production line is expected to produce approximately 60 million square meters of TAC optical film annually [5] - Future expansion plans will depend on the progress of the initial project [5] Group 5: Reflective Polarizing Film Project - The reflective polarizing film project is expected to increase brightness by approximately 60% and is projected to reach a market size of 14.38 billion USD by 2025 [6] - Suzhou Yijia was established to focus on this project, with equipment procurement starting in the second half of 2025 [6] - The investment for the reflective polarizing film project is estimated at 300 million RMB, with plans for external financing to optimize governance and equity structure [6]

Core Viewpoint - Tianlu Technology has decided to terminate the "Expansion of Large-Sized Light Guide Plate Project" due to a decline in demand in the LCD panel industry, reallocating remaining funds to two new optical film projects and postponing the "New Optical Board Project" to August 13, 2026 [3][4]. Group 1: Project Adjustments - The company has approved the termination of the "Expansion of Large-Sized Light Guide Plate Project" primarily due to the industry's cyclical downturn, which has led to reduced demand for light guide plates since 2022 [4]. - Remaining funds of 11,333 million yuan will be invested in two new projects: 4,333 million yuan for the TAC Optical Film Project in Anhui Jiguang and 7,000 million yuan for the New Optical Film Production Project in Suzhou Yijia [4][5]. Group 2: Financial Details - The total investment for the TAC Optical Film Project is 620 million yuan, with a construction period from January 2024 to December 2026, aiming for an annual production capacity of 60 million square meters [6]. - The tax return period for the TAC project is approximately 7.97 years, with a post-tax internal rate of return of about 16.44% [6]. - The New Optical Film Production Project in Suzhou Yijia has a total investment of 300 million yuan, with a construction period from January 2026 to December 2028, targeting an annual production capacity of 24 million square meters [6]. - The tax return period for the Suzhou project is approximately 4.58 years, with a post-tax internal rate of return of about 40.03% [6]. Group 3: Shareholding and Project Timeline - Following the capital increase, Tianlu Technology's shareholding in Anhui Jiguang will rise to 56.4603%, with an additional investment of 30 million yuan from Chengdu Yuanhe Yuandian Venture Capital Partnership [6]. - The deadline for the "New Optical Board Project" has been extended from February 13, 2026, to August 13, 2026, based on macroeconomic conditions and construction progress [6].

Group 1 - North Navigation announced that it has no relevant business in the commercial aerospace sector and has not obtained any related orders [1][2] - Su Mei Da plans to acquire 16.92% of Blue Science and Technology shares for a total price of 403 million yuan [6] - Shenling Environment intends to invest 50 million yuan in an industrial investment fund focusing on data centers, hard technology, AI, and renewable energy [3] Group 2 - Zhaoming Technology's subsidiary received allocation of 66,900 shares from Zhiyu, amounting to 7.7738 million Hong Kong dollars [4] - Anke Intelligent Electric won a contract worth approximately 75.79 million yuan for an EPC project with a Pakistani power company [10] - The company Huizhong shares renewed a strategic cooperation agreement with Anfu Li to enhance global market sales and joint product development [11] Group 3 - The company Wanglong New Energy plans to sell 100% of its subsidiary Dujianglong Energy for 197 million yuan [11] - Xiangyang Bearing announced a free transfer of state-owned shares, which will not significantly impact its operations [12] - The company Sanhua Intelligent Control announced a cash dividend of 1.20 yuan per 10 shares for its A-share holders [13] Group 4 - The company Zhiwei Technology expects a net profit decrease of 50% to 60% for 2025, primarily due to market changes in the liquor industry [18] - The company Dongrui shares reported a 43.07% increase in pig sales revenue for 2025 [19] - The company Lihua shares reported a total sales revenue of 14.26 billion yuan from meat chickens in 2025 [20] Group 5 - The company Jiyou shares expects a net profit loss for 2025 due to market demand issues [21] - The company Zhongke Blue News anticipates a net profit increase of 366.51% to 376.51% for 2025, driven by investments in certain companies [22] - The company Chuanjinno expects a net profit increase of 144.24% to 172.64% for 2025 due to market demand and production optimization [23]

Core Viewpoint - Tianlu Technology announced the termination of certain fundraising projects and the reallocation of remaining funds to new projects, indicating a strategic shift in investment focus [1] Group 1: Fundraising Project Adjustments - The company will terminate the "Expansion of Large-Sized Light Guide Plate Project" and reallocate the remaining fundraising amount of 113.33 million yuan to new projects [1] - Of the reallocated funds, 43.33 million yuan will be used to increase capital for its subsidiary Anhui Jiguang New Materials Co., Ltd. for the new "TAC Optical Film Project" [1] - The remaining 70 million yuan will be directed towards increasing capital for its subsidiary Suzhou Yijia New Materials Co., Ltd. for the new "New Production Optical Film Project" [1] Group 2: Project Timeline Adjustments - The company plans to extend the expected operational date for the "New Optical Board Project" to August 13, 2026, based on the current construction status of fundraising projects [1]

Group 1 - The company Tianlu Technology (301045) announced that it will hold its first extraordinary general meeting of shareholders for 2026 on January 23, 2026 [1]

（编辑 丛可心） 证券日报网讯 1月7日，天禄科技发布公告称，公司第四届董事会第三次会议审议通过《关于部分募投 项目终止并将剩余募集资金投入新项目暨使用募集资金向子公司增资的议案》《关于部分募投项目延期 的议案》《关于设立募集资金专项账户的议案》等多项议案。 ...

Core Viewpoint - Tianlu Technology (301045.SZ) plans to terminate the fundraising project "Expansion of Large-Sized Light Guide Plate Project" and redirect the remaining raised funds of 113.33 million yuan into new projects [1] Fund Allocation - 43.33 million yuan will be invested in its subsidiary Anhui Jiguang New Materials Co., Ltd. for the new fundraising project "TAC Optical Film Project" [1] - 70 million yuan will be allocated to its subsidiary Suzhou Yijia New Materials Co., Ltd. for the new fundraising project "New Production Optical Film Project" [1] Project Timeline Adjustment - The company intends to extend the expected operational date for the fundraising project "New Optical Board Project" to August 13, 2026, based on the current construction status of the fundraising projects [1]