（文章来源：证券日报） 证券日报网讯 2月6日，熵基科技发布公告称，近日，公司新开立了闲置募集资金现金管理专用结算账 户。 ...

证券代码：301330 证券简称：熵基科技 公告编号：2026-005 熵基科技股份有限公司 关于开立闲置募集资金现金管理专用结算账户的公告 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。 为提高闲置募集资金使用效率，合理利用暂时闲置的募集资金，增加公司投 资收益和股东回报，熵基科技股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开第三届董事会第二十次会议和第三届监事会第十九次会议，审议通 过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司及子公 司使用不超过人民币 80,000 万元（含本数）的部分暂时闲置募集资金（含超募 资金）进行现金管理，该使用额度及授权的有效期自公司董事会审议通过之日起 12 个月内有效，并在上述额度内滚动使用。具体内容详见公司于 2025 年 9 月 10 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于使用部分暂时闲置募 集资金进行现金管理的公告》（公告编号：2025-080）。 一、开立闲置募集资金现金管理专用结算账户的情况 近日，公司新开立了闲置募集资金现金管理专 ...

Core Insights - Insurance capital management is increasingly focused on deep research of individual stocks and industries, with significant interest in A-share listed companies as indicated by over 300 companies being researched since the beginning of 2026 [1][2] Group 1: Research Trends - A total of 96 insurance companies and 32 insurance asset management companies have participated in the research of A-share listed companies since the beginning of 2026 [2] - Key players such as Taiping Pension, Changjiang Pension, and China Life Pension have conducted over 30 research sessions each within a month [2] - Regional banks and sectors like electronic components, semiconductor materials, and devices are receiving heightened attention from insurance capital [2] Group 2: Investment Strategies - Insurance capital views company research as a crucial part of investment strategy, often focusing on high-quality stocks with long-term growth potential [3] - The demand for high dividend stocks is driven by the need for stable cash flow in a low-interest-rate environment, with banks being a primary focus for insurance capital [4] - Insurance capital is increasingly adopting a dividend strategy, favoring high dividend stocks to stabilize returns amid pressure on fixed-income yields [4] Group 3: Focus on New Productive Forces - Insurance capital is aligning with long-term investments in new productive forces, particularly in technology innovation and emerging strategic industries [5] - There is a focus on investing in sectors with real technological barriers and clear business models that can deliver performance [5] Group 4: Investment Paths - For mature technology leaders, insurance capital is likely to invest directly for excess returns, while for emerging tech sectors, indirect investments through ETFs or industry funds are preferred to manage risks [6] - The insurance capital sector is particularly interested in AI-driven technology and high-end manufacturing, with a strategy to invest in companies with clear business models and strong competitive advantages [6]

"无论是配置盘还是交易盘，险资投资框架都是基于对个股和行业的深度研判。"一位保险资管人士日前 在接受中国证券报记者采访时表示。作为对个股和行业研判的重要环节，上市公司调研透露出险资一段 时间内的兴趣点。Wind数据显示，2026年开年以来，保险公司及保险资管公司合计调研A股上市公司逾 300家。从调研标的分布来看，部分区域性银行和新质生产力领域个股备受险资关注。 调研个股透露险资偏好 从调研机构看，截至2月5日，2026年以来有96家保险公司、32家保险资产管理公司参与调研A股上市公 司。保险公司中，太平养老、长江养老、国寿养老、人保养老在一个多月的时间里调研次数均超过30 次。保险资管公司中，泰康资产、华泰资产、新华资产、人保资产、国寿资产、大家资产调研次数居 前，也均达到30次以上。 从调研对象来看，部分区域性银行以及电子元件、电子设备和仪器、半导体材料与设备等领域关注度颇 高。 上海银行、南京银行、苏州银行、齐鲁银行、厦门银行等多家区域性银行，均位列险资调研行列，上海 银行被14家保险公司及保险资管公司调研，南京银行也得到10家保险公司及保险资管公司调研。息差变 化及管理举措、投资策略、资产质量、分红计 ...

2026年以来，在商业航天、AI应用、脑机接口等板块的轮动热潮下，科技股成为险资机构调研的"香饽 饽"。据不完全统计，今年1月，共有97家险资机构调研约170家上市公司，参与调研的险资机构数量同 比增长超两成。其中，被调研企业超半数为科技类公司，海天瑞声、熵基科技、中际旭创、能科科技、 复旦微电等公司被重点关注，均被5家以上险资机构调研。从参与调研的险资机构类型来看，今年以来 参与调研次数前四名均为养老险公司，分别是太平养老、长江养老、平安养老、国寿养老，均参与调研 超10次。（上证报） ...

南财智讯1月28日电，熵基科技在投资者关系活动中表示，公司将于2026年3月推出脑机原型机，前期工 作重点在于市场营销与品牌推广，后续将根据市场情况做好生产布局。该业务预计短期内不会对整体营 收产生重大影响。 ...

公司坚持内生式增长和外延式发展并存的策略。龙之源是公司上市以来第一个收购 项目，后续公司也会持续关注能给公司赋能的一些其它项目，通过投资或并购提升公司 价值。 证券代码：301330 证券简称：熵基科技 熵基科技股份有限公司投资者关系活动记录表 编号：2026-03 | 投资者关系活 | 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 | | --- | --- | --- | --- | --- | --- | | 动类别 路演活动 | | 现场参观 | 其他 | | | | 参与单位名称 | 中信证券、聚众鑫创投、东方证券、海融鑫投资、亚太汇金基金、中金资本、灏达投资、 | | | | | | | 民沣基金、光大证券、创华投资、中天证券、赛马资本 | | | | | | 时间 2026 年 | 1 月 28 日 | 14:00-16:00 | | | | | 地点 | 熵基科技会议室 | | | | | | | 副总经理、董事会秘书 | 郭艳波 | | | | | 上市公司接待 人员姓名 | 智慧商业产品线经理 张双 | | | | | | | 硬件开发工程师 ...

Group 1 - Tianqi Co., Ltd. has entered the brain-computer interface (BCI) sector by investing in Suzhou Huahui Chip, focusing on high-density flexible neural electrode technology, achieving animal testing stages, and becoming a key player in domestic BCI hardware localization. The developed flexible neural electrode has 1024 channels, with signal acquisition precision and anti-interference capabilities at an internationally advanced level. The company has also completed biocompatibility surface modification technology to reduce inflammation after electrode implantation, with core patents authorized by the National Intellectual Property Administration [1][2][3] - Innovation Medical, through its subsidiary Boling Brain Machine, is one of the first companies in China to commercialize BCI rehabilitation products. The core product, Cyberlink AC5, was officially launched in October 2025, generating sales revenue of 114,000 yuan in 2025. Another product, Cyberlink AM5, has completed multi-center clinical trials and is progressing through the approval process. The company plans to establish five additional clinical cooperation centers to accelerate the application of BCI technology in treating neurological diseases [4][5][6] - iFlytek is a leading company in the non-invasive BCI field, leveraging its artificial intelligence technology to develop BCI collaborative technology. The company has established long-term partnerships with universities for research and development. Its non-invasive BCI system has been piloted in 120 schools nationwide, improving student attention by 30%. In the medical field, a collaboration with Beijing Tiantan Hospital has achieved a 92% accuracy rate in identifying abnormal brain signals for epilepsy [7][8][9] Group 2 - Jiahe Intelligent focuses on the research and mass production of BCI hardware, particularly EEG acquisition devices and core components, serving both consumer and medical-grade markets. The company has achieved large-scale production of EEG acquisition headphones with a signal recognition accuracy of 92%, primarily used in sleep monitoring and attention training. It plans to expand into overseas BCI hardware markets by 2026 [10][11][12] - Tom Cat is the first company in China to apply BCI technology in consumer scenarios, focusing on interactive games and rehabilitation training products. The company launched a mind-controlled game product in 2025, which quickly gained over 500,000 users. It also collaborates with rehabilitation institutions to develop BCI rehabilitation training systems, showing a 35% average improvement in patient motor function scores [13][14][15] - Hanwei Technology, through its subsidiary Weisheng Technology, is a leading company in the EEG sensor field, with an annual shipment of over 2 million units. The company has developed an epilepsy early warning system with an 88% accuracy rate in clinical tests. It also focuses on flexible pressure sensors for invasive BCI electrodes, addressing industry pain points [16][17][18] Group 3 - StarNet Ruijie leverages its network communication technology to develop low-power, high-stability EEG signal transmission systems and data encryption modules, becoming a core supplier for BCI data links. The developed transmission system supports real-time transmission of 1024-channel EEG signals with a latency of less than 10ms and a stability of 99.9% [19][20][21] - Yijiahe focuses on the integration of BCI and embodied intelligent robots, exploring applications in smart healthcare. The company has signed a strategic cooperation agreement to develop real-time emotional companionship and brain-controlled robots, enhancing the emotional care capabilities of robots [22][23][24] - Lihua Technology is focused on incubating and investing in the BCI sector, successfully incubating three high-tech companies in the field. The company collaborates with the Shenzhen Institute of Advanced Technology to provide comprehensive services for incubated companies, addressing development pain points [25][26][27] Group 4 - Sanbo Neurosurgery is a leading private hospital in the neurosurgery field, focusing on the clinical application and research of BCI. The company has successfully conducted an interventional BCI surgery, accumulating valuable experience for clinical applications. It is also recruiting participants for ongoing clinical trials [28][29][30] - Shiyun Circuit is a core enterprise in the PCB field, providing customized PCB products for BCI devices. The company focuses on high-density, flexible PCB designs, achieving low signal loss rates below 2% [31][32][33] - Meihua Medical is a leading supplier of core components for BCI, having entered the core supply chain for invasive BCI products. The company has developed components that have passed biocompatibility tests, ensuring long-term stability and safety for implanted devices [34][35][36]

证券代码：301330 证券简称：熵基科技 公告编号：2026-004 熵基科技股份有限公司 关于注销闲置募集资金现金管理部分专用结算账户的公告 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。 为提高闲置募集资金使用效率，合理利用暂时闲置的募集资金，增加公司投 资收益和股东回报，熵基科技股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开第三届董事会第二十次会议和第三届监事会第十九次会议，审议通 过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司及子公 司使用不超过人民币 80,000 万元（含本数）的部分暂时闲置募集资金（含超募 资金）进行现金管理，该使用额度及授权的有效期自公司董事会审议通过之日起 12 个月内有效，并在上述额度内滚动使用。具体内容详见公司于 2025 年 9 月 10 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于使用部分暂时闲置募 集资金进行现金管理的公告》（公告编号：2025-080）。 因购买理财产品的需要，公司及公司全资子公司熵基科技（广东）有限公司 在东莞银行股份有 ...

Core Viewpoint - ST Huilun has been heavily fined for concealing related party fund occupation and committing financial fraud for two consecutive years, reflecting a broader issue of compliance among companies in Dongguan [1][4][5]. Group 1: Regulatory Actions and Penalties - ST Huilun was fined a total of 11.4 million yuan for failing to disclose fund occupation issues and for inflating revenue by 25.49 million yuan in 2021 and 62.33 million yuan in 2022 [4]. - ST Quanwei received a regulatory letter for related party fund occupation amounting to 1.3 million yuan and significant internal control deficiencies [2][3]. - Tuo Si Da was issued a warning for inaccurate revenue recognition, leading to inflated profits in 2023 [3]. - Shang Ji Technology was penalized for multiple financial disclosure violations, including inaccurate revenue recognition and insufficient bad debt provisions [3]. Group 2: Broader Industry Implications - The regulatory actions against ST Huilun and other companies indicate a stringent stance on financial misconduct and the importance of compliance among listed companies [5][7]. - Companies like Guang Bo Laser and Dongguan Securities have also faced warnings for internal governance and compliance issues, highlighting systemic problems in the region [5][6]. - The penalties serve as a reminder for companies to enhance compliance awareness and ensure accurate and reliable information disclosure to protect investor interests [5][7].