Group 1 - The core viewpoint of the article is that Dali Kape has stated that its products are not currently applied in storage chips [2] Group 2 - Dali Kape responded to investor inquiries on an interactive platform [2] - The information was reported by Securities Daily [2]

Core Viewpoint - Dali Kape (301566.SZ) has stated that its products are not currently applied in storage chips [1] Group 1 - The company confirmed on an interactive platform that its products have not yet been utilized in the storage chip sector [1]

本公司持股 5%以上的股东北京磐茂投资管理有限公司－磐信（上海）投资中心 （有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动主体为持有大连达利凯普科技股份公司（以下简称"达利 凯普"或"公司"）5%以上股份的股东北京磐茂投资管理有限公司－磐信（上海） 投资中心（有限合伙）（以下简称"磐信投资"），不属于公司第一大股东、控 股股东及实际控制人，本次权益变动不会导致公司第一大股东、控股股东及实际 控制人发生变化，不会对公司治理结构及持续经营产生重大影响。 2、本次权益变动方式为集中竞价和大宗交易减持，不触及要约收购。 3、本次权益变动后，持有本公司 5%以上股份的股东磐信投资持有股份比例 从 6.8241%下降至 5.9742%。 证券代码：301566 证券简称：达利凯普 公告编号：2026-003 大连达利凯普科技股份公司 关于持股 5%以上股东权益变动触及 1%的提示性公告 公司于 2026 年 1 月 14 日收到持股 5%以上股东磐信投资《关于持股 5%以上 股东 ...

Core Viewpoint - The company, Dali Kipu, specializes in high-end applications including semiconductor equipment, smart medical devices, military industry, transportation information technology, aerospace, satellite internet systems, and 5G/6G optical communication systems, indicating significant future value potential [1] Group 1: Company Performance - The company aims to increase its revenue following the completion of its fundraising project phase one last year [1] - The company holds a 5.4% share of the global market for RF microwave MLCCs, ranking 6th globally and 1st among Chinese companies according to the "2025 China MLCC Market Competition Research Report" [1]

每经AI快讯，达利凯普1月12日在互动平台表示，目前航空航天领域营业收入占整体业务的比例较低。 （文章来源：每日经济新闻） ...

Core Viewpoint - The Ministry of Commerce announced an anti-dumping investigation into imported dichlorodihydrosilane from Japan, highlighting its strategic importance in China's high-tech industry chain and aiming to create a fair competitive environment for domestic industries [2]. Industry Significance - The anti-dumping investigation is expected to curb unfair trade practices, facilitating technological research and capacity release for domestic companies, thus accelerating the localization process of dichlorodihydrosilane and ensuring supply chain security for high-end industries like semiconductors and photovoltaics [2]. Overview of Dichlorodihydrosilane - Dichlorodihydrosilane, also known as dichlorosilane, is a colorless gas at room temperature and pressure, characterized by high danger and high reactivity. Its hazardous properties include flammability, toxicity, and poor thermal stability, while its high value comes from its use as a silicon source precursor in semiconductor manufacturing [5][6]. Technical Aspects - The production of dichlorodihydrosilane involves various methods, with a focus on achieving high purity to meet the stringent requirements of advanced semiconductor processes. The main methods include disproportionation, reduction, synthesis, and recovery, with disproportionation and recovery being the most widely used due to their advantages [8][9][10]. Applications - Dichlorodihydrosilane is a key material in high-tech industries, particularly in semiconductor manufacturing, where it is used in chemical vapor deposition (CVD) processes and for producing silicon-based precursors. Its applications extend to photovoltaics and the synthesis of special materials [12]. Market Dynamics - The global market for dichlorodihydrosilane is expanding steadily, driven by growth in the semiconductor industry and technological innovations in electronics. The demand is further boosted by developments in renewable energy technologies such as solar photovoltaics and electric vehicles [14][15]. Competitive Landscape - The high-end electronic-grade dichlorodihydrosilane market has been dominated by a few overseas companies, particularly Shinetsu Chemical from Japan, which holds over 50% of the global market share. However, domestic companies like Tangshan Sanfu are making strides in achieving large-scale production and quality validation for their products [17][18][19].

Core Viewpoint - Dali Cap (301566) acknowledges that its stock price in the secondary market is influenced by multiple external factors, leading to short-term volatility [1] Financial Performance - For the first three quarters of 2025, the company's operating revenue reached 286 million yuan, representing a year-on-year growth of 13.75% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, increased by 36.51% compared to the same period last year [1] Business Strategy - The company focuses on continuously optimizing operational efficiency and strengthening market competitiveness to solidify its fundamentals [1] - Dali Cap aims to enhance economic benefits while adhering to standardized operations and prioritizing its core business [1] - The company emphasizes the importance of market capitalization growth to reward the trust of its investors [1]

进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为1.94亿元。该股近5个交易日累计 上涨4.30%，主力资金合计净流入1871.14万元。 责任编辑：小浪快报 1月7日，达利凯普收涨2.03%，收盘价为20.63元，发生1笔大宗交易，合计成交量100万股，成交金额 2049万元。 第1笔成交价格为20.49元，成交100.00万股，成交金额2,049.00万元，溢价率为-0.68%，买方营业部为机 构专用，卖方营业部为华泰证券股份有限公司北京月坛南街证券营业部。 ...

Group 1 - The core point of the article is that Dali Kape has announced the approval of a proposal to engage in commodity futures options hedging business during its 15th meeting of the second board of directors [2] Group 2 - The announcement was made on January 6, indicating the company's strategic move towards risk management in commodity trading [2] - The decision reflects the company's commitment to enhancing its financial stability and operational efficiency through hedging strategies [2] - This initiative may open up new avenues for revenue generation and improve the company's competitive position in the market [2]

证券日报网讯 1月6日，达利凯普发布公告称，公司拟开展商品套期保值业务的保证金及权利金上限 （包括为交易而提供的担保物价值、预计占用的金融机构授信额度、为应急措施所预留的保证金等）不 超过人民币2，500万元，且任一交易日持有的最高合约价值不超过人民币10，000万元。该额度在审批 期限内可循环滚动使用。该事项分别经公司第二届董事会审计委员会第九次会议、第二届董事会第十五 次会议审议通过，本事项无需提交股东会审议。 （编辑 任世碧） ...