泰和科技：由于原料的变更，VC项目的生产工艺需要重新设计，并购入了新的设备，目前正在进行技术改造

Core Viewpoint - The company's stock price performance reflects investor skepticism regarding the authenticity of its new energy materials and the uncertainty surrounding the future mass production of solid-state battery materials, particularly due to challenges faced in a VC project [2]. Group 1: Company Operations - The company, Taihe Technology (300801.SZ), responded to investor inquiries on an interactive platform, indicating that its VC project was originally designed to use self-produced high-purity CEC materials [2]. - Due to land restrictions, the company is unable to produce CEC materials in-house and is currently sourcing 80% of its CEC externally, leading to increased waste generation [2]. - The change in raw materials necessitates a redesign of the production process for the VC project, and the company is in the process of acquiring new equipment to adapt to the externally sourced materials, currently undergoing technical modifications [2].