泰和科技：VC项目的生产工艺需要重新设计，并购入新的设备，以适应外购的原料，目前新设备已陆续到位

Group 1 - The company is facing challenges with its VC project due to the inability to produce high-purity CEC in-house, leading to a reliance on externally sourced CEC, which is 80% of the total input [2] - The change in raw materials necessitates a redesign of the production process and the acquisition of new equipment to accommodate the externally sourced materials [2] - New equipment has started to arrive, and the company aims to accelerate the technological transformation process, although the trial production phase carries uncertainties [2]