PRET(SZ:002324) Zhi Tong Cai Jing·2026-01-08 10:58Core Viewpoint - The company's stock price has experienced an abnormal fluctuation, with a cumulative deviation of 20.76% over two trading days (January 7 and January 8, 2026) [1] Group 1: LCP Products - LCP products are a core material developed by the company over many years, applicable across various industries as a general-purpose product rather than a customized one [1] - Currently, the company's LCP film products are undergoing interface testing with downstream clients in the brain-computer interface sector, but due to a lengthy certification process, no large-scale orders are expected in the short term, and they will not significantly impact the company's performance [1] - The company may face substantial market competition risks in the medium to long term regarding LCP film products [1] Group 2: LCP Fiber Materials - The company supplied LCP fiber materials for flexible solar wings in low-orbit satellites for a leading domestic client in April 2025, but the order volume is currently very small, accounting for less than 0.01% of the company's total annual revenue [1] - The short-term impact on the company's performance from this business is minimal, and there is no evident growth trend [1] - Similar to LCP film products, the company may encounter significant market competition risks in the medium to long term for LCP fiber materials [1]