公司本次修订《公司章程》事项尚需提交公司股东会审议，除上述修订外， 《公司章程》其他条款内容不变。公司董事会提请股东会授权董事会或其授权人 士全权负责向工商登记机关办理变更登记、备案登记等所有相关手续，并提请股 东会授权公司董事会或其授权人士按照有关主管部门提出的审批意见或要求进 行必要的调整。 （2026 年 1 月） | | | 修订前 | | | | | | | | | 修订后 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 第四条 | | | | 公司注册名称：琏升科技股份 | | | | | | 公司注册名称：琏升科技股 | | | | | | | | | | 第四条 | | 有 限 司 | 。 英 | 文 | 名 | 称 | | ： | Leascend | 有 限 | 。 | 名 称 ： Lians | 英 | | 份 | | 公 司 | 文 | ...

证券代码：300051 证券简称：琏升科技 公告编号：2026-003 琏升科技股份有限公司 关于拟变更公司英文名称暨修订《公司章程》的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 琏升科技股份有限公司（简称"公司"）于 2026 年 1 月 23 日召开了第七届董事会 第三次会议，审议通过了《关于拟变更公司英文名称暨修订<公司章程>的议案》，现 将具体情况公告如下： 因公司经营管理需要，为推动国际市场业务拓展，公司拟将公司英文名称由 "Leascend Technology Co., Ltd"变更为"Lians Technology Co., Ltd."，英文名称简称 由"Leascend"变更为"Lians" ，同时对《公司章程》中的相应条款进行修订，自 股 东 会 审 议 通 过 之 日 起 生 效 。 具 体 修 订 情 况 见 公 司 同 日 在 巨 潮 资 讯 网 (www.cninfo.com.cn)上披露的《<公司章程>修订对照表（2026 年 1 月）》，最终以工商 行政管理部门登记为准。 本次变更不涉及公司中文名称及中文简称的变更，也不涉 ...

1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运作》等法律、行政法规、部门 规章、规范性文件及《公司章程》的有关规定。 4、会议时间： 证券代码：300051 证券简称：琏升科技 公告编号：2026-004 琏升科技股份有限公司 关于召开 2026 年第一次临时股东会的通知 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。 一、召开会议的基本情况 （1）现场会议时间：2026 年 02 月 10 日 11:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 02 月 10 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为 2026 年 02 月 10 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 年 ...

证券代码：300051 证券简称：琏升科技 公告编号：2026-001 琏升科技股份有限公司 第七届董事会第三次会议决议公告 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。 一、董事会会议召开情况 琏升科技股份有限公司（简称"公司"）于2026年1月21日以邮件和微信等形式发 出会议通知，公司定于2026年1月23日上午10:00以通讯表决的方式召开第七届董事会 第三次会议审议相关议案。本次会议由董事长王新先生召集和主持。本次会议应出 席的董事共7名，实际出席董事共7名，公司高级管理人员列席会议。本次董事会会 议的通知和召开程序均符合相关法律法规和公司章程的规定。 二、董事会会议审议情况 经与会董事审议并记名投票表决，会议通过了如下议案： （一）审议通过《关于拟变更公司英文名称暨修订<公司章程>的议案》 因公司经营管理需要，为推动国际市场业务拓展，公司拟将公司英文名称由 "Leascend Technology Co., Ltd"变更为"Lians Technology Co., Ltd."，英文名称简 称由"Leascend"变更为"Lians"，同时对《公 ...

Core Viewpoint - The report highlights that major U.S. manufacturers are set to expand solar photovoltaic (PV) capacity by 100GW, which will contribute incremental orders to domestic equipment and materials suppliers in China. The space photovoltaic sector is experiencing high prosperity as both overseas satellite deployment accelerates and China advances its satellite deployment plans [1][2]. Group 1: Industry Dynamics - Major U.S. manufacturers, including SpaceX and Tesla, are increasing solar PV capacity to 100GW annually, driven by a strategic plan to deploy solar-powered AI satellites in space, which is expected to create additional orders for China's PV equipment and materials supply chain [3]. - The space photovoltaic sector is thriving due to the rapid industrialization of overseas satellite technology, which is pushing China to expedite its satellite launch capabilities. By the end of 2025, SpaceX plans to have launched over 10,000 Starlink satellites, constituting over 60% of active satellites in Earth's orbit [3][4]. Group 2: Technological Development - The technology solutions for space photovoltaics are still in the early stages, with various technical routes such as gallium arsenide, crystalline silicon, and perovskite not yet converging. This uncertainty suggests a diverse technological landscape in the short term, focusing on equipment, materials, and batteries [4]. - As overseas manufacturers finalize their technological directions, related equipment and materials are expected to stand out, indicating a potential for significant investment in the space photovoltaic sector [4]. Group 3: Investment Recommendations - The report recommends focusing on companies that are likely to benefit from the high prosperity in the space photovoltaic sector, including Foster (603806), Jiejia Weichuang (300724), Junda Co. (002865), Maiwei Co. (300751), JinkoSolar, Trina Solar, Longi Green Energy (601012), and Haiyou New Materials. It also suggests paying attention to Aotwei, Dongfang Risheng (300118), Shanghai Port Bay (605598), Liansheng Technology (300051), and Jing Shan Light Machine [5].

Group 1 - The core point of the article is that Liansheng Technology (sz300051) reached its daily limit with a price of 10.8 yuan, marking a 20% increase and a total market capitalization of 4.018 billion yuan [1] Group 2 - The reasons for the stock surge include a recent change in the controlling shareholder to Wang Xin, who has extensive experience in the new energy and industrial investment sectors, which may lead to strategic upgrades [2] - The company has initiated a private placement plan to raise 470 million yuan from its controlling shareholder, Hainan Liansheng, which will significantly increase the latter's shareholding ratio and reflect confidence from the major shareholder [2] - The raised funds will be used to pay off debts, which will notably reduce the current high debt ratio of 76.96%, thereby improving the company's financial condition [2] - The new board members have backgrounds in the photovoltaic industry, and the governance structure has been optimized with a compliant proportion of independent directors [2] - The company has decided to terminate certain telecommunications businesses to focus resources on its main photovoltaic operations, which is expected to enhance competitiveness [2] - Despite facing overcapacity issues in the photovoltaic industry, high-efficiency photovoltaic technologies remain in demand, with the company's heterojunction battery production efficiency reaching 26% and module power at 781.97W, indicating competitive products [2] - The company has fully applied technologies such as bifacial microcrystalline technology, 0BB, and silver-copper technology in its products, and low-silver-content paste battery products have been mass-produced, which may further reduce costs [2] - On January 23, the photovoltaic sector saw active performance from several stocks, creating a certain level of sector linkage effect [2] - Technical analysis suggests that if large net purchases are observed, it indicates that major funds are optimistic about the company's strategic adjustments and technological advantages, contributing to the stock price limit up [2]

Core Insights - Lian Sheng Technology has achieved a significant milestone by increasing the efficiency of its perovskite/silicon heterojunction (HJT) tandem solar cells to 33.45%, up from 32.99%, certified by the National Solar Photovoltaic Product Quality Inspection and Testing Center (CPVT) [7][20][22] Group 1: Efficiency Breakthrough - The efficiency breakthrough to 33.45% marks a key milestone in the HJT/perovskite tandem cell sector, establishing a core process foundation for high-end applications like space photovoltaics, responding to the industry's shift from "low-cost competition" to "value competition" [9][22] Group 2: HJT Cell Advantages - HJT cells are positioned as ideal candidates for tandem cells and low Earth orbit satellite energy supply systems due to their unique technical advantages, including excellent radiation resistance, with over 97% performance recovery after low Earth orbit electronic irradiation [10][23] - The low-temperature processing (below 250°C) and ultra-thin silicon wafers (down to 50μm) of HJT cells align well with the lightweight requirements of space satellites [10][23] Group 3: Market Trends and Future Directions - The demand for space photovoltaics is increasing, and the technology is transitioning from a traditional "high-quality premium" approach to a "cost-performance" strategy, with heterojunction and perovskite layers achieving both efficiency improvements and cost reductions [11][24] - Lian Sheng Technology plans to continue increasing R&D investment, focusing on heterojunction and tandem technologies, and deepening open innovation and strategic cooperation with partners to lead industry development and contribute to global energy transition [13][26]

Investment Rating - The report maintains an "Outperform" rating for the media industry [4][38]. Core Insights - The media industry has shown a 3.44% increase, outperforming both the CSI 300 (-0.57%) and the ChiNext Index (1.00%) during the week of January 12-16 [11][12]. - Key companies that performed well include Yidian Tianxia, Liou Shares, People’s Daily, and Visual China, while companies like ST Fanli, Liansheng Technology, Beitou Technology, and Diguang Media faced declines [11][12]. - Bilibili launched a one-stop AI marketing tool, "Bilibili Bid," aimed at enhancing advertising efficiency for brands [15][16]. - Google’s Veo 3.1 received a significant upgrade, improving its video generation capabilities [15][16]. - OpenAI released the GPT-5.2 Codex programming model, enhancing its performance for complex software development tasks [15][16]. - The Qianwen App introduced over 400 new features, covering various services from food delivery to AI tutoring [17]. Summary by Sections Industry Performance - The media sector's performance ranked third among all sectors, with a notable increase of 3.44% [11][12][13]. Key Company Updates - The report highlights the strong performance of companies like Yidian Tianxia and Liou Shares, with significant weekly gains [11][12]. - The report provides earnings forecasts for key companies, indicating a positive outlook for firms like Kayi Network and Jibite [4][38]. Market Trends - The film box office for the week was 259 million yuan, with top films including "Nishan" (58 million yuan), "Zootopia 2" (53 million yuan), and "Avatar 3" (45 million yuan) [17][19]. - In the gaming sector, the top-grossing mobile games in December 2025 were "Whiteout Survival," "Gossip Harbor: Merge & Story," and "Kingshot" [26][27]. AI and Technology Developments - The report emphasizes the acceleration of AI applications in the media industry, particularly in marketing and content creation [3][36]. - Companies are encouraged to explore investment opportunities in AI-driven sectors, including AI marketing and content services [3][36].

Investment Rating - The report maintains an "Outperform" rating for the media industry [4][36]. Core Insights - The media industry has shown a 3.44% increase, outperforming both the CSI 300 (-0.57%) and the ChiNext Index (1.00%) during the week of January 12-16 [11][12]. - Key companies that performed well include Yidian Tianxia, Liou Co., People's Daily, and Vision China, while companies like ST Fanli and Liansheng Technology saw declines [11][12]. - Bilibili launched a one-stop AI marketing tool, "Bilibili Bid," aimed at enhancing advertising efficiency [15][16]. - Google released a significant upgrade to its AI video generation model, Veo 3.1, enhancing its practical applications [15][16]. - OpenAI introduced the GPT-5.2 Codex programming model, which significantly improves performance and reliability for long-term tasks [15][16]. - The Qianwen App launched over 400 new features, marking a significant advancement in AI capabilities [15][17]. Summary by Sections Industry Performance - The media sector's performance ranked third among all sectors, with a notable increase of 3.44% [11][12][13]. Key Company Updates - The report highlights the strong performance of companies like Yidian Tianxia, which saw a 54% increase, and Liou Co., which increased by 39% [12]. - The report also provides earnings forecasts for key companies, indicating a positive outlook for firms like Kayi Network and Jibite [4]. Market Data - The total box office for the week was 259 million yuan, with the top three films being "Nishan" (58 million yuan), "Zootopia 2" (53 million yuan), and "Avatar 3" (45 million yuan) [2][19]. - In the gaming sector, the top three mobile games in December 2025 were "Whiteout Survival," "Gossip Harbor: Merge & Story," and "Kingshot" [26][27]. Investment Recommendations - The report emphasizes the potential of AI applications in the media sector, particularly in marketing and content creation, suggesting investment opportunities in companies like Zhejiang Wenlian and Huimai Technology [36]. - It also notes the expected growth in the gaming sector driven by new product cycles and AI integration, recommending companies such as Giant Network and JiBit [36].

Group 1: Commercial Aerospace - The commercial aerospace sector is transitioning from "single satellite testing" to "constellation networking," with significant growth expected as China develops reusable rocket technology and increases satellite launches [5][6][7] - The "Zhuque-3" rocket has a launch capacity of 21.3 tons, surpassing the Falcon 9's initial recovery capacity, indicating a strong foundation for future satellite launches [6] - The market potential for domestic satellite launches is substantial, with an estimated annual demand for approximately 4,000 satellites, suggesting a significant growth trajectory for the industry [6][7] Group 2: Automotive Industry - Spring Power (603129.SH) is projected to achieve net profits of 1.907 billion, 2.371 billion, and 2.805 billion yuan from 2025 to 2027, with a target market capitalization of 49.8 billion yuan based on a 21x PE ratio for 2026 [2][13] - The company is positioned as a leader in all-terrain vehicles and large-displacement motorcycles, with competitive advantages in performance and cost-effectiveness compared to international competitors [13][14] - The electric two-wheeler segment is expected to contribute significantly to revenue growth, with sales reaching 250,500 units and revenue of 872 million yuan in the first half of 2025, reflecting a year-on-year increase of 652.06% [15] Group 3: Financial Sector - The introduction of the "Derivatives Trading Supervision Management Measures" aims to regulate the derivatives market, enhancing the legal framework and promoting the development of the derivatives business [32][33][34] - The measures emphasize the importance of derivatives in managing risks and supporting the real economy, indicating a growing focus on regulatory oversight in the financial sector [32][34] - Major securities firms are expected to benefit from the regulatory changes, particularly those with strengths in derivatives trading, as the market becomes more structured and opportunities for growth arise [34] Group 4: Macro Financial Data - In December, new loans totaled 910 billion yuan, with a year-on-year decrease compared to the previous year, while corporate loans showed signs of recovery [18][19] - The social financing growth rate slowed, primarily due to government financing constraints, indicating a need for policy adjustments to stimulate economic activity [19][20] - The central bank's recent rate cuts and liquidity measures suggest a continued effort to support economic growth and maintain stable financing conditions [20][40]