超研股份于2025年1月22日在深交所创业板上市，公开发行总股数为6,424.9446万股，发行价格为6.70 元/股，保荐机构为中国银河（601881）证券股份有限公司，保荐代表人为张悦、王飞。 超研股份首次公开发行募集资金总额为43,047.13万元，扣除发行费用后募集资金净额38,436.32万元，该 公司募集资金净额比原计划多7,290.57万元。超研股份于2025年1月17日披露的招股说明书显示，该公司 拟募资31,145.75万元，用于"医用成像产品研发及产业化建设项目""工业无损检测系统研发项目""便携 式DR系统研发、产业化及市场建设项目""创新基地建设项目"。 中国经济网北京3月4日讯超研股份（301602）(301602.SZ)今日盘中最低报20.20元，创上市以来股价新 低。截至今日收盘，超研股份报20.30元，跌幅2.17%，总市值86.95亿元。 超研股份公开发行新股的发行费用合计4,610.81万元(不含增值税)，其中保荐及承销费用2,978.10万元。 ...

Investment Rating - The report does not explicitly provide an investment rating for the companies discussed. Core Insights - AI technology is reshaping various industries, with significant advancements in AI models and applications, particularly following the launch of OpenAI's ChatGPT-3.5 in November 2022, which marked the beginning of a new era in artificial intelligence [2][15] - Several newly listed companies in the A-share market have integrated AI technology into their operations, seizing opportunities in the AI development strategy across various sectors, including agriculture, office, retail, medical, energy, and consumer fields [2] Summary by Sections AI Applications Surge - AI models are rapidly evolving, with diverse applications emerging across different sectors, driven by advancements from companies like OpenAI, Google, and others [15] - The commercial success of AI applications is evident in products like AI smart glasses, AI toys, and intelligent driving systems, which are gaining popularity and transforming consumer experiences [15][18][19][30] Representative New Stocks in AI - **Top Cloud Agriculture**: A leading company in smart agriculture, developing pest recognition algorithms and smart agricultural products like AR glasses and robotic dogs for field inspections [58][64] - **Hehe Information**: Focused on AI in office applications, offering products like TextIn and Qixin Huiyan that leverage AI for document processing and data analysis [72][74] - **Hanshu Technology**: A provider of digital solutions for retail, including smart shopping carts and AI cameras, enhancing the shopping experience through technology [89][91] - **Chao Yan Co., Ltd.**: Engaged in AI medical diagnostics, offering innovative products for breast cancer screening and ultrasound imaging systems for minimally invasive surgeries [99][108] - **Southern Network Digital**: Concentrating on digital solutions for energy, developing core products like the "Electric Hong" IoT operating system [2] - **Ying Shi Innovation**: Focused on consumer applications, creating AI algorithms for content creation in products like panoramic action cameras [2] Industry Trends - AI technology is deeply embedded in various sectors, including e-commerce, finance, government, energy, and education, demonstrating its commercial viability and transformative potential [44][53] - The AI toy market is projected to exceed 100 billion yuan by 2030, with a compound annual growth rate (CAGR) of over 50% [20] - The report highlights the increasing integration of AI in daily life, enhancing efficiency in personal and work scenarios, such as energy management and document processing [38][43]

Group 1: Macro Economic Insights - The Federal Reserve maintained interest rates in the range of 3.5%-3.75% during the January FOMC meeting, indicating a stable economic expansion in the U.S. [5][6] - The labor market's downward trend and inflation risks have eased, suggesting that maintaining stable interest rates is the best choice for the short term [7][8] - Market reactions post-FOMC meeting showed little change in risk appetite, with the Dow Jones and Nasdaq indices experiencing slight increases [8] Group 2: Industrial Profit Insights - In December 2025, industrial profits for large-scale enterprises grew by 0.6% year-on-year, marking a return to positive growth after three consecutive years of decline [10][11] - The profit structure within the industrial sector is showing signs of divergence, with the equipment manufacturing sector becoming a significant driver of profit growth [13] - High-tech manufacturing profits increased by 13.3% year-on-year, significantly outpacing the average growth of all industrial sectors [13] Group 3: Pre-prepared Food Industry - The Chinese government is drafting national standards for pre-prepared foods to enhance consumer protection and industry quality [25][26] - The introduction of these standards is expected to raise compliance costs for smaller companies, leading to a market reshuffle favoring larger, established firms [27][28] - As industry standards improve, leading companies are likely to benefit from enhanced brand trust and market share [29] Group 4: Chemical Industry Developments - The Ministry of Ecology and Environment is pushing for the exit of outdated capacity in the chlor-alkali industry, particularly in PVC production, due to environmental concerns [31][32] - The implementation of the Minamata Convention will increase production costs for companies using mercury-based processes, accelerating the exit of less competitive firms [33] - Beneficiaries of these changes include companies like Xinjiang Tianye and Zhongtai Chemical, which are better positioned to adapt to the new regulatory environment [34] Group 5: Medical Industry Insights - Kailaiying, a leading small molecule CDMO, is transitioning towards a dual business model that includes emerging sectors like peptides and small nucleic acids, showing strong growth potential [35][36] - The company is expanding its peptide production capacity significantly to meet the rising demand for GLP-1 drugs, positioning itself favorably in a high-growth market [36] - The overall investment environment in the healthcare sector is improving, which may lead to increased demand for CDMO services [37]

Group 1 - The core point of the article is the announcement by Chao Yan Co., Ltd. regarding the resignation of Lin Xubin from the position of member of the Remuneration and Assessment Committee of the second board, while he continues to serve as Vice Chairman and Executive Vice President [1] - The company has agreed to elect Li Delai as a new member of the Remuneration and Assessment Committee of the second board [1] Group 2 - The article highlights the advancements in semi-solid battery technology, indicating that multiple new vehicles are expected to be equipped with this technology this year [1] - Major manufacturers are preparing for significant developments in power battery technology, marking this year as a pivotal year for innovation in the industry [1]

证券代码：301602 证券简称：超研股份 公告编号：2026-002 汕头市超声仪器研究所股份有限公司 第二届董事会第十一次会议决议公告 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 汕头市超声仪器研究所股份有限公司（以下简称"公司"）第二届董事会第 十一次会议通知于 2026 年 1 月 16 日以电子邮件、微信、电话等方式发给全体董 事会成员，会议于 2026 年 1 月 28 日上午以通讯表决方式召开，由董事长李德来 先生主持，应有 9 名董事参加表决，实际参加表决董事 9 名，本次董事会会议的 召开符合《中华人民共和国公司法》《中华人民共和国证券法》等法律、法规、 规范性文件和《公司章程》的相关规定。 二、董事会会议审议情况 经与会董事投票表决，审议通过了如下决议： 1、审议通过《关于使用募集资金置换投入募投项目的自筹资金的议案》； 1、第二届董事会第十一次会议决议； 2、第二届董事会审计委员会第八次会议决议； 3、中国银河证券股份有限公司出具的核查意见。 本议案已经公司董事会审计委员会审议通过。保荐人中国银河证券股份有限 ...

中国银河证券股份有限公司 关于汕头市超声仪器研究所股份有限公司 使用募集资金置换投入募投项目的自筹资金 的核查意见 中国银河证券股份有限公司(以下简称"银河证券"或"保荐人")作为汕头市 超声仪器研究所股份有限公司(以下简称"公司"或"超研股份")首次公开发行股 票并上市的保荐人,根据《证券发行上市保荐业务管理办法(2025修正)》《深圳证 券交易所创业板股票上市规则(2025年修订)》《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(2025年修订)》《上市公司募集资金监管 规则》等有关规定,对超研股份使用募集资金置换投入募投项目自筹资金事项进行了 审慎核查,发表核查意见如下: 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意汕头市超声仪器研究所股份有限公司首次 公开发行股票注册的批复》(证监许可(2024)1391 号)同意注册,公司已完成首次 公开发行人民币普通股(A 股)64,249,446 股,每股发行价格 6.70元,募集资金总额 为人民币 430,471,288.20元,扣除发行费用 46,108,086.88元(不含税),公司实际募 集资金净额为人民币 ...

证券代码：301602 证券简称：超研股份 公告编号：2026-003 汕头市超声仪器研究所股份有限公司 关于使用募集资金置换投入募投项目的自筹资金的公告 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。 汕头市超声仪器研究所股份有限公司（以下简称"公司"）于 2026 年 1 月 28 日召开第二届董事会第十一次会议，审议通过了《关于使用募集资金置换投 入募投项目的自筹资金的议案》，同意公司使用募集资金置换投入募投项目的自 筹资金。现将有关情况公告如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意汕头市超声仪器研究所股份有限公司 首次公开发行股票注册的批复》（证监许可〔2024〕1391 号）同意注册，公司 已完成首次公开发行人民币普通股（A 股）64,249,446 股，每股发行价格 6.70 元，募集资金总额为人民币 430,471,288.20 元，扣除发行费用 46,108,086.88 元（不含税），公司实际募集资金净额为人民币 384,363,201.32 元，募集资金 已于 2025 年 1 月 17 日划至公司指定账户。华兴会计 ...

证券代码：301602 证券简称：超研股份 公告编号：2026-004 汕头市超声仪器研究所股份有限公司 关于公司变更第二届董事会薪酬与考核委员会委员的公告 汕头市超声仪器研究所股份有限公司（以下简称"公司"）董事会于近日收 到林旭斌先生基于本人现工作分工及实际情况的原因辞去第二届董事会薪酬与 考核委员会委员职务的报告，林旭斌先生辞去第二届董事会薪酬与考核委员会委 员职务后，仍担任公司副董事长、常务副总经理、第二届董事会战略委员会成员。 为保障薪酬与考核委员会规范运作，公司于 2026 年 1 月 28 日召开第二届董 事会第十一次会议，审议通过《关于公司变更第二届董事会薪酬与考核委员会委 员的议案》，同意补选李德来先生担任第二届董事会薪酬与考核委员会委员，任 期自本次董事会审议通过之日起至第二届董事会届满之日止。 本次变更后公司第二届董事会薪酬与考核委员会委员为蔡飙先生、郑慕强先 生、李德来先生，蔡飙先生为召集人。 特此公告。 汕头市超声仪器研究所股份有限公司 董事会 2026 年 1 月 28 日 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。 ...

2、商务部将举行新闻发布会，介绍近期商务领域重点工作有关情况 1月22日下午3时，商务部将举行新闻发布会，新闻发言人介绍近期商务领域重点工作有关情况，并答记者问。 3、97.3亿元市值限售股今日解禁 1月22日，共有9家公司限售股解禁，合计解禁量为3.0亿股，按最新收盘价计算，合计解禁市值为97.3亿元。 今日看点 1月22日重点关注的财经要闻与资本市场大事： 1、国新办将就加快农业农村现代化，扎实推进乡村全面振兴有关情况举行新闻发布会 1月22日上午10时，国新办将举行新闻发布会，农业农村部副部长张兴旺介绍加快农业农村现代化，扎实推进乡村全面振兴有关情况，并答记者问。 4、7家公司披露回购进展 1月22日，7家公司共发布8个股票回购相关进展。其中，2家公司首次披露股票回购预案，2家公司回购方案获股东大会通过，3家公司回购方案已实施完毕。 从首次披露回购预案来看，当日共2家公司股票回购预案金额超千万。兴发集团、奥泰生物回购预案金额最高，分别拟回购不超4.0亿元、2.0亿元。从股东大 会通过回购预案来看，杭齿前进、国机精工回购金额最高，分别拟回购不超108.26万元、65.72万元。 5、3家公司披露定增进展 ...

Summary of Key Points Core Viewpoint - On January 22, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 300 million shares, amounting to a market value of 9.725 billion yuan based on the latest closing price [1]. Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes are ChaoYan Co., Ltd. (1.50 billion shares), XingFu Electronics (1.09 billion shares), and TaiKaiYing (15.28 million shares) [1]. - In terms of unlock market value, XingFu Electronics (5.308 billion yuan), ChaoYan Co., Ltd. (3.582 billion yuan), and ZhongTung High-Tech (345 million yuan) lead the list [1]. Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital are ChaoYan Co., Ltd. (35.05%), XingFu Electronics (30.38%), and TaiKaiYing (6.90%) [1].