Group 1: Company Overview - Company held a specific investor meeting on January 5, 2026, in Shanghai, attended by nine institutions including Tianfeng Securities and Southern Fund [1][2] - Senior Vice President and Secretary of the Board, Chen Feibiao, along with Securities Affairs Representative Dai Yiyi, discussed key issues such as the progress in the new energy business, overseas base layout, and pharmaceutical business planning [1][2] Group 2: New Energy Business - The new energy business is focused on the sales of LiFSI and electrolyte products, with a breakthrough in revenue achieved in 2025 and expected continued growth in 2026 [2] - The lithium hexafluorophosphate project is currently in the technical improvement stage, with ongoing optimization of product competitiveness through systematic process development [2] - The company leverages its long-standing experience in chemical synthesis to enhance its market position in the new energy sector [2] Group 3: Overseas Operations - The UK production base is operating smoothly in 2026, while the Malaysian base is under phased construction, primarily aimed at producing agricultural CDMO products [3] - The company plans to integrate resources from China, the UK, and Malaysia to provide comprehensive supply chain solutions covering the entire product lifecycle [3] Group 4: Pharmaceutical Business - The pharmaceutical business focuses on a CDMO model and has established partnerships with several leading global pharmaceutical companies, while also expanding its client base [4] - The business primarily serves products under patent, with long-term growth expected as these products are promoted [4] - Future development will emphasize small molecule CDMO, starting materials, and registration materials, while also investing in emerging areas such as peptides and radiopharmaceuticals [4] Group 5: Risk Management - The company acknowledges potential revenue impacts from the expiration of patents for agricultural clients but plans to mitigate this through product and technology upgrades [6]

Group 1: New Energy Business - The company primarily focuses on the sales of LiFSI and electrolyte products, while also improving the lithium hexafluorophosphate project through systematic process development [1] - In 2025, the company's new energy business revenue is expected to achieve a breakthrough, with continuous expansion of product varieties and market opportunities [1] - The revenue and profit performance of the new energy business is anticipated to further improve [1] Group 2: Strategic Entry into New Energy Sector - The company has been engaged in the chemical field since its establishment, with a focus on chemical synthesis, which includes new energy-related chemicals [1] - The new energy sector is viewed as a sufficiently broad and long-term opportunity, allowing the company to hedge operational risks associated with its primary CDMO business for overseas clients [1] Group 3: Overseas Operations - The UK base has maintained stable production and operational conditions this year, while the Malaysian base is under phased construction, primarily focusing on producing CDMO products for plant protection [3] - The company aims to provide a full supply chain service from China, the UK, and Malaysia, leveraging competitive resources and flexible production policies [3] Group 4: Pharmaceutical Business - The pharmaceutical business adopts a major client strategy, primarily through the CDMO model, and has established stable commercial relationships with several leading global pharmaceutical companies [4] - The company plans to expand its mature business areas, including small molecule CDMO and GMP intermediates, while also investing in emerging business developments such as peptide CDMO and radioactive drug CDMO [4] Group 5: Impact of Patent Expiry - Some plant protection clients are facing patent expirations, but the overall impact on the company is expected to be limited [5] - The company can continue to upgrade products and technologies with relatively low capital expenditure compared to new capacity investments, allowing it to maintain stable revenue despite natural declines from patent expirations [6]

证券日报网讯 1月5日，道氏技术发布公告称，截至本公告日，公司已将用于暂时补充流动资金的112， 980.00万元闲置募集资金全部提前归还至募集资金专户。 （文章来源：证券日报） ...

证券日报网讯 01月5日，富祥药业在互动平台回答投资者提问时表示，公司对于电解液添加剂产品涉及 的卤化等化学反应、物料分离、产品提纯等工艺环节方面具有丰富的经验，同时具有多个生产基地，能 够联合运作。近几年一直在通过技改等措施推动产品生产成本下降，同时随着产能的增加，预计也会进 一步降低产品的单位成本。目前公司锂电池电解液添加剂VC产品出货量、成本控制能力均位居行业前 列。 （编辑 楚丽君） ...

天赐材料（002709）(002709.SZ)公告，公司拟按照年度计划对部分基地液体六氟磷酸锂产线进行停产 检修工作。公司计划于2026年3月1日起，对龙山北基地年产15万吨液体六氟磷酸锂产线进行停产检修， 预计检修时间为20天至30天。 ...

Core Viewpoint - The company has approved changes to its lithium battery electrolyte production and lithium iron battery recycling projects, adjusting the scale and investment amount [1] Group 1: Project Changes - The company will modify the construction scale of the lithium battery electrolyte project from 300,000 tons to 250,000 tons [1] - The lithium iron battery recycling project will remain at 100,000 tons, with changes in the investment amount [1] Group 2: Investment Details - The total investment for the revised projects will not exceed 600 million yuan [1]

（编辑 袁冠琳） 证券日报网讯 1月5日，龙蟠科技在互动平台回答投资者提问时表示，公司使用闲置募集资金购买理财 产品是在确保不影响募投项目建设的前提下，为提高资金使用效率而进行的现金管理，符合股东利益最 大化原则。关于定增事项，公司是基于战略发展规划和业务需求，旨在增强资本实力和提升盈利能力， 符合全体股东利益。公司股价波动受多种因素影响，目前不存在应披未披信息。 ...

证券日报网讯 1月5日，安诺其在互动平台回答投资者提问时表示，截至2025年12月31日公司前N名证券 持有人名册（未合并融资融券信用账户）的股东人数为45691户。 （文章来源：证券日报） ...

Core Viewpoint - Huayi Group indicated that specialty esters can be applied in the electronic-grade field, with semiconductors being one of the potential downstream applications [2] Group 1 - Specialty esters have industry-specific characteristics regarding feasibility, verification cycles, and downstream demand [2]

证券日报网讯 1月5日，龙蟠科技在互动平台回答投资者提问时表示，公司高度重视舆情管理工作，严 格按照《江苏龙蟠科技集团股份有限公司舆情管理制度》进行监测和处置。对于网络不实信息，公司会 及时调查核实，若属重大负面舆情将启动工作组机制，通过官方渠道澄清并做好投资者沟通工作。当前 公司经营一切正常，相关信息请以公司公告为准。 （编辑 任世碧） ...