证券日报网讯 1月16日，金帝股份在互动平台回答投资者提问时表示，公司与保时来新材料科技（苏 州）有限公司本着"平等互利、优势互补、长期合作、共同发展"的原则，希望通过战略合作，整合公司 在氢能源部件的研发制造优势与保时来在电极、镍网等产品的技术优势，通过在市场、产品、技术及资 本层面的深度合作，共同打造在氢能等领域具有核心竞争力的协同产品，实现优势互补、合作共赢。双 方同意，在氢能电解槽等终端产品中，优先将公司的极板、端板等精密结构件与保时来新材料科技（苏 州）有限公司的电极、镍网等核心部件进行打包，形成"联合产品"或"协同总成"面向市场进行销售推 广。具体内容详见公司于2026年1月6披露的《关于签订战略合作框架协议的公告》（公告编号：2026- 003）。 （文章来源：证券日报） ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The brain-computer interface (BCI) technology is undergoing a period of accelerated transformation, with various technical paths available, including invasive, semi-invasive, and non-invasive methods, each with its own advantages in signal quality, safety, and operational difficulty [5][19] - The Chinese brain-computer interface market is projected to grow significantly, with the market size reaching approximately 1.73 billion yuan in 2023, accounting for 12.5% of the global market [6] - The industry is supported by a three-pronged policy approach focusing on planning, payment, and standards, which is expected to facilitate rapid development [6][33] Summary by Sections 1. Brain-Computer Interface Overview - BCI is a multidisciplinary technology that integrates neuroscience, computer science, and engineering to enable communication between the brain and external devices [17] - The technology operates through a closed-loop system involving signal input, processing, device control, and feedback [17] 2. Policy Support for BCI Development - The Chinese government has issued several policies to support the BCI industry, including the "Implementation Opinions on Promoting the Innovation and Development of the Brain-Computer Interface Industry" which outlines goals for 2027 and 2030 [6][43] - The policies aim to establish a robust industrial ecosystem, enhance innovation capabilities, and promote clinical applications of BCI technologies [43][44] 3. Technological Advancements and Applications - Core technological breakthroughs are occurring in the upstream segment of the BCI industry, particularly in hardware such as electrodes and chips [7] - The medical application of BCI is predominant, with 56% of the market share in 2023, focusing on various therapeutic areas including cognitive disorders and movement disabilities [7][9] - Companies like Lepu Medical and Aipeng Medical are actively involved in developing deep brain stimulation (DBS) technologies, with some preparing for IPOs [7][8] 4. Investment Recommendations - The report suggests focusing on both invasive and non-invasive BCI products, with specific companies identified as beneficiaries based on their clinical trial progress and commercialization potential [8] - Notable companies include Aipeng Medical and Lepu Medical for invasive products, and Xiangyu Medical and Innovation Medical for non-invasive products [8]

Core Viewpoint - The company JinDi Co., Ltd. has signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to leverage their respective strengths in hydrogen energy components and electrode technology for mutual benefit and long-term collaboration [1] Group 1: Strategic Cooperation - The agreement emphasizes principles of equality, mutual benefit, complementary advantages, long-term cooperation, and joint development [1] - The collaboration aims to integrate JinDi's expertise in hydrogen energy component R&D and manufacturing with Baoshilai's technological advantages in electrodes and nickel mesh products [1] Group 2: Goals and Outcomes - The partnership seeks to develop core competitive hydrogen energy collaborative products through deep cooperation in market, product, technology, and capital [1] - The strategic alliance is expected to promote resource complementarity, collaborative innovation, and win-win cooperation between the two companies [1]

Core Viewpoint - The company JinDi Co., Ltd. has signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to leverage their respective strengths in hydrogen energy components and electrode technology for mutual development and competitive advantage in the hydrogen energy sector [1] Group 1: Strategic Cooperation - The agreement is based on principles of equality, mutual benefit, complementary advantages, long-term cooperation, and joint development [1] - The collaboration aims to integrate JinDi's expertise in hydrogen energy component R&D and manufacturing with Baoshilai's technical strengths in electrodes and nickel mesh products [1] - The partnership seeks to create synergistic products in the hydrogen energy field that possess core competitiveness through deep cooperation in market, product, technology, and capital [1] Group 2: Goals and Outcomes - The strategic cooperation is expected to enhance resource complementarity and collaborative innovation between the two companies [1] - The focus is on developing competitive hydrogen energy collaborative products that will lead to win-win outcomes for both parties [1]

人民财讯1月5日电，金帝股份（603270）1月5日公告，公司拟使用2160.44万元受让三一氢能有限公司 持有保时来新材料科技(苏州)有限公司(简称"保时来")3.36%股权。保时来是一家集研发、生产、销售制 氢用镍网、电极等核心零部件为一体的高新技术企业。本次投资意在加强公司在氢能产业的布局，实现 资源共享、技术交流，探索新的产品形态，促进双方技术、产品升级，进而提高、巩固双方的市场地 位。 ...

Core Viewpoint - Jindi Co., Ltd. announced plans to acquire a 3.36% stake in Baoshilai for 21.6044 million yuan and signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to enhance collaboration in hydrogen energy components and related technologies [1] Group 1 - Jindi Co., Ltd. intends to use 21.6044 million yuan to acquire a 3.36% stake in Sany Hydrogen Energy Co., Ltd. [1] - The strategic cooperation framework agreement aims to integrate both companies' technological advantages in hydrogen energy component research and manufacturing, as well as in electrodes and nickel mesh [1] - The agreement is effective upon signing by the legal representatives or authorized representatives of both parties and will last for five years [1]

Core Viewpoint - JinDi Co., Ltd. has signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to leverage their respective strengths in hydrogen energy components and electrode products for mutual development and competitive advantage in the hydrogen energy sector [1] Group 1: Strategic Cooperation - The agreement is based on principles of equality, mutual benefit, complementary advantages, long-term cooperation, and joint development [1] - The collaboration aims to integrate JinDi's R&D and manufacturing strengths in hydrogen energy components with Baoshilai's technological advantages in electrodes and nickel mesh products [1] Group 2: Market and Product Development - The partnership will focus on deep cooperation in market, product, technology, and capital aspects to create synergistic products with core competitiveness in the hydrogen energy field [1] - The goal is to achieve complementary advantages and win-win cooperation through this strategic alliance [1]

Core Viewpoint - The company JinDi Co., Ltd. (603270.SH) has signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to enhance collaboration in hydrogen energy components and related technologies [1] Group 1: Strategic Cooperation - The agreement aims to integrate the technological advantages of both companies in the research and manufacturing of hydrogen energy components, electrodes, and nickel nets [1] - The collaboration will focus on deep cooperation in market, product, technology, and capital aspects to create synergistic products with core competitiveness [1] - The agreement is effective for five years from the date of signing by the legal representatives or authorized representatives of both parties [1]

格隆汇1月5日丨金帝股份(603270.SH)公布，公司与保时来新材料科技（苏州）有限公司（简称"保时 来"）签署了《战略合作框架协议》，本着"平等互利、优势互补、长期合作、共同发展"的原则，希望 通过战略合作，整合公司在氢能源部件的研发制造优势与保时来在电极、镍网等产品的技术优势，通过 在市场、产品、技术及资本层面的深度合作，共同打造在氢能等领域具有核心竞争力的协同产品，实现 优势互补、合作共赢。 ...

Group 1 - The conference titled "Deep Observation Report of China Academy of Information and Communications Technology 2026" focused on the development of new productive forces under the wave of artificial intelligence during the 14th Five-Year Plan period [4] - Significant advancements have been made in two emerging industries in China: brain-computer interfaces and satellite internet, with notable progress in technology breakthroughs, practical applications, and industrial layout [4] - In the field of brain-computer interfaces, China has achieved breakthroughs in core technologies, including self-developed brain-computer interface chips and implanted electrodes, which have improved the stability and precision of interpreting brain signals [4] Group 2 - The application of implanted brain-computer interfaces is primarily in the medical field, with dozens of clinical cases already established, while non-invasive interfaces are targeting consumer and industrial applications, leading to the production of several devices for various scenarios [4] - The construction of satellite internet has accelerated since 2025, with low Earth orbit satellite constellations being rapidly deployed, and some constellations having launched over a hundred communication satellites [5] - Satellite internet is transitioning from serving primarily industry clients to being accessible to the general public, with technologies allowing smartphones to connect directly to satellites for voice and messaging services [5]