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[3 days and 2 boards Laimei Pharmaceutical: Nanocarbon-iron combined radiotherapy is still in phase II clinical trials] On October 14th, Laimei Pharmaceutical (300006.SZ) issued an announcement of abnormal stock trading fluctuations. The company is concerned that the market and media have recently paid attention to the clinical trials of the company’s nanocarbon-iron suspension injection (CNSI-Fe) (referred to as nanocarbon-iron). This matter is mainly due to the company's holding subsidiary Ingrui Medicine recently publishing academic papers on the Phase I clinical trial of its independently developed nanocarbon iron in relevant academic journals, as well as the interpretation of clinical trial results or individual case results disclosed by relevant partner hospitals. As of now, nanocarbon iron combined with radiotherapy is still in the phase II clinical trial stage. Subsequently, the results of the phase II clinical trial of combined radiotherapy must be used to advance the application for breakthrough therapy designation, or conduct phase III clinical trials, apply for drug marketing authorization (NDA) and other core links. There are major uncertainties in the above-mentioned core links, and there are risks such as the results of phase II clinical trials not meeting expectations, the inability to apply for or be approved for breakthrough therapy designation, the inability to conduct or complete phase III clinical trials, the inability to submit or approve NDA, and the delay in review and approval progress.
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[Jindan Technology: An 8% increase in the sales price of lactic acid series products is not expected to have a significant impact on the company’s operating performance in 2026] On October 12, Jindan Technology (300829.SZ) issued a stock price change announcement. The company’s current main business The company's business is the production and sales of lactic acid and its series of products. The company's new polylactic acid biodegradable material project with an annual output of 75,000 tons is still in the trial stage. There is uncertainty about the project's commissioning and production capacity release time. Investors are kindly requested to invest rationally and pay attention to investment risks. The company issued a price adjustment notice to customers on October 10, 2026, and the sales price of the company's lactic acid series products (including lactic acid, lactate, etc.) will be increased by 8% on the existing basis. There are uncertainties in the implementation progress and customer acceptance after this price adjustment. If some customers reduce their purchases after the price adjustment, the sales volume of the company's related products may decline; since this price adjustment will be implemented from October 10, 2026 and will be implemented within a short time, it is not expected to have a significant impact on the company's operating performance such as gross profit in 2026. Investors are kindly requested to invest rationally and pay attention to investment risks.
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[Xinya Processing: Not engaged in the R&D and production of all-solid-state battery materials and electrolyte products] On October 7, Xinya Processing (002388.SZ) issued an announcement of abnormal stock trading fluctuations. The company is not engaged in the R&D and production of all-solid-state battery materials and electrolyte products, and semi-solid battery products have not generated operating income. The company's business does not involve the research, development and production of vinylene carbonate. The company's output of lithium hexafluorophosphate in 2025 will be 1,119.60 tons, and its external sales will be 363.48 tons. The operating income generated by the external sales part will be 27.8693 million yuan, accounting for 1.44% of the company's 2025 operating income. From January to June 2026, the output of lithium hexafluorophosphate was 1,682.49 tons, and the external sales were 921.53 tons. The operating income achieved by the external sales part was approximately 83.45 million yuan. It will account for approximately 9% of the company's operating income in the first half of 2026, and its contribution to the company's operating income will be limited. This business may face the impact of uncertain factors such as industry policies and market environment in the future. There may be risks such as industry cycles and market competition, and the impact on the company's future performance is uncertain.