Core Viewpoint - The collaboration between Zhenyang Development and Ningbo Graphene Innovation Center aims to leverage their respective strengths in graphene materials and organic chemicals to promote the innovation and industrialization of graphene technology [1] Group 1 - Zhenyang Development (603213.SH) announced a strategic cooperation framework agreement with Ningbo Graphene Innovation Center on October 14, 2025 [1] - The partnership is based on the integration of both parties' advantageous resources, which will enhance their capabilities in technology, market, and resources related to graphene materials and organic chemicals [1] - The collaboration is expected to achieve complementary advantages and mutual benefits, facilitating the transformation of research results in graphene technology into industrial applications [1]

证券代码：603213 证券简称：镇洋发展 公告编号：2025-058 转债代码：113681 转债简称：镇洋转债 浙江镇洋发展股份有限公司 关于签署战略合作框架协议暨关联交易的公告 重要内容提示： （二）合作对方的基本情况 履约的重大风险及不确定性：浙江镇洋发展股份有限公司（以下简 称"公司"或"甲方"）与宁波石墨烯创新中心有限公司（以下简称"创新 中心"或"乙方"）于2025 年10 月14 日签署了《关于协同推进石墨烯技 术创新与产业化的战略合作框架协议》（以下简称"《战略合作框架协议》" 或"本协议"）。本协议为双方合作的框架性文件，本协议所涉及的具体合 作事项需通过后续正式合作协议明确，具体合作事项及实施进展存在不确 定性，敬请广大投资者注意投资风险。 对公司当年业绩的影响：本协议的签署，预计对公司2025 年度经营 业绩不构成重大影响，对公司未来经营业绩的影响需视具体合作事项的推 进和实施情况而定，本次合作不会导致公司主营业务、经营范围发生重大 变化，对公司独立性没有影响，不存在损害公司及股东利益的情形。 本次签署《战略合作框架协议》事项构成关联交易，但本协议不涉 一、协议签署的基本情况 （一）协 ...

Group 1 - The core point of the article is that Zhenyang Development announced a strategic cooperation framework agreement with Ningbo Graphene Innovation Center to promote graphene technology innovation and industrialization [1] - The agreement was signed on October 14, 2025, and serves as a framework document for future cooperation [1] - Specific cooperation matters and implementation progress are uncertain and will be clarified through subsequent formal cooperation agreements [1] Group 2 - The article also mentions a significant opportunity in the silver market, with annualized interest rates soaring to 35% [1] - There is a global trend of silver being airlifted to the UK for profit, indicating a major short squeeze in the market [1]

Core Viewpoint - The company, Zhenyang Development (603213.SH), has signed a strategic cooperation framework agreement with Ningbo Graphene Innovation Center to promote the research and industrial application of graphene technology, with no significant impact on the company's 2025 performance expected [1] Group 1 - The agreement was signed on October 14, 2025, and is aimed at facilitating the transformation and industrialization of graphene technology research results [1] - The agreement is a framework document, and specific cooperation details will be clarified through subsequent formal agreements [1] - The expected impact on the company's performance for the year 2025 is not significant [1]

Core Viewpoint - The company has signed a strategic cooperation framework agreement with Ningbo Graphene Innovation Center to promote the innovation and industrialization of graphene technology through various collaborative efforts [1] Group 1: Cooperation Details - The collaboration will involve capital cooperation, joint research and development, achievement transformation and industrialization, platform construction, and resource sharing [1] - The partnership aims to enhance the conversion of research results into practical applications in the graphene technology sector [1] Group 2: Financial Impact - The cooperation is not expected to have a significant impact on the company's operating performance for the fiscal year 2025 [1]

Report Summary 1. Report's Industry Investment Rating No information provided. 2. Core View of the Report No information provided. 3. Summary by Relevant Catalogs 3.1 Research Basic Information - The research object is Zhenyang Development, belonging to the chemical raw materials industry. The reception time was on October 10, 2025. The listed company's reception staff included the chairman and general manager Shen Shuguang, executive deputy general manager and financial controller Zhang Yuan, deputy general manager and board secretary Shi Yanchun, and independent director Zheng Lixin [16]. 3.2 Detailed Research Institutions - The reception objects were investors who participated in the company's 2025 semi - annual performance briefing online [19]. 3.3 Research Institution Proportion No information provided. 3.4 Main Content Materials - **Market Competition Advantage and Strategy**: The company has a unique location advantage, being located in the Ningbo Petrochemical Economic and Technological Development Zone, one of the top three national - level petrochemical parks in China. It has convenient logistics conditions, which helps to extend the sales network and has advantages in supply stability and transportation costs. The company has established long - term cooperation with nearly 500 customers [23]. - **Profit Improvement Measures**: Facing a complex market situation, the company will expand the market externally and tap potential internally, strengthen internal management, adjust procurement and sales strategies in a timely manner, increase the direct sales rate of products, and reduce procurement costs. It will also implement refined production management to reduce the unit consumption of each product [23]. - **100,000 - Ton Regenerated Salt - to - Caustic Soda Project**: The project is under construction and the subsequent progress can be referred to in the relevant chapters of the company's regular reports [24][25]. - **PVC Production Increase Plan**: If the company has a PVC production increase plan in the future, it will disclose the information in a timely manner. It is expected that domestic peers will have PVC production increase plans [25]. - **Reorganization Cash Option Price**: The company will comprehensively consider factors such as the historical stock price and the company's intrinsic value to set a reasonable cash option price. Specific details should be followed in the company's subsequent announcements [25].

Group 1 - The company held its 17th meeting of the second supervisory board on September 30, 2025, to discuss various proposals, including signing a financial service agreement with Zhejiang Provincial Transportation Investment Group Financial Co., Ltd. [2][3] - The supervisory board approved the financial service agreement, confirming that the decision-making process adhered to relevant laws and regulations [3][4] - The agreement will be submitted for review at the company's third extraordinary general meeting of shareholders in 2025 [5] Group 2 - The supervisory board also approved a risk assessment report regarding the financial company, indicating that it has a valid financial license and a robust internal control system [6][7] - An emergency risk disposal plan for financial operations with the financial company was also approved, ensuring risk management and fund security [8][9] - The board agreed to renew the financial audit firm for 2025, which will also be subject to shareholder approval [10][11] Group 3 - The company plans to sign a financial service agreement with the financial company to enhance fund settlement efficiency and broaden financing channels [38][39] - The financial service agreement includes provisions for deposit services, credit services, and settlement services, with a validity of three years [39][41] - The financial company is controlled by the same parent entity as the company, establishing a related party transaction that does not require administrative approval [40][44] Group 4 - The financial company has demonstrated strong operational performance, with total assets of approximately 50.11 billion yuan and net assets of about 8.84 billion yuan as of December 31, 2024 [43] - The financial company reported a net profit of approximately 433.4 million yuan for the fiscal year 2024 [43] - The company aims to optimize financial management and reduce financing costs through this partnership, ensuring that the transaction does not harm the interests of shareholders [63][64]

国盛证券有限责任公司、浙商证券股份有限公司 关于浙江镇洋发展股份有限公司 与浙江省交通投资集团财务有限责任公司 签订《金融服务协议》暨关联交易的核查意见 国盛证券有限责任公司及浙商证券股份有限公司（以下简称"联合保荐机 构"）作为浙江镇洋发展股份有限公司（以下简称"镇洋发展"或"公司"）向 不特定对象发行可转换公司债券的联合保荐机构、持续督导机构，根据《证券发 行上市保荐业务管理办法》《上海证券交易所股票上市规则》和《上海证券交易所 上市公司自律监管指引第 1 号——规范运作》等有关规定，对镇洋发展与浙江省交 通投资集团财务有限责任公司（以下简称"交投财务公司"）签订《金融服务协议》 暨关联交易事项进行了核查，具体如下： 一、关联交易概述 （一）关联交易的主要内容 公司拟与交投财务公司签署《金融服务协议》，由交投财务公司为公司及下 属控股子公司提供存款、信贷服务、结算服务以及经中国银行保险监督管理委员 会（现国家金融监督管理局）批准的其他金融服务，协议有效期为三年，协议签 署地点为浙江省杭州市。 （二）鉴于浙江省交通投资集团有限公司（以下简称"浙江交通集团"）合 计持有交投财务公司 93.37%股份，并持有公 ...

浙江镇洋发展股份有限公司 关于在浙江省交通投资集团财务有限责任公司 开展存款等金融业务的应急风险处置预案 第一章 总则 第一条 为有效防范、及时控制和化解浙江镇洋发展股份有限公司（以下简 称"本公司"或"公司"）及下属子公司在浙江省交通投资集团财务有限责任公 司（以下简称"交投财务公司"）金融业务的风险，维护资金安全，结合相关监 管机构要求，特制定本应急处置预案。 第二章 应急处置组织机构及职责 第二条 成立金融业务风险预防处置领导小组，由公司总经理任组长，公司 财务负责人任副组长，领导小组成员包括计划财务部、证券与法律事务部等部门 负责人。领导小组负责组织开展金融业务风险的防范和处置工作，对金融业务风 险，任何单位、个人不得隐瞒、缓报、谎报或者授意他人隐瞒、缓报、谎报。 第三条 公司风险预防处置领导小组作为风险应急处置机构，一旦交投财务 公司发生风险，应立即启动应急预案，并按照规定程序开展工作。 第四条 对金融业务风险的应急处置应遵循以下原则： （一）统一领导，分级负责。金融业务风险的应急处置工作由领导小组统一 领导，对董事会负责，具体负责金融业务风险的防范和处置工作；各司其职，协 调合作。有关部门按照职责 ...

浙江镇洋发展股份有限公司 关于对浙江省交通投资集团财务有限责任公司 的风险评估报告 根据《上海证券交易所上市公司自律监管指引第 5 号——交易与关联交易》 的要求，浙江镇洋发展股份有限公司（以下简称"公司"）通过查验浙江省交通 投资集团财务有限责任公司（以下简称"交投财务公司"）提供的有关证件资料， 对交投财务公司的经营资质、业务和风险状况及经营情况进行了风险评估，具体 情况报告如下： 住所：浙江省杭州市上城区五星路 199 号明珠国际商务中心 2 号楼 8 层 法定代表人：李媛 一、交投财务公司基本情况 浙江省交通投资集团财务有限责任公司是经中国银行业监督管理委员会（现 国家金融监督管理局）（银监会〔2012〕612 号）文件批准成立的非银行金融机 构。 金融许可证机构编码：L0164H233010001 统一社会信用代码：91330000056876028L。 注册资本：65 亿元人民币 经营范围：许可项目：企业集团财务公司服务（依法须经批准的项目，经相 关部门批准后方可开展经营活动，具体经营项目以审批结果为准）。 经国家金融监督管理总局及其派出机构批准，交投财务公司的业务范围（可 以经营下列部分或者全部 ...