证券代码：603726 证券简称：朗迪集团 编号：2025-018 浙江朗迪集团股份有限公司 关于签订投资意向协议的更正公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 除上述更正内容之外，原公告其他内容不变，公司对上述更正事项给广大投 资者带来的不便深表歉意。公司将进一步加强披露文件的编制审核工作，提高信 息披露质量，避免类似问题出现，敬请广大投资者谅解。 目标公司最近一年又一期主要财务数据如下： 注：以上财务数据未经审计。 更正后： 目标公司最近一年又一期主要财务数据如下： 1 / 2 单位：万元 项目 2025 年 3 月 31 日/ 2025 年 1-3 月 2024 年 12 月 31 日/ 2024 年 1-12 月 流动资产合计 105,017,126.62 96,975,907.33 非流动资产合计 284,382,359.94 286,142,135.75 资产总计 389,399,486.56 383,118,043.08 流动负债合计 178,774,351.21 162,131,989.99 非流动 ...

Group 1 - The advanced packaging sector continues to rise, with multiple stocks hitting the daily limit, including Tongxingda (002845), Kangda New Materials (002669), Landi Group (603726), Kuaike Intelligent (603203), and Bomin Electronics (603936) [1]

Investment Overview - The company intends to acquire up to 20.1667% equity in Ningbo Jujia New Materials Technology Co., Ltd. for a total price not exceeding 121 million RMB [1][5] - The acquisition will be made through cash payment and does not constitute a related party transaction or a major asset restructuring as per regulations [1][2] Target Company Information - Ningbo Jujia New Materials Technology Co., Ltd. was established on November 27, 2017, with a registered capital of approximately 14.2 million RMB [2][3] - The company specializes in technology services, research and development of bio-based materials, and manufacturing of synthetic materials [2][3] Financial Data - The target company's total assets as of the latest reporting period amount to approximately 389.4 million RMB, with total liabilities of about 280.8 million RMB [3] - The company reported a net loss of approximately 6.1 million RMB in the latest financial period [3] Transaction Details - The investment agreement is currently a non-binding intention, and further due diligence will be conducted before a formal agreement is signed [4][11] - The transaction is subject to various conditions, including the completion of due diligence and internal approvals from both parties [6][8] Strategic Importance - The acquisition is expected to enhance the company's capabilities in the new materials sector, particularly in high-performance LCP fibers and resins, which have applications in aerospace, industrial transport, and high-end cables [10] - Successful completion of the investment will support the company's expansion into emerging fields such as automotive electronics and humanoid robotics [10]

Company Announcements - Jihua Group's existing product system does not involve brain-computer interface related fields [1] - Prit's plan to invest 1 billion yuan to build a plastic modification materials headquarters and R&D manufacturing base in South China [1][2] - Lian De Equipment won a contract worth 157 million yuan for BOE's 8.6 generation AMOLED production line project [1][2] - Jiadu Technology plans to issue shares (H-shares) overseas and list on the Hong Kong Stock Exchange [1][2] - Longdi Group intends to acquire no more than 20.1667% equity in Jujia Technology [1][4] - New Zhonggang plans to repurchase shares worth 40 million to 80 million yuan [1][4] - Xiaogoods City expects a net profit increase of 12.57% to 17.40% in the first half of the year [1][4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials through block trading [1][4] - Lihua Co., Ltd. intends to reduce its holdings by no more than 3.00% [1][4] - Zhimin Da plans to raise no more than 213 million yuan through a private placement [1][5] - Xiangtong Co. plans to issue corporate bonds not exceeding 4 billion yuan [1][5] Performance Forecasts - Hanyu Pharmaceutical expects a half-year profit of 142 million to 162 million yuan, turning a profit compared to the previous year [4] - Taotao Automotive anticipates a net profit increase of 70.34% to 97.81% in the first half of the year [4] - Weichai Heavy Machinery expects a net profit increase of 40% to 60% in the first half of the year [4] Shareholding Changes - Lihua Co., Ltd.'s actual controller Cheng Lili and his concerted actors plan to reduce their holdings by no more than 3.00% [4] - He Shi Eye Hospital's Advanced Manufacturing Fund plans to reduce its holdings by no more than 2% [4] - Haitan Ruisheng's shareholder He Lin and his concerted actors plan to reduce their holdings by no more than 2.9463% [4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials [4] Other Announcements - Zhimin Da plans to raise no more than 213 million yuan through a private placement [5] - Yuyuan Co. plans to issue corporate bonds not exceeding 40 billion yuan [5] - Jinhongshun has terminated the planning of a major asset restructuring [5]

Mergers and Acquisitions - Yanpai Co., Ltd. plans to acquire 100% equity of TTL and TTL Management Company for approximately €2.9 million, focusing on industrial textile solutions for B2B clients [1] - Landi Group intends to purchase up to 20.17% equity of Ningbo Jujia New Materials Technology Co., Ltd. for a total price not exceeding ¥121 million, as the company specializes in high-performance LCP fiber production [3] Asset Restructuring - Jinhongshun announced the termination of its major asset restructuring plan to acquire 95.79% of New Thinking Motor Co., Ltd. through share issuance and cash payment [2] Shareholding Changes - Haitai Ruisheng's controlling shareholder, He Lin, and his concerted party Zhongyi An plan to reduce their holdings by up to 2.95%, totaling no more than 177.74 million shares [4] - Silan Microelectronics' shareholder, Luo Huabing, plans to reduce his holdings by no more than 500,000 shares, representing up to 0.03% of the company's total equity [5] - Haizheng Shengcai's major shareholder, Sinopec Capital, intends to reduce its holdings by up to 1.74%, totaling no more than 3.5256 million shares [6] Operational Updates - Haiyang Wang confirmed that its operational status is normal and there are no undisclosed significant matters, despite a stock price fluctuation exceeding 20% [7] - Neimeng Yijian reported that its main business has not undergone significant changes, and the external market environment remains stable [10]

Group 1 - Longdi Group plans to acquire up to 20.1667% of Ningbo Jujia New Material Technology Co., Ltd. for a total price not exceeding 121 million yuan, estimating Ningbo Jujia's total valuation at approximately 600 million yuan [1] - Longdi Group previously acquired 1.37% of Ningbo Jujia for 20 million yuan in 2022, indicating a significant decline in Ningbo Jujia's valuation from approximately 1.46 billion yuan to the current estimate [1] - Ningbo Jujia is currently in a state of significant losses, which is likely a major factor contributing to its decreased valuation [1][5] Group 2 - Ningbo Jujia focuses on the production of LCP (Liquid Crystal Polymer) fibers, films, and resins, and is the only company in the industry with a full-scale production and R&D capability across the entire LCP supply chain [2] - LCP is widely used in critical fields such as aerospace, industrial transport, and high-end cables, highlighting its importance as a high-end specialty engineering material [3] - Longdi Group's main business includes mechanical fans, household air conditioning blades, and composite materials, with a commitment to deepening its involvement in the new materials sector [3] Group 3 - The global LCP materials industry is primarily dominated by companies from the United States and Japan, but Chinese companies like Jinfat Technology, Water Co., and Pulit have rapidly entered the LCP market, increasing their production capacity and application scope [3][4] - Jinfat Technology has an annual production capacity of 33,600 tons for semi-aromatic polyamide, LCP, and PPSU/PES synthetic resins, with a project for 15,000 tons of LCP synthetic resin expected to begin production [4] - Water Co. is advancing a new project to build a 20,000-ton LCP resin production capacity, positioning itself to become the largest global LCP supplier [4] Group 4 - Ningbo Jujia reported revenues of 61.91 million yuan and losses of 46.31 million yuan in 2024, with Q1 revenues of 15.28 million yuan and losses of 609,290 yuan [5] - As of the end of Q1 this year, Ningbo Jujia had total assets of 389 million yuan and net assets of 109 million yuan [5] - Recent exits from Ningbo Jujia's shareholder list by several investment institutions indicate a potential lack of confidence in the company's future performance [6][7]

Group 1 - Taotao Automotive expects a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year increase of 70.34% to 97.81% [1] - The company specializes in the research, production, and sales of all-terrain vehicles, electric golf carts, electric scooters, electric balance bikes, electric bicycles, and their accessories [1] - China Communications Construction Company plans to repurchase shares worth between 500 million to 1 billion yuan, with a maximum repurchase price of 13.58 yuan per share [1][2] Group 2 - Annoqi's subsidiary received a government subsidy of 1.65 million yuan, accounting for 34.77% of the company's latest audited net profit [2] - Annoqi focuses on the research, production, and sales of mid-to-high-end differentiated dyes [3] - Minfeng Special Paper announced the complete shutdown of its Nanhu plant, as its Haiyan plant is now capable of handling the production capacity [4] Group 3 - Aoto Electronics received a trademark registration certificate from Saudi Arabia, covering various electronic products [5] - Landi Group plans to acquire up to 20.1667% of the shares of Jujia Technology for a total price not exceeding 121 million yuan [6][7] - Lifan Pharmaceutical's Danpi phenol raw material drug has been approved for market launch, utilizing a new process that enhances efficiency and meets market demand [8] Group 4 - Shanghai Construction received a total of 548 million yuan in government subsidies, which accounts for 22.79% of the company's latest audited net profit [8] - Wanbangde's subsidiary received ethical approval for a key clinical trial of a new drug for Alzheimer's disease [8] - Prolo Pharmaceutical's subsidiary received approval for the market launch of a new raw material drug for liver cancer treatment [9] Group 5 - Chenguang New Materials received a government subsidy of 26 million yuan, representing 62.86% of the company's latest audited net profit [10] - Sanyou Medical's subsidiary received a government subsidy of 331,000 yuan, accounting for 28.86% of the company's latest audited net profit [11] - Weichai Heavy Machinery expects a net profit of 132 million to 151 million yuan for the first half of 2025, reflecting a year-on-year increase of 40% to 60% [12] Group 6 - Guanhao Biological announced the termination of its application for a specific stock issuance [13] - China Film plans to use up to 1.5 billion yuan of idle funds for cash management [14] - Aotai Biological intends to use up to 480 million yuan of idle raised funds for cash management [15] Group 7 - Helin Micro-Nano is planning to issue overseas shares and list on the Hong Kong Stock Exchange [17] - Jinpan Technology's vice president resigned due to personal health reasons [18] - Tongyi Zhong's chairman and general manager plan to reduce their shareholdings in the company [19] Group 8 - Naipu Mining signed an overseas contract worth 18.85 million USD [21] - Zhengye Technology completed an asset sale transaction worth 178 million yuan [23] - Lianxin Equipment won a bid for a project worth 157 million yuan from BOE [24] Group 9 - Smart Control plans to apply for a comprehensive credit line of up to 260 million yuan from banks [25] - Keyuan Pharmaceutical's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [27] - Meige Intelligent's H-share listing application materials have been received by the China Securities Regulatory Commission [29] Group 10 - Siwei Tuxin's subsidiary submitted an H-share listing application [32] - Metro Design's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [32] - Aeston submitted an application for H-share listing [34] Group 11 - Jiu Ri New Materials' shareholders plan to reduce their holdings by a total of 98,900 shares [34] - Yihua Tong's shareholder plans to reduce their holdings by up to 700,000 shares [35] - Xishanghai plans to distribute a cash dividend of 0.08 yuan per share [36] Group 12 - Zhejiang Natural plans to distribute a cash dividend of 1.97 yuan for every 10 shares [37] - Kouzi Jiao plans to distribute a cash dividend of 1.30 yuan per share [38] - Huitong Group plans to distribute a cash dividend of 0.023 yuan per share [40] Group 13 - Tongyong Co. plans to reduce its holdings by up to 0.31% of the company's shares [41] - China Shenhua plans to distribute a cash dividend of 2.26 yuan for every 10 shares [43] - Huangting International's executive director resigned due to personal reasons [45] Group 14 - Jinkai New Energy plans to distribute a cash dividend of 1 yuan for every 10 shares [46] - Heimu Dan plans to distribute a cash dividend of 0.041 yuan per share [47] - Feiyada plans to acquire all or part of the controlling stake in Chang Kong Gear [48]

本次投资协议的签订不构成关联交易，也不构成《上市公司重大资产重组管 理办法》规定的重大资产重组。 二、协议主体的基本情况 证券代码：603726 证券简称：朗迪集团 编号：2025-017 浙江朗迪集团股份有限公司 关于签订投资意向协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、对外投资概述 2025 年 6 月 30 日，浙江朗迪集团股份有限公司（以下简称"公司""朗迪集 团"或"收购方"）与宁波聚嘉新材料科技有限公司（以下简称"聚嘉科技"或 "目标公司"）、王阳（目标公司实际控制人）、宁波嘉诺威咨询服务有限公司 （以下简称"嘉诺威"，目标公司实际控制人控制的目标公司股东）签署投资意 向协议，公司拟以现金方式收购目标公司实际控制人、嘉诺威，以及实际控制人 依法指定的其他主体合法持有的目标公司合计不超过 20.1667%的股权，总价不超 过 1.21 亿元人民币（含本数），具体以双方签订的正式协议为准。 公司名称：宁波嘉诺威咨询服务有限公司 1 / 8 本投资协议仅为意向性协议，系各方对本次投资 ...

Core Viewpoint - Longdi Group plans to acquire up to 20.1667% equity in Ningbo Jujia New Materials Technology Co., Ltd. for a total price not exceeding 1.21 billion yuan, aiming to enhance its new materials segment and expand into emerging fields such as automotive electronics and humanoid robots [1]. Group 1 - Longdi Group announced the cash acquisition of up to 20.1667% equity in Ningbo Jujia New Materials Technology Co., Ltd. for a maximum of 1.21 billion yuan [1]. - Ningbo Jujia New Materials Technology Co., Ltd. is the only company in the industry capable of large-scale production and R&D across the entire industrial chain of high-performance LCP fiber-grade matrix resins, modified resins, and high-performance LCP fibers [1]. - LCP is a high-end specialty engineering material widely used in critical fields such as aerospace, industrial transportation, optical cables, and high-end ropes, indicating a broad market prospect [1]. Group 2 - The investment, if successfully completed, will actively promote Longdi Group's efforts to strengthen and supplement its new materials segment [1]. - The acquisition will assist the company in expanding its product applications into emerging areas such as automotive electronics, low-altitude flight, and humanoid robots [1].

Core Viewpoint - XD Landi Group (603726) has shown a price increase of 4.92% this week, closing at 16.0 yuan, with a total market capitalization of 2.97 billion yuan [1] Company Announcements - The company plans to subscribe to convertible bonds issued by Yongxi Electronics, with an investment amount not exceeding 89.249 million yuan [1] - The seventh supervisory board of Zhejiang Landi Group approved the proposal to exercise the preemptive right to participate in the subscription of Yongxi Electronics' convertible bonds, aiming to enhance capital efficiency and increase returns without harming the interests of shareholders, especially minority investors [1] - Landi Group currently holds 7.57% of Yongxi Electronics, which has a registered capital of 409.62593 million yuan and is engaged in integrated circuit manufacturing and sales [1] - The investment is intended to increase capital returns and will not affect the company's normal operations, with strict compliance to legal regulations regarding the holding period of the bonds [1] - The investment will be classified as financial assets measured at fair value, with changes recognized in current profits and losses [1]