SCMF(SZ:000731) Sou Hu Cai Jing·2026-01-11 19:37Core Viewpoint - The company is actively addressing investor concerns regarding potential conflicts of interest and brand confusion with its major shareholder, Meifeng Group, while emphasizing its independent operational capabilities and brand management strategies. Group 1: Stock Performance - As of January 9, 2026, Sichuan Meifeng (000731) closed at 6.71 yuan, up 0.45%, with a turnover rate of 1.2%, trading volume of 66,000 hands, and a transaction amount of 44.3258 million yuan [1]. Group 2: Corporate Governance and Brand Management - The company has established a comprehensive brand management system to prevent market confusion and ensure distinct brand recognition, including legally protected trademarks and logos for its main products [2]. - The company is committed to optimizing its brand management strategy over the long term to provide clear value to customers in various market segments [2]. - The company maintains an independent procurement, production, and sales system, ensuring that related party transactions adhere to market fairness principles, thus protecting shareholder interests [2]. Group 3: Business Operations and Future Plans - The company anticipates a significant increase in its LNG/CNG processing business, projecting approximately 120 million yuan in revenue for 2026, which represents a notable growth compared to 2025 [3][4]. - The expected increase in procurement from related parties, specifically Sinopec, is attributed to new business needs rather than shareholder interests, with an estimated procurement amount of 340 million yuan for 2026 compared to 30 million yuan in 2025 [4]. - The company is focused on enhancing its market value management and will announce any relevant plans in due course [4]. Group 4: Investor Engagement - The company values investor feedback and actively considers suggestions that can enhance its operations and strategies [5]. - The company has no current plans for mergers or acquisitions involving Meifeng Group, but will disclose any future developments as required [5].