Core Viewpoint - The city of Jixi, known as "China's Graphite Capital," is showcasing its transformation from a coal city to a green energy hub at the 34th Harbin International Economic and Trade Fair, emphasizing its unique resources and commitment to sustainable development [1][11]. Group 1: Exhibition Highlights - Jixi's exhibition area at the fair spans 150 square meters, featuring a blend of Chinese and Russian design elements, showcasing local resources, industrial ecology, and cultural tourism [3]. - The exhibition includes over 80 enterprises and nearly 300 high-quality exhibits, marking the largest participation in history, highlighting various Jixi brands and products [3]. - The exhibition is divided into display, tasting, and negotiation areas, allowing visitors to experience local products and cuisine while facilitating business discussions [3]. Group 2: Coal Industry Transformation - Jixi is leveraging digital technology to upgrade its coal industry, implementing a "5G redefines mining" strategy that enhances efficiency and safety [4][5]. - The establishment of the Northeast's first 5G smart mine has improved coal extraction efficiency by 40% and reduced accident rates by 70% through remote operations and automated inspections [4]. - Jixi has built 12 gas power plants, achieving a CO₂ reduction of 500,000 tons annually, and has implemented a 100% mine water recycling system, saving over 8 million tons of water each year [5]. Group 3: Graphite Industry Competitiveness - Jixi possesses unique resource advantages with nearly 1 billion tons of graphite reserves, over 50% of which is large flake crystalline graphite, making it a rare source for natural graphene [7]. - The city has developed a complete industrial chain with 66 enterprises, processing 8.3 million tons of ore annually and achieving a deep processing capacity of 666,000 tons [8]. - Jixi has established national and provincial platforms for innovation, addressing key technological challenges and advancing projects in new energy materials [8]. Group 4: Traditional Medicine Development - Jixi is developing a "Cold Land Medicine Valley" based on its abundant wild Eleutherococcus senticosus resources, with a market share of 85% for its medicinal preparations [9]. - The city is enhancing its digital trading platform for traditional medicine, aiming to become the largest medicinal material distribution center in Northeast China [9]. - Jixi is expanding its product range to include health foods and cosmetics, creating new growth opportunities for its traditional medicine industry [9].

Core Viewpoint - The company has announced the acquisition of a 70% stake in Meishan Lake Technology Co., Ltd. from Hainan Jinhaitang Technology Co., Ltd., which is expected to enhance its production capacity in the graphite electrode sector and align with its long-term strategic goals [1][4]. Group 1: Acquisition Details - The company, along with its management shareholding platform, will acquire 65.55% of Meishan Lake for 73.5739 million yuan at a price of 0.7483 yuan per share [1]. - Following the transaction, Hainan Jinhaitang's stake in Meishan Lake will decrease from 90% to 20%, allowing the company to gain control over Meishan Lake [1]. - Meishan Lake is recognized as a national high-tech enterprise and has established production projects for ultra-high-power graphite electrodes and lithium battery anode materials [4]. Group 2: Financial Performance - In 2024, the company reported a net profit of -851 million yuan, primarily due to significant losses in the photovoltaic sector and substantial asset impairment provisions [3]. - The company’s revenue for 2024 was 3.422 billion yuan, a decrease of 6.462 billion yuan (65.38%) compared to the previous year, attributed to the sale of equity in Pingmei Longji and reduced sales of battery products [2]. - For the first nine months of 2024, the company recorded a total profit of -493 million yuan and a net profit of -371 million yuan [3]. Group 3: Strategic Implications - The acquisition of Meishan Lake is seen as a strategic move to bolster the company's core business in graphite electrodes, leveraging the advantageous production costs in the region [4]. - The company aims to enhance its production capacity and strengthen its market position in the graphite electrode industry through this acquisition [4].

关于平顶山东方碳素股份有限公司 公开发行股票并在北交所上市 申请文件的审核问询函的回复 信会师函字[2023]第 ZB009 号 a t and Art 立信会计师事务所(特殊普通合伙) BDO CHINA SHU LUN PAN CERTIFIED PUBLIC ACCOUNTANTS LLP 立信会计师事务所(特殊普通合伙) 关于平顶山东方碳素股份有限公司公开发行股票 并在北交所上市申请文件的审核问询函的回复 信会师函字[2023]第 ZB009 号 北京证券交易所: 贵所于 2023年1月12日出具的《关于平顶山东方碳素股份有限公司公开发 行股票并在北交所上市申请文件的审核问询函》(以下简称"《审核问询函》") 收悉,立信会计师事务所(特殊普通合伙)(以下简称"会计师"或"我们")对审 核问询函中涉及申报会计师的有关问题回复如下: 如无特别说明,本审核问询问题的回复中简称与《平顶山东方碳素股份有限 公司招股说明书(申报稿)》中的简称具有相同含义。 本回复报告中的字体代表以下含义: | 问询函所列问题 | 黑体加粗 | | --- | --- | | 对问询函所列问题的回复 | 宋体 | | 对招股说明书 ...