Group 1 - The core viewpoint is that Zhengyuan Investment has recently conducted research on a listed company, specifically focusing on China National Materials International, which is the only company in the global cement technology equipment and engineering service market with a complete industrial chain [1] - China National Materials International has maintained good cooperation with Tibet cement and building materials enterprises in engineering technology service business over the years [1] - The company has officially completed the localization deployment of DeepSeek, providing large model applications across all levels and opening enterprise knowledge base scenarios [1] Group 2 - Zhengyuan Investment was established in 2015 in the Qianhai Free Trade Zone of Shenzhen and obtained a private securities investment fund license in the same year [2] - The firm has a professional investment research team, rich investment experience, and a sound risk management system [2] - Zhengyuan Investment aims to serve the development of China's real economy by connecting social capital with high-quality industries, focusing on asset allocation in companies that align with development trends to achieve asset preservation and appreciation for clients [2]