Group 1: Investor Relations Activities - The company participated in the "2025 Guangdong Online Investor Reception Day" on September 19, 2025 [2] - Key executives present included Chairman and President Mr. Luo Weiman, CFO Ms. Yang Bing, and several independent directors [2] Group 2: Customer Base and Market Expansion - The company primarily serves well-known clients such as Avery Dennison and Finotex, with plans to expand its customer base through product innovation and enhanced R&D capabilities [2][3] - The company is actively exploring collaborations with universities and research institutions for technology development [2][3] Group 3: R&D and Product Development - R&D investment increased by 13.92% year-on-year in the first half of 2025, focusing on new product development and upgrades [4] - Key projects include the development of the seventh-generation adhesive-free film and graphene transfer film for electronic devices [4] Group 4: Financial Performance - Investment income increased by 363.25% year-on-year, primarily due to cash management strategies involving large deposits and structured savings [6] - Inventory decreased by over 20 million compared to the beginning of the year, with a stock turnover rate of 8.92 times, indicating improved inventory management [7] Group 5: Production and Quality Control - The company has established a comprehensive quality control system and achieved ISO9001 certification, with several products passing international standards [3] - The company operates multiple production lines for functional films and masterbatches, enhancing its manufacturing capabilities [3] Group 6: Market Challenges and Strategic Responses - The company is addressing market challenges by focusing on value management and maintaining a stable dividend policy to enhance investor confidence [8] - Plans to utilize AI technology for optimizing supply chain management and customer service are in place, aiming to improve operational efficiency [8][9]

中国国际金融股份有限公司 关于华勤技术股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为华勤技术股 份有限公司（以下简称"华勤技术"或"公司"）首次公开发行股票并在主板上市的保荐机 构，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《上海证 券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运 作》等有关法律、行政法规、部门规章及业务规则的要求，对公司使用部分暂时闲置募 集资金进行现金管理的事项进行了认真、审慎核查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会于2023年6月20日出具的《关于同意华勤技术股份有 限公司首次公开发行股票注册的批复》（证监许可〔2023〕1340号），并经上海证券交 易所同意，公司首次公开发行人民币普通股72,425,241股，每股面值为人民币1.00元，发 行价格为每股人民币80.80元/股，募集资金总额为人民币585,195.95万元，扣除发行费用 后，实际募集资金净额为人民币573,068.36万元，其中超募资金为人民币23,068. ...

Core Viewpoint - The company intends to utilize part of its temporarily idle raised funds and self-owned funds for cash management to enhance fund efficiency and increase returns while ensuring the safety of the funds and not affecting ongoing projects or operations [1][5]. Summary by Sections 1. Basic Situation of Raised Funds - The company has received approval from the China Securities Regulatory Commission to issue convertible bonds totaling RMB 667 million, with a maturity of 6 years and a face value of RMB 100 per bond, amounting to 6,670,000 bonds [1]. 2. Cash Management of Idle Funds - The purpose of cash management is to utilize idle funds effectively without impacting project construction or normal operations, aiming to enhance fund efficiency and benefit shareholders [2]. - The company plans to use up to RMB 450 million for cash management, consisting of RMB 250 million from raised funds and RMB 200 million from self-owned funds, with a validity period of 12 months from board approval [2]. - Investment products will include low-risk options such as structured deposits, fixed-income certificates, and government bond reverse repos, with individual product investment periods not exceeding 12 months [2]. 3. Risk Control Measures - The company will implement strict risk control measures, including decision-making, management, and supervision, and may hire professional institutions for audits if necessary [3]. - The company will ensure that cash management does not affect daily operations or the normal functioning of fundraising projects, thereby maintaining operational liquidity [4]. 4. Financial Reporting - The company will adhere to relevant accounting standards for financial instruments in managing cash management products [5]. 5. Sponsor's Verification Opinion - The sponsor has verified that the company's cash management plan complies with legal regulations and has been approved by the board, ensuring that it will not affect the company's daily operations or main business [5].