Group 1 - The company has signed a strategic cooperation agreement with Beijing Yisheng Environmental Energy Technology Co., Ltd. to establish a close alliance in the waste cooking oil (UCO) business sector [1] - The agreement includes the integration of domestic UCO resources, with Beijing Yisheng responsible for unified procurement and sales based on current market conditions [1] - The parties will explore additional domestic UCO procurement channels from other suppliers in mainland China to expand UCO resource sources [1] Group 2 - The partnership aims to promote the development of the "urban UCO sector" in mainland China and establish a UCO management center to oversee the technical development, manufacturing, procurement, installation, and management of oil-water separation equipment [2] - The UCO management center will ensure comprehensive collection of waste fats from the source [2] Group 3 - The agreement includes the integration of resources in the overseas UCO trade market, focusing on expanding trade in waste palm oil and other UCOs to export markets in Europe, America, and Southeast Asia [3] Group 4 - The parties will jointly manage the entire process of UCO collection, procurement, testing, and trade to ensure quality, fairness, compliance, and profitability [4] - The company currently has projects involving the collection and production of UCO from kitchen waste, but needs to establish comprehensive and trustworthy partnerships with external UCO companies due to internal resource limitations [4] - This cooperation is expected to significantly expand procurement and sales channels, leading to substantial business growth and mutual benefits [4]

Core Viewpoint - The strategic cooperation agreement between the company and Beijing Yisheng Environmental Energy Technology Co., Ltd. aims to establish a close alliance in the used cooking oil (UCO) business, leveraging their respective industry strengths and resources to enhance market presence and operational efficiency [1][2][3][4] Group 1: UCO Resource Integration - The agreement includes the integration of domestic UCO resources, with Beijing Yisheng responsible for unified procurement and sales based on current market conditions [1] - The parties will explore additional domestic UCO procurement channels from other suppliers in mainland China to expand resource sources [1] Group 2: Urban UCO Development - The parties will jointly promote the development of the "urban UCO sector" in mainland China and establish a UCO management center to oversee the technical development, manufacturing, procurement, installation, and management of oil-water separation equipment [2] Group 3: Overseas UCO Trade Market - The collaboration will focus on integrating resources in the overseas UCO trade market, particularly expanding trade in waste palm oil and other UCO products to export markets in Europe, America, and Southeast Asia [3] Group 4: UCO Supply Chain Management - The parties will jointly manage the entire process of UCO collection, procurement, testing, and trade, ensuring quality, fairness, compliance, and profitability [4] - The company’s existing kitchen waste treatment projects involve UCO collection and primary processing, but due to internal resource limitations, a comprehensive and trustworthy partnership with external UCO companies is necessary [4] - This collaboration is expected to significantly expand procurement and sales channels, leading to substantial business growth and mutual benefits [4]

Core Viewpoint - The company has signed a strategic cooperation agreement with Beijing Yisheng Environmental Energy Technology Co., Ltd. to deepen collaboration in the used cooking oil (UCO) business sector [1] Group 1: Strategic Partnership - The partnership aims to leverage the rich experience and resources of both parties to establish a close alliance in the UCO business [1] - Beijing Yisheng is a high-tech enterprise focused on environmental technology and renewable energy, committed to promoting resource recycling and green low-carbon development [1] Group 2: Business Expansion - The company currently has capabilities in collecting and processing UCO but faces limitations in internal resource channels, necessitating a comprehensive and trustworthy partnership with external UCO specialists [2] - The collaboration will expand procurement and sales channels, leading to significant business scale expansion and mutual benefits [2] - Beijing Yisheng will exclusively supply all UCO collected and transported from external sources to the company's project for processing and subsequent sales [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不會就因本公佈全部或任 何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 NEW CONCEPTS HOLDINGS LIMITED 創 業 集 團（ 控 股 ）有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：2221） 自願公佈 最新業務資料 簽訂戰略合作協議 本公告由創業集團（控股）有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事 會（「董事會」）自願作出，以告知本公司股東及潛在投資者本集團最新業務發展。 簽訂戰略合作協議 董事會謹此宣佈，本公司已與北京宜升環保能源科技有限公司（「北京宜升」）於2025 年8月7日簽訂戰略合作協議（「戰略合作協議」）。 – 1 – 有關廢棄食用油回收的合作 基於本公司與北京宜升（「訂約方」）於彼等各自領域內的豐富經驗及資源，並充分發 揮彼等各自的行業優勢，訂約方將建立緊密聯盟，在廢棄食用油（「UCO」）業務領域 開展深度合作。戰略合作協議主要包括： 1. 整合國內UCO資源 整合本集團現有及未來國內UCO資源，並由 ...

Core Viewpoint - The article highlights the positive trend in the performance forecasts of A-share companies for the first half of 2025, indicating a recovery in the pre-announcement rate compared to the previous year, with expectations for the market to rise in the second half of the year [2][3][12]. Performance Forecasts - Over 1,500 A-share companies have disclosed their performance forecasts for the first half of 2025, with more than 300 companies expecting a year-on-year net profit growth of over 100% and over 40 companies expecting growth exceeding 500% [3]. - The overall pre-announcement rate for A-shares is 43.29%, slightly up from 42.64% in 2024, but still at a relatively low level compared to the past decade [3]. - The sectors with the highest pre-announcement rates include non-bank financials (82.5%), non-ferrous metals (74.1%), electronics (61.0%), agriculture, forestry, animal husbandry, and fishery (56.6%), and automobiles (51.7%) [3]. Sector Performance - Significant growth has been observed in sectors such as media, agriculture, forestry, animal husbandry, building materials, transportation, non-ferrous metals, non-bank financials, and home appliances [6]. - Conversely, sectors like light industry manufacturing, retail, environmental protection, and oil and petrochemicals are experiencing negative growth with substantial year-on-year declines [7]. Analyst Ratings Adjustments - In the past two weeks, eight A-share stocks have had their ratings upgraded by brokerages, primarily due to strong performance forecasts for the first half of the year [9]. - Notable upgrades include: - Miaokelando's rating raised from "Neutral" to "Buy" based on a projected net profit of 120 million to 145 million yuan, reflecting a year-on-year increase of 56.29% to 88.86% [10]. - Shanhai Environmental's rating upgraded from "Hold" to "Buy" due to a turnaround in profitability and increased demand for its products [10]. - Morning Light Bio's rating raised to "Strongly Recommend" based on exceeding profit expectations and leading positions in various product categories [10]. Market Outlook - Analysts generally expect the market to rise in the second half of the year, with a potential breakthrough of the high point from October 8 of the previous year [12][13]. - Key investment themes include domestic consumption, technological self-reliance, and high-dividend stocks, with a focus on sectors such as AI, robotics, semiconductor supply chains, and defense [12]. - The average price-to-earnings ratio of the Shanghai Composite Index and the ChiNext Index is at a median level over the past three years, suggesting a favorable environment for medium to long-term investments [14].