重要新闻提示 国新办今日上午10时举行"高质量完成'十四五'规划"系列主题新闻发布会 工信部：开展卫星物联网业务商用试验，支撑商业航天、低空经济等新兴产业安全健康发展 磁性材料龙头新莱福：拟10.54亿元购买金南磁材100%股权，预计构成重大资产重组 财经新闻 1. 国务院新闻办公室网站10月10日消息，国务院新闻办公室将于10月11日（星期六）上午10时举行"高 质量完成'十四五'规划"系列主题新闻发布会，请住房城乡建设部部长倪虹介绍"十四五"时期住房城乡建 设高质量发展成就，并答记者问。 2. 10月10日，中国人民银行网站发布9月中央银行各项工具流动性投放情况。其中，短期逆回购净投放 3902亿元，买断式逆回购净投放3000亿元，公开市场国债买卖净投放0元，中期借贷便利（MLF）净投 放3000亿元，抵押补充贷款（PSL）净回笼883亿元。 1. 上市公司业绩 3. 金融监管总局网站10月10日消息，近日，金融监管总局发布《关于加强非车险业务监管有关事项的通 知》。《通知》聚焦非车险领域经营不规范、非理性竞争等问题，重点在六方面强化要求，包括优化考 核机制、规范产品开发使用、规范保费收入管理、强化市场行 ...

长江商报消息 ●长江商报记者 江楚雅 新莱福计划进一步扩大产能，助力产业升级。 并购整合资源拓展业务 2025年上半年，公司实现营业收入4.51亿元，同比增长8.27%，但归母净利润为6720.39万元，同比下降 8.94%。 投资扩产助力产业升级 根据新莱福发布的公告，公司与宁波市奉化区人民政府岳林街道办事处签订投资协议，计划投资建设年 产3万套医用射线无铅防护系列产品及新材料项目。 新莱福表示，该项目旨在扩大产能规模、优化产业结构布局，提升公司品牌影响力和综合竞争实力，增 强盈利能力，符合公司整体发展战略规划。建设内容包括医疗和核工业防辐射材料生产用房和办公楼 等，计划总投资1.5亿元，其中固定资产投资不低于1.05亿元。 作为国家级高新技术企业和专精特新"小巨人"企业，新莱福在无铅辐射防护材料、吸附功能材料等领域 形成了全球领先的技术壁垒。其锐保γ射线防护胶皮材料凭借轻质、环保特性，在核电、医疗等领域实 现了对传统铅基材料的替代。 凭借创新驱动发展战略，新莱福构筑了坚实的技术护城河，确立了行业领先优势。截至上半年末，公司 拥有有效专利109项，是全球领先的功能材料制造商之一，直接客户覆盖全球60余个国家 ...

Group 1 - New Lai Fu plans to acquire 100% equity of Jin Nan Magnetic Materials through a combination of share issuance and cash payment, along with raising supporting funds [1] - Jin Nan Magnetic Materials, established in 2009, specializes in the development, production, and sales of key components for micro motors, electronic components, precision alloy parts, and soft magnetic alloys, with applications across various sectors including computers, home appliances, and electric vehicles [1] - The transaction is expected to constitute a major asset restructuring and is classified as a related party transaction, which will not lead to a change in the actual controller of the company [1] Group 2 - New Lai Fu's sales volume of adsorption functional materials exceeded 22.5 million square meters in 2023, making it one of the most important suppliers globally [2] - The company has become a leading supplier of ring-shaped varistors, with sales exceeding 1.27 billion units in 2023 [2] - New Lai Fu's focus for 2025 will be on technological breakthroughs and accelerating project advancements, particularly in the construction of its new facility, which will alleviate space constraints and support the development of its fundraising projects and R&D initiatives [2]

Core Viewpoint - The strategic merger and acquisition (M&A) of Guangzhou Xinlaifu New Materials Co., Ltd. (301323.SZ) aims to enhance its competitive edge and market presence in the functional materials sector, showcasing the company's proactive approach to future growth opportunities [2][4]. Group 1: Strategic M&A Overview - Xinlaifu plans to integrate Jin Nan Magnetic Materials' core technological advantages in permanent and soft magnetic materials, as well as PM powder metallurgy, to strategically expand its business boundaries and achieve deep industry chain collaboration [3][6]. - The merger is expected to significantly enhance Xinlaifu's market coverage and core competitiveness in the functional materials sector, while also expanding its "smile curve" [3][4]. Group 2: Financial Performance and Projections - In 2024, Xinlaifu's sales volume of adsorption functional materials is projected to exceed 24 million square meters, with a revenue of 886 million yuan, reflecting a year-on-year growth of 14.94% [4]. - The acquisition is anticipated to nearly double the combined annual revenue of the listed company and increase net profit by over 50% post-merger [7]. Group 3: Complementary Advantages - The merger is characterized by complementary strengths, allowing for a comprehensive integration of resources, which is expected to enhance market competitiveness and optimize the value chain [6][7]. - Xinlaifu will leverage Jin Nan's established market presence in home appliances, automotive, and new energy sectors to accelerate market penetration and resource sharing [6][7]. Group 4: Cultural and Operational Synergy - Both companies share similar cultural foundations and development philosophies, which are expected to facilitate a smooth integration process post-acquisition [7]. - The integration of procurement systems is projected to enhance bargaining power with suppliers, reduce costs, and improve overall profitability [7].

Core Viewpoint - New Lai Fu is planning a significant acquisition by issuing shares and paying cash to acquire 100% equity of Jin Nan Magnetic Materials, which constitutes a related party transaction due to both companies being controlled by the same individual [2][4][6]. Company Overview - New Lai Fu, established in 1998, is a globally recognized supplier of electronic components for micro motors, with a strong market presence in flexible magnetic materials and ring-shaped varistor products [6]. - Jin Nan Magnetic Materials, founded in 2009, specializes in the production of magnetic materials and semiconductor discrete devices, with business operations similar to those of New Lai Fu [5][6]. Financial Performance - In 2023, New Lai Fu reported a revenue of 771 million yuan, a year-on-year increase of 7.88%, and a net profit of 138 million yuan, up 7.96% [8]. - For the first three quarters of 2024, the company achieved a revenue of 653 million yuan, reflecting a 15.75% year-on-year growth, and a net profit of 102 million yuan, which is a 5.26% increase [8]. Market Context - The rare earth permanent magnet sector, which includes New Lai Fu, has faced challenges, with a notable decline in profits reported by companies like Northern Rare Earth, indicating a broader market weakness [7]. - The recent trade tensions and export controls on rare earth materials may impact the performance of companies in this sector, including New Lai Fu [7]. Transaction Details - The acquisition of Jin Nan Magnetic Materials is expected to be a major asset restructuring, with New Lai Fu planning to raise matching funds for the transaction [4][6]. - The transaction has not yet disclosed specific details, but initial agreements have been signed with all shareholders of Jin Nan Magnetic Materials [4].