Summary of Key Points Core Viewpoint The company, Nantong Xingqiu Graphite Co., Ltd., is changing the investment project for the funds raised from the issuance of convertible bonds due to unfavorable market conditions for its original project, which involves the production of graphite anodes for lithium batteries. The new project focuses on the production of silicon carbide and carbon-based composite anti-corrosion equipment, which aligns better with current market demands and the company's strategic goals. Group 1: Fundraising and Investment Changes - The company raised a total of RMB 620 million through the issuance of convertible bonds, with a net amount of RMB 612.99 million after deducting issuance costs [1][2] - As of June 30, 2025, the company has invested RMB 103.89 million in the fundraising projects, with RMB 536.91 million remaining uninvested [2] - The company plans to change the allocation of RMB 195 million from the original project to the new project, which constitutes 31.81% of the net amount raised [4][5] Group 2: Reasons for Change - The original project faced challenges due to a decline in market prices for graphite anodes and increased competition, leading to a potential risk of not achieving expected benefits [5][6] - The new project aims to meet the growing demand for high-end anti-corrosion equipment in the chemical industry, enhancing the company's core competitiveness and profitability [6][9] Group 3: Project Details and Feasibility - The new project has a total investment of RMB 195.73 million, with an expected internal rate of return of 14.65% and a payback period of 8.90 years [8] - The project will enable the company to scale production and integrate systems, significantly reducing manufacturing costs and delivery times [8][9] - The new project aligns with industry trends towards efficiency, safety, and low carbon emissions, addressing the limitations of traditional equipment [9][10] Group 4: Approval and Oversight - The change in investment project has been approved by the company's board of directors and requires further approval from the shareholders' meeting and bondholders' meeting [13][14] - The supervisory board supports the change, emphasizing its alignment with the company's long-term strategy and market conditions [13][14]

Core Viewpoint - The company is convening the first bondholders' meeting for its convertible bonds, focusing on the proposed change in the use of raised funds to enhance operational efficiency and align with market demands [1][4][16] Meeting Information - The bondholders' meeting is scheduled for July 29, 2025, at 14:30, in Jiangsu Province, Nantong City [2][3] - The agenda includes participant registration, announcement of attendees, reading of meeting guidelines, election of vote counters, and discussion of the proposal to change the investment project [2][3][4] Fundraising Overview - The company raised a total of RMB 617.1 million from the issuance of convertible bonds, with net proceeds amounting to RMB 610.1 million after deducting issuance costs of RMB 7 million [4][5] - As of June 30, 2025, RMB 103.89 million has been invested in projects, with RMB 536.91 million remaining uninvested [5][6] Proposed Change in Investment Project - The company plans to reallocate RMB 195 million (31.81% of net proceeds) from the original project focused on lithium battery anode materials to a new project involving silicon carbide and carbon-based composite anti-corrosion equipment [6][8] - The original project faced challenges due to market conditions, including declining prices and increased competition, prompting the company to slow its implementation [7][8] New Project Details - The new project aims to produce high-performance anti-corrosion equipment for the chemical, energy, and environmental sectors, enhancing the company's product offerings and market competitiveness [8][10] - The project is expected to generate a net profit of RMB 33.27 million, with an internal rate of return of 14.65% and a payback period of 8.9 years [10][11] Strategic Rationale - The shift to the new project aligns with industry trends towards high-efficiency, low-carbon solutions, addressing the limitations of traditional materials in harsh environments [11][12] - The company leverages its strong brand reputation and customer base to support the new project's market entry, ensuring a solid foundation for sales [12][13] Technical and Team Capabilities - The company possesses robust R&D capabilities and a skilled workforce, which are critical for the successful implementation of the new project [13][14] - Continuous innovation and a focus on customer needs position the company to effectively meet market demands and enhance its competitive edge [14][15]

Core Insights - Gansu Wuwei City promoted investment opportunities and signed 122 projects with a total investment of 46.421 billion yuan during the 31st Lanzhou Investment and Trade Fair, focusing on various sectors including new energy, equipment manufacturing, new materials, digital industries, and deep processing of agricultural products [1][2] Group 1: New Energy Projects - New energy projects accounted for over 60% of the total investment, with significant projects including a 300 MW photovoltaic project in Liangzhou District with an investment of 4 billion yuan, which will include the construction of photovoltaic arrays and supporting booster stations [1] - Other notable projects include a 250,000 kW wind power project in Minqin County and a 2 million kW photovoltaic project in Gulang County, which will enhance energy utilization efficiency through the construction of supporting energy storage facilities [1] - The innovative decentralized wind power project for smart streetlights in Tianzhu County combines new energy with infrastructure development, showcasing a new path for green development [1] Group 2: New Materials Industry - Wuwei City is accelerating its new materials industry layout, with the Dayaoxinlei active nano-calcium-based materials industrial base project in Gulang County investing 1.12 billion yuan and producing 200,000 tons of nano-calcium-based materials annually [2] - A high-performance silicon-carbon anode materials project will be developed in three phases with a total investment of 1 billion yuan, providing critical material support for the new energy industry chain [2] - Additional projects include a 60,000 tons per year lithium-ion battery anode materials integration project in Minqin County and a static pressure graphite purification project in Liangzhou District, further enriching the new materials industry ecosystem [2] Group 3: Agricultural and Environmental Projects - The signed projects in the agricultural sector focus on technology empowerment, such as the edible mushroom smart industrial park in Tianzhu County and the modern potato industrial park in Liangzhou District, which aim to enhance the added value of the industry through intelligent technology [2] - In the green and environmental sector, projects like the comprehensive utilization project for 40,000 tons of waste lithium batteries in Gulang County and the Tianzhu Impression biological research and development base reflect the deep practice of circular economy concepts [2]

中新网兰州7月5日电 (杨娜)带着新材料、数字产业、农特产品、精深加工等多个领域的发展优势，甘肃 省武威市5日在兰州举行第三十一届兰洽会招商引资项目推介会暨签约仪式。新能源项目是此次签约的 重头戏，投资额占比超过60%。 已举办30届的兰洽会，将于7月6日至10日举办第三十一届。武威市在第三十一届兰洽会签约项目122 项、签约金额464.21亿元。并与无锡市签订飞地经济战略合作框架协议、与远景能源签订零碳产业园战 略合作框架协议。 4月23日，航拍位于甘肃省武威市民勤县的甘肃远景能源有限公司运输智能风机叶片。(资料图)李亚龙 摄 此次签约项目将加速推动武威产业转型升级，助力构建特色鲜明、质效双优的现代化产业体系。 在新能源项目中，凉州区300万千瓦光伏项目将建设光伏发电阵列及配套升压站，同时开展生态修复治 理。天祝县智慧路灯分散式风力发电项目创新性地将新能源与基础设施建设结合，展现了绿色发展的新 路径。 在新材料产业领域，古浪县大有鑫磊活性纳米钙基新材料产业基地项目年产20万吨纳米钙基材料；高性 能硅碳负极材料项目为新能源产业链提供关键材料支撑。民勤县年产6万吨锂离子石墨电池负极材料一 体化项目、凉州区等静压 ...

Core Viewpoint - The internal power struggle within the Shanshan Group, a major Chinese conglomerate, has escalated following the death of its founder, Zheng Yonggang, leading to significant financial losses and a potential bankruptcy situation for the company [1][10][20]. Group 1: Company Background - Zheng Yonggang transformed a debt-laden clothing factory into a leading brand in China's apparel industry within nine years after taking over in the early 1980s [3]. - The company, Shanshan, became the first publicly listed clothing company in China after successfully launching its brand through innovative advertising strategies [5]. - Zheng Yonggang foresaw challenges from international brands post-WTO accession and strategically shifted the company's focus towards the emerging lithium battery sector [6][8]. Group 2: Leadership Transition and Family Conflict - Following Zheng Yonggang's sudden death in 2023, his son, Zheng Ju, was appointed chairman, but a power struggle with his stepmother, Zhou Ting, ensued due to the lack of a formal will [12][16]. - Zhou Ting, as the first legal heir, initiated legal actions against Zheng Ju, leading to a protracted conflict that severely impacted the company's market value, which dropped from over 400 billion to around 200 billion [10][14]. - The internal conflict culminated in Zhou Ting assuming control of the company, with Zheng Ju losing all his shares, marking a dramatic shift in leadership [17][20]. Group 3: Financial Impact and Future Outlook - The company faced a significant decline in market value, with over 200 billion evaporated due to the internal strife and external market pressures [14][20]. - As of early 2025, Shanshan Group entered bankruptcy restructuring, highlighting the rapid decline from a once-thriving enterprise to a financially troubled entity within just over two years [18][20]. - The situation reflects broader challenges faced by private enterprises in China regarding succession and management stability following the unexpected death of a founder [22].

证券代码：603959 证券简称：ST 百利 公告编号：2025-053 湖南百利工程科技股份有限公司关于 上海证券交易所关于公司 2024 年年度报告 信息披露监管工作函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 湖南百利工程科技股份有限公司（以下简称"公司"或"百利科技"）于近 期收到上海证券交易所《关于湖南百利工程科技股份有限公司 2024 年年度报告 的信息披露监管工作函》（上证公函【2025】0789 号），现就函件中的问题回 复如下： 一、关于业务开展情况 年报显示，你公司部分已签订项目实施放缓，导致营业收入大幅下滑，全年 实现营业收入 12.17 亿元，同比下滑 41.19%。截止 2024 年 12 月 31 日，公司应 收账款及合同资产账面价值为 11.84 亿元，占资产总额比例为 42%，占比增加 6.58 个百分点。 主要项目中，"巴斯夫杉杉电池材料有限公司年产 24000 吨动力锂电池三元正极 材料项目"已于 2023 年度完成包括土建、安装等工程，但截止目前仍在实施变 更项和调试 ...

会议预告 2025 （第四届）高工储能产业峰会 ——商业裂变 破局重构 主办单位： 高工储能、高工产业研究院(GGII) 峰会时间： 2025年7月1-2日 峰会地点： 浙江杭州·滨江开元名都大酒店 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 四川·成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） ◆ 电池 ◆ 01 安克创新与ATL达成充电宝电芯 采购合作 6月25日安克创新官方发布消息称，于6月18日与ATL签署合作协议，ATL将成为安克的新电池供 应商，首批4500万个电芯采购合同已下。 公司预计汽车低压锂电池的出货量将快速增长，因为此前还有大众订单需要交付，5月29日珠海冠 宇公告称收到上汽大众定点通知，同样负责研发制造汽车低压锂电池，具体产品规模以最终签订为 准。 公告称，公司汽车低压锂电池业务优势明显，先后获得通用、智己、捷豹路虎、上汽、广汽、理 想、吉利、奇瑞、Stellantis、奔驰、蔚来等众多车企定点。 ◆ 材料 ◆ ...

Core Viewpoint - GuoMin Technology has officially submitted an application for overseas listing of shares on the Hong Kong Stock Exchange, aiming to list H-shares on the main board [1] Company Overview - GuoMin Technology is a platform-based integrated circuit design company that provides high-security control chips and system solutions for smart terminals [1] - The company's products are widely used in various fields including consumer electronics, industrial control, digital energy, smart home, automotive electronics, and medical electronics [1] - Since its establishment in 2000, the company has expanded its product line from specialized market chips to general-purpose MCUs and high-end products like edge AI computing [1] Market Position - According to Zhaoshang Consulting, GuoMin Technology ranks among the top five Chinese companies in the global platform MCU market based on 2024 revenue [1] - In the global 32-bit platform MCU market, the company is among the top three Chinese enterprises [1] - GuoMin Technology holds the leading position in the Chinese MCU market for embedded commercial encryption algorithm modules [1] Technological Advancements - The company achieved mass production of general-purpose MCU products based on 40nm eFlash process in 2019 [1] - GuoMin Technology leverages core technologies such as multi-core heterogeneous architecture, AI algorithm support, encryption modules, and power consumption control to implement products in edge intelligence, energy storage control, and humanoid robots [1] Business Diversification - In addition to its chip business, GuoMin Technology is simultaneously developing lithium battery anode materials, forming a dual-main business layout of "integrated circuits + new energy materials" [2] - The lithium battery anode materials business focuses on artificial graphite and explores various technological routes including silicon-carbon and hard carbon, with applications in new energy vehicles, energy storage systems, and portable devices [2] Market Growth - The global MCU market is expected to grow from approximately $29.9 billion in 2024 to about $48 billion by 2029 [2] - The company's listing in Hong Kong aims to expand international financing channels, accelerate the construction of a domestic and international dual circulation pattern, and promote overseas strategic layout [2]

智通财经APP获悉，据港交所6月26日披露，国民技术股份有限公司(简称：国民技术)向港交所主板递交上市申请，中信证券为其独家保荐 人。 招股书显示，国民技术是一家平台型集成电路设计公司，致力于为各类智能终端提供高安全性、高可靠性、高集成度的控制芯片与系统解决 方案。凭借行业领先的软硬件安全架构、前沿的异构集成方案以及灵活的兼容适配能力，公司在消费电子、工业控制和数字能源、智慧家 居、汽车电子与医疗电子多个关键领域实现了产品的广泛应用，成功构建了多元化场景覆盖的产品矩阵。 根据灼识咨询的资料，按2024年收入计，公司在全球平台型MCU市场中，在中国企业中名列前五，而在全球32位平台型MCU市场中，在中 国企业中名列前三。根据灼识咨询的资料，按2024年收入计，公司在内置商业密码算法模块的中国MCU市场中，排名第一。公司在如储能 BMS及智能家居控制等细分市场亦保持中国企业的领先地位，展现了公司在先进技术领域的强大技术优势及竞争力。 自2000年成立以来，公司从专业市场芯片向通用MCU，再到边缘AI计算等高端产品逐步实现跨越式发展，与此同时，公司也延伸出BMS芯 片、射频芯片等更丰富的产品体系。特别是自2018年 ...

答：公司共承建了三个海绵城市项目，分别为河北迁安项目、 云南玉溪项目、四川遂宁项目，项目涵盖海绵城市全流程规划、 设计、施工及运营。 四、公司海绵城市项目的业务模式及近况？ 1 三、公司与同方投资仲裁案的由来及最新的进展情况。 答：公司与同方投资仲裁案的相关内容均已按照监管规定详 细披露。目前，同方投资仍然不服判决，已向最高人民法院提起 再审申请，现处于再审立案审查阶段，是否符合再审立案条件尚 需最高人民法院审查后裁定。公司已聘请专业的法律团队积极应 对，确保应诉工作有序推进，最大限度降低再审案件对公司的影 响。 证券代码：000068 证券简称：华控赛格 深圳华控赛格股份有限公司 投资者关系活动记录表 编号：2025-01 | 投资者关系活动 | 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 类别 | □新闻发布会 □路演活动 现场参观 □其他 远东宏信有限公司 翁烨丹 | | | 凯石基金管理有限公司 陈林 | | 参与单位名称及 | 深圳良品私域科技服务有限公司 熊辉 | | 人员姓名 | 深圳源通千相投资有限公司 刘美诺 | | | 深圳创华启盛顾问咨询 ...