证券日报网讯 12月17日，北元集团在互动平台回答投资者提问时表示，北元集团系统推进节能降碳技 术改造与产业升级。近年来，公司已通过实施离子膜电解槽节能改造、汽轮机通流改造等一系列项目， 持续提升公司主产品核心生产环节的能效水平。中央经济工作会议进一步明确"坚持'双碳'引领，推动 全面绿色转型"，并明确要求深入推进重点行业节能降碳改造，这为公司的绿色低碳发展提供了更为清 晰的政策指引与良好机遇。未来，公司将继续紧密围绕政策导向与行业趋势，加快推进绿色技术集成与 清洁能源利用，努力在能效提升和碳排放强度降低等方面取得新进展，不断增强可持续发展竞争力。 （编辑 姚尧） ...

Core Viewpoint - The recent stock price volatility of Sinochem Equipment is primarily driven by its significant asset restructuring plan, which involves acquiring 100% equity of two companies, Yiyang Rubber Plastic Machinery Group and Blue Star Chemical Machinery, through share issuance and raising matching funds [1][2]. Group 1: Restructuring Plan - The restructuring involves two core target companies: Yiyang Rubber Machinery, a leading rubber machinery manufacturer with a global market share ranking in the top three for its mixing machines, and Beihua Machinery, a top manufacturer of ion membrane electrolyzers with the highest domestic market share for three consecutive years [2]. - The integration of these companies is expected to enhance Sinochem Equipment's capabilities in the rubber machinery and chemical equipment sectors, strengthening its brand management, marketing, professional service team, and strategic customer resources [2]. Group 2: Approval Process Uncertainty - Despite the announcement of the restructuring plan, there are uncertainties regarding the necessary approval processes, which require internal decision-making and authorization from regulatory bodies before implementation [2]. - As of now, the audit and evaluation of the transaction are incomplete, and the transaction price for the target assets has not been determined. The company has only conducted preliminary assessments to gauge the significance of the restructuring [3]. - Currently, only a "Share Acquisition Intent Agreement" has been signed, and no formal transaction agreement is in place, leaving the final execution of the transaction uncertain [3].

Core Viewpoint - Zhonghua Equipment has reached a trading limit with a price of 10.12 yuan and a total market value of 5.006 billion yuan, following the announcement of a significant asset restructuring through the acquisition of 100% equity in Yiyang Rubber Plastic Machinery Group and Beijing Chemical Machinery Company [1] Group 1: Company Overview - The company announced plans to issue shares to acquire Yiyang Rubber Plastic Machinery Group and Beijing Chemical Machinery Company, which constitutes a major asset restructuring [1] - Yiyang Rubber Plastic Machinery's main product, the internal mixer, ranks third globally, while Beijing Chemical Machinery's ion membrane electrolytic cell has maintained the top domestic market share for three consecutive years [1] Group 2: Financial Performance - From 2023 to April 2025, the two target companies are expected to achieve a combined revenue exceeding 3 billion yuan, with Yiyang Rubber Plastic Machinery projected to have a net profit exceeding 40 million yuan for two consecutive years [1]