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Core Viewpoint - Lansi Heavy Industry is divesting its non-core assets to focus on its main business in energy equipment, as part of a strategic adjustment to enhance competitiveness and sustainable operational capacity [1][5]. Group 1: Transaction Details - Lansi Heavy Industry signed a share transfer agreement with its controlling shareholder, Lanzhou Lansi Group, to transfer 51.02% of its stake in Lanzhou Lansi Environmental Engineering Co., Ltd. for a total consideration of 14.39 million yuan [1][2]. - The environmental company has a negative net asset value of -110.17 million yuan as of June 30, 2025, with total assets of 87.15 million yuan and total liabilities of 88.25 million yuan [2][3]. - The valuation of the stake was based on an asset assessment that indicated a market value of 14.39 million yuan, despite the negative net asset value, using a combination of asset-based and income-based valuation methods [3]. Group 2: Strategic Focus - The company aims to optimize resource allocation by concentrating on energy chemical equipment, new energy, and new materials, which are considered strategic growth areas [1][4][5]. - Lansi Heavy Industry has established four main business segments: energy chemical equipment manufacturing, metal new materials, technical services, and engineering contracting, with a strong focus on new energy equipment [4]. Group 3: Financial Implications - The divestiture is expected to improve the company's financial condition by alleviating cash flow pressure and enhancing asset-liability structure, potentially improving financial metrics by removing the negative net asset from consolidated statements [5][6]. - In the first half of 2025, the company reported a revenue of 2.832 billion yuan, a year-on-year increase of 13.63%, but a decline in net profit by 21.91% due to increased R&D expenses and other financial pressures [5].

Core Viewpoint - The 2025 15th World CMF Conference will focus on cross-industry integration, collaborative innovation, and ecological win-win strategies, gathering over 500 renowned materials companies, design institutions, and brand representatives to explore the future of CMF trends and new materials [5][42]. Event Overview - The conference will take place on October 28-29, 2025, in Shenzhen, China, featuring the 9th International New Materials and Processes and Color Exhibition [5][63]. - The event aims to connect users, markets, and brands, highlighting the increasing importance of CMF in response to changing environments [5]. Attendee List - Notable attendees include global leaders from various sectors such as automotive, consumer electronics, and industrial design, with representatives from companies like BYD, Xiaomi, and Lenovo [7][8][11]. Agenda Highlights - The first day includes keynote speeches on CMF trends, the future of CMF in the circular economy, and innovative aesthetics in home appliances [11][12][19]. - The second day features discussions on smart surfaces in automotive interiors, Chinese design trends, and the application of AI in CMF design [19][20][21]. Parallel Activities - The conference will host a supply-demand matchmaking event, inviting over 60 global material suppliers to showcase new technologies and products, facilitating one-on-one meetings between suppliers and brand representatives [42][43]. - A CMF training workshop led by Chris Lefteri will also be conducted, focusing on CMF trends and strategies [51][63]. Registration and Participation - Early bird registration is available until October 21, 2025, with ticket prices set at 3000 RMB per person [56]. - Sponsorship opportunities are open for various levels, including naming rights and advertising options [59].

Core Insights - The Sixth China New Materials Industry Development Conference opened in Guilin on October 12, attracting over 4,000 professional attendees and featuring nearly 100 sub-forums with more than 50 academicians and experts participating [1] Industry Overview - Guilin's new materials industry has shown significant clustering effects, characterized by industrial clusters in talc materials, metal new materials, and electronic information materials, with over 40 large-scale new materials enterprises [1] - The industry has a solid foundation and broad development space, indicating potential for future growth [1] Event Highlights - The conference theme is "Accelerating Major Breakthroughs in Key Strategic Materials and Promoting High-Quality Development of New Productive Forces" [1] - A Guilin New Materials Product Pavilion was set up to showcase products and equipment from key new materials enterprises, along with information on the city's new materials companies and supply-demand dynamics [1] - Seven new materials companies, including Shanghai Jusheng Lithium Technology Co., Ltd. and Shenzhen Angjia Technology Co., Ltd., signed agreements with local economic and technological development zones [1] International Collaboration - The conference gathered resources from over 10 international organizations, including the Chinese Materials Research Society, the European Materials Research Society, and the Japanese Materials Research Society [1] - Concurrently, the Third World Materials Conference and the Ninth World Materials Summit Forum are being held, covering seven major categories: key basic materials, key energy materials, key information materials, biomedical materials, materials for daily living, environmental engineering materials, and safety engineering materials [1]

Group 1 - The company, Lanshi Heavy Industry, announced a total external guarantee balance of approximately 2.02 billion yuan, which accounts for 61.22% of the audited net assets attributable to the parent company for the year 2024 [1] - Among the guarantees, the balance for subsidiaries is about 695 million yuan, representing 21.06% of the audited net assets attributable to the parent company for 2024 [1] - The guarantee balance for the controlling shareholder and its subsidiaries is 1.325 billion yuan, making up 40.16% of the audited net assets attributable to the parent company for 2024 [1] Group 2 - For the year 2024, the revenue composition of Lanshi Heavy Industry is as follows: mechanical manufacturing accounts for 72.87%, new metal materials 14.29%, engineering general contracting 9.96%, technical services 2.02%, and other businesses 0.86% [1]

Group 1: Zhong Grain Technology - Zhong Grain Technology has obtained domestic compliance status for the production of allulose, becoming the only company to receive approval for new food ingredients using a specific enzyme method [1] - Allulose has advantages in metabolism, taste, and processing characteristics, with broader future applications expected, particularly in beverages, baking, and dairy products [1] - The company plans to accelerate production line construction, leveraging prior technological accumulation to reduce costs, with a single production capacity planned at 10,000 tons and a construction time of approximately 10 months [1] Group 2: Huadian Technology - Huadian Technology focuses on differentiated operations, emphasizing sustainable long-term benefits and maintaining a balanced customer base while continuously investing in technological innovation [2] - Projected revenues for 2024 are approximately 10.093 billion yuan from the enterprise communications market and about 2.408 billion yuan from the automotive sector [2] - The company is accelerating customer certification and product introduction at its small-scale production base in Thailand while controlling initial costs [2] Group 3: Lansi Heavy Industry - Lansi Heavy Industry holds multiple qualification certificates in the nuclear equipment sector, covering the entire industry chain, and plans to accelerate the development of fourth-generation nuclear power equipment and spent fuel processing markets [3] - Following the acquisition of a superalloy company in 2023, the company has expanded its product range to include various alloy materials, with orders worth 918 million yuan expected in 2024 [3] - The company has established early layouts in the coal chemical industry, with production bases in Xinjiang and Lanzhou, and possesses capabilities in manufacturing various coal chemical equipment and EPC contracting [3]