智通财经APP讯，东吴水泥(00695)发布公告，于2025年9月12日，本公司(作为卖方)与买方嘉逸控股订 立买卖协议，买方已有条件同意收购，及本公司已有条件同意出售待售股份(目标公司东方诚正稀土全 部已发行股本)，代价为1000万港元。 董事会认为，出售事项为符合本集团长期目标及当前市场状况的战略举措，使本集团得以重新定位，专 注于更高潜力的业务。 目标公司为出售集团的控股公司，而出售集团包含本集团业务中的稀土板块。出售集团主要从事磁性材 料及其他应用产品的生产及销售业务，包括生产及销售高性能烧结钕铁硼永磁材料和永磁电机。 本集团于2023年通过收购一家从事稀土永磁材料生产销售等业务的公司多数股权，进军稀土及稀土永磁 业务领域，该公司随后发展为出售集团。然而，出售集团过去两年财务表现欠佳，截至2023年12月31日 及2024年12月31日止各年度的除税后亏损分别为约915万港元及2777万港元，主要乃由于磁性材料价格 下行趋势及出售集团生产规模不足。鉴于稀土业务面临的挑战，本集团认为出售事项将可使本集团通过 将财务资源集中投入本集团水泥业务及改善现金流流动性与财务灵活性，从而精简运营及提升整体财务 表现 ...

Group 1 - The company has entered into a sale agreement with Jia Yi Holdings to sell its entire issued share capital in Dongfang Chengzheng Rare Earth for HKD 10 million, effective September 12, 2025 [1] - Following the completion of the sale, the company will no longer hold any shares in the target company, and the target company will cease to be a subsidiary, meaning its financial performance will not be consolidated into the company's financial statements [1] - The board believes that the sale aligns with the company's long-term goals and current market conditions, allowing for a strategic repositioning to focus on higher-potential businesses [1] Group 2 - The company acquired a majority stake in a rare earth permanent magnet materials producer in 2023, which later became the selling group; however, the selling group has shown poor financial performance over the past two years, with after-tax losses of approximately HKD 9.15 million and HKD 27.77 million for the years ending December 31, 2023, and December 31, 2024, respectively [2] - The losses were primarily due to a downward trend in magnetic material prices and insufficient production scale [2] - The company believes that the sale will allow it to concentrate financial resources on its cement business, improve cash flow liquidity and financial flexibility, streamline operations, and enhance overall financial performance [2]

Core Viewpoint - The company has agreed to sell its subsidiary, Dongfang Chengzheng Rare Earth Co., Ltd., for HKD 10 million, marking a strategic move to refocus on higher-potential businesses and improve financial performance [1][2]. Group 1: Sale Agreement - The company will sell all shares of Dongfang Chengzheng Rare Earth Co., Ltd., and upon completion, will no longer hold any shares in the target company, which will cease to be a subsidiary [1]. - The sale price for the target company is set at HKD 10 million [1]. Group 2: Strategic Rationale - The board believes that the sale aligns with the company's long-term goals and current market conditions, allowing for a repositioning towards more promising business areas [2]. - The company had previously acquired a majority stake in a rare earth permanent magnet materials producer, which has since become the divested group [2]. Group 3: Financial Performance - The divested group has shown poor financial performance over the past two years, with after-tax losses of approximately HKD 9.15 million for the year ending December 31, 2023, and HKD 27.77 million for the year ending December 31, 2024 [2]. - The losses were primarily attributed to declining prices of magnetic materials and insufficient production scale [2]. Group 4: Future Focus - The company aims to concentrate financial resources on its cement business to improve cash flow and financial flexibility, thereby streamlining operations and enhancing overall financial performance [2]. - The company will actively explore diverse investment opportunities and seek potential strategic partnerships while continuing to focus on its core business [2].

Group 1 - The first meeting of the China-US economic and trade consultation mechanism is ongoing, with key US officials present [1] - The second round of talks is expected to focus on supply chain issues, particularly in the rare earth sector, with significant price increases observed [2][3] - Rare earth elements are critical for military applications, with specific examples such as the F-35 fighter jet highlighting the importance of dysprosium [3] Group 2 - Despite US efforts to collaborate with other countries for rare earth resource development, China dominates 90% of the global rare earth processing market [5] - Historical supply-demand imbalances in raw materials have led to significant market reactions, with examples from 2020 to 2024 showing dramatic stock price increases [5] - Three companies in the A-share market are highlighted as key investment opportunities, particularly one that controls 68% of China's medium and heavy rare earth mining quotas and supplies 60% to the aerospace sector [6]

Group 1: Market Movements - The magnetic materials sector experienced significant movement, with companies like Tianhe Magnetic Materials (603072) hitting the daily limit, and others such as Jinli Permanent Magnet (300748) and Zhongke Magnetic Industry (301141) also seeing gains, driven by the integration of new materials and artificial intelligence [1] - A strategic cooperation agreement was signed between Jingtai Technology and Fangda Carbon (600516) to focus on innovation in carbon new materials, leveraging AI as a core driver [1] - Beijing's "AI + New Materials" innovation development action plan aims to enhance innovation capabilities by 2027, including the development of new material products empowered by AI [1] Group 2: Industry Chain Overview - The AI + new materials industry chain consists of three main segments: upstream basic research and algorithm development, midstream smart laboratory construction and automation equipment manufacturing, and downstream applications in sectors like new energy and pharmaceuticals [2] - Companies are enhancing R&D efficiency through AI technology, reducing the traditional R&D cycle from 18 months to approximately 12 months [2] Group 3: Active Sectors - The AI industrial sector is witnessing deep integration with industrial processes, with companies like Dongtu Technology (300353) and Saiyi Information (300687) actively engaging in smart manufacturing to improve production efficiency [3] - The new materials sector includes companies like Qicai Chemical (300758) and Dongmu Co. (600114), which are leveraging AI to accelerate innovation in material development [3] - The new industrialization sector is represented by companies like Dongtu Technology and Lihexing (301013), which are advancing digital transformation in manufacturing [3] Group 4: Notable Companies - Hengdian East Magnetic (002056) produces magnetic materials with applications in AI and robotics, including high-performance sintered NdFeB permanent magnetic materials suitable for humanoid robot joints [4] - Zhongke Sanhuan (000970) is a leading producer of rare earth permanent magnetic materials, expected to benefit from the growing demand for high-performance NdFeB materials in the robotics sector [4] - Zhenghai Magnetic Materials is a leading company in high-performance NdFeB materials, with products well-suited for humanoid robot applications [4] - Yingluohua (000795) is active in the rare earth permanent magnet sector, with its products expected to see increased applications in robotics due to AI advancements [4] - Feirongda (300602) provides thermal modules and electromagnetic shielding materials, which are in higher demand due to the AI industry's requirements for computing infrastructure [5] - Zhongshi Technology (300684) produces EMI shielding materials and power filter products, which are expected to see growth due to increased demand from AI server-related equipment [6]