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Guangdong Oriental Zirconium Technology Co., Ltd. 2026 Annual Report on the Feasibility Analysis of the Use of Raised Funds for Issuing A Shares to Specific Objects

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Guangdong Oriental Zirconium Technology Co., Ltd. plans to raise no more than RMB 1.17 billion through a private placement to fund four projects: production of battery-grade zirconium oxychloride, high-purity composite zirconia, fused zirconia ceramics, and working capital. The projects aim to optimize product structure, enhance core competitiveness, and meet market demand for high-end zirconium materials. The company expects these investments to improve profitability and market position.

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Guangdong Oriental Zirconium Technology Co., Ltd. 2026 Annual Report on the Feasibility Analysis of the Use of Raised Funds for Issuing A Shares to Specific Objects

This report, unless otherwise specified, uses the same terms as in the "Guangdong Oriental Zirconium Technology Co., Ltd. 2026 Private Placement A Share Issuance Plan."

I. Plan for the Use of Raised Funds

The total amount of raised funds for this private placement shall not exceed RMB 117,000,000,000 (inclusive). After deducting issuance expenses, the net amount of raised funds will be fully invested in the following projects:

No.Project NameImplementing EntityTotal Investment (RMB '000)Amount of Raised Funds to be Used (RMB '000)
1Annual production of 60,000 tons of battery-grade zirconium oxychloride and 12,000 tons of high-purity hafnium-separated oxides (Phase I)Qiyang Dongxin53,240.5142,000.00
2Annual production of 10,000 tons of battery-grade high-purity composite zirconia projectJiaozuo Dongxin19,266.5516,800.00
3Annual production of 30,000 tons of fused zirconia ceramic industrial base construction project (Phase II)Yunnan Dongxin30,277.2728,200.00
4Supplement working capitalOriental Zirconium30,000.0030,000.00
Total132,784.33117,000.00

If the actual amount of raised funds is less than the total investment planned for the above projects after the funds are raised through this private placement, the company's board of directors will adjust and finalize the specific investment projects and their priorities based on the actual amount of raised funds and the urgency of the projects within the scope of the confirmed investment projects. Any shortfall will be covered by the company's own funds. If any of the above projects require upfront capital investment before the raised funds are in place, the company will provide upfront capital from its own funds and then use the raised funds to reimburse the upfront capital investment.

II. Analysis of the Necessity and Feasibility of the Raised Fund Investment Projects

(1) Annual production of 60,000 tons of battery-grade zirconium oxychloride and 12,000 tons of high-purity hafnium-separated oxides project (Phase I)

1. Project Basic Information

The company's filed project name is "Annual production of 60,000 tons of battery-grade zirconium oxychloride and 12,000 tons of high-purity hafnium-separated oxides project." The original designed production project included Phase I, the "60,000 tons of battery-grade zirconium oxychloride project," and Phase II, the "12,000 tons of hafnium-separated high-purity oxides project." The proposed investment project is the "60,000 tons of battery-grade zirconium oxychloride project," excluding the "12,000 tons of hafnium-separated high-purity oxides project." To maintain consistency with the filed name, the proposed investment project name is "Annual production of 60,000 tons of battery-grade zirconium oxychloride and 12,000 tons of high-purity hafnium-separated oxides project (Phase I)." This proposed investment project will be implemented by the company's wholly-owned subsidiary, Qiyang Dongxin. The company will inject the raised funds into its wholly-owned subsidiary Qiyang Dongxin through capital increase.

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