Gem Co.,Ltd. (002340) recently received feedback from the China Securities Regulatory Commission (CSRC) regarding its overseas listing filing. The key points of the feedback include:
1. **High Energy Consumption & Emissions Disclosure**: The company is required to clarify whether it operates in industries classified as "high energy consumption" or "high emissions" and verify if its existing, ongoing, and planned projects fall under these categories.
2. **Progress Updates**: - Repurchase and cancellation of 875,045 restricted shares. - Updates on the industrial and commercial registration for registered capital changes. - Filing progress for subsidiary Hubei Green Tungsten’s recycled resource recovery operations. - Overseas investment filing updates for subsidiaries PT QMB New Energy Materials (Indonesia) and PT Gem Ming (Indonesia).
3. **Regulatory Compliance**: - Supplement legal opinions with details on all subsidiaries and branches per the *Guidance on Application of Regulatory Rules for Overseas Listings No. 2*. Currently, only major subsidiaries have been disclosed. - Confirm compliance with Article 8 of the *Trial Measures for the Administration of Overseas Securities Issuance and Listing by Domestic Enterprises*, ensuring no prohibited circumstances exist for overseas listings.
**Background**: Gem Co.,Ltd., headquartered in Shenzhen, China, specializes in recycling waste cobalt/nickel resources and electronic waste, alongside producing and selling cobalt/nickel powder and plastic-wood materials. Its revenue breakdown includes: ternary precursors (38.7%), nickel resources (15.73%), cobalt tetroxide (12.28%), and others.
**Financial Highlights (Jan–Sep 2025)**: - Revenue: RMB 27.5 billion (+10.55% YoY). - Net Profit: RMB 1.11 billion (+22.66% YoY). - Cumulative A-share dividends since IPO: RMB 1.83 billion, with RMB 1 billion paid in the last three years.
**Stock Data**: - Shareholders: 425,600 (+0.68% QoQ). - Free-float shares per capita: 11,946 (-0.68% QoQ).
The company is categorized under *Battery Chemicals* in the power equipment sector, with thematic exposure to auto recycling, minor metals, and cobalt/nickel resources.
*Disclaimer: This content is for informational purposes only and does not constitute investment advice.*
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