Guidelines for Initial Industrial Project Meetings

To improve the efficiency of preliminary industrial project discussions and help project owners prepare appropriately, HONG KONG LIKO GLOBAL LIMITED has prepared the following guidelines regarding the scope, format, agenda, and follow-up process for initial project meetings.

An initial meeting is intended to help both parties understand the project’s background, current stage, actual progress, and cooperation requirements. It also helps determine whether there is a reasonable basis for further research and discussion.

Arranging or attending an initial meeting does not mean that the project has passed an assessment. It does not constitute an investment, financing, cooperation, or return commitment. Any subsequent cooperation remains subject to project assessment, due diligence, internal approval, and formal written agreements.

1. Eligible Projects

Initial meetings are generally intended for companies, institutions, and project teams that have submitted basic information through an official channel and have a reasonable basis for further discussion.

Relevant areas may include:

• Smart shipping and maritime digitalization;
• Marine technology and deep-sea industries;
• The low-altitude economy and aerospace logistics;
• Green industries and related infrastructure;
• Digital industries and industrial digitalization;
• Technology-driven companies;
• Capital-intensive industrial projects;
• Cross-border supply-chain and industry collaboration projects;
• Other industrial projects with clear application scenarios and long-term development potential.

Meeting arrangements will depend on the completeness of the submitted information, business alignment, project stage, and internal work schedules.

2. Meeting Format and Scheduling

For projects considered appropriate for an initial discussion, a Liko Global representative will contact the project owner through an official email address or another verified contact method.

Depending on the project location, discussion topics, and practical circumstances, the meeting may be held online or in person.

The initial discussion generally focuses on understanding the project and identifying key questions. Meeting duration may vary according to the project’s complexity.

After receiving an invitation, the project owner should confirm the proposed participants, contact details, and available meeting times. For cross-time-zone discussions, the parties should confirm the applicable time zone when scheduling the meeting.

3. Recommended Preparation Materials

To support an efficient discussion, project owners should consider preparing the following materials:

• The latest project presentation;
• A one-page project summary;
• Basic information about the project entity and ownership structure;
• Profiles and responsibilities of core team members;
• Industry sector, target market, and application scenarios;
• Core products, technologies, or services;
• Current research, construction, production, or operating progress;
• Available customer, order, contract, or cooperation information;
• Key operating or financial data;
• Relevant qualifications, patents, and intellectual property;
• Current funding arrangements and anticipated capital requirements;
• Proposed areas of cooperation;
• Principal challenges and risks currently affecting the project.

All information should be accurate, complete, and lawfully obtained. Forecasts, future objectives, ongoing activities, and completed operating results should be clearly distinguished.

If the materials contain third-party confidential information, personal data, or other protected content, the project owner should obtain all necessary authorizations before disclosure.

4. Recommended Participants

Project owners should arrange for individuals who understand the overall project and have appropriate authority to explain relevant matters or participate in the discussion.

Depending on the project, participants may include:

• The project founder or principal person in charge;
• A business or operations representative;
• A technology, research, or product representative;
• A finance or capital affairs representative;
• A legal, compliance, or project management representative;
• Other formally authorized representatives of the project entity.

The initial meeting should not include an unnecessarily large number of participants. If a specific issue requires specialist input, the relevant participant may be identified in advance.

5. Suggested Meeting Agenda

The initial meeting will generally cover the following topics:

1. Introductions
   A brief introduction to the participants, their responsibilities, and the purpose of the meeting.

2. Project Background
   The origin of the project, legal entity, development history, and current stage.

3. Industry and Application Scenarios
   The relevant industry, target customers, real-world demand, and specific problem addressed.

4. Products and Technology
   Core products, technology pathway, research progress, intellectual property, and validation results.

5. Business Model and Operating Progress
   Customer structure, revenue model, orders, delivery capabilities, and key operating information.

6. Team and Implementation Capabilities
   Industry experience, organizational responsibilities, project management, and resource coordination capabilities.

7. Funding and Development Plans
   Current funding, future capital requirements, intended use of funds, and development milestones.

8. Cooperation Requirements
   The specific industry resources, business cooperation, project research, or other support the project owner wishes to discuss.

9. Questions and Discussion
   An exchange regarding key information, matters requiring verification, and potential risks.

10. Next Steps
    Confirmation of any supplementary materials or further work required after the meeting.

The agenda may be adjusted according to the nature and development stage of the project.

6. Communication Recommendations

To improve meeting efficiency, project presentations should:

• Focus on the project’s most important issues;
• Use clear and verifiable facts and data;
• Distinguish completed achievements, ongoing work, and future plans;
• Explain the project’s current stage rather than only its long-term vision;
• Identify material risks, difficulties, and unresolved issues;
• Clearly state the matters the project owner wishes to discuss with Liko Global;
• Note any questions that require follow-up rather than providing uncertain answers during the meeting.

The purpose of the initial meeting is to establish a sound understanding of the project. It is not necessary to present every available document at once.

7. Confidentiality and Information Security

During the initial communication stage, project owners should generally provide only the information necessary for a preliminary assessment.

For highly confidential technical, financial, or commercial information, the parties should first confirm the appropriate scope of disclosure and transmission method. Where necessary, a separate confidentiality agreement may be discussed before sensitive documents are exchanged.

Online meetings and ordinary email are not entirely secure communication methods. Do not share passwords, SMS verification codes, state secrets, or other information that cannot legally or safely be transmitted through these channels.

8. Post-Meeting Process

Following the initial meeting, the next steps may include:

• Preparing a summary of key matters and outstanding questions;
• Requesting supplementary information;
• Conducting further industry or project research;
• Organizing an internal discussion and preliminary assessment;
• Arranging a second, topic-specific meeting;
• Initiating due diligence where appropriate;
• Pausing or concluding the communication process.

Progression to the next stage will depend on the project’s circumstances, the completeness of the information, business alignment, and internal work arrangements.

The absence of an immediate follow-up meeting does not necessarily represent a final rejection. Similarly, further communication does not mean that the project has received investment or cooperation approval.

9. Meeting Changes and Cancellations

If a project owner is unable to attend at the agreed time, notice should be provided through the original confirmation channel as early as possible, together with alternative availability.

Any changes to the meeting time, format, or participants should be based on the final information confirmed by both parties.

Unverified meeting invitations, payment requests, or cooperation commitments should be independently checked through the official website, email address, or service hotline.

10. Official Contact Information

Project materials and inquiries regarding initial meetings may be submitted through the following official channels:

Official Website: www.likoglobal.com
Email: contact@likoglobal.com
Service Hotline: 400-805-0088

The recommended email subject format is:

Initial Project Meeting – Project Name – Submitting Organization

Important Notice

Initial project meetings are conducted solely for preliminary project understanding and general business communication. They do not constitute investment advice, a financing commitment, a guarantee of cooperation, or any promise of returns. Any formal cooperation will be governed by the final written agreement signed by the relevant parties.