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“H吃A”再添案例,优必选拟以16.65亿元入主锋龙股份
Cai Jing Wang· 2025-12-26 10:30
Core Viewpoint - The acquisition of 43% stake in Fenglong Co., Ltd. by UBTECH Robotics is a strategic move to enhance its industrial chain layout and strengthen core competitiveness in the humanoid robot sector [1][2]. Group 1: Acquisition Details - UBTECH Robotics plans to acquire a 43% stake in Fenglong Co., Ltd. for a total transaction price of 1.665 billion yuan [1]. - The transaction will occur in two steps, with the first step involving the transfer of 29.99% equity at a price of 17.72 yuan per share, totaling 1.161 billion yuan [1][2]. - The acquisition price represents a discount of approximately 10% compared to Fenglong's closing price of 19.68 yuan before suspension [2]. Group 2: Performance Commitments - The transferor has committed to performance targets, ensuring that Fenglong's net profit and net profit excluding non-recurring gains and losses will not be less than the figures disclosed in the Q3 2025 report [2]. - For the years 2026 to 2028, the profit targets are set at 10 million yuan, 15 million yuan, and 20 million yuan respectively, with a cumulative target of 45 million yuan over three years [2]. Group 3: Company Background and Market Position - UBTECH Robotics focuses on the research, design, manufacturing, and commercialization of humanoid robots, while Fenglong specializes in garden machinery, hydraulic control systems, and automotive parts [2]. - UBTECH has received nearly 1.4 billion yuan in orders for humanoid robots this year, with its industrial humanoid robot Walker S2 entering mass production [3]. - Despite the growth in orders, UBTECH is currently operating at a loss, with projected losses of 1.16 billion yuan in 2024 and 440 million yuan in the first half of 2025 [3].
一周文商旅速报(12.22—12.26)
Cai Jing Wang· 2025-12-26 10:16
Group 1: Hainan Free Trade Port and Duty-Free Shopping - Hainan Free Trade Port officially commenced full island closure operations on December 18, leading to a surge in duty-free shopping in Sanya [1] - Sanya's duty-free sales reached 1.18 billion yuan on the first day, with subsequent sales of 1.05 billion yuan on December 19 (up 45.8% year-on-year) and 1.08 billion yuan on December 20 (up 47% year-on-year) [1] Group 2: Wanda Group's New Openings - Wanda Group opened five new Wanda Plazas on December 19, including locations in Jinan, Quanzhou, Sanming, Chongqing, and Ganzhou, introducing approximately 600 brands [1] - The new plazas feature over 40% of stores as first-time entries in their respective cities, with a focus on local culture and immersive experiences [1] Group 3: China Jinmao's Hotel Sale - China Jinmao announced the sale of its 100% stake in Sanya Tourism for 22.646 billion yuan, with the buyer being Sanya Luanmao [2] - The asset being sold is the Ritz-Carlton Hotel in Sanya, which has been operating since 2008 and is noted for its stable profitability and cash flow [2] Group 4: New Developments in Beijing - The "Bayli" cultural and commercial complex in Beijing's urban sub-center is set to officially open on December 26, covering approximately 500,000 square meters [3] - The complex includes the first large-scale multi-experience commercial entity in the country, with a significant portion dedicated to diverse cultural and tourism experiences [3] Group 5: China Cinda's Auction Success - China Cinda Asset Management successfully auctioned the Fuzhou Zhonggeng Sheraton Hotel for 323 million yuan on December 26 [3] - The auction included a debt package from Fuzhou Zhonggeng Real Estate, with the hotel being a significant asset due to its operational income and facilities [3]
贵金属有色不断刷新历史新高 上期所加码风控抑制过度投机
Cai Jing Wang· 2025-12-26 09:48
中信建投期货贵金属首席分析师王彦青表示,短期贵金属与有色金属的影响因素并无显著变化,市场虽 有"去美元化"等长线利多因素存在,但短期且快速的上涨显然过分交易了长期的利多因素,投机情绪高 涨,给市场平稳运行带来潜在风险。 上期所明确指出,一系列相关风控措施推核心是抑制过度投机,引导市场理性参与,保障期货价格发现 功能正常发挥,进一步维护市场平稳有序运行,充分体现监管框架有效性。 财经网讯 2025年12月下旬,贵金属与有色金属迎来集体暴涨,黄金、白银、铜等核心品种纷纷刷新历 史新高。其中现货黄金最高触及4531.284美元/盎司,现货白银突破75美元/盎司,LME铜站上12000美 元/吨关口,最高触及12282美元/吨关口。 针对市场大幅波动,上期所12月先后上调白银期货合约保证金比例、涨跌停板幅度,调整交易限额、调 整平今仓交易手续费,多措并举旨在降低市场交易热度。 ...
星动纪元引入多名新投资人
Cai Jing Wang· 2025-12-26 09:04
天眼查信息显示,该公司成立于2023年,法定代表人为张志,经营范围包含:智能机器人的研发;服务 消费机器人销售;人工智能应用软件开发;人工智能公共数据平台;人工智能通用应用系统等。(科创 板日报) 近日,北京星动纪元科技有限公司发生工商变更,新增三星风险投资第74技术事业投资有限合伙企业、 新电投资有限公司、成都鼎晖盈嘉股权投资基金合伙企业(有限合伙)等为股东,同时注册资本增至 1618.28万元。 ...
康弘药业:布瑞哌唑片获药品注册证书用于治疗成人精神分裂症
Cai Jing Wang· 2025-12-26 08:57
公告提到,布瑞哌唑片的规格为1mg和2mg,主要用于治疗成人精神分裂症,注册分类为化学药品4 类。本次布瑞哌唑片获批上市,丰富了公司的产品管线。 近日,康弘药业(002773)发布公告称,公司近日收到国家药品监督管理局签发的布瑞哌唑片的《药品 注册证书》。布瑞哌唑用于治疗精神分裂症的作用机制尚不明确,可能是通过5-羟色胺 5-HT1A 和多巴 胺 D2 受体的部分激动剂活性、5-羟色胺 5-HT2A受体的拮抗剂活性联合介导。 ...
半导体企业掀上市潮:“后备军”持续扩容,多家公司冲刺“A+H”
Cai Jing Wang· 2025-12-26 08:40
Group 1: IPO Activity in Semiconductor Industry - Yuexin Semiconductor Technology Co., Ltd. has had its IPO application accepted by the Shenzhen Stock Exchange, aiming to raise 7.5 billion yuan, marking it as the second unprofitable IPO accepted by the exchange this year [1] - The semiconductor industry has seen a surge in IPO activity driven by AI computing demand and domestic substitution, with 8 semiconductor companies raising over 23 billion yuan in the A-share market this year [1][2] - The approval of the "1+6" policy for unprofitable tech companies has accelerated IPO review efficiency, with companies like Moer Thread and Muxi Co., Ltd. achieving rapid listing timelines [2][10] Group 2: Market Trends and Company Developments - The number of semiconductor companies seeking IPO guidance has rapidly increased, reflecting optimism in the capital market environment [3][4] - Yuexin Semiconductor focuses on providing 12-inch wafer foundry services and plans to use IPO proceeds for production line projects and technology platform development [3] - Shenghe Jingwei, a leading company in advanced packaging, aims to raise 4.8 billion yuan for multi-chip integration projects [3] Group 3: Hong Kong Market Dynamics - The Hong Kong market has become a key financing hub for high-end chip companies, with firms like Birun Technology and Tian Shu Zhixin accelerating their listing processes [6][7] - Birun Technology plans to raise approximately 4.855 billion HKD, with a significant portion allocated for R&D in intelligent computing solutions [6] - Tian Shu Zhixin has reported substantial growth in GPU product shipments, indicating strong market demand and successful deployment across various industries [7] Group 4: Policy and Industry Support - The dual support from policy and industry demand has fueled interest in the semiconductor sector, with significant growth projected for the global semiconductor market [10][11] - The introduction of favorable listing regulations in both A-share and Hong Kong markets has enhanced the accessibility for hard tech companies to raise capital [10] - Domestic AI computing chip manufacturers are establishing comprehensive technology systems, indicating a maturation of the domestic semiconductor ecosystem [11] Group 5: Future Outlook - The semiconductor industry is expected to continue benefiting from high growth in cloud computing and the push for domestic chip production, presenting core opportunities for growth [12]
涉向其他机构支付不正当利益等违法违规行为,百年人寿重庆分公司被罚款67万元
Cai Jing Wang· 2025-12-26 08:14
12月25日,国家金融监督管理总局重庆监管局披露的行政处罚信息显示,百年人寿保险股份有限公司重庆分公司因编制虚假财务 资料、向其他机构支付不正当利益、代理销售合同内容不规范,被警告并罚款67万元。时任百年人寿保险股份有限公司重庆分公 司银行保险部经理徐宏伟被警告并罚款10万元,时任百年人寿保险股份有限公司重庆分公司副总经理刘凡被警告2次并罚款6万 元。 (国家金融监督管理总局) ...
唯精医疗机器人完成亿元级B+轮融资,由国泰君安创新投资有限公司独家投资
Cai Jing Wang· 2025-12-26 07:48
12月26日,杭州康基唯精医疗机器人有限公司宣布已完成亿元级B+轮融资。本轮融资获得了国泰君安 创新投资有限公司的独家投资,同时战略股东康基医疗继续追加投资,歌路资本担任本次交易的独家财 务顾问。此次募集资金将主要用于加速产品商业化进程,并推动新一代产品、功能的研发与临床注册。 唯精医疗公司核心团队源自哈尔滨工业大学机器人技术与系统全国重点实验室,从2003年在哈工大实验 室开始基础研究,到如今产品进入全国顶尖医院临床应用,这二十年来,团队累计申请专利400余项。 (唯精医疗) 此外,唯精医疗在具身智能领域持续深耕,尤其在远程手术与人工智能术中导航等前沿方向,公司研发 团队紧密围绕临床实际需求与行业难点,开展了具有差异化的创新研发。例如,其术中导航系统能够对 关键解剖结构进行实时识别与提示,帮助外科医生精准规划手术路径,从而有效规避术中风险,显著提 升了手术的安全性及操作精度。 唯精医疗的核心产品四臂腹腔镜手术机器人(国械注准20253010806)已于2025年4月获得注册证,标志 着国产手术机器人正式进入规模化临床应用新阶段。临床数据显示无一例需要中转开展传统开腹手术, 这一数据无可辩驳地证明了系统在处理 ...
华润双鹤:董事林国龙因工作安排提前离任
Cai Jing Wang· 2025-12-26 07:46
近日,华润双鹤(600062)发布公告称,公司原董事、审计与风险管理委员会委员林国龙因工作安排原 因申请辞去第十届董事会董事及审计与风险管理委员会委员职务。 离任后林国龙不再在上市公司及其控股子公司任职,离任原因不涉及未履行的公开承诺。公告显示,林 国龙的原定任期到期日为2027年7月10日。 ...
百联股份:2025年深耕银发经济,推出百联繁花里,积极推进商旅文体展融合
Cai Jing Wang· 2025-12-26 07:40
近日,百联股份在互动平台向投资者表示,2025年上半年,公司紧抓消费补贴政策,加速铺开离境退税 服务,成立外贸转内销专班;深耕银发经济,聚焦新银发人群需求,推出百联繁花里;积极推进商旅文 体展融合。未来公司将持续推进标杆商业打造、重点项目转型升级、供应链建设、提升营运质量、深化 产融协同等工作,努力为投资者创造良好回报。位于上海的百联股份,公司以零售商业为主,以综合百 货、连锁超市、专业连锁等三大业态为核心业务。2025年1至9月,百联股份实现营收190.54亿元,同比 下降11.86%;实现归母净利润2.95亿元,同比下降81.78%。据悉,2025年上半年,百联繁花里,以"无 龄感生活提案者"为核心定位,聚焦新银发人群需求,已举办50余场课程活动。 ...