传统家电业务增长放缓之际，创维集团做了一个"聪明的选择"。 1月21日，创维集团（00751.HK）正式复牌，当日高开超42%。这是市场资金给予创维集团的明确信号。 根据创维集团公告，公司于1月4日董事会议决分派创维光伏上市及股份回购计划。股份回购计划生效后，公司将向联交所申请撤销上市地位，公司将向全体 股东（包括控股股东）分派所持有的创维光伏股份。 图片来源：图虫创意 而创维光伏将以介绍方式申请在香港联交所主板上市。公司将通过股份回购计划撤销上市地位，当中涉及注销计划股份，以换取现金选择，即每股计划股份 兑换4.03港元的现金，或股份选择，即每股计划股份兑换一股新股份。 这意味着，如股东选择现金方案，每股既能拿到4.03港元的现金，同时又能获得约6.13港元的创维光伏股份，理论每股总对价约为10.16港元。这套组合拳为 股东提供了理论价值约10.16港元/股的对价方案，较停牌前收盘价5.18港元/股溢价高达96.14%。 此外，公告明确指出，根据2025年11月30日估算的估值，每股创维光伏股份价值约为12.90元至17.26元，按估值参考汇率换算，约为14.18港元至18.96港元。 就私有化及分拆上市相 ...

2022~2024年、2025年上半年，创维光伏营业额分别为119.30亿元、232.17亿元、201.46亿元、137.76亿 元；净利润分别为3.56亿元、8.65亿元、7.93亿元、5.32亿元。 创维集团表示，传统智能家电及智能系统业务近年来增长放缓，而创维集团新能源业务部门（创维光 伏）已成为集团营业额与利润的主要增长动力，此次上市可提升创维光伏的国际品牌形象，并推动其未 来海外业务的快速扩张。同时，独立上市以后，创维光伏将能实现市场价值重估，使新能源业务的真实 价值得以体现，并以丰厚的现金收益回报股东。 1月20日，创维集团发布公告称，公司拟分拆创维光伏独立上市，并推进集团私有化退市，同时推出股 份回购计划。 ...

Group 1 - A total of 97 stocks reached a 52-week high as of January 21, with the top three being Fengsheng Holdings (00607) at 70.31%, Beibo Group (08331) at 63.33%, and Lingrui Holdings (00784) at 53.85% [1] - Fengsheng Holdings closed at 0.900 and reached a peak of 1.090, while Beibo Group closed at 0.380 with a peak of 0.490 [1] - Lingrui Holdings had a closing price of 0.164 and a peak of 0.260, indicating strong upward momentum [1] Group 2 - Other notable stocks that reached new highs include LQ Culture (00550) at 49.30%, Skyworth Group (00751) at 44.30%, and Zhongsheng Beikong Biotechnology (08247) at 27.79% [1] - The list also features Shifang Holdings (01831) at 26.67% and Huanlian Lianxun (01473) at 23.08%, showcasing a diverse range of sectors achieving new highs [1] Group 3 - The report also highlights stocks that reached new lows, with Xuhui Holdings Group (00884) dropping to 0.125, a decrease of 15.56% [3] - Other stocks experiencing significant declines include Jiayi Holdings (02999) at 0.020, down 15.00%, and Times China Holdings (01233) at 0.090, down 8.42% [3] - The report indicates a challenging environment for certain companies, particularly in the real estate sector, as evidenced by the performance of companies like Country Garden (02007) and Sunac China (01918) [3]

Core Viewpoint - Skyworth Group plans to spin off its solar energy segment, Skyworth Photovoltaics, for a separate listing on the Hong Kong Stock Exchange, aiming to unlock growth potential and enhance shareholder value [1][3]. Group 1: Company Overview - Skyworth Group, established in 1988, is well-known in China for its home appliances and has diversified into smart systems, new energy, and modern services [7]. - Skyworth Photovoltaics, founded in 2020, focuses on distributed solar power station system integration, smart manufacturing of solar products, energy storage, operation and maintenance, and logistics [7]. Group 2: Financial Performance - For the first half of 2025, Skyworth Group reported revenue of 36.264 billion RMB, a year-on-year increase of 20.3%, while net profit fell by 48.9% to 365 million RMB [7][11]. - The new energy segment's revenue reached 13.78 billion RMB in the first half of 2025, growing over 50% year-on-year, contributing approximately 40% to the group's total revenue [12]. Group 3: Spin-off Details - The estimated value of each share of Skyworth Photovoltaics is projected to be between 12.9 and 17.26 RMB, translating to approximately 14.18 to 18.96 HKD [3]. - Shareholders will receive approximately 0.37 shares of Skyworth Photovoltaics for each share they hold in Skyworth Group, with a theoretical value of about 6.13 HKD per share based on the midpoint valuation [3]. Group 4: Market Reaction - Following the announcement, Skyworth Group's stock price surged over 40%, closing up 37.45% at 7.12 HKD, with a market capitalization of approximately 13.5 billion HKD [1]. Group 5: Strategic Importance of New Energy - The new energy business has transitioned from a "strategic cultivation" phase to a "scale contribution" phase, becoming a key growth driver for Skyworth Group [12]. - As of June 30, 2025, Skyworth Photovoltaics had a net profit of 532 million RMB and total assets of approximately 178 billion RMB [12][13].

Market Performance - The Hong Kong stock market indices experienced a rapid rise near midday, with the Hang Seng Tech Index reaching a peak increase of 1.8% before closing up 1.11% [1] - The Hang Seng Index and the China Enterprises Index turned from declines to gains, rising by 0.37% and 0.31% respectively, indicating overall market stability despite a significant drop in US stocks overnight [1] Sector Highlights - Major technology stocks contributed to the market rebound, with Baidu and Kuaishou both rising over 3%, and Alibaba increasing by more than 2% [1] - Consumer electronics stocks showed the most significant gains, with Skyworth Group's shares surging over 37% after resuming trading, reaching a historical high due to a strategic partnership with Sony in the home entertainment sector [1] - TCL Electronics saw a nearly 15% increase, reflecting strong performance in the consumer electronics segment [1] - Semiconductor stocks remained active, driven by an upward cycle in AI-driven storage chips, with Zhaoyi Innovation hitting a new high since its listing [1] Commodity and Gold Market - Spot gold prices surpassed $4,880 for the first time, marking a year-to-date increase of over 13%, leading to a rise in gold stocks and non-ferrous metal stocks, with companies like Lingbao Gold and Zhaojin Mining reaching historical highs [1] Underperforming Sectors - Sportswear stocks faced notable declines, with Anta Sports dropping over 4% and Li Ning falling nearly 3% [1] - Real estate stocks, which had previously surged, showed renewed weakness, while banking and insurance stocks also performed poorly, with Agricultural Bank, Industrial and Commercial Bank, and Construction Bank all declining by more than 1% [1]

1月20日，创维集团在港交所公告，将向联交所申请以介绍方式将创维光伏股份于联交所上市及买卖。1月21日，创维集团复牌后高开超过40%，随后小幅回 落。截至10时30分，创维集团股价涨幅32.24%，报6.85港元/股。 | | | /4 - 任制 能 标 仅 页 官 网 公 日 | 1十分 | 9 | IUU70 | OUUUU / J | | --- | --- | --- | --- | --- | --- | --- | | 2 | | 深圳创维光伏技术研发有限公 10 | 仔细 | 2014-06-2 4 | 100% | 40000万テ | | 3 | | 陕西创维新能源科技有限公司 | 在业 | 2021-04-0 1 | 100% | 20000万テ | | 4 | | 海南创维新能源投资有限公司 | 存變 | 2025-09-1 1 | 100% | 10000万テ | | 5 | | 深圳博能光伏科技有限公司 | | 2022-08-1 5 | 100% | 10000万テ | | 6 | 创作 | 深圳创维光伏智慧能源有限公 글 | 存续 | 2025-01-0 6 | 70% | 700 ...

本文源自：金融界AI电报 创维集团(0751.HK)今日复牌，股价飙升逾46%报7.59港元，创历史新高。 ...

创维集团(0751.HK)今日复牌，股价飙升逾46%报7.59港元，创历史新高。消息面上，创维集团宣布，拟 向股东实物分派创维光伏股份，创维光伏并以介绍形式申请在主板上市，同时创维透过股份回购计划撤 销上市地位。 创维宣布，拟向全体股东实物分派创维光伏股份，每股可获发0.3699779股创维光伏股份，创维光伏并 以介绍形式申请在主板上市。创维集团将根据公司法第99条，透过股份回购计划撤销上市地位，当中涉 及注销计划股份，以换取每股现金4.03港元或股份选择，即每股计划股份换取公司将发行的一股新股 份。该等新股份将为一家非上市投资控股公司的股份，于公司撤销上市后持有剩余业务，新股份不会于 任何证券交易所上市。根据该建议，每股计划股份理论总额10.16港元，较该股停牌收市价每股5.18港元 溢价约96.14%。分派、创维光伏上市及股份回购计划的完成互为条件。公司根据该建议应付现金代价 最高金额约25.57亿港元，将透过集团内部资源及外部债务融资悉数支付。 ...

SKYWORTH GROUP LIMITED 創 維 集 團 有 限 公 司 (於百慕逵註冊成立之有限公司) (股份代號:00751) 公告 (1)建議根據公司法第99條以計劃安排方式進行 創維集團有限公司之附先決條件股份回購 (2)建議由創維集團有限公司分派創維光伏股份 (3)有關存續安排之特別交易 (4)建議撤銷創維集團有限公司之上市地位 R SKYWORTH (i) 分派及創維光伏上市:在滿足分派條件的前提下;本公司將向全體股東(為免 生疑問 其包括重式一致行動集團)分派本公司所持有的創維光伏股份,且創 維光伏將申請創維光伏上市,即以介紹方式將創維光伏股份在聯交所主板上 市;及 (ii) 股份回購計劃:在計劃條件達成或(如適用)獲豁免的前提下,本公司將根據 公司法第99條透牆股份回購計劃撤銷上市地位,當中涉及註銷計劃股份,以 換取(a)現金選擇,即每股計劃股份兑換港幣4.03元的現金,或(b)股份選擇, 即每股計劃股份兑換一股新股份。 SKYWORTH 创维光伏 (5)股份恢復買賣 本公司之獨家財務顧問 中信证券 TIC SECURITIES 無利害關係股東之獨立財務顧問 新百利融资有限公司 於2026 ...

Core Viewpoint - Skyworth Group has announced a dual plan for privatization and the spin-off of its solar business, aiming to provide shareholders with a combination of cash and high-growth equity, while also signaling a strategic shift from traditional home appliances to renewable energy [2][3]. Summary by Sections Privatization and Spin-off Plan - The plan involves two main steps: first, Skyworth intends to independently list its solar business on the Hong Kong Stock Exchange, distributing shares to existing shareholders at a ratio of approximately 0.37 shares of solar business for each Skyworth share held, with a theoretical value of about HKD 6.13 per share [3][6]. - Simultaneously, the company will implement privatization, offering shareholders a choice between receiving HKD 4.03 in cash or one share of the newly privatized company [3][5]. Shareholder Returns - Shareholders opting for the cash option will receive a total return of approximately HKD 10.16, representing a premium of 96.15% over the last closing price of HKD 5.18 prior to the announcement [5][6]. Business Transition - The move reflects the necessity for traditional home appliance businesses to adapt amid pressures from declining demand and increased competition, with Skyworth's smart home appliance revenue facing growth limitations [9][11]. - The solar business has emerged as a key growth driver, with revenue from this segment reaching HKD 138.36 billion in the first half of 2025, a significant increase of 53.5% year-on-year, and accounting for over 38% of total revenue [11][13]. Future Strategic Plans - The spin-off of the solar business is seen as the first step in a broader strategy, with plans to eventually list other segments such as energy storage and automotive electronics, aiming to create a renewable energy industry cluster [13].