1月26日早间，朝云集团在港交所公告，关于收购事项的工商变更登记及收购事项本身皆已于2026年1月 23日完成。于完成后，目标公司将成为本公司之间接全资附属公司，而目标集团的财务业绩将会综合并 入本集团的财务报表。此前，朝云集团公告称，于2025年12月31日，公司全资附属公司广州朝云控股有 限公司、卖方及目标公司河北康达有限公司订立协议，据此，买方有条件同意向卖方收购目标股权，最 高可能代价为人民币450百万元。 ...

格隆汇1月26日丨朝云集团(06601.HK)发布公告，2025年12月31日，公司一间全资附属公司(即广州朝云 控股有限公司)作为买方拟向卖方收购河北康达有限公司100%的股权，最高可能代价为人民币4.50亿 元。协议所载的所有条件均已达成。收购事项的工商变更登记及收购事项本身皆已于2026年1月23日完 成。完成后，目标公司将成为公司的间接全资附属公司，而目标集团的财务业绩将会综合并入集团的财 务报表。 ...

智通财经APP讯，朝云集团(06601)发布公告，协议所载的所有条件均已达成。收购事项的工商变更登记 及收购事项本身皆已于2026年1月23日完成。于完成后，目标公司河北康达有限公司将成为公司的间接 全资附属公司，而目标集团的财务业绩将会综合并入集团的财务报表。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Cheerwin Group Limited 朝雲集團有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：6601） 完 成 有關收購目標公司 全部股權的 主要交易 茲提述朝雲集團有限公司（「本公司」）日期為2025年12月31日有關收購事項的公 告（「該公告」）。除 另 有 說 明 外，本 公 告 所 用 詞 彙 與 該 公 告 所 界 定 者 具 有 相 同 涵 義。 董 事 會 欣 然 宣 佈，協 議 所 載 的 所 有 條 件 均 已 達 成。收 購 事 項 的 工 商 变 更 登 記 及 收購事項本身皆已於2026年1月23日 完 成。於 完 成 後，目 標 公 司 將 成 為 本 公 司 之 間 接 全 資 附 屬 公 司，而 目 標 集 團 的 財 務 業 績 將 會 綜 合 併 入 本 集 團 的 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Cheerwin Group Limited 朝雲集團有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：6601） 有 關 收購目標公司 全部股權 之主要交易 延遲寄發通函 及 執 行 董 事、董 事 長 兼 首 席 執 行 官 茲提述本公司日期為2025年12月31日有關收購事項的公告（「該公告」）。除 本 公 告 文 義 另 有 所 指 外，本 公 告 所 用 詞 彙 與 該 公 告 所 界 定 者 具 有 相 同 涵 義。 誠 如 該 公 告 所 載，一 份 載 有（其 中 包 括）收購事項的進一步詳情的通函（「通 函」）， 預期將於該公告刊發後十五(15)個營業日內（即2026年1月22日 或 之 前）寄發予股 東。 由 於 需 要 額 外 時 間 編 製 及 落 實 載 入 通 函 的 資 料，本 公 ...

Group 1 - The company plans to acquire 100% equity of Hebei Kangda for a maximum of 450 million yuan to enhance its competitiveness in the northern home care market and improve coverage in the domestic terminal market [1] - Hebei Kangda has over 30 years of experience in the northern market, specializing in the research, production, and sales of household insecticides and detergents, which will help the company optimize its industrial layout in the northern region [1] - The acquisition is expected to create synergies between the existing home care business and Hebei Kangda, enhancing revenue and profit growth through brand collaboration and category share [1] Group 2 - The dual-brand strategy of "Chaowei + Qiangshou" will complement each other, promoting product innovation, technology research and development, and supply chain collaboration, thereby improving market competitiveness and operational efficiency [1] - The acquisition will quickly increase market share in household insecticides and home cleaning categories, solidifying the company's leading position in the industry [1] - Hebei Kangda's financial indicators are stable, with projected revenue of 468 million yuan in 2024 (up 6.7% year-on-year) and a net profit of 86 million yuan (up 32.3% year-on-year), which will enhance the company's revenue scale and profitability after the acquisition [1] Group 3 - The company is a leading player in the home care segment, continuously advancing a multi-brand, multi-category, and omnichannel strategy while strengthening its pet business layout [2] - The company is expected to achieve revenues of 1.996 billion yuan, 2.397 billion yuan, and 2.611 billion yuan from 2025 to 2027, with year-on-year growth rates of 9.7%, 20.1%, and 9.0% respectively [2] - The projected net profits for the same period are 223 million yuan, 268 million yuan, and 294 million yuan, with year-on-year growth rates of 9.8%, 20.2%, and 9.4% respectively, maintaining a "buy" rating with a 2026 PE of 11 times [2]

Investment Rating - The report maintains a "Buy" rating for the company [3][6] Core Insights - The company plans to acquire Hebei Kangda for a maximum of 450 million RMB, aiming to enhance its performance and strengthen its presence in the northern home care market [1][2] - The acquisition is expected to create synergies between the existing home care business and Hebei Kangda, which has over 30 years of experience in the northern market [3][9] - The company is projected to achieve revenue of 1.996 billion RMB in 2025, 2.397 billion RMB in 2026, and 2.611 billion RMB in 2027, with year-on-year growth rates of 9.7%, 20.1%, and 9.0% respectively [3][5] - The net profit attributable to the parent company is expected to be 223 million RMB in 2025, 268 million RMB in 2026, and 294 million RMB in 2027, with growth rates of 9.8%, 20.2%, and 9.4% respectively [3][5] Financial Summary - The company’s revenue for 2023 is reported at 1,616 million RMB, with a year-on-year growth of 12.0% [5][10] - The net profit for 2023 is 175 million RMB, showing a significant year-on-year increase of 170.4% [5][10] - The projected earnings per share (EPS) for 2025 is 0.17 RMB, increasing to 0.20 RMB in 2026 and 0.22 RMB in 2027 [5][10] - The current market capitalization is approximately 3.25 billion HKD, with a total share count of 1.33 billion shares [6][10]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook on its stock performance [3][6]. Core Insights - The company plans to acquire Hebei Kangda for a maximum of 450 million RMB, aiming to enhance its market presence in the northern home care market and improve competitiveness [1][2]. - The acquisition is expected to increase revenue and profit, leveraging brand synergy and category share to achieve multi-dimensional collaborative effects [2][3]. - The company is positioned as a leader in the home care segment, with a robust multi-brand and multi-category strategy, focusing on both online growth platforms and offline expansion [3]. Financial Projections - Revenue projections for 2025-2027 are estimated at 1,996 million RMB, 2,397 million RMB, and 2,611 million RMB, reflecting year-on-year growth rates of 9.7%, 20.1%, and 9.0% respectively [3][5]. - Net profit estimates for the same period are 223 million RMB, 268 million RMB, and 294 million RMB, with corresponding growth rates of 9.8%, 20.2%, and 9.4% [3][5]. - The current market capitalization corresponds to a PE ratio of 11 times for 2026 [3]. Strategic Acquisition Details - Hebei Kangda has over 30 years of experience in the northern market, specializing in home insecticides and cleaning products, which will enhance the company's resource integration and operational efficiency post-acquisition [9]. - The acquisition is anticipated to solidify the company's market position in household insecticides and cleaning products, thereby reinforcing its leadership in the industry [9]. - Financially, Hebei Kangda reported a revenue of 468 million RMB in 2024, with a net profit of 86 million RMB, indicating strong financial health that will contribute positively to the acquiring company [9].

Group 1 - The core viewpoint of the article is that Chaoyun Group's acquisition of Hebei Kangda enhances its competitiveness in the northern home care market, leveraging dual brand synergy for growth [1][2] - The company plans to acquire 100% equity of Hebei Kangda for up to 450 million RMB, which is a leading enterprise in the northern home care sector with over 30 years of experience [1] - Hebei Kangda's financial performance is stable, with projected revenue of 468 million RMB in 2024, a year-on-year increase of 6.6%, and a net profit of 86 million RMB, up 32.3% year-on-year [1] Group 2 - The acquisition is expected to enhance the company's market competitiveness in home care products in the northern region, optimizing its industrial layout and creating a multi-dimensional collaborative growth ecosystem [2] - By leveraging Hebei Kangda's extensive customer resources and established channel network, the company aims to shorten market cultivation cycles, reduce initial investment costs, and improve product penetration in the northern market [2] - The dual brand strategy of "Chaowei + Qiangshou" will promote product innovation, technology development, and supply chain collaboration, thereby enhancing market competitiveness and operational efficiency [2]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 朝雲集團有限公司 (於開曼群島註冊成立的有限公司） 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06601 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 250,000,000,000 | USD | 0.0000002 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 250,000,000,000 | USD | 0.0000002 | USD | | 50,00 ...