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安能物流收到淡马锡等财团私有化建议 或退市 下跌近10%
Nan Fang Du Shi Bao· 2025-10-17 15:53
Core Viewpoint - Aneng Logistics (HK: 9956) has received a conditional privatization acquisition proposal from a consortium of investors, which may lead to the cancellation of its listing on the Hong Kong Stock Exchange [2][5]. Company Summary - As of the announcement date, Dazhong Capital holds 24.32% of Aneng Logistics' shares, while Temasek and Daming Capital do not hold any shares [5]. - Aneng Logistics' stock was suspended from trading on September 18 and resumed trading on October 17, closing down 9.86% at HKD 9.14 per share, with a market capitalization of HKD 10.75 billion [5]. - Since its IPO in 2021, Aneng Logistics' stock price and market capitalization have both declined by over 30% [5]. Financial Performance - For the first half of the year, Aneng Logistics reported revenue of RMB 5.625 billion, a year-on-year increase of 6.4%, driven by increases in total freight volume and ticket numbers, which reached 6.82 million tons and 90.67 million tickets, respectively, with year-on-year growth of 6.2% and 25.2% [6]. - The adjusted net profit for the same period was RMB 476 million, reflecting a year-on-year increase of 10.7% [6]. - The company has seen double-digit growth in its mid-to-high margin products, indicating successful optimization of its freight weight structure [7]. Industry Context - The Chinese less-than-truckload (LTL) market is undergoing consolidation, with increasing industry concentration as major players like SF Express and Debang expand through mergers and network optimization [7]. - Aneng Logistics faces pressure on profit margins due to macroeconomic factors and increased competition, making a potential acquisition by a capital-strong consortium a strategic move to enhance its competitive position [7].
安能物流时隔一个月复牌,大股东大钲资本牵头财团提出私有化,“港股快运第一股”何去何从?
Guo Ji Jin Rong Bao· 2025-10-17 15:34
Core Viewpoint - Aneng Logistics received a non-binding acquisition proposal from a consortium of investors including Dazhong Capital, Temasek, and Danming Capital, leading to significant stock price fluctuations following the announcement [2][5]. Company Overview - Aneng Logistics, established in 2010, is a leading player in China's less-than-truckload (LTL) logistics sector and was listed on the Hong Kong Stock Exchange in November 2021 as the "first stock in express logistics" [4]. - Prior to its IPO, Dazhong Capital invested over $300 million in Aneng Logistics in January 2020, enhancing its influence within the company [4]. Shareholder Dynamics - Following the IPO, Dazhong Capital became the largest shareholder with a 24.60% stake after the management's agreement to act in concert was terminated in September 2022 [5]. - As of the latest announcement, Dazhong Capital holds approximately 24.32% of Aneng Logistics, while Temasek and Danming Capital do not hold any shares [5]. Market Reaction - After the announcement of the acquisition proposal, Aneng Logistics' stock initially dropped by about 25% before closing down 9.86% at HKD 9.14 [2]. - The stock had previously surged over 20% in September before the trading halt, indicating high market interest [2]. Industry Context - The logistics industry is experiencing increased competition and consolidation, with new players entering the market and existing companies adapting their strategies [8]. - Aneng Logistics reported a revenue of 5.625 billion yuan for the first half of 2025, a year-on-year increase of 6.4%, and a net profit of 476 million yuan, up 10.7% [8]. - The company has focused on high-margin business segments, particularly in the 3-300 kg range, with a reported 18.2% increase in volume for shipments under 300 kg [8].
安能物流获财团私有化要约 今日下午1时起恢复股票交易
Mei Ri Jing Ji Xin Wen· 2025-10-17 05:49
Core Points - Aneng Logistics (09956.HK) has received a preliminary and conditional privatization proposal from an investor consortium consisting of Dazhang Capital, Temasek, and Danming Capital, which may lead to its delisting from the Hong Kong Stock Exchange [2] - The consortium submitted the indicative acquisition proposal on September 17, 2025, with Dazhang Capital being a major existing shareholder holding approximately 24.32% of Aneng Logistics [2] - The board of Aneng Logistics is currently considering the proposal, emphasizing that negotiations are in the preliminary stage and the outcome is highly uncertain, with no guarantee of a formal offer being made [2] Company Actions - Aneng Logistics suspended trading of its shares on September 18 and has applied to resume trading on October 17 at 1 PM [2] - The company has advised shareholders and potential investors that the privatization proposal "may or may not proceed," urging market participants to act cautiously when trading its shares [2] - According to regulatory requirements, the company will provide monthly updates on the progress of this matter [2]
安能物流将于今天下午1时起恢复买卖
Mei Ri Jing Ji Xin Wen· 2025-10-17 05:19
每经AI快讯,10月17日,港交所公告,安能物流将于今天下午1时起恢复买卖。 ...
安能物流:董事会仍在考虑指示性收购建议,股票复牌
Xin Lang Cai Jing· 2025-10-17 05:10
Core Viewpoint - Aneng Logistics received a conditional acquisition proposal from a consortium consisting of Dazhong Capital, Temasek, and Daming Capital on September 17, 2025, leading to a temporary suspension of its shares on the Hong Kong Stock Exchange [1] Group 1 - The company applied for a trading suspension effective from September 18, 2025, following the indicative acquisition proposal [1] - Dazhong Capital holds approximately 24.32% of the company's shares, while Temasek and Daming Capital do not hold any shares [1] - The board is still considering the indicative acquisition proposal, but the outcome of negotiations remains uncertain, and it is unclear whether the proposal will lead to a formal offer for shares [1] Group 2 - The company has applied to resume trading of its shares on the Hong Kong Stock Exchange effective from October 17, 2025, at 1 PM [1] - There have been several rumors regarding a potential acquisition of the company since September 4, 2025 [1]
安能物流(09956.HK)收到私有化要约 大钲资本与淡马锡组成的财团提出收购 下午复牌
Ge Long Hui· 2025-10-17 04:47
Core Viewpoint - Aneng Logistics (09956.HK) has received a conditional indicative acquisition proposal from a consortium led by Centurium Capital, which may lead to the company's privatization and potential delisting from the Hong Kong Stock Exchange [1][2]. Group 1: Acquisition Proposal - The consortium consists of Centurium Capital Partners, an entity indirectly wholly owned by Temasek Holdings, and True Light Capital GP Pte. Ltd. [1] - The indicative acquisition proposal was received on September 17, 2025, and the board has not received any other indicative proposals as of the announcement date [1]. - Following the receipt of the proposal, the company applied for a trading suspension effective from September 18, 2025, pending the announcement [2]. Group 2: Shareholding Information - Centurium Capital holds approximately 24.32% of the company's issued shares, totaling 285,989,754 shares [2]. - Temasek and True Light Capital do not hold any shares in the company [2]. Group 3: Offer Period and Trading Resumption - The offer period for the acquisition proposal commenced on the announcement date, October 17, 2025 [3]. - The company has applied to resume trading of its shares on the Hong Kong Stock Exchange effective from October 17, 2025, at 1 PM [3].
安能物流获财团指示性收购建议
Zhi Tong Cai Jing· 2025-10-17 04:44
Core Viewpoint - Aneng Logistics (09956) announced a conditional acquisition proposal from a consortium consisting of Dazhong Capital, Temasek, and Danming Capital, which may lead to the company's delisting from the Hong Kong Stock Exchange [1] Group 1: Acquisition Proposal - Dazhong Capital currently holds approximately 24.3% of Aneng Logistics' shares, making it the largest institutional shareholder since its initial investment in 2019 [1] - The board of directors acknowledged media reports regarding a potential acquisition since September 4, 2025, but stated that there are no other proposals apart from the current one [1] - Market analysts noted the unusual nature of the announcement, as the company only released a preliminary indicative proposal rather than a more definitive one, indicating potential challenges during negotiations [1] Group 2: Market Impact - Aneng Logistics has been suspended from trading since September 18 and resumed trading on the afternoon of October 16 [1] - The indicative proposal remains in the preliminary stage, and there is uncertainty regarding whether it will convert into a formal offer [1]
安能物流获财团提出有条件收购建议 提案尚处初步阶段
Xin Lang Cai Jing· 2025-10-17 04:43
Core Viewpoint - Aneng Logistics (9956.HK) has received a conditional acquisition proposal from a consortium consisting of Dazhong Capital, Temasek, and Danming Capital, which could lead to the company's delisting from the Hong Kong Stock Exchange [1] Group 1: Acquisition Proposal - The board of directors has acknowledged multiple media reports regarding the potential acquisition of the company since September 4, 2025 [1] - As of September 3, 2025, Aneng's closing price was HKD 8.20 per share, and the stock price has increased by 24% up to September 18, 2025, before trading was suspended [1] - The announcement clarifies that there are no other acquisition proposals besides the one mentioned, and while the board is considering the indicative proposal, the outcome of negotiations remains uncertain [1] Group 2: Shareholder Information - Dazhong Capital currently holds approximately 24.32% of the company's shares, having first invested in Aneng Logistics in 2019 [1] - The company will resume trading at 1 PM today [1]
安能物流(09956) - 根据收购守则规则3.7、上市规则第13.09条及证券及期货条例第XIVA...
2025-10-17 04:24
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,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 ANE (Cayman) Inc. 安能物流集團有限公司 (於開曼群島註冊成立的有限公司) (股份代號:9956) 根據收購守則規則3.7、上市規則第13.09條及證券 及期貨條例第XIVA部項下內幕消息條文作出之公告 恢復買賣 本公告乃由安能物流集團有限公司(「本公司」)根據香港《公司收購及合併守則》 (「收購守則」)規則3.7、香港聯合交易所有限公司(「聯交所」)證券上市規則(「上 市規則」)第13.09條及香港法例第571章《證券及期貨條例》(「證券及期貨條例」) 第XIVA部項下內幕消息條文(定義見上市規則)作出。 本公司董事會(「董事會」)謹此知會本公司股東(「股東」)及潛在投資者,本公 司於2025年9月17日收到由(i) Centurium Capital Partners 2018, L.P.(其投資顧 問及最終控制人分別為大鉦資本管理有限公司及黎輝先生)及Centurium Capit ...
安能物流(09956) - 截至2025年9月30日之股份发行人的证券变动月报表
2025-10-06 06:24
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9月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 安能物流集團有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年10月6日 I. 法定/註冊股本變動 FF301 | 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) | 09956 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | USD | | 0.00002 USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 2,500,000,000 | USD | | 0.00002 USD | | 50,000 | 本月底法定/ ...