Core Viewpoint - The logistics sector experienced a slight increase of 0.04% on December 30, with ST Xuefa leading the gains, while the overall market showed mixed results with the Shanghai Composite Index closing at 3965.12, down 0.0% [1]. Group 1: Market Performance - The logistics sector's performance was highlighted by ST Xuefa, which closed at 4.31 with a gain of 5.12% [1]. - Other notable gainers included *ST Haijin, which rose by 3.34% to 8.35, and Changlian Co., which increased by 2.33% to 10.56 [1]. - The Shenzhen Component Index closed at 13604.07, reflecting an increase of 0.49% [1]. Group 2: Trading Volume and Value - ST Xuefa had a trading volume of 39,600 shares and a transaction value of approximately 16.80 million [1]. - The highest transaction value in the logistics sector was recorded by Donghang Logistics, with a closing price of 18.27 and a transaction value of 181 million [1]. - The overall trading volume and value for the logistics sector showed varied performance across different stocks, with some stocks like Baoshui Technology and Donghang Logistics achieving significant transaction values [1]. Group 3: Capital Flow - The logistics sector saw a net outflow of 531 million from institutional investors, while retail investors contributed a net inflow of 507 million [2]. - The data indicates that retail investors were more active in the logistics sector, contrasting with the outflow from institutional investors [2]. - Specific stocks like YTO Express and Baoshui Technology experienced varying levels of net inflow and outflow from different investor categories [3].

Core Viewpoint - The company, Changjiang Investment, is acquiring a 51% stake in Changjiang Hehe Enterprises Development (Shanghai) Co., Ltd. for a cash consideration of 22.185 million yuan, aiming to enhance its business synergy and risk resilience within the Yangtze River Delta integration demonstration zone [2][5][40]. Group 1: Transaction Overview - The acquisition involves purchasing the stake from the company's indirect controlling shareholder, Changjiang Investment Company [2][5]. - The transaction is classified as a related party transaction and does not constitute a major asset restructuring [3][4]. - The board of directors has approved the transaction, which does not require shareholder approval but needs to be reported to the relevant state-owned asset regulatory authority [4][8]. Group 2: Financial Assessment - The total equity value of the target company, as assessed by Shanghai Shenwei Asset Appraisal Co., Ltd., is 43.5 million yuan, reflecting a 56.96% increase from its book value of 27.7137 million yuan [6][21]. - The agreed transaction price for the 51% stake is 22.185 million yuan, based on the appraisal results [6][21]. Group 3: Business Rationale - The acquisition aims to facilitate the company's integration into the Yangtze River Delta region, enhancing operational capabilities and establishing a business platform in the core area of the demonstration zone [5][40]. - The target company specializes in property services and has a strong operational presence in the region, which aligns with the company's strategic goals [12][40]. Group 4: Performance Commitments - The seller commits to achieving a cumulative net profit of no less than 8.6 million yuan over three years, with specific annual targets set for 2026, 2027, and 2028 [35][36]. - If the performance targets are not met, the seller is obligated to compensate the buyer based on the shortfall [36][50]. Group 5: Related Party Transaction Impact - The transaction is expected to be conducted fairly and will not adversely affect the company's financial condition or operational results [40]. - Post-acquisition, the company anticipates new related party transactions primarily related to property management fees from projects associated with the seller [41].

本次公司收购和合公司，旨在满足长江投资融入长三角一体化示范区、实现业务协同并提升抗风险能力 的综合需求。和合公司深耕示范区核心区域，是园区运营核心主体之一，与长三角投资公司在园区开 发、产业培育等方面形成天然上下游协同关系，通过本次股权收购，长江投资可获得在长三角区域的业 务平台，切入园区服务核心赛道，将战略规划转化为实体业务，并借助和合公司的园区运营能力和属地 服务经验承接长三角投资公司所属园区配套服务需求。 长江投资（600119）(600119.SH)发布公告，公司拟以现金方式收购公司间接控股股东长三角投资(上海) 有限公司(简称"长三角投资公司")持有的长三角和合企业发展(上海)有限公司(简称"和合公司")51%股 权，交易金额2218.5万元。 ...

证券代码：600119 证券简称：长江投资 公告编号：2025-033 长发集团长江投资实业股份有限公司 关于购买长三角和合企业发展（上海）有限公司 51% 股权暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 长发集团长江投资实业股份有限公司（以下简称"长江投资"、"公司"） 以现金方式收购公司间接控股股东长三角投资（上海）有限公司（以下简称"长 三角投资公司"）持有的长三角和合企业发展（上海）有限公司（以下简称"和 合公司"、"标的公司"）51%股权，交易金额 2,218.50 万元。 本次交易已经公司第九届董事会战略委员会 2025 年第二次会议、第九 届董事会投资决策委员会 2025 年第二次会议、第九届董事会独立董事 2025 年 第二次专门会议、九届八次董事会会议审议通过。本次交易无需提交公司股东 会审议。该事项尚需按国资监管要求报国资上级单位批准。 截至本次交易，过去 12 个月内，除已经董事会审议通过且披露的日常 关联交易及本次交易外，公司未与长三角投资公司及其下属企业发生其他关 ...

智通财经APP讯，长江投资(600119.SH)发布公告，公司拟以现金方式收购公司间接控股股东长三角投资 (上海)有限公司(简称"长三角投资公司")持有的长三角和合企业发展(上海)有限公司(简称"和合公 司")51%股权，交易金额2218.5万元。 本次公司收购和合公司，旨在满足长江投资融入长三角一体化示范区、实现业务协同并提升抗风险能力 的综合需求。和合公司深耕示范区核心区域，是园区运营核心主体之一，与长三角投资公司在园区开 发、产业培育等方面形成天然上下游协同关系，通过本次股权收购，长江投资可获得在长三角区域的业 务平台，切入园区服务核心赛道，将战略规划转化为实体业务，并借助和合公司的园区运营能力和属地 服务经验承接长三角投资公司所属园区配套服务需求。 ...

Core Viewpoint - Changjiang Investment plans to acquire a 51% stake in Hehe Company for 22.185 million yuan, enhancing its business platform in the Yangtze River Delta region and entering the core sector of park services [1] Group 1: Acquisition Details - The acquisition involves cash payment of 22.185 million yuan for the stake in Hehe Company, which is indirectly controlled by Changjiang Investment's major shareholder [1] - This transaction allows Changjiang Investment to leverage Hehe Company's operational capabilities and local service experience to meet the service demands of parks owned by the parent company [1] Group 2: Strategic Implications - By acquiring this stake, Changjiang Investment aims to establish a foothold in the park service sector, which is a critical area for growth in the Yangtze River Delta [1] - The move is expected to enhance the company's ability to provide comprehensive support services for park operations in the region [1]

长江投资公告，公司以现金方式收购间接控股股东长三角投资公司持有的和合公司51%股权，交易金额 2218.5万元。本次交易构成关联交易，但不构成重大资产重组。交易已经公司董事会审议通过，无需提 交股东大会审议，但需按国资监管要求报国资上级单位批准。 ...

Core Insights - The logistics sector experienced a decline of 0.3% on November 19, with Longzhou Co. leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - ST Xuefa (002485) saw a significant increase of 4.94%, closing at 5.10 with a trading volume of 54,200 shares and a turnover of 27.61 million yuan [1] - Longzhou Co. (002682) led the decline with a drop of 9.95%, closing at 7.06 with a trading volume of 2.24 million shares and a turnover of 1.648 billion yuan [2] - Other notable performers included Huapei (300350) with a 4.70% increase and Dongfang Jiasheng (002889) with a 4.07% increase [1] Capital Flow - The logistics sector saw a net outflow of 252 million yuan from institutional investors, while retail investors contributed a net inflow of 194 million yuan [2] - The table of capital flow indicates that Dongfang Jiasheng (002889) had a net inflow of 44.26 million yuan from institutional investors, while it faced a net outflow of 22.33 million yuan from retail investors [3]

(三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 145 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 169,286,978 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股份 | 46.3457 | | 总数的比例（%） | | 证券代码：600119 证券简称：长江投资 公告编号：2025-032 长发集团长江投资实业股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东会召开的时间：2025 年 11 月 14 日 (二)股东会召开的地点：上海市青浦区佳杰路 99 弄 A2 栋会议中心小报告厅 (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 会议表决方式符合《公司法》及《公司章程》的规定，会议由董事长鲁国锋先生 主持。 (五)公司董事和董事会秘书的出席情况 1 ...

关于 长发集团长江投资实业股份有限公司 2025 年第二次临时股东会 之 法律意见书 上海普世万联律师事务所 上海市娄山关路 523 号 1 座 3 楼 电话: 021- 52988666 传真: 021-62317688 www.pushiwanlian.com 上海普世万联律师事务所 关于长发集团长江投资实业股份有限公司 2025 年第二次临时股东会之法律意见书 致:长发集团长江投资实业股份有限公司 上海普世万联律师事务所接受长发集团长江投资实业股份有限公司(以下简 称"公司"）委托，指派闵顺杰律师、李璇律师出席公司 2025 年第二次临时股 东会（以下简称"本次会议"），并就本次会议所涉及的召集、召开程序、出席 会议人员的资格、召集人资格、会议的表决程序、表决结果等相关问题发表法律 意见。 本法律意见书根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司股东会规则》及其他相关法律、法规、规章及规范性文件（以下合称 "法律法规")以及《长发集团长江投资实业股份有限公司章程》(以下简称"《公 司章程》"）的规定出具。 为出具本法律意见书之目的,本所律师对公司提供的与题述事宜有关的法律 文件及 ...