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控股股东重整迎新进展杉杉股份控制权或将变更
Xin Lang Cai Jing· 2025-10-08 21:06
根据上述方案,重整投资人以投资人持股平台持股、合伙企业持股和直接持股方式受让共计约2.87亿股(不含增补收购的标的股票数量)杉杉股份股票,受让股份对价约为32.84亿元。 公告提示,本次重整投资协议签署后,相关重整计划(草案)尚需提交债权人会议表决,完成经营者集中申报,以及相关法院裁定批准,后续能否重整成功尚存在不确定性。 杉杉股份公告显示,公司控股股东不存在非经营性资金占用、违规担保等侵害上市公司利益的情形。公司具有独立完整的业务及自主经营能力,公司与控股股东在资产、业务、财务等方面均保持 本报讯 (记者吴奕萱)9月30日晚间,宁波杉杉股份(维权)有限公司(以下简称"杉杉股份")发布公告称,其控股股东杉杉集团有限公司(以下简称"杉杉集团")、杉杉集团全资子公司宁波 根据协议,重整投资人拟通过"直接收购+与服务信托组建合伙企业收购+剩余保留股票表决权委托"三种方式,合计取得杉杉集团及朋泽贸易所持有的杉杉股份23.36%股票的控制权。若重整成功 重整方案显示,新扬子商贸牵头和新扬船共同设立有限合伙企业作为投资人持股平台,直接收购约2.23亿股杉杉股份股票,占杉杉股份总股本的9.93%。其中新扬子商贸应作为投资人 ...
TCL科技集团股份有限公司关于参与杉杉集团有限公司重整暨投资获得宁波杉杉股份有限公司部分股份的自愿性公告
Shang Hai Zheng Quan Bao· 2025-10-08 19:49
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000100 证券简称:TCL科技 公告编号:2025-085 TCL科技集团股份有限公司 关于参与杉杉集团有限公司重整暨投资获得 宁波杉杉股份有限公司部分股份的自愿性公告 TCL科技集团股份有限公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、误导 性陈述或者重大遗漏。 ■ TCL科技聚焦半导体显示和新能源光伏主业发展,持续关注产业链关键战略环节及核心价值节点动态, 不断提升供应链的韧性和效率,维护产业生态,实现企业可持续的高质量发展。基于此,以及对标的公 司长期发展潜力的认同,公司通过TCL厦门产投,与新扬子商贸、新扬船投资、中国东方深圳分公司组 成联合投资方,投标参与杉杉股份控股股东杉杉集团及其全资子公司宁波朋泽的合并破产重整(以下简 称"本次重整")。 联合投资方于近日收到本次重整管理人(以下简称"管理人")通知,联合投资方被确定为重整投资人。 2025年9月29日,联合投资方与管理人、杉杉集团、宁波朋泽签署《重整投资协议》。 TCL厦门产投参与本次重整的投资额为不超过人民币5亿元。本次重整实施完成后,TCL厦门产投将获 得杉 ...
每天三分钟公告很轻松|603300,股东不减持了,改增持
Shang Hai Zheng Quan Bao· 2025-10-08 14:24
Key Points - Hainan Huatie's shareholder Hu Danfeng has terminated the share reduction plan and plans to increase holdings in the company with an investment of no less than 30 million yuan and no more than 50 million yuan [2] - Yonghe Co. expects a net profit increase of 447.64% to 506.85% year-on-year for Q3 2025, driven by the high demand in the refrigerant industry and product optimization [3] - Delis Co. is planning a change in company control, leading to a suspension of its stock from October 9, 2025 [4] - BYD reported September 2025 sales of 396,300 new energy vehicles, a slight decrease from 419,400 units in the same month last year, while cumulative sales for the year reached 3.26 million units, up 18.64% [5] - Chipone Technology expects Q3 2025 revenue of 1.284 billion yuan, marking a historical high for the company, with a year-on-year increase of 78.77% [7] - Chipone anticipates a significant improvement in profitability for Q3 2025, with new orders expected to reach 1.593 billion yuan, a year-on-year increase of 145.80% [8] - ST Zhengping's stock will be suspended from trading starting October 9, 2025, due to unusual stock price fluctuations [2][28] - Huanxin Cement plans to repurchase shares worth between 32.25 million and 64.5 million yuan [14] - Sichuan Gold won exploration rights for a gold mine in Xinjiang for 510 million yuan, indicating strong geological potential [15]
控股股东重整迎新进展 杉杉股份控制权或将变更
Zheng Quan Ri Bao Wang· 2025-10-08 13:46
本报讯 (记者吴奕萱)9月30日晚间,宁波杉杉股份有限公司(以下简称"杉杉股份")发布公告称,其控股股东杉杉集团 有限公司(以下简称"杉杉集团")、杉杉集团全资子公司宁波朋泽贸易有限公司(以下简称"朋泽贸易")、杉杉集团管理人与 江苏新扬子商贸有限公司(以下简称"新扬子商贸")、江苏新扬船投资有限公司(以下简称"新扬船")、厦门TCL科技产业投 资合伙企业(有限合伙)(以下简称"TCL产投")、中国东方资产管理股份有限公司深圳市分公司(以下简称"东方资管深圳分 公司")等重整投资人组成的联合体签署《重整投资协议》。 根据协议,重整投资人拟通过"直接收购+与服务信托组建合伙企业收购+剩余保留股票表决权委托"三种方式,合计取得杉 杉集团及朋泽贸易所持有的杉杉股份23.36%股票的控制权。若重整成功,新扬子商贸实际控制人任元林将成为杉杉股份新的实 际控制人。 重整方案显示,新扬子商贸牵头和新扬船共同设立有限合伙企业作为投资人持股平台,直接收购约2.23亿股杉杉股份股 票,占杉杉股份总股本的9.93%。其中新扬子商贸应作为投资人持股平台的第一大有限合伙人进行出资,对合伙企业持有的份 额比例不低于40%。新扬船以有限合 ...
300亿锂电龙头或易主 创始人去世不足3年 72岁江苏船王将入局
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-05 15:01
一场历时两年多的"豪门内斗"迎来终章。 2025年9月29日,公司控股股东杉杉集团有限公司(下称杉杉集团)及其全资子公司宁波朋泽贸易有限公 司(下称朋泽贸易)与杉杉集团管理人、重整投资人联合体签署了《重整投资协议》。有中国"民营船 王"之称的任元林有望入主。重整投资人包括新扬子商贸、新扬船、TCL产投、东方资管深圳分公司 等。 这场由创始人郑永刚猝然离世引发的控制权争夺战,历经其子郑驹与其妻周婷的董事席位之争、董事长 更迭、司法强制执行最终落幕。如今,随着新实控人任元林的登场,杉杉股份不仅将迎来新的资本掌舵 者,更面临业绩复苏、产业整合与战略重塑的多重考验。 350亿杉杉股份重整进展 72岁中国民营船王或将入主 9月30日晚间,宁波杉杉股份有限公司(下称"杉杉股份",600884.SH)公告披露,公司控股股东杉杉集 团有限公司(下称"杉杉集团")及其全资子公司宁波朋泽贸易有限公司、杉杉集团管理人(系浙江省宁 波市鄞州区人民法院指定的杉杉集团和朋泽贸易合并重整案管理人,下称"管理人")与江苏新扬子商贸 有限公司、江苏新扬船投资有限公司、厦门TCL科技产业投资合伙企业(有限合伙)和中国东方资产管 理股份有限公司深 ...
300亿锂电龙头或易主,创始人去世不足3年,72岁江苏船王将入局
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-05 14:45
一场历时两年多的"豪门内斗"迎来终章。 2025年9月29日,公司控股股东杉杉集团有限公司(下称杉杉集团)及其全资子公司宁波朋泽贸易有限公司(下称朋泽贸易)与杉杉集 团管理人、重整投资人联合体签署了《重整投资协议》。有中国"民营船王"之称的任元林有望入主。重整投资人包括新扬子商 贸、新扬船、TCL产投、东方资管深圳分公司等。 这场由创始人郑永刚猝然离世引发的控制权争夺战,历经其子郑驹与其妻周婷的董事席位之争、董事长更迭、司法强制执行最终 落幕。如今,随着新实控人任元林的登场,杉杉股份(600884)不仅将迎来新的资本掌舵者,更面临业绩复苏、产业整合与战略 重塑的多重考验。 350亿杉杉股份重整进展 72岁中国民营船王或将入主 9月30日晚间,宁波杉杉股份有限公司(下称"杉杉股份",600884.SH)公告披露,公司控股股东杉杉集团有限公司(下称"杉杉 集团")及其全资子公司宁波朋泽贸易有限公司、杉杉集团管理人(系浙江省宁波市鄞州区人民法院指定的杉杉集团和朋泽贸易 合并重整案管理人,下称"管理人")与江苏新扬子商贸有限公司、江苏新扬船投资有限公司、厦门TCL科技(000100)产业投资 合伙企业(有限合伙)和中 ...
锂电负极材料上市公司对比分析
起点锂电· 2025-10-04 09:13
Group 1 - The solid-state battery industry is experiencing positive growth, with over 80% of listed companies showing revenue growth in the first half of 2025 compared to the same period in 2024 [2][3] - The fastest revenue growth in the lithium battery anode sector was recorded by Shangtai Technology, with a year-on-year increase of 61.83% in the first half of 2025 [2] - The overall trend for net profit in the lithium battery anode industry is positive, with 80% of listed companies reporting an increase in net profit compared to the first half of 2024 [3] Group 2 - The shipment volume data for the first half of 2025 shows a general positive growth trend, with a 120% increase in shipment volume for Suotong Development [4] - Approximately 50% of listed companies reported a shipment volume growth rate of over 20% in the first half of 2025 [4] - The shipment volume for Beiterui reached 26 million units in the first half of 2025, reflecting a year-on-year growth of 32.83% [5] Group 3 - Beiterui achieved a revenue of 7.838 billion yuan in the first half of 2025, representing an 11.36% year-on-year increase, while net profit decreased by 2.88% to 479 million yuan [8][9] - The gross margin for Beiterui increased by 1.34 percentage points, and the net margin increased by 0.41 percentage points compared to the first half of 2024 [9][10] - The company has a production capacity of 57.5 million tons per year for anode materials and 7.3 million tons per year for cathode materials [8] Group 4 - Shanshan Co., Ltd. reported a revenue of 9.858 billion yuan in the first half of 2025, with a net profit of 207 million yuan, marking a significant year-on-year increase of 1059.59% [14] - The gross margin and net margin for Shanshan Co., Ltd. improved compared to the first half of 2024, with gross margin increasing by 1.78 percentage points [14][15] - The company has established long-term stable partnerships with major battery manufacturers such as CATL and BYD [15] Group 5 - The overall revenue for the lithium battery anode sector in the first half of 2025 was 36.13 billion yuan, reflecting a 59.60% increase year-on-year, with net profit reaching 2.72 billion yuan, a 293.13% increase [22] - The gross margin and net margin for Zhongke Electric improved significantly, with gross margin increasing by 2.71 percentage points [22][23] - The company has established stable partnerships with major clients including CATL and BYD [23] Group 6 - Shangtai Technology reported a revenue of 3.388 billion yuan in the first half of 2025, a 61.83% increase year-on-year, with net profit reaching 479 million yuan, a 34.37% increase [27] - The company has entered the supply chain of major battery manufacturers such as CATL and BYD, enhancing its market presence [29] - The company has successfully completed the construction of its North Su Phase II project, significantly increasing its production capacity [24][26] Group 7 - Yicheng Energy achieved a revenue of 2.069 billion yuan in the first half of 2025, a 9.71% increase year-on-year, while net profit improved to -170 million yuan, a reduction in losses by 61.65% [38][39] - The company has established a production base for anode materials, enhancing its operational efficiency [36] - The gross margin for Yicheng Energy increased by 1.54 percentage points compared to the first half of 2024 [38] Group 8 - Suotong Development reported a revenue of 8.306 billion yuan in the first half of 2025, a 28.28% increase year-on-year, with net profit soaring by 1568.52% to 523 million yuan [43] - The company has seen significant improvements in both gross margin and net margin, with gross margin increasing by 6.98 percentage points [43][42] - The company’s anode product output reached 4.29 million tons, reflecting an 84.91% increase year-on-year [42] Group 9 - The overall market for lithium battery anode materials is characterized by high growth rates, with a concentration of major players dominating the market [49] - The global market concentration for lithium battery anode materials is over 60%, with Chinese companies maintaining a high market share [49] - The industry is witnessing a trend of strong players becoming stronger, with significant barriers to entry for new competitors [35]
杉杉股份易主在即,豪门恩怨落幕,产业龙头能否重拾辉煌?
Jing Ji Guan Cha Wang· 2025-10-04 03:33
Core Viewpoint - The power struggle within the Zheng family over Shanshan Group has concluded with the company entering a restructuring process, marking a significant change in control and management, led by the new actual controller Ren Yuanlin [1][2][4]. Group 1: Control Change and Restructuring - Shanshan Group and its subsidiaries have signed a restructuring investment agreement with a consortium including Jiangsu Xinyangzi Trading, TCL Industrial Investment, and others, indicating a fundamental change in the company's control [1][4]. - The restructuring will involve the acquisition of 23.36% of Shanshan's shares through various methods, with Ren Yuanlin emerging as the new actual controller [4][5]. - The restructuring includes a strict 36-month lock-up period for all parties involved, ensuring stability in control and signaling long-term commitment to the market [5]. Group 2: Financial Performance and Challenges - Shanshan's financial performance has been declining, with net profits dropping for three consecutive years, including a loss of 367 million yuan in 2024 due to intensified industry competition and cost pressures [6][7]. - However, in the first half of 2025, Shanshan reported a net profit of 207 million yuan, a remarkable increase of 1079.59% year-on-year, attributed to stabilized prices of anode materials and optimized customer structure [7][8]. - The company's stock price has surged over 160% from its low in April 2025 to the end of September, reflecting investor confidence in the restructuring and performance recovery [9]. Group 3: Strategic Outlook and Industry Context - Shanshan has established a dual business strategy focusing on lithium battery anode materials and polarizer production, but both sectors face significant challenges [9][10]. - The new actual controller Ren Yuanlin's background in finance and investment may provide necessary support for Shanshan's strategic upgrades and industry collaboration [9][10]. - The case of Shanshan highlights the broader challenges faced by private enterprises in China regarding succession, strategic transformation, and capital operations [10].
杉杉重整获关键性进展:“民营船王”入主、TCL也出手
Xin Lang Cai Jing· 2025-10-02 07:43
Core Viewpoint - The restructuring of Singshan Group has made significant progress with the signing of a restructuring investment agreement, allowing a consortium of investors to gain control over Singshan Co., Ltd. through various acquisition methods [1][3]. Group 1: Restructuring Details - The restructuring investment agreement involves a consortium that includes Jiangsu Xinyangzi Trading Co., Jiangsu Xinyang Shipping Investment Co., Xiamen TCL Technology Industry Investment Partnership, and China Orient Asset Management Co., Ltd. [1][3]. - The consortium plans to acquire a total of 23.36% of Singshan Co., Ltd.'s shares, amounting to approximately 2.87 billion shares for a total consideration of about 3.284 billion yuan [3][4]. - Jiangsu Xinyangzi Trading will be the largest limited partner in the investment holding platform, contributing at least 40% of the capital [3]. Group 2: Company Background and Financials - Singshan Co., Ltd. is a leading domestic company engaged in the research and production of artificial graphite anode materials for lithium-ion batteries, with its main businesses including anode materials and polarizers [1][4]. - Jiangsu Xinyangzi Trading reported a revenue of 1.063 billion yuan in 2024, an increase of 86% year-on-year, with a net profit of 445 million yuan [4]. - TCL Technology, a participant in the restructuring, is a major supplier of polarizers for its semiconductor display business, indicating a strategic partnership that could enhance supply chain stability [5]. Group 3: Historical Context and Challenges - The Singshan Group, founded by Zheng Yonggang in 1989, has faced financial difficulties following his death in February 2023, leading to a tightening of the capital chain [6][7]. - The group has experienced a series of debt defaults, including a loan interest payment overdue of 19.6391 million yuan, which has contributed to its restructuring process [7][8]. - The restructuring is seen as a necessary step to stabilize market expectations and improve cash flow for Singshan Co., Ltd. [5].
郑永刚去世不到3年杉杉股份或易主,72岁“民营船王”任元林接手
Xin Lang Cai Jing· 2025-10-02 00:25
Core Viewpoint - The death of Zheng Yonggang, founder of the Shanshan brand, has led to a significant change in control of Shanshan Co., as the company enters a restructuring phase with new investors, including Ren Yuanlin, known as the "King of Private Shipbuilding in China" [1][5]. Group 1: Restructuring Agreement - Shanshan Group and its subsidiary signed a restructuring investment agreement with a consortium of investors, aiming to acquire 23.36% of Shanshan Co.'s shares through various methods [2][4]. - The restructuring plan indicates that if successful, the control of Shanshan Co. will shift to the new investors, with Ren Yuanlin becoming the actual controller [2][5]. Group 2: Share Acquisition Details - The consortium plans to directly acquire 22,331,120 shares of Shanshan Co., representing 9.93% of the total share capital, with New Yangzi Trading as the primary limited partner [2][3]. - TCL Investment will directly acquire 43,700,900 shares, accounting for 1.94% of the total share capital, with voting rights delegated to the investment platform [2][3]. Group 3: Financial Implications - The total consideration for the shares to be acquired by the restructuring investors is approximately 3.284 billion yuan [4]. - The management is required to draft a restructuring plan within 30 days of signing the agreement, which will then be submitted for creditor approval [4][5]. Group 4: Company Operations - Shanshan Co. asserts that it currently operates independently without any non-operational fund occupation or illegal guarantees affecting its interests [6]. - The company maintains that its production and operations are normal and that the restructuring process has not significantly impacted its daily operations [6].