2月8日晚，杉杉股份发布公告称，2月6日，公司控股股东杉杉集团及其全资子公司朋泽贸易（合称"债务人"）、杉杉集团管理人与重整投资人皖维集团、 宁波金资签署《重整投资协议》。 若本次重整成功，杉杉股份控制权将发生变更，控股股东将变更为皖维集团，实际控制人将变更为安徽省国资委。 图片来源：公司公告 同花顺数据显示，2月6日，杉杉股份放量涨停，截至收盘涨停板上仍有14.61万手封单，最新市值为323.24亿元。当日，杉杉股份成交额达25.28亿元，换 手率9.84%。 | 图片来源：同花顺 | | --- | 安徽国资拟控股 公告显示，杉杉集团及朋泽贸易于2025年3月20日被鄞州法院裁定进行实质合并重整，后于2025年11月7日发布公告，继续招募意向投资人。经遴选，皖维 集团、海螺集团和宁波金资组成的联合体中选，最终确定皖维集团和宁波金资为重整投资人。 资料显示，皖维集团是安徽省内重要的化工、化纤、建材、新材料联合制造企业，控制的核心子公司主营业务为聚乙烯醇（PVA）及其衍生产品的研发、 生产和销售，产地分布于安徽巢湖（本部）、广西、内蒙古、山东等地。 二是保留股票。重整后的债务人持有剩余8.38%杉杉股份股票， ...

2月8日晚间，多家公司发布涉及并购重组、实控人变更等重要公告，其中两股已提前涨停。 永太科技（002326.SZ）公告，公司拟以发行股份方式购买宁德时代持有的永太高新（标的公司）25%股权并募集配套资金，公司现持有该标的公司75%股 权。本次交易完成后，宁德时代将成为公司股东。公司股票自2月9日开市起停牌。 业绩方面，永太科技预计2025年实现营业收入50亿元至55亿元；归母净利润虽然仍为负值（亏损2560万元至4860万元），但相比上年同期4.78亿元的亏损， 减亏幅度超过90%。 同样提前涨停的还有杉杉股份。 据公告，永太科技预计在不超过10个交易日的时间内披露本次交易方案，即在3月3日前披露相关信息。若公司未能在上述期限内召开董事会审议并披露交易 方案，公司证券最晚将于3月3日开市起复牌并终止筹划相关事项。 宁德时代入股永太高新已超4年。资料显示，2022年1月12日，永太高新的股东新增宁德时代，持股比例为25%。 值得注意的是，该股已提前涨停。2月6日午后，永太科技的股价大幅拉至涨停，最新市值为266亿元。这也是该股2026年以来首个涨停板。 业绩方面，杉杉股份公告称，预计2025年的归母净利润为4亿 ...

备受市场关注的 杉杉集团第二轮重整迎来关键进展，一家由安徽国资和宁波国资组成的国资联合体最终入局。 若重整投资方案顺利实施，杉杉股 份（600884.SH）的实际控制权将从民营资本正式转归国有。 皖维集团计划通过"直接收购股票+保留股票"，实现对杉杉股份21.88%股票表决权的控制。具体而言，其以每股约16.42元（含税）价格向债 务人收购13.50%杉杉股份股票，总价款金额约49.87亿元；剩余8.38%股份在股票限售期内（约36个月）由债务人持有，但须与皖维集团保持 一致行动。同时，通过即期出资和远期收购向债权人提供清偿资源。 为清偿债务，皖维集团为这部分8.38%的"保留股票"配套提供了即期出资股票和远期收购股票两种清偿方案供债权人选择。此次投资总额上 限不超过约71.56亿元，主要由皖维集团出资。皖维集团还承诺，通过重整取得的股票将自愿锁定36个月。 此外，重整方案还将设立一个破产服务信托，其底层资产包括了上述保留的股票以及杉杉集团的所有其他非上市资产。 宁波金资将担任该 信托的第一任处置机构。 值得关注的是，《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、出资人组表决并经鄞州法院 ...

Group 1 - Shenjian Co., Ltd. reported that revenue from its commercial aerospace application area is estimated to account for less than 1% of the company's total revenue for the fiscal year 2025 [2] - The company’s total revenue for Q3 2025 was approximately 1.83 billion yuan, with aerospace-related revenue at about 139.18 million yuan, representing 7.59% of total revenue [2] - Yongtai Technology plans to acquire a 25% stake in Yongtai High-tech from Ningde Times, which will make Ningde Times a shareholder of the company [2] Group 2 - If the restructuring of Singshan Co., Ltd. is successful, the actual controller will change to the Anhui Provincial State-owned Assets Supervision and Administration Commission [3] - The restructuring agreement has been signed with investors, but the plan still requires approval from creditors and the court, indicating uncertainty [3] Group 3 - Mingguan New Materials has decided to terminate the investment agreement for a solar backplane and functional film production base project due to overcapacity and intensified price competition in the photovoltaic industry [4] - The total investment for the project was estimated at 5 billion yuan, and the decision was made during a board meeting [4] Group 4 - Hunan Baiyin announced the resignation of a board member due to work adjustments, which will not affect the company's management or operations [5] - Sichuan Changhong plans to transfer 58.33% of its stake in a big data company to its holding group for approximately 33.12 million yuan [6] Group 5 - Huangting International's stock experienced abnormal fluctuations, but the company confirmed that there were no undisclosed significant matters affecting its stock price [8] - Zhongsheng Pharmaceutical reported positive results from Phase III clinical trials for its innovative drug aimed at treating influenza in children and adolescents [8] Group 6 - Anlu Technology announced that major shareholders plan to reduce their holdings by up to 4% [9] - Zhongfu Shenying's controlling shareholder intends to reduce its stake by up to 3% [10] - Linyang Energy's controlling shareholder plans to increase its holdings by 50 million to 100 million yuan without a set price range [11]

Performance Highlights - Guomachine General reported a net profit of 585.16 million yuan for 2025, a year-on-year increase of 45.71% with total revenue of 899 million yuan, up 17.32% [5] - Tianshili achieved a net profit of 1.105 billion yuan, a 15.68% increase year-on-year, despite a revenue decline of 3.08% to 8.236 billion yuan [5] - Focus Technology's net profit rose by 11.73% to 504 million yuan, with total revenue reaching 1.92 billion yuan, up 15.06% [5] - Times Electric reported a net profit of 4.105 billion yuan, a 10.88% increase, with total revenue of 28.761 billion yuan, up 15.46% [5] - Tongxingbao's net profit increased by 5.51% to 221 million yuan, with total revenue of 1.068 billion yuan, up 19.24% [5] Capital Increase & Restructuring - Ruili Kemi is planning to issue shares to acquire a 16% stake in its subsidiary, with trading suspended from February 9 [6] - Longyun Co. intends to acquire a 58% stake in Yuheng Film and Television, with trading resuming on February 9 [6] - Yingwang Yingchuang is set to acquire 100% of Lianshi Legend, a smart marketing service provider [6] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [6] - Shanshan Co. signed a restructuring investment agreement with its controlling shareholder [6] Major Events - Aihuilong received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [9] - Tiansheng New Materials also received a notice of investigation for similar reasons [10] - Cloud Road Co. announced the lifting of the detention of its chairman and general manager [10] - TCL Zhonghuan's subsidiary signed a patent licensing agreement with Aiyu Co. for a total fee of 1.65 billion yuan [11] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for less than 1% of total revenue [11] Investment Projects - Wantong Expressway plans to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway [15] - Zhixin Co. intends to invest up to 1.1 billion yuan in an automotive welding parts project [15] - Hangyu Technology plans to invest up to 1.05 million euros in a forging production base in Slovakia [15] - Dongtianwei is set to invest 400 million yuan in a global R&D center and manufacturing headquarters in South China [15] - Zhongguancun is planning to build a modern digital factory for traditional Chinese medicine in Jiamusi City [15] Stock Trading Updates - The stock of Cuihua Jewelry will be suspended for one day starting February 9 due to the freezing of its main bank accounts [4] - The stock of Longyun Co. will resume trading on February 9 after a suspension [23] - Ruili Kemi and Yongtai Technology will be suspended from trading starting February 9 [24]

Group 1: Mergers and Acquisitions Activity - The A-share lithium battery sector is experiencing significant capital operations, with Yongtai Technology planning to acquire a 25% stake in Yongtai High-tech from CATL through a share issuance, leading to a stock suspension starting February 9 [2] - The stock of Yongtai Technology reached a market cap of 26.6 billion yuan after hitting the daily limit up on February 6, marking its first limit up since 2026 [2][6] - Another company, Ruili Kemi, announced plans to acquire the remaining 16% stake in its subsidiary, Wuhan Kedes, which will make it a wholly-owned subsidiary, also resulting in a stock suspension from February 9 [2] Group 2: Ongoing Mergers and Acquisitions Announcements - At least 18 companies in the A-share market disclosed merger and acquisition progress this week, indicating a robust trend in corporate restructuring [3] - Specific companies involved include Longyun Co., which plans to acquire 58% of Xuanheng Film Industry, and Yiwang Yichuang, which intends to purchase 100% of Lianshi Legend for cash and shares [4] Group 3: Changes in Company Control - Shanshan Co. announced a potential change in control, with its major shareholder set to change to Anhui Weiqi Group, and the actual controller to the Anhui State-owned Assets Supervision and Administration Commission, following a restructuring process [5] - The company is currently in a state of no effective control after the death of its founder, leading to a significant power struggle within the family [5]

红星资本局2月8日消息，历时近一年的杉杉集团重整案迎来重大进展。 公告显示，近日，杉杉股份控股股东杉杉集团及其全资子公司宁波朋泽贸易有限公司、杉杉集团管理人与重整投资人皖维集团和宁波金融资产管理股份 有限公司签署了《重整投资协议》。如本次重整成功，公司的控制权将发生变更。 交易行情显示，2月6日，杉杉股份收于涨停价14.37元/股，总市值323.2亿元。 重整之路一波三折 皖维集团与宁波金资联合体胜出 在近一年时间里，杉杉股份重整事项历经多轮博弈： 2025年6月，公司首轮投资人招募启动。同年9月，"中国民营船王"任元林旗下公司新扬子商贸，携手新扬船、TCL产投、东方资管深圳分公司组成的投 资联合体，拟通过一套资本运作方案合计取得杉杉股份23.36%股票的控制权，总对价32.84亿元。 不过，杉杉股份11月3日发布的公告显示，上述重整计划草案被否，原因为 "未能获得债权人会议的通过"。 自此，"民营船王"任元林入主未果。随后在同月7日，杉杉集团管理人启动了第二轮重整招募，并增加了"有偏光片和/或负极产业背景的优先"、"重整投 资对价不得使普通债权人受偿率低于破产清算程序所能获得的清偿"等条件，同时股权认购底价 ...

| 封单占成交 | 8.09% | | | | | --- | --- | --- | --- | --- | | 最高到单量 | 47.2万 | | | | | 涨停成交量 | 43.2万 | | | | | 3-06- | 14.37 14.6万 | ਐੱ | | | | 买2 | 14.36 7717 | ऋ३ | 3762 | | | 14.35 | | | | | | 24 | 750 | 14.34 | ਜ਼ੋਟ | | | 515 | 14.33 | | | | | 分时成交 ▲ | | | | | | 14:56 | 14.37 | 127 | -10.03% | 11.75 | | 14.37 | 14:56 | 47 | 成交量▼ 180.6万 分时量:4336↑ | 现量:4336 | | 396 | 14:56 | 14.37 | 17.4万 | | | 14.37 | 38 | 14:56 | | | | 14.37 | 55 | 14:56 | | | | 31 | 14:56 | 14.37 | | | | 14.37 | 36 | 14:57 | CHIP PUST TAL | ...

安徽国资又出手了，接盘杉杉股份，一直处于破产重整状态的杉杉集团传来重磅消息！ 2月8日晚间，杉杉股份突然公告表示，公司控股股东杉杉集团及其全资子公司宁波朋泽贸易有限公司、 杉杉集团管理人与重整投资人安徽皖维集团有限责任公司和宁波金融资产管理股份有限公司签署了《重 整投资协议》。若本次重整成功，公司的控制权将发生变更，公司控股股东将变更为皖维集团，公司实 际控制人将变更为安徽省国资委。 此前，杉杉股份的重整之路进展不顺。 公告显示，安徽省人民政府持有皖维集团 100.00%的股权，安徽省国资委根据安徽省人民政府的授权对本 级出资企业履行出资人职责，皖维集团实际控制人为安徽省国资委。 此番安徽国资出手，距离方大炭素终止参与杉杉集团重整仅仅过了一个月的时间。值得注意的是，周五 杉杉股份股价提前大幅异动，股价牢牢封住涨停板，截至收盘杉杉股份报14.37元/股，大涨10%，当天涌 入25.28亿元资金疯狂抢筹。 | | 杉杉股份 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 600884 PRO R | | | | | | | 14.37 | 高 ...

根据协议，皖维集团投资总额上限不超71.56亿元，合计控制21.88%杉杉股份股票表决权。其中，皖维 集团将以每股约16.42元价格直接收购13.50%的杉杉股份股票，总价约49.87亿元；重整后债务人剩余 8.38%股票与皖维集团保持36个月一致行动。 截至协议签署日，杉杉集团持有杉杉股份12.76%股份，朋泽贸易持有9.13%股份。 杉杉股份表示，《重整计划（草案）》还需经债权人会议、出资人组表决，法院裁定批准，以及完成经 营者集中申报，重整结果存在不确定性。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：2月8日，杉杉股份发布公告，控股股东杉杉集团及其子公司朋泽贸易已与重整投资人安徽皖 维集团、宁波金资签署《重整投资协议》。 根据公告内容，若重整成功，杉杉股份控股股东将变更为皖维集团，实际控制人变更为安徽省国资委。 ...