Core Viewpoint - The Shanghai Stock Exchange's M&A Review Committee approved Aikodi's asset acquisition plan, confirming compliance with restructuring conditions and information disclosure requirements [1] Group 1: Transaction Details - Aikodi plans to acquire 71% of Zhuolibo's equity through a combination of issuing shares and cash payments, with the total transaction value set at 111,825 million yuan [3][4] - The valuation of Zhuolibo's 100% equity was determined to be 157,500 million yuan based on the income approach [4] - The payment structure includes both cash and share components, with total cash consideration amounting to 503,212.5 million yuan and share consideration of 615,037.5 million yuan [5] Group 2: Financial Projections and Commitments - The sellers have committed to a net profit forecast for Zhuolibo of no less than 14,150 million yuan, 15,690 million yuan, and 17,410 million yuan for the years 2025, 2026, and 2027 respectively, totaling a minimum of 47,250 million yuan over three years [6] - The fundraising plan aims to raise up to 52,000 million yuan, which will be used for cash payments, intermediary fees, and related taxes [7] Group 3: Share Issuance and Regulatory Compliance - The shares issued for the transaction will be ordinary A-shares with a par value of 1.00 yuan, listed on the Shanghai Stock Exchange [4] - The issuance price for the shares will be adjusted to 13.70 yuan per share due to a prior cash dividend distribution [5] - The transaction does not constitute a major asset restructuring or related party transaction, and the controlling shareholder remains unchanged post-transaction [7]

Group 1 - The core viewpoint of the articles highlights the recent performance and financial metrics of Aikodi, indicating a significant increase in stock price and trading activity [1][2] - As of August 22, Aikodi's stock price rose by 2.04% to 19.97 CNY per share, with a total market capitalization of 19.673 billion CNY [1] - Year-to-date, Aikodi's stock has increased by 24.81%, with notable gains of 10.76% over the last five trading days and 22.07% over the last 20 days [1] Group 2 - As of March 31, Aikodi had 33,400 shareholders, an increase of 34.08% from the previous period, while the average circulating shares per person decreased by 25.42% to 29,271 shares [2] - For the first quarter of 2025, Aikodi reported revenue of 1.666 billion CNY, reflecting a year-on-year growth of 1.41% [2] - Aikodi has distributed a total of 1.774 billion CNY in dividends since its A-share listing, with 782 million CNY distributed over the past three years [2]

Group 1 - The company plans to acquire 71% equity of Zhuoerbo (Ningbo) Precision Electromechanical Co., Ltd. through a combination of issuing shares and cash payment [1] - The company intends to raise supporting funds through the issuance of shares as part of this transaction [1] - The Shanghai Stock Exchange's M&A Review Committee is scheduled to review the company's application for this transaction on August 25, 2025 [1][2] Group 2 - The transaction is subject to approval by the Shanghai Stock Exchange and registration with the China Securities Regulatory Commission [2] - There is uncertainty regarding whether the transaction will pass the review and obtain registration, as well as the timeline for these processes [2]

交易行情显示，截至8月18日收盘，爱柯迪股价报18.81元/股，总市值185.3亿元。 北京商报讯（记者 马换换 王蔓蕾）8月18日晚间，爱柯迪（600933）披露公告显示，上交所并购重组审 核委员会定于8月25日召开2025年第13次并购重组审核委员会审议会议，审核公司重组事项。 据了解，爱柯迪拟通过发行股份及支付现金的方式购买卓尔博（宁波）精密机电股份有限公司71%股 权，同时公司拟发行股份募集配套资金。本次交易价格（不含募集配套资金金额）为11.18亿元。 ...

一、复牌 1、中国船舶：已刊登异议股东收购请求权申报结果，股票复牌。 二、并购、定增 1、爱柯迪：拟发行股份及支付现金购买卓尔博71%股权。 2、引力传媒：拟定增募资不超过4.7亿元，用于全球社交营销云项目、内容创意云项目、补充流动资 金。 三、回购 1、山东玻纤：将股份回购价格上限由5.41元/股调整为10.22元/股。 2、二连板新天药业：正在筹划对参股公司汇伦医药追加股权投资。 3、特变电工：拟发行可转债募资不超过80亿元，用于准东20亿Nm3/年煤制天然气项目。 4、久吾高科：拟发行可转债募资不超过5.04亿元，用于班戈错盐湖年产2000吨氯化锂中试生产线BOT 项目、特种无机膜组件及装置生产线项目、补充流动资金。 5、蔚蓝锂芯：控股子公司淮安光电在马来西亚进行LED项目建设投资，项目总投资8388万美元，新建 LED CSP项目；项目全部建成达产后，预计将形成700KK芯片点测分选及CSP芯片封装月产能。 2、海正生材：拟将回购股份价格上限由12元/股（含）调整为17元/股（含），并同时对回购实施期限 延长6个月，延长至2026年2月27日止。 四、对外投资 1、景嘉微：拟2.2亿元增资诚恒微成为其 ...

| 证券代码：600933 | 证券简称：爱柯迪 公告编号：临 2025-087 | | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | 爱柯迪股份有限公司 关于上海证券交易所并购重组审核委员会审核公司 发行股份及支付现金购买资产并募集配套资金事项 会议安排的公告 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。 爱柯迪股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的方 式购买卓尔博（宁波）精密机电股份有限公司 71%股权，同时公司拟发行股份募 集配套资金（以下简称"本次交易"）。 根据上海证券交易所（以下简称"上交所"）并购重组审核委员会公告的《上 海证券交易所并购重组审核委员会 2025 年第 13 次审议会议公告》，上交所并购 重组审核委员会定于 2025 年 8 月 25 日召开 2025 年第 13 次并购重组审核委员会 审议会议，审核公司本次交易的申请。 本次交易尚需经上交所审核通过及中国证券监督管理委员会同意注册后方 可实施。本次交易能否通过审核、取得注册，以及通过审核、取 ...

爱柯迪公告，公司拟通过发行股份及支付现金的方式购买卓尔博（宁波）精密机电股份有限公司71%股 权，同时拟发行股份募集配套资金。本次交易尚需经上海证券交易所审核通过及中国证券监督管理委员 会同意注册后方可实施。 ...

Investment Rating - The report maintains a positive outlook on the automotive sector, suggesting an increase in investment weight towards automotive dividend style configuration for the second half of 2025 [3][5]. Core Insights - The automotive sector is at a crossroads, with the end of the electric vehicle (EV) dividend and the dawn of automotive intelligence. The report suggests that structural opportunities may arise in the second half of 2025 [3][5]. - The report highlights significant partnerships and collaborations, such as the upgrade of the partnership between Xiaopeng and Volkswagen, which will enhance their technology strategy across a broader market [2][3]. - The report anticipates a strong demand for passenger vehicles due to the implementation of scrapping and replacement policies, projecting a retail sales forecast of 23.8 million units in 2025, a year-on-year increase of 4.6% [50][58]. Summary by Sections Weekly Review - In the first week of August, the total number of compulsory insurance for passenger vehicles was 375,000 units, reflecting a week-on-week decrease of 18.8% but an increase of 3.6% compared to the previous month [2][49]. - The best-performing sub-sectors included motorcycles and auto parts, with respective increases of 6.9% and 3.5% [2][3]. Market Performance - The A-share automotive sector ranked 6th in performance this week, while the Hong Kong automotive sector ranked 12th [7][9]. - The report notes that the motorcycle sector continues to outperform other segments within the automotive industry [15][20]. Company Performance - Key companies such as Geely Automobile reported a quarterly revenue of 77.7 billion yuan for Q2 2025, with a year-on-year increase of 28.4% [2][3]. - The report also mentions strategic collaborations, such as Junsheng Electronics partnering with leading intelligent driving algorithm company Momenta [2][3]. Future Outlook - The report predicts that the penetration rate of new energy vehicles will reach 56.4% by 2025, with total sales of new energy passenger vehicles expected to be 1.343 million units [54][58]. - The report emphasizes the importance of domestic and international demand, forecasting a 15% growth in domestic sales and a 20% growth in export sales for 2025 [58].

证券代码：600933 证券简称：爱柯迪 公告编号：临 2025-086 报告书（草案）章节 修订情况 转债代码：110090 转债简称：爱迪转债 爱柯迪股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 报告书（草案）（上会稿）修订说明的公告 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。 爱柯迪股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的方 式购买卓尔博（宁波）精密机电股份有限公司 71%股权，同时公司拟发行股份募 集配套资金（以下简称"本次交易"）。 公司发行股份及支付现金购买资产并募集配套资金的审核中心意见落实函》（上 证上审（并购重组）〔2025〕62 号），并于 2025 年 8 月 16 日披露了《爱柯迪 股份有限公司发行股份及支付现金购买资产并募集配套资金报告书（草案）（上 会稿）》等文件，具体内容详见公司刊登在上海证券交易所网站 （http://www.sse.com.cn）的相关文件。 相较公司于 2025 年 7 月 31 日披露的《爱柯迪股份有限公司发行股份及支付 现金购买资产并募 ...

| 股票代码：600933 | 股票简称：爱柯迪 | 上市地点：上海证券交易所 | | --- | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | 上市地点：上海证券交易所 | 爱柯迪股份有限公司 发行股份及支付现金购买资产并募集配 套资金报告书（草案）（上会稿） | 项目 | 交易对方 | | --- | --- | | 发行股份及支付现金购买资产 | 王成勇、王卓星、周益平 | | 募集配套资金 | 不超过 35 名符合条件的特定对象 | 独立财务顾问 二〇二五年八月 爱柯迪股份有限公司 发行股份及支付现金购买资产并募集配套资金报告书（草案） 交易各方声明 一、上市公司及全体董事、监事、高级管理人员声明 二、交易对方声明 本次交易的交易对方王成勇、王卓星、周益平已出具承诺： "1、本人承诺将依据相关规定，及时向上市公司及参与本次交易的各中介 机构提供和披露本次交易的相关信息，并保证所提供的信息真实、准确、完整。 2、本人保证向上市公司及参与本次交易的各中介机构所提供和披露的资料 均为真实、准确、完整的原始书面资料或副本资料，资料副本或复印件与其原始 资料或原件一致，所有文件 ...