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朗迪集团拟亿元“加仓”宁波聚嘉 标的系LCP巨头
Group 1 - Longdi Group plans to acquire up to 20.1667% of Ningbo Jujia New Material Technology Co., Ltd. for a total price not exceeding 121 million yuan, estimating Ningbo Jujia's total valuation at approximately 600 million yuan [1] - Longdi Group previously acquired 1.37% of Ningbo Jujia for 20 million yuan in 2022, indicating a significant decline in Ningbo Jujia's valuation from approximately 1.46 billion yuan to the current estimate [1] - Ningbo Jujia is currently in a state of significant losses, which is likely a major factor contributing to its decreased valuation [1][5] Group 2 - Ningbo Jujia focuses on the production of LCP (Liquid Crystal Polymer) fibers, films, and resins, and is the only company in the industry with a full-scale production and R&D capability across the entire LCP supply chain [2] - LCP is widely used in critical fields such as aerospace, industrial transport, and high-end cables, highlighting its importance as a high-end specialty engineering material [3] - Longdi Group's main business includes mechanical fans, household air conditioning blades, and composite materials, with a commitment to deepening its involvement in the new materials sector [3] Group 3 - The global LCP materials industry is primarily dominated by companies from the United States and Japan, but Chinese companies like Jinfat Technology, Water Co., and Pulit have rapidly entered the LCP market, increasing their production capacity and application scope [3][4] - Jinfat Technology has an annual production capacity of 33,600 tons for semi-aromatic polyamide, LCP, and PPSU/PES synthetic resins, with a project for 15,000 tons of LCP synthetic resin expected to begin production [4] - Water Co. is advancing a new project to build a 20,000-ton LCP resin production capacity, positioning itself to become the largest global LCP supplier [4] Group 4 - Ningbo Jujia reported revenues of 61.91 million yuan and losses of 46.31 million yuan in 2024, with Q1 revenues of 15.28 million yuan and losses of 609,290 yuan [5] - As of the end of Q1 this year, Ningbo Jujia had total assets of 389 million yuan and net assets of 109 million yuan [5] - Recent exits from Ningbo Jujia's shareholder list by several investment institutions indicate a potential lack of confidence in the company's future performance [6][7]
6月30日晚间重要公告一览
Xi Niu Cai Jing· 2025-06-30 10:09
Group 1 - Taotao Automotive expects a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year increase of 70.34% to 97.81% [1] - The company specializes in the research, production, and sales of all-terrain vehicles, electric golf carts, electric scooters, electric balance bikes, electric bicycles, and their accessories [1] - China Communications Construction Company plans to repurchase shares worth between 500 million to 1 billion yuan, with a maximum repurchase price of 13.58 yuan per share [1][2] Group 2 - Annoqi's subsidiary received a government subsidy of 1.65 million yuan, accounting for 34.77% of the company's latest audited net profit [2] - Annoqi focuses on the research, production, and sales of mid-to-high-end differentiated dyes [3] - Minfeng Special Paper announced the complete shutdown of its Nanhu plant, as its Haiyan plant is now capable of handling the production capacity [4] Group 3 - Aoto Electronics received a trademark registration certificate from Saudi Arabia, covering various electronic products [5] - Landi Group plans to acquire up to 20.1667% of the shares of Jujia Technology for a total price not exceeding 121 million yuan [6][7] - Lifan Pharmaceutical's Danpi phenol raw material drug has been approved for market launch, utilizing a new process that enhances efficiency and meets market demand [8] Group 4 - Shanghai Construction received a total of 548 million yuan in government subsidies, which accounts for 22.79% of the company's latest audited net profit [8] - Wanbangde's subsidiary received ethical approval for a key clinical trial of a new drug for Alzheimer's disease [8] - Prolo Pharmaceutical's subsidiary received approval for the market launch of a new raw material drug for liver cancer treatment [9] Group 5 - Chenguang New Materials received a government subsidy of 26 million yuan, representing 62.86% of the company's latest audited net profit [10] - Sanyou Medical's subsidiary received a government subsidy of 331,000 yuan, accounting for 28.86% of the company's latest audited net profit [11] - Weichai Heavy Machinery expects a net profit of 132 million to 151 million yuan for the first half of 2025, reflecting a year-on-year increase of 40% to 60% [12] Group 6 - Guanhao Biological announced the termination of its application for a specific stock issuance [13] - China Film plans to use up to 1.5 billion yuan of idle funds for cash management [14] - Aotai Biological intends to use up to 480 million yuan of idle raised funds for cash management [15] Group 7 - Helin Micro-Nano is planning to issue overseas shares and list on the Hong Kong Stock Exchange [17] - Jinpan Technology's vice president resigned due to personal health reasons [18] - Tongyi Zhong's chairman and general manager plan to reduce their shareholdings in the company [19] Group 8 - Naipu Mining signed an overseas contract worth 18.85 million USD [21] - Zhengye Technology completed an asset sale transaction worth 178 million yuan [23] - Lianxin Equipment won a bid for a project worth 157 million yuan from BOE [24] Group 9 - Smart Control plans to apply for a comprehensive credit line of up to 260 million yuan from banks [25] - Keyuan Pharmaceutical's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [27] - Meige Intelligent's H-share listing application materials have been received by the China Securities Regulatory Commission [29] Group 10 - Siwei Tuxin's subsidiary submitted an H-share listing application [32] - Metro Design's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [32] - Aeston submitted an application for H-share listing [34] Group 11 - Jiu Ri New Materials' shareholders plan to reduce their holdings by a total of 98,900 shares [34] - Yihua Tong's shareholder plans to reduce their holdings by up to 700,000 shares [35] - Xishanghai plans to distribute a cash dividend of 0.08 yuan per share [36] Group 12 - Zhejiang Natural plans to distribute a cash dividend of 1.97 yuan for every 10 shares [37] - Kouzi Jiao plans to distribute a cash dividend of 1.30 yuan per share [38] - Huitong Group plans to distribute a cash dividend of 0.023 yuan per share [40] Group 13 - Tongyong Co. plans to reduce its holdings by up to 0.31% of the company's shares [41] - China Shenhua plans to distribute a cash dividend of 2.26 yuan for every 10 shares [43] - Huangting International's executive director resigned due to personal reasons [45] Group 14 - Jinkai New Energy plans to distribute a cash dividend of 1 yuan for every 10 shares [46] - Heimu Dan plans to distribute a cash dividend of 0.041 yuan per share [47] - Feiyada plans to acquire all or part of the controlling stake in Chang Kong Gear [48]
朗迪集团(603726) - 关于签订投资意向协议的公告
2025-06-30 08:00
本次投资协议的签订不构成关联交易,也不构成《上市公司重大资产重组管 理办法》规定的重大资产重组。 二、协议主体的基本情况 证券代码:603726 证券简称:朗迪集团 编号:2025-017 浙江朗迪集团股份有限公司 关于签订投资意向协议的公告 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: 一、对外投资概述 2025 年 6 月 30 日,浙江朗迪集团股份有限公司(以下简称"公司""朗迪集 团"或"收购方")与宁波聚嘉新材料科技有限公司(以下简称"聚嘉科技"或 "目标公司")、王阳(目标公司实际控制人)、宁波嘉诺威咨询服务有限公司 (以下简称"嘉诺威",目标公司实际控制人控制的目标公司股东)签署投资意 向协议,公司拟以现金方式收购目标公司实际控制人、嘉诺威,以及实际控制人 依法指定的其他主体合法持有的目标公司合计不超过 20.1667%的股权,总价不超 过 1.21 亿元人民币(含本数),具体以双方签订的正式协议为准。 公司名称:宁波嘉诺威咨询服务有限公司 1 / 8 本投资协议仅为意向性协议,系各方对本次投资 ...
朗迪集团:拟以不超1.21亿元收购聚嘉科技不超过20.1667%股权
news flash· 2025-06-30 07:38
Core Viewpoint - Longdi Group plans to acquire up to 20.1667% equity in Ningbo Jujia New Materials Technology Co., Ltd. for a total price not exceeding 1.21 billion yuan, aiming to enhance its new materials segment and expand into emerging fields such as automotive electronics and humanoid robots [1]. Group 1 - Longdi Group announced the cash acquisition of up to 20.1667% equity in Ningbo Jujia New Materials Technology Co., Ltd. for a maximum of 1.21 billion yuan [1]. - Ningbo Jujia New Materials Technology Co., Ltd. is the only company in the industry capable of large-scale production and R&D across the entire industrial chain of high-performance LCP fiber-grade matrix resins, modified resins, and high-performance LCP fibers [1]. - LCP is a high-end specialty engineering material widely used in critical fields such as aerospace, industrial transportation, optical cables, and high-end ropes, indicating a broad market prospect [1]. Group 2 - The investment, if successfully completed, will actively promote Longdi Group's efforts to strengthen and supplement its new materials segment [1]. - The acquisition will assist the company in expanding its product applications into emerging areas such as automotive electronics, low-altitude flight, and humanoid robots [1].
每周股票复盘:XD朗迪集(603726)朗迪集团计划认购甬矽电子可转债不超过8924.90万元
Sou Hu Cai Jing· 2025-06-28 18:58
Core Viewpoint - XD Landi Group (603726) has shown a price increase of 4.92% this week, closing at 16.0 yuan, with a total market capitalization of 2.97 billion yuan [1] Company Announcements - The company plans to subscribe to convertible bonds issued by Yongxi Electronics, with an investment amount not exceeding 89.249 million yuan [1] - The seventh supervisory board of Zhejiang Landi Group approved the proposal to exercise the preemptive right to participate in the subscription of Yongxi Electronics' convertible bonds, aiming to enhance capital efficiency and increase returns without harming the interests of shareholders, especially minority investors [1] - Landi Group currently holds 7.57% of Yongxi Electronics, which has a registered capital of 409.62593 million yuan and is engaged in integrated circuit manufacturing and sales [1] - The investment is intended to increase capital returns and will not affect the company's normal operations, with strict compliance to legal regulations regarding the holding period of the bonds [1] - The investment will be classified as financial assets measured at fair value, with changes recognized in current profits and losses [1]
朗迪集团(603726) - 关于公司行使优先配售权参与认购甬矽电子(宁波)股份有限公司向不特定对象发行可转换公司债券的公告
2025-06-24 08:47
证券代码:603726 证券简称:朗迪集团 公告编号:2025-015 浙江朗迪集团股份有限公司 关于公司行使优先配售权参与认购甬矽电子(宁波)股 份有限公司向不特定对象发行可转换公司债券的公告 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: ●投资种类:证券投资 ●投资金额:公司计划参与认购甬矽电子(宁波)股份有限公司(以下简称 "甬矽电子")可转债的投资本金不超过 8,924.90 万元人民币(含本数,最终认 购数量及认购资金以实际成交为准)。 ●已履行的审议程序:2025 年 6 月 24 日,公司第七届董事会第十五次会议、 第七届监事会第十四次会议审议通过了《关于公司行使优先配售权参与认购甬矽 电子(宁波)股份有限公司向不特定对象发行可转换公司债券的议案》。 ●特别风险提示:可转债属于《证券法》规定的具有股权性质的证券,公司 将本次认购甬矽电子可转债的投资分类为以公允价值计量且其变动计入当期损益 的金融资产,在交易性金融资产会计科目核算,可转债面值的公允价值变动以及 出售所取得的收益将影响公司净利润。在 ...
朗迪集团(603726) - 第七届监事会第十四次会议决议的公告
2025-06-24 08:45
证券代码:603726 证券简称:朗迪集团 编号:2025-016 浙江朗迪集团股份有限公司 第七届监事会第十四次会议决议的公告 本公司监事会及全体监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。 一、监事会会议召开情况 二、监事会会议审议情况 (一)审议通过《关于公司行使优先配售权参与认购甬矽电子(宁波)股份 有限公司向不特定对象发行可转换公司债券的议案》 监事会认为,公司根据本年度经营计划和流动资产状况,在投资风险可控以 及不影响公司正常经营所需流动资金的前提下,为合理运用公司资金,充分发挥 享有的可转债优先配售权,可提升公司资金的使用效率,增加资金收益。根据上 海证券交易所《股票上市规则》等相关规定,公司本次行使优先配售权参与认购 甬矽电子可转债事项属于关联交易,但无需按照关联交易的方式进行审议和披露, 亦不存在损害公司及股东特别是中小投资者利益的情形。 表决结果:3 票同意;0 票反对;0 票弃权。 特此公告。 浙江朗迪集团股份有限公司监事会 2025年6月25日 浙江朗迪集团股份有限公司(以下简称"公司")第七届监事会第十四次会议 于2 ...
朗迪集团: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-19 10:50
证券代码:603726 证券简称:朗迪集团 公告编号:2025-014 浙江朗迪集团股份有限公司 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: ? 每股分配比例 A 股每股现金红利0.40元 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 27 日的2024年年度股东大会审议通过。 二、分配方案 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任 公司上海分公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东。 本次涉及差异化权益分派,公司回购专用证券账户不参与本次权益分派。 (1)本次差异化分红送转方案 根据公司 2024 年年度股东大会审议通过的《关于公司 2024 年年度利润分配 预案的议案》,公司拟向全体股东每股派发现金红利 0.40 元(含税),不以公积金 转增股本,不送红股,剩余未分配利润滚存至下一年度。如在利润分配方案披露 之日起至实施权益分派股权登记日期间,公司总股本或回购专用账户中的股份数 量发生变动的,公司拟维持每股分配比例不变, ...
朗迪集团(603726) - 北京大成(上海)律师事务所关于浙江朗迪集团股份有限公司差异化分红事项的法律意见书
2025-06-19 10:16
大成 DENTO 大成 is Dentons' Preferred Law Firm in China. 北京大成(上海)律师事务所 www.dentons.cn 中国上海市世纪大道 100 号上海环球金融中心 9 层/24 层/25 层(200120) 9th/24th/25th Floor, Shanghai World Financial Center, 100 Century Avenue, Shanghai 200120, P. R. China Tel: +86 21-58785888 Fax: +86 21-58786866 关于浙江朗迪集团股份有限公司 差异化分红事项的 法律意见书 Preferred I aw Firm in China. 北京大成(上海)律师事务所 关于浙江朗迪集团股份有限公司差异化分红事项的 法律意见书 致:浙江朗迪集团股份有限公司 北京大成(上海)律师事务所(以下简称"本所")接受浙江朗迪集团股份 有限公司〈以下简称"朗迪集团"或"公司")的委托,根据《中华人民共和国 公司法》〈以下简称"《公司法》"〉、《中华人民共和国证券法》(以下简称 "《证券法》")、《上海证券交 ...
朗迪集团(603726) - 2024年年度权益分派实施公告
2025-06-19 10:15
差异化分红送转: 是 浙江朗迪集团股份有限公司 2024年年度权益分派实施公告 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: 每股分配比例 A 股每股现金红利0.40元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | A股 | 2025/6/26 | - | 2025/6/27 | 2025/6/27 | 证券代码:603726 证券简称:朗迪集团 公告编号:2025-014 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 27 日的2024年年度股东大会审议通过。 二、分配方案 1.发放年度:2024年年度 2.分派对象: 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任 公司上海分公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东。 本次涉及差异化权益分派,公司回购专用证券账户不参与本次权益分派。 3.差异化分红送转方案: ( ...