20家A股上市公司本周披露并购重组最新公告 伊泰B股拟118亿元要约收购ST新潮51%股份 智通财经4月20日电，据智通财经不完全统计，截至发稿，本周（4月14日-4月20日）包括琏升科技、徐工机械、伊泰B股、金字火腿、宝钢股份、新锐股 份、远达环保、蓝科高新、宁波方正、苏美达、光韵达、九联科技、江南化工、欧菲光、温氏股份、美年健康、百合股份、中金岭南、ST摩登、昇辉科技 在内的20家A股上市公司披露并购重组进展最新公告。其中，伊泰B股拟117.92亿元要约收购ST新潮51%股份；琏升科技拟购买兴储世纪69.71%股份，股票 明起复牌。 | 证券简称 | 公告目期 | 員体 | | --- | --- | --- | | 斑升科技 | 4月20日 | 拟购买兴储世纪69.71%肚 | | 徐工机械 | 4月18日 | 拟8. 21亿元收购徐州徐工重 | | 伊泰B股 | 4月18日 | 拟117.92亿元要约收 | | 金字火腿 | 4月18日 | 筹划控制权变更事项 | | 宝钢股份 | 4月17日 | 通过收购股权、增资合计取得马 | | 新锐股份 | 4月17日 | 拟5231.2469万元收购税 | ...

Core Viewpoint - ST New潮 has received a new takeover offer from Inner Mongolia Yitai Coal Co., Ltd. (Yitai B), which plans to acquire 51% of the company's shares at a price of 3.4 yuan per share, totaling a maximum funding requirement of 11.792 billion yuan, aiming for control of ST New潮 [1][2] Group 1: Takeover Offers - Yitai B's offer represents the third takeover bid for ST New潮 in eight months, indicating a positive trend for the company [1][2] - The offer price of 3.4 yuan per share reflects a premium of approximately 20% over the closing price of 2.84 yuan per share on April 18 [2] - The competitive nature of the bids marks the first instance of a competitive takeover offer in the A-share market [2] Group 2: Company Performance and Management - Since 2019, the new management has effectively improved corporate governance, eliminating approximately 6 billion yuan of excess assets and enhancing asset quality [1][4] - The company has achieved a net profit of 1.652 billion yuan for the first three quarters of 2024, with 3 billion yuan in cash reserves as of the end of the third quarter [1] - The management's professional capabilities have been recognized, with significant improvements in risk management and operational performance [4][6] Group 3: Financial Health - ST New潮's revenue for 2023 reached 8.849 billion yuan, an increase of 85.09% compared to 2018, with net profit rising from 601 million yuan in 2018 to 2.596 billion yuan [6] - The company's debt-to-asset ratio has decreased to 36.46%, and its cash reserves have nearly doubled over the past five years [6] - The company has maintained positive operating cash flow for five consecutive years from 2019 to 2023 [6] Group 4: Market Recognition - The influx of capital into ST New潮 reflects market recognition of the company's value and future growth potential [7] - The management's journey from addressing historical issues to transforming into an international oil and gas enterprise has garnered market approval [7]

Group 1 - The core point of the article is the competitive tender offers for ST Xinchao, with two major companies, Yitai B shares and Jindi Petroleum, vying for control, potentially leading to the first competitive tender offer case in A-shares [1][3][9] - Yitai B shares announced a plan to acquire 3.468 billion shares of ST Xinchao, representing 51% of its total share capital, at a price of 3.40 yuan per share, totaling approximately 11.792 billion yuan [3][6] - Jindi Petroleum previously disclosed a tender offer of 4.216 billion yuan for 1.36 billion shares, or 20% of ST Xinchao, at a price of 3.1 yuan per share, which is a 27% premium over the closing price at the time [7][8] Group 2 - Yitai B shares, as the largest coal enterprise in Inner Mongolia, aims to enhance the stability of ST Xinchao's equity structure and gain control, leveraging its operational management experience [6][9] - The tender offer from Yitai B shares is characterized as a proactive offer, not fulfilling a legal obligation, and does not intend to terminate ST Xinchao's listing status [6][9] - If both tender offers succeed, ST Xinchao may exceed the 90% threshold of non-public shares, potentially jeopardizing its listing status [9][10] Group 3 - ST Xinchao has been a target for significant capital interest due to its dispersed shareholding structure, with previous attempts at acquisition, including a failed offer from Haineng Haitou [10] - The company operates in the energy sector, focusing on oil and gas exploration, extraction, and sales, and is currently without a controlling shareholder, making it an attractive target for investors [10]

Core Viewpoint - The article discusses the competitive bid for ST Xinchao (600777.SH) by Yitai B shares (900948.SH) and Zhejiang Jindi Petroleum Exploration and Development Co., highlighting the implications for ST Xinchao's listing status and ownership structure [1][4][10]. Group 1: Yitai B's Offer - Yitai B shares announced a partial tender offer to acquire control of ST Xinchao, targeting 3.468 billion shares, which represents 51% of ST Xinchao's total share capital, at a price of 3.40 CNY per share, totaling an investment of 11.792 billion CNY [1]. - The tender offer period is set from April 23 to May 22, with a condition that at least 1.904 billion shares (28% of total shares) must be tendered by the end of the offer period [1]. Group 2: Jindi Petroleum's Offer - Zhejiang Jindi Petroleum has also made a competing offer for ST Xinchao, proposing to acquire 1.36 billion shares (20% of total shares) at a price of 3.10 CNY per share, with a maximum funding scale of 4.216 billion CNY [4]. - If both offers are successful, the proportion of non-public shareholders could exceed 90%, potentially violating listing requirements for ST Xinchao [4]. Group 3: ST Xinchao's Business and Market Position - ST Xinchao's main business involves the exploration, development, and sales of oil and gas, with assets located in the Permian Basin of Texas, USA [6]. - The company produces high-quality light crude oil and associated natural gas, primarily sold through long-term agreements with midstream companies [6]. - ST Xinchao has faced challenges such as a dispersed shareholding structure, lack of a controlling shareholder, and a history of penalties, despite having good performance metrics [10].

证券代码：900948 证券简称：伊泰 B 股 公告编号：临 2025-014 内蒙古伊泰煤炭股份有限公司 对外投资公告 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个别及连带责任。 重要内容提示： 一、对外投资概述 （一）公司决定通过部分要约收购的方式收购 ST 新潮控制权。 （二）本次投资已于公司第九届董事会第十四次会议审议通过，无需提交股 东大会审议。 （三）本次投资不涉及关联交易，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、投资标的基本情况 （一）投资标的概况 公司名称：山东新潮能源股份有限公司 内蒙古伊泰煤炭股份有限公司（以下简称"公司""伊泰 B 股"）第九届董事会 第十四次会议于 2025 年 4 月 18 日上午 8：40 以通讯方式举行。本次会议由董事 长张晶泉先生主持。公司董事 9 名，出席董事 9 名，符合《公司章程》规定的法 定人数。本次会议通知于 2025 年 4 月 12 日以书面方式向所有董事发出。本次会 议的召集、召开符合《中华人民共和国公司法》及《公司章程》的规定，所作决 议合法 ...

Group 1 - The company, Yitai B shares, announced a plan to acquire 51% of ST Xinchao's shares at a price of 3.40 yuan per share, totaling an investment of 11.792 billion yuan [1] - The acquisition aims to gain control over ST Xinchao, enhance its operational and management efficiency, and protect the rights of investors [1]

证券代码：900948 证券简称：伊泰 B 股 公告编号：临 2025-013 内蒙古伊泰煤炭股份有限公司 关于控股股东一致行动人暨持股 5%以上的股东增持 达到 1%的提示性公告 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。 1 | | | 本次权益变动前持有公司 | | 本次权益变动后持有公司 | | | --- | --- | --- | --- | --- | --- | | | | 股份 | | 股份 | | | 序号 | 股东名称 | | 占公司总 | | 占公司总 | | | | 股数（股） | 股本比例 | 股数（股） | 股本比例 | | | | | （%） | | （%） | | 1 | 伊泰集团 | 1,600,000,000 | 54.62 | 1,600,000,000 | 54.62 | | 2 | 伊泰集团香港 | 396,878,318 | 13.55 | 421,194,828 | 14.38 | | | 合计 | 1,996,878,318 | 68.17 | 2,021,194,828 ...

证券代码：900948 证券简称：伊泰 B 股 公告编号：临 2025-011 内蒙古伊泰煤炭股份有限公司 关于以公开挂牌方式出售控股子公司内蒙古伊泰煤 制油有限责任公司 200 万吨/年煤炭间接液化示范项 目相关资产的公告 公司本次交易无明确受让方，能否成交具有不确定性，本次交易无需股东大 会审议，不构成重大资产重组。 二、公司拟出售资产的基本情况 公司拟出售资产包括原伊泰新疆能源有限公司伊泰甘泉堡 200 万吨/年煤制 油示范项目转回公司拟用于 200 万吨项目的空分设备、煤制油公司 4 台费托反应 1 器及工程材料。 拟出售资产截至 2025 年 2 月 28 日财务数据如下： 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： 该议案无需股东大会审议批准。 一、交易概述 2025 年 2 月 17 日，内蒙古伊泰煤炭股份有限公司（以下简称"公司"或"本 公司"）召开 2025 年第一次临时股东大会，审议通过了《关于停止推进内蒙古 伊泰煤制油有限责任公司 200 万吨/年煤炭间接液化示范项目的议案》。该项目 ...

重要内容提示： 被担保人名称及是否为上市公司关联人：被担保人为伊泰能源供应链服 务（深圳）有限公司、内蒙古伊泰煤制油有限责任公司、内蒙古伊泰化工有限责 任公司，均不是公司关联人。 2 月实际发生担保 3589.95 万元，无反担保。 对外担保逾期的累计数量：截至本公告日，无逾期对外担保。 证券代码：900948 证券简称：伊泰 B 股 公告编号：临 2025-012 内蒙古伊泰煤炭股份有限公司 关于公司 2025 年 2 月对外提供担保的进展公告 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。 特别风险提示：公司实际发生的对外担保均为合并报表范围内企业，风 险可控。 一、 公司对外担保预计审批情况 内蒙古伊泰煤炭股份有限公司（"公司"或"本公司"）于 2024 年 4 月 18 日、2024 年 6 月 7 日分别召开了第九届董事会第五次会议和 2023 年年度股东大 会，审议通过了《关于公司 2024 年度为控股子公司提供担保预计的议案》及《关 于公司 2024 年度为部分全资子公司、控股子公司商业承兑汇票融资业务提供担 保 ...

证券代码：900948 证券简称：伊泰 B 股 公告编号：临 2025-010 内蒙古伊泰煤炭股份有限公司 关于伊泰伊犁能源有限责任公司 100 万吨/年 煤制油示范项目相关情况的提示性公告 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。 近日，公司关注到市场上出现关于伊泰伊犁能源有限责任公司 100 万吨/年 煤制油示范项目（以下简称"伊犁项目"）的有关报道。为避免广大投资者产生 误解，维护公司及投资者的合法权益，公司现就伊犁项目的相关情况提示如下： 一、项目基本情况 内蒙古伊泰煤炭股份有限公司（以下简称"公司"）于 2015 年 3 月 18 日召 开的第六届董事会第七次会议及 2015 年 6 月 9 日召开的 2014 年年度股东大会审 议通过了《关于伊泰伊犁能源有限责任公司 100 万吨/年煤制油示范项目规划及 投资的议案》。伊犁项目 2017 年 7 月 26 日收到《国家发展改革委关于伊泰伊犁 能源有限公司 100 万吨/年煤制油示范项目核准的批复》（发改能源〔2017〕1393 号）。2017 年 9 月 27 ...