| 债券简称：22 | 康佳 01 | 债券代码：149987 | | --- | --- | --- | | 债券简称：22 | 康佳 03 | 债券代码：133306 | | 债券简称：22 | 康佳 05 | 债券代码：133333 | | 债券简称：24 | 康佳 01 | 债券代码：133759 | | 债券简称：24 | 康佳 02 | 债券代码：133782 | | 债券简称：24 | 康佳 03 | 债券代码：133783 | 兴业证券股份有限公司 关于康佳集团股份有限公司控股股东筹划重大 事项的临时受托管理事务报告 债券受托管理人：兴业证券股份有限公司 二 〇 二 五 年 四 月 一、公司债券核准及发行情况 根据中国证券监督管理委员会证监许可〔2022〕877 号文注册，康佳集团股 份有限公司（以下简称"康佳集团"或"发行人"）获准面向专业投资者公开发 行面值总额不超过 12 亿元的公司债券，采用分期发行的方式。2022 年 7 月发行 人面向专业投资者发行规模为 12 亿元的"康佳集团股份有限公司 2022 年面向专 业投资者公开发行公司债券（第一期）（品种一）"，为"22 康佳 01"。 ...

"放手"深康佳A 星标 ★ IPO日报 精彩文章第一时间推送 中国改革开放后诞生的第一家中外合资电子企业，或将迎来公司控股股东的变更。 近期，康佳集团股份有限公司（下称"深康佳Ａ"，SZ000016）公告，公司接到控股股东华侨城集团有限公司通知，为推进央企之间专业化整合，优化资 源配置，拟由其他央企集团对公司实施专业化整合。 此次整合或将导致公司控股股东发生变更，但不会导致实控人发生变更，仍为国务院国资委。 制图：佘诗婕 据深康佳Ａ官网介绍，其前身是"广东光明华侨电子工业公司",是中国改革开放后诞生的第一家中外合资电子企业，初始投资4300万港元。 1989年，公司更名为深圳康佳电子有限公司。1991年，其改组为股份制公司，1992年，在深圳证券交易所上市。 据悉，深康佳Ａ的业务主要包含消费类电子业务和半导体业务。 其中，消费类电子业务包括大众熟知的多媒体业务即彩电等产品，以及白色家电业务如 冰箱等；2016年，深康佳Ａ开始布局半导体业务，2018年成立半导体科技事业部，2021 年正式布局光伏产业。 近年来，深康佳Ａ陷入亏损困局，这或许是其控股股东欲转让股份的原因之一。 2015年，华侨城集团有限公司（下称 ...

长江商报消息●长江商报记者 沈右荣 央企专业化整合加速推进。深康佳A（000016.SZ）将易主。 4月8日晚，深康佳A发布公告称，接到控股股东华侨城集团有限公司（以下简称" 华侨城集团"）通知，为推进央 企之间专业化整合，拟由其他央企集团对公司实施专业化整合。本次整合或将导致公司控股股东发生变更。 深康佳A是深市早期上市的公司之一，曾被称为"彩电大王"，目前是华侨城集团发展电子科技业务的重要平台。 深康佳A的控股股东为华侨城集团，截至2024年12月27日，华侨城集团直接持有公司的股权比例为21.75%，加上 通过全资子公司嘉隆投资有限公司的间接持股，合计持有深康佳A约30%的股权。 官网显示，华侨城集团创立于1985年，是国务院国有资产监督管理委员会直接管理的大型中央企业，总部设在深 圳。 华侨城集团坚持电子科技业务"一轴两轮三驱动"的新发展框架，立足国家战略需要和产业实际需求，推动"康佳电 子"向"康佳科技"转型升级。 从深康佳A的股权结构来看，华侨城集团曾多次减持、增持深康佳，但一直稳住深康佳A的控股股东之位。 深康佳A曾频频进行产业转型布局，目前，公司聚焦消费电子和半导体两大主业。经营业绩方面，20 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 苹果3天从印度抢运5架飞机iPhone回美国。据报道，3月27日至29日期间，5架满载iPhone和其他产品的 货机从印度起飞，直抵美国。这是苹果为规避特朗普所谓"对等关税"而进行的紧急行动。苹果供应链总 监在内部会议上直言："这是一场与时间的赛跑，每延迟一天，美国仓库就会损失800万美元。"数据显 示，苹果美国仓库目前已储备超150亿美元的iPhone库存，相当于去年第四季度美国市场销量的3倍。 （每日经济新闻） 曝阿里前高管已入职英伟达。知情人士透露，英伟达已完成对阿里巴巴前技术副总裁贾扬清创企Lepton AI的收购，交易价值数亿美元，贾扬清及Lepton共同创始人白俊杰一起加入英伟达。此前，贾扬清与白 俊杰曾在Meta、阿里云任职。Lepton AI成立于2023年，有约20名员工，于2023年5月完成1100万美元天 使轮融资，是贾扬清离开阿里后创办的人工智能基础设施 (AI Infra) 公司，总部位于美国加利福尼亚州 帕洛阿托。L ...

Important Events - Hongbaoli's epoxy propylene comprehensive technology transformation project is expected to enter trial production by the end of 2025 [1] - China Duty Free Group's wholly-owned subsidiary signed a strategic cooperation agreement with Tongrentang [1] - Yingboer signed a strategic cooperation agreement with Gaoyu Technology for low-altitude economic vertical travel [1] - Shagang Group plans to invest up to 8 billion yuan of idle self-owned funds for financial management [1] - Deep Kangjia A's controlling shareholder is planning a major matter for professional integration by another central enterprise group [1] - Chenghe Technology plans to acquire at least 51% of Yingri Technology, which is expected to constitute a major asset reorganization [1] - Guizhou Gas intends to acquire 100% equity of Guizhou Shale Gas, with stock resuming trading on the 9th [1] - Chengdi Xiangjiang's consortium is the first candidate for the AI data center project (Phase I) in Longteng Liangshan [1] - Weichai Power plans to spin off its subsidiary Weichai Lovol for listing on the Hong Kong Stock Exchange main board [1] Earnings - Industrial Fulian expects a net profit of 5.2 billion to 5.3 billion yuan in the first quarter, a year-on-year increase of 24% to 27% [1] - Huadian Technology expects a year-on-year net profit growth of 39.86% to 59.28% in the first quarter [1] - Pengding Holdings anticipates a 10.14% net profit growth in 2024 and plans to distribute 10 yuan for every 10 shares [1] - China Shipbuilding Defense expects a year-on-year net profit increase of 1006% to 1201% in the first quarter [1] - China Marine Defense anticipates a year-on-year net profit increase of 693% in the first quarter [1] - CITIC Securities expects a year-on-year net profit growth of about 32% in the first quarter [1] - Changdian Technology expects a year-on-year net profit growth of 50% in the first quarter [1] - Haida Group anticipates a year-on-year net profit growth of 39.42% to 51.04% in the first quarter [1] - Conch Cement expects a year-on-year net profit growth of about 20% in the first quarter [1] - Zhangjiang Hi-Tech expects a net profit of 270 million to 330 million yuan in the first quarter, a year-on-year increase of 127% to 177% [1] - Daon Holdings expects a year-on-year net profit growth of 20% to 30% in the first quarter [1] - Shiyun Circuit expects a year-on-year net profit growth of 56.55% to 74.96% in the first quarter [1] - Muyuan Foods expects a profit of 4.3 billion to 4.8 billion yuan in the first quarter, turning losses into profits year-on-year [1] - Xindong Link expects a net profit of 41 million to 46 million yuan in the first quarter, turning losses into profits year-on-year [1] - Gujing Gongjiu anticipates a year-on-year net profit growth of 20.15% in 2024 [1] - Zhongke Lanyun expects a year-on-year net profit growth of 19.23% in 2024 and plans to distribute 10 yuan for every 10 shares [1] Buybacks & Increases - China National Offshore Oil Corporation's controlling shareholder plans to increase its stake in the company by 2 billion to 4 billion yuan [2] - China Aluminum Corporation's controlling shareholder and its concerted parties plan to increase their stake by 1 billion to 2 billion yuan [2] - CNOOC Engineering's controlling shareholder plans to increase its stake in A-shares by 300 million to 500 million yuan [2] - Luxshare Precision's chairman proposed a buyback of 1 billion to 2 billion yuan of company shares [2] - Luxshare Precision's vice chairman Wang Laisheng plans to increase his stake by 200 million to 300 million yuan [2] - COSCO Shipping Holdings plans to buy back shares for 742 million to 1.483 billion yuan [2] - WuXi AppTec plans to buy back A-shares for 1 billion yuan and cancel them [2] - TCL Technology's chairman proposed a buyback of 700 million to 800 million yuan of company shares [2] - Dahua Technology plans to buy back shares for 300 million to 500 million yuan [2] - Huagong Technology's chairman proposed a buyback of 300 million to 400 million yuan of shares [2] - Dongshan Precision's chairman proposed a buyback of 100 million to 200 million yuan of shares [2] - Unisoc's chairman proposed a buyback of 100 million to 200 million yuan of shares [2] - Three Gorges Energy's controlling shareholder plans to increase its stake by 1.5 billion to 3 billion yuan [2] - Postal Savings Bank plans to continue increasing its stake in A-shares within 12 months [2] - Everbright Bank's controlling shareholder plans to increase its stake in A-shares, with a total increase not exceeding 2% [2] - China General Nuclear Power Corporation plans to increase its stake in H-shares by no more than 5% [2] - Chuan Investment Energy's controlling shareholder plans to increase its stake by 500 million to 1 billion yuan [2] - Hengli Petrochemical's actual controller plans to increase its stake by no less than 500 million and no more than 1 billion yuan [2] - Wuliangye Group plans to increase its stake in the company by no less than 500 million and no more than 1 billion yuan [2] - Xianhe Co., Ltd. plans to increase its stake by 300 million to 500 million yuan, with a loan amount not exceeding 450 million yuan [2] - China Eastern Airlines is accelerating its stock repurchase plan [2] - China Energy Engineering's controlling shareholder is accelerating its stake increase [2] - Sinopec's controlling shareholder has made its first increase of 17.8435 million A-shares [2] - Gree Electric Appliances has increased its stake by 1.6604 million shares, with an increase amount of 72.3583 million yuan [2] - Fosun Pharma repurchased nearly 1.02 million A-shares for about 24.07 million yuan [2]

Core Viewpoint - The announcement of a potential professional integration involving Deep Kangjia A by its controlling shareholder, Overseas Chinese Town Group, aims to optimize resource allocation among state-owned enterprises [2][4]. Group 1: Company Overview - Deep Kangjia A, established in May 1980, is a technology-driven industrial group focusing on electronic technology, with its main shareholder being Overseas Chinese Town Group [6]. - The company operates in various sectors, including consumer electronics, semiconductors, and PCB circuit boards, and has been focusing on the semiconductor industry in recent years [6]. Group 2: Recent Developments - The proposed integration may lead to a change in the controlling shareholder, but the actual controller will remain the State-owned Assets Supervision and Administration Commission of the State Council [4]. - Deep Kangjia A has been experiencing a decline in performance, with an expected loss of 2.65 billion to 2.95 billion yuan for 2024 due to the exit from non-core businesses [6]. Group 3: Industry Context - The trend of professional integration among state-owned enterprises has been accelerating, with several recent examples of asset restructuring [8]. - The State Council's emphasis on optimizing state-owned capital and promoting strategic restructuring indicates a broader push for efficiency and competitiveness in the industry [9].

华侨城集团将"放手"深康佳A 4月8日，深康佳A接到华侨城集团的通知显示，为推进央企之间专业化整合，优化资源配置，拟由其他央企集团对深康佳A实施专业化整合，后续将依法 履行相关程序。 4月8日晚间，深康佳A公告称，为了推进央企之间专业化整合，优化资源配置，拟由其他央企集团对公司实施专业化整合。 目前，深康佳A的控股股东是华侨城集团有限公司（以下简称华侨城集团），也是后者发展电子科技业务的重要平台。 截至4月8日收盘，深康佳A股价报3.84元/股，总市值为67.85亿元。截至2024年12月10日，公司股东人数达16.57万户。 深康佳A公告称，本次整合或将导致公司控股股东发生变更，但不会导致公司实际控制人发生变更。公司实际控制人仍为国务院国有资产监督管理委员 会。 目前，深康佳A的控股股东是华侨城集团。截至2024年12月27日，华侨城集团对深康佳A的直接持股比例达21.75%。 | 序号 | 股东名称 | 股东类别 | 持股数量(股) | 占公司总股 本比例(%) | | --- | --- | --- | --- | --- | | 1 | 华侨城集团有限公司 | 国有法人 | 523,746,932 | ...

证券代码：000016、200016 证券简称：深康佳 A、深康佳 B 公告编号：2025-26 债券代码：149987、133306 债券简称：22 康佳 01、22 康佳 03 133333、133759 22 康佳 05、24 康佳 01 133782、133783 24 康佳 02、24 康佳 03 康佳集团股份有限公司 关于控股股东筹划重大事项的提示性公告 本公司及董事局全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 本次整合事项尚处于筹划阶段，有关事项具有不确定性，敬请投资者理性投 资，注意投资风险。 特此公告。 （（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（康佳集团股份有限公司 （（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（董（（事（（局 （（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（（二〇二五年四月九日 2025 年 4 月 8 日，康佳集团股份有限公司（ 以下简称（ 本公司"）接到控股 股东华侨城集团有限公司 以下简称 华侨城集 ...

智通财经4月8日电，深康佳Ａ(000016.SZ)公告称，公司接到控股股东华侨城集团有限公司通知，为推 进央企之间专业化整合，优化资源配置，拟由其他央企集团对本公司实施专业化整合。本次整合或将导 致本公司控股股东发生变更，但不会导致实际控制人发生变更，仍为国务院国有资产监督管理委员会。 本次整合事项尚处于筹划阶段，有关事项具有不确定性。 深康佳Ａ：控股股东筹划重大事项 可能导致公司控股股东发生变更 ...

Core Insights - The home appliance industry in China has transitioned from a growth phase to a saturation phase, with over 3 billion units in major categories and each household owning more than 100 units of air conditioners, refrigerators, and televisions [1] - Consumer demand is shifting towards multi-dimensional needs, favoring smart, green, and scenario-based solutions, leading to a rise in bundled and scenario-based sales strategies among appliance companies [1] Group 1: Market Trends - The home appliance market has entered a saturation phase, indicating a shift in consumer purchasing behavior from single products to integrated solutions [1] - The rise of rational consumption has diversified consumer needs, making scenario-based and intelligent products more appealing [1] Group 2: Company Strategies - Konka Group has initiated a marketing campaign that integrates black and white appliances to break traditional category boundaries and explore growth in the saturated market [3] - The company restructured the value chain by combining products like televisions and refrigerators into a scenario-based product matrix, utilizing various marketing strategies to enhance user engagement and attract new consumers [3][5] Group 3: Consumer Behavior - Traditional marketing has often segmented consumers into isolated categories, but Konka's approach aims to break these psychological barriers by showcasing the synergy between black and white appliances [4] - By creating real-life scenarios during product demonstrations, consumers are encouraged to perceive themselves as "smart life builders," activating their latent composite needs [4] Group 4: Operational Efficiency - The integration of black and white appliances allows for significant reductions in customer acquisition costs and enhances marketing precision through shared customer bases [5] - Bundled sales strategies, such as tiered discounts and promotional offers, leverage government subsidies to stimulate demand and encourage consumers to purchase multiple products [7] Group 5: Long-term Implications - The "old-for-new" subsidy policy has significantly boosted sales, with over 62 million units sold, generating nearly 270 billion yuan in consumption [9] - Konka's strategy illustrates that breaking into the saturated market requires a focus on consumer lifestyle redefinition rather than mere technical innovations [10]