Group 1 - The A-share market is experiencing a surge in stocks related to the zodiac sign "Horse" ahead of the Year of the Horse, with multiple stocks seeing significant gains [1][3] - Notable stocks include Yuma Technology, Wanlima, Tianma New Materials, and others, with Yuma Technology rising by 20.03% to a closing price of 14.68 yuan and a total market value of 45.23 billion yuan [2] - Historical data shows that A-share markets often engage in zodiac-related speculation, with stocks like Muyuan Foods (Pig) and Lianhuan Pharmaceutical (Rat) achieving substantial price increases in previous years [1][3] Group 2 - The current speculation involves a diverse range of industries, including materials, batteries, logistics, textiles, and environmental protection, indicating a lack of strong correlation among the stocks [3] - Economists suggest that this phenomenon is driven by speculative behavior rather than fundamental support, with the zodiac theme serving as a catalyst for market activity [3] - Experts recommend that investors remain rational and avoid blind speculation, focusing instead on stocks with strong performance and policy support, while also setting reasonable stop-loss levels [3]

Core Viewpoint - The stock price of Shenzhen Feima International Supply Chain Co., Ltd. (Feima International) experienced significant fluctuations due to a planned change in control, with a notable increase followed by a slight decline in the following days [1][4]. Stock Price Movement - On June 24, Feima International opened high and saw a price increase of 9.88%, closing at 2.67 CNY per share [1] - The stock continued to rise on June 25, reaching a peak of 2.8 CNY per share, marking a 60-day high, before closing at 2.7 CNY [1] - On June 26, the stock price fell to 2.64 CNY, a decrease of 2.22% from the previous day [1][3]. Control Change and Investment Agreement - Feima International received a notice from its indirect controlling shareholder, New Hope Investment Group, regarding an investment intention agreement with several parties, including Zhangzhou High-tech Zone Gaoxin Venture Capital Partnership [4]. - The agreement involves a potential transfer of shares and investment in Feima International, with Gaoxin Venture Capital aiming to acquire at least 66.89% of the shares in the target company [6]. Historical Context of Shareholding - New Hope Investment Group and Baijingli Technology hold significant stakes in the controlling entity, New Zengding, which previously acquired a 29.9% stake in Feima International in 2021 [4][9]. - New Zengding's entry was initially as a "firefighter" to stabilize Feima International, committing to provide financial support and meet performance targets [9]. Performance and Financial Obligations - New Zengding's performance commitments have not been met, with only 20% of the promised net profit achieved from 2022 to 2024, leading to a required cash compensation of 437 million CNY [9][10]. - The company's financial performance has deteriorated, with a 12.13% decline in revenue and a significant drop in net profit in the first quarter of the current year [9][10]. Upcoming Developments - The agreement's exclusivity period is set for one month from the signing date, indicating that developments regarding the share transfer and control change will be clarified soon [12].

星标 ★ IPO日报 精彩文章第一时间推送 6月24日，深圳市飞马国际供应链股份有限公司（002210.SZ，下称"飞马国际"）开盘即封涨停，股价定格在2.67元/股。 涨停背后，是6月23日晚间，飞马国际发布公告称，间接控股股东新希望投资集团有限公司（下称"新投集团"）已与漳州高新区高鑫创业投 资合伙企业（有限合伙）（下称"投资方"）等签订《投资意向协议》，筹划控制权变更事项。 若交易完成，知名企业家、新希望集团创始人及董事长刘永好将交出掌握三年半的飞马国际控制权，接盘方则是漳州市国资背景的投资平 台。 AI制图 高额补偿 这场控制权更迭的特殊之处在于时机，此时距离刘永好旗下公司需支付飞马国际4.37亿元业绩承诺补偿款的最后期限，仅剩一个月时间。 时间回溯至2021年末，刘永好通过新增鼎（海南）投资发展有限公司（下称"新增鼎"）参与飞马国际重整，成为公司实际控制人。 根据当时的《重整计划》，新增鼎承诺2022至2024年度，飞马国际归母净利润总额不低于5.7亿元，差额部分需在2024年年报公布后三个 月内以现金等方式补足。 彼时，这家2008年登陆深交所的供应链企业已深陷困境。 2020年，飞马国际因债务危 ...

Core Viewpoint - New Hope Investment Group intends to divest from Feima International after three and a half years of control, with a potential change in the controlling shareholder and/or actual controller [2][3] Group 1: Investment Agreement and Stake Transfer - An investment intention agreement has been signed between New Hope Investment Group, Gao Xin Venture Capital, Hainan Baojingli Technology, and New Zeng Ding, which may lead to a change in the controlling shareholder of Feima International [2][3] - Gao Xin Venture Capital, controlled by the Zhangzhou High-tech Zone Finance Bureau, plans to invest in either New Zeng Ding or Feima International, potentially acquiring at least 66.89% of New Zeng Ding's shares [3] - The transaction involves the transfer of 532 million unrestricted shares of Feima International, representing approximately 20% of the company's total shares [3] Group 2: Performance Commitment and Financial Obligations - New Zeng Ding, as the restructuring investor, has not met its performance commitments, triggering a compensation obligation of approximately 437 million yuan [6][7] - The deadline for New Zeng Ding to fulfill its performance commitment is approaching, with only one month remaining [7] - The performance commitment includes a total net profit of no less than 570 million yuan for the years 2022, 2023, and 2024, but the actual cumulative net profit reported is only 133 million yuan [6][7] Group 3: Future Prospects and Strategic Direction - Feima International is transitioning to a dual-ring strategy focusing on green ecology and smart industry, aiming to enhance its service platform in the environmental and renewable energy sectors [4] - The investment agreement is still under negotiation, with significant uncertainties regarding the final terms and the need for regulatory approvals [4] - The new shareholders may bring strategic synergies and potentially enhance the company's governance and operational capabilities [7]

证券代码：002210 证券简称：飞马国际 公告编号：2025-025 深圳市飞马国际供应链股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 编号：2025-024），现就前述公告部分内容予以更正补充如下： 更正补充前： 一、本次交易的基本情况 新投集团与漳州高新区高鑫创业投资合伙企业（有限合伙） （以下简称"投资 方"）、海南宝晶利科技有限公司、新增鼎（海南）投资发展有限公司（以下简称 "新增鼎"，为本公司的控股股东）签订《投资意向协议》，约定投资方对新增鼎 或上市公司进行投资，具体方式包括但不限于：新增鼎拟通过协议转让的方式将 其所持上市公司 532,246,560 股无限售条件流通股（约占上市公司目前股份总数 的 20.00%）转让给投资方；或者新投集团及海南宝晶利科技有限公司将持有的 新增鼎全部股权转让给投资方，同时投资方对新增鼎进行增资，最终投资方持有 新增鼎不少于 66.89%的股权。若本次交易顺利推进并实施完成，公司控股股东 及/或实际控制人将发生变更。 深圳市飞马国际供应链股份有限公司（以下简称"本公司"、"公司"或"上市 公司"） ...

Core Viewpoint - The controlling stake of Feima International is set to be transferred from the current major shareholder, Xintou Group, to a local state-owned investment entity, indicating a significant shift in ownership and potential strategic realignment for the company [1][2]. Group 1: Ownership and Control Changes - Xintou Group is negotiating an investment agreement to transfer control of Feima International, with two potential methods: transferring 532 million unrestricted shares (20% of total shares) or transferring all shares of its subsidiary, Xinzheng Ding, to the investor [1]. - Post-transaction, the new controlling shareholder will be the investment entity, which is primarily controlled by the Finance Bureau of the Zhangzhou High-tech Industrial Development Zone [2]. Group 2: Financial Performance and Historical Context - Feima International has struggled financially since the entry of Xinzheng Ding, with revenues from 2021 to 2024 recorded at 266 million, 354 million, 356 million, and 239 million respectively, and net profits of 4.92 million, 88.35 million, 16.39 million, and 28.50 million [3]. - The company had a debt crisis in 2021, leading to Xinzheng Ding's intervention with a total of 250 million in financial support, resulting in a 29.9% ownership stake [3]. - Xinzheng Ding had committed to a net profit of at least 570 million for the years 2022-2024, but the actual cumulative net profit was only 133 million, falling short of the commitment [4]. Group 3: Market Reaction - Following the announcement of the potential ownership change, Feima International's stock price experienced volatility, ultimately closing at 2.67 yuan per share, with a total market capitalization of 7.105 billion [3].

Core Viewpoint - The stock price of Feima International (002210.SZ) reached its daily limit on June 24 due to an announcement regarding a potential change in control, with the current actual controller being Liu Yonghao, a well-known entrepreneur [1][3]. Group 1: Control Change Announcement - Feima International announced on June 23 that its indirect controlling shareholder, New Hope Investment Group Co., Ltd. (New Hope Group), is planning a change in control, potentially transferring control to a state-owned enterprise in Zhangzhou [1][2]. - The investment agreement involves New Hope Group, Gao Xin Chuang Tou, and Hainan Bao Jing Li Technology Co., Ltd., with plans to transfer 532 million unrestricted shares (approximately 20% of total shares) of Feima International [2][3]. Group 2: Performance Commitment and Compensation - New Hope Group, through its subsidiary, New Zeng Ding Company, is obligated to compensate Feima International for unmet performance commitments amounting to 440 million yuan if the net profit does not meet the promised threshold of 570 million yuan for the years 2022, 2023, and 2024 [4][5]. - The deadline for this performance compensation is three months after the disclosure of the 2024 annual report, which is set for April 24, 2024, leaving one month until the commitment period ends [5]. Group 3: Legal and Operational Implications - Legal experts indicate that even if the major shareholder is no longer the actual controller, the asset injection commitments typically remain valid [6]. - Feima International stated that the control change could take two forms: either New Zeng Ding Company continues as the controlling shareholder or it does not, depending on the agreement between the parties involved [6].

证券代码：002210 证券简称：飞马国际 公告编号：2025-025 深圳市飞马国际供应链股份有限公司 关于筹划公司控制权变更事项的更正补充公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳市飞马国际供应链股份有限公司（以下简称"本公司"、"公司"或"上市 公司"）于日前披露了《关于公司控制权变更处于筹划阶段的提示性公告》（公告 编号：2025-024），现就前述公告部分内容予以更正补充如下： 更正补充前： 一、本次交易的基本情况 新投集团与漳州高新区高鑫创业投资合伙企业（有限合伙）（以下简称"投资 方"）、海南宝晶利科技有限公司、新增鼎（海南）投资发展有限公司（以下简称 "新增鼎"，为本公司的控股股东）签订《投资意向协议》，约定投资方对新增鼎 或上市公司进行投资，具体方式包括但不限于：新增鼎拟通过协议转让的方式将 其所持上市公司 532,246,560 股无限售条件流通股（约占上市公司目前股份总数 的 20.00%）转让给投资方；或者新投集团及海南宝晶利科技有限公司将持有的 新增鼎全部股权转让给投资方，同时投资方对新增鼎进行增资，最终投资方持有 新 ...

Core Viewpoint - New Hope Investment Group is planning to transfer control of Feima International after holding it for three and a half years, with a state-owned company in Zhangzhou interested in taking over [1][2]. Group 1: Control Change - On June 23, Feima International announced that it received a notice from its indirect controlling shareholder, New Hope Investment Group, regarding an investment intention agreement with several parties, including a state-owned enterprise [2][3]. - The investment plan includes transferring 532 million unrestricted shares (approximately 20% of total shares) to the investment party or transferring all shares of a subsidiary, New Zengding, to the investment party [2][3]. Group 2: Performance Commitment - Feima International's main business includes "supply chain services + environmental new energy." After restructuring in 2021, New Zengding became the controlling shareholder, holding approximately 29.9% of Feima International's shares [4]. - As of March 31, 2025, New Zengding still holds about 796 million shares, representing 29.9% of the total shares [4]. - New Zengding committed to a net profit of no less than 570 million yuan for the years 2022, 2023, and 2024, but the actual net profit achieved was only about 133 million yuan, triggering a compensation obligation [4][5]. Group 3: Shareholder Meeting Outcomes - A proposal regarding the performance commitment was not approved at the annual shareholder meeting held on May 22, with 55.91% of votes against it [5][6]. - As of June 23, Feima International's stock price was 2.43 yuan per share, with a market capitalization of 6.47 billion yuan, and it reached a limit-up on June 24, closing at 2.67 yuan per share [6].

Group 1 - Hongmian Co. plans to acquire 39.9996% equity of Asia Food for 90.28 million yuan, aiming to enhance its beverage business and resolve competition issues with its controlling shareholder [1] - Tianyima intends to acquire 100% equity of Xingyun Kaiwu through a combination of share issuance and cash payment [1][2] - Sanhua Intelligent Control's 414 million H-shares were listed on the Hong Kong Stock Exchange on June 23 [3][4] Group 2 - Zhongjing Technology's controlling shareholder plans to reduce its stake by up to 2%, equating to 258,440 shares [5] - Guangzhou Port plans to invest 14.5 billion yuan in the construction of the Nansha Port Phase V project and increase capital for its wholly-owned subsidiary [6][7] - Aoya Co.'s subsidiary received an engineering design qualification certificate, allowing it to undertake medium-sized landscape design projects [8] Group 3 - Yaoshi Technology's associate company, Yaojie Ankang, was listed on the Hong Kong Stock Exchange, with a total issuance of 15.281 million shares at 13.15 HKD per share [9] - Borui Pharmaceutical's shareholder plans to reduce its stake by up to 3%, totaling 12,683,000 shares [10] - Beijete plans to raise up to 1 billion yuan through a private placement for various water treatment projects [12] Group 4 - Huanlejia plans to adjust the ex-factory prices of its coconut juice products, with some prices increasing by 1%-8% and others decreasing by 1%-5% [13][14] - Huanlejia also plans to invest 21 million USD in a coconut processing project in Indonesia [14] - Aikelan's controlling shareholder intends to reduce its stake by up to 3%, totaling 236,220 shares [15] Group 5 - Chiplink Integration's acquisition of 72.33% equity in a semiconductor manufacturing company has been approved by the Shanghai Stock Exchange [16] - Feima International is in the process of a control change, with potential investment from New Hope Investment Group [17][18] - Dongfang Tantalum plans to raise up to 1.2 billion yuan through a private placement [20] Group 6 - Information Development's chairman plans to increase his stake by at least 10 million yuan within six months [21] - Yachuang Electronics intends to acquire 37.03% equity of Shanghai Analog Semiconductor for 298 million yuan [22] - Xiamen Xinda plans to transfer its 100% equity in Xinda Investment for 86.67 million yuan [23] Group 7 - Inno Laser's two shareholders plan to reduce their stakes by a combined total of up to 3.12% [24] - Yunjigroup's controlling shareholder plans to reduce its stake by up to 229,180 shares [25]