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*ST宇顺(002289)8月1日主力资金净流入1398.66万元
Sou Hu Cai Jing· 2025-08-01 18:18
天眼查商业履历信息显示,深圳市宇顺电子股份有限公司,成立于2004年,位于深圳市,是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本28025.3733万人民币,实缴资本 28025.3733万人民币。公司法定代表人为嵇敏。 通过天眼查大数据分析,深圳市宇顺电子股份有限公司共对外投资了10家企业,参与招投标项目1次, 知识产权方面有商标信息9条,专利信息166条,此外企业还拥有行政许可11个。 来源:金融界 金融界消息 截至2025年8月1日收盘,*ST宇顺(002289)报收于20.36元,上涨5.0%,换手率1.99%,成 交量5.57万手,成交金额1.12亿元。 资金流向方面,今日主力资金净流入1398.66万元,占比成交额12.54%。其中,超大单净流入293.19万 元、占成交额2.63%,大单净流入1105.47万元、占成交额9.91%,中单净流出流出864.85万元、占成交 额7.75%,小单净流出533.81万元、占成交额4.79%。 *ST宇顺最新一期业绩显示,截至2025一季报,公司营业总收入4572.74万元、同比增长93.73%,归属净 利润114.49万元,同比增 ...
新股发行及今日交易提示-20250723





HWABAO SECURITIES· 2025-07-23 09:32
New Stock Listings - Tech Source Group issued shares at a price of 10.88 CNY[1] - Shanda Power issued shares at a price of 14.66 CNY[1] Market Alerts - ST Zitian reported an equity date on July 21, 2025, with a link to the announcement[1] - Guangshengtang experienced severe abnormal fluctuations, with an announcement on July 17, 2025[1] - Huayin Power had an announcement on July 15, 2025, regarding market conditions[1] - Multiple companies including Shangwei New Materials, China Power Construction, and Jiangnan Chemical had announcements on July 23, 2025, regarding market activities[1] Abnormal Fluctuations - Companies such as ST Weier and ST Huadong reported significant fluctuations with announcements on July 21, 2025[2] - ST Jinyi and ST Yundong also reported abnormal fluctuations with announcements on July 17, 2025[2]
并购重组跟踪(二十八)
Soochow Securities· 2025-07-22 12:12
Group 1: M&A Activity Overview - From July 14 to July 20, there were 77 M&A events involving listed companies, with 27 classified as significant M&A transactions[9] - Out of the total M&A events, 12 were completed, including 1 significant M&A transaction involving Baota Industrial[9] - There were 3 failed M&A attempts by listed companies, specifically by Lixing Co., Hongming Co., and Zhongji Health[15] Group 2: Policy Updates - On July 18, Tianjin's financial authorities released measures to support M&A, focusing on 12 key industrial chains and establishing a resource pool for quality M&A targets[7] - The Shanghai G60 Science and Technology Innovation Group held a summit on July 16 to discuss M&A and overseas expansion in the context of innovation and industry leadership[7] Group 3: Market Performance - During the week of July 14 to July 20, the restructuring index outperformed the Wind All A index by 0.27%[19] - Over a mid-term view, the restructuring index's rolling 20-day return shifted from negative to positive compared to the Wind All A index[19] Group 4: Control Changes - Two listed companies reported changes in actual control during this period, with Shenjian Co. and Hualan Group undergoing ownership transitions[17]
*ST宇顺保壳压力下孤注一掷 33亿元现金收购的标的只有单一客户
Xin Lang Zheng Quan· 2025-07-16 08:25
Core Viewpoint - *ST Yushun is attempting a major restructuring to reverse its poor performance, but the plan is fraught with concerns regarding its urgent need to avoid delisting, the heavy reliance on a single customer by the target companies, and the questionable sources of funding for the acquisition [1][2][4] Group 1: Company Performance - The financial performance of *ST Yushun has been dismal, with revenues of 135 million yuan, 155 million yuan, and 220 million yuan from 2022 to 2024, and corresponding net profits of -25.48 million yuan, 0.96 million yuan, and -17.57 million yuan [2] - The company faces the risk of being classified as ST or even delisted if it continues to incur losses, making the restructuring a critical last hope for survival [2] Group 2: Acquisition Concerns - The target companies for acquisition, including Zhong'en Cloud Technology and Shenhui Biyuan, rely solely on a single client, referred to as Internet Client A, for their revenue [3] - The contract with Internet Client A is locked for the first six years until 2030, but after that, the client can terminate the agreement with a 90-day notice, posing a significant risk to the target companies' financial stability [3] Group 3: Funding Issues - *ST Yushun plans to pay 3.35 billion yuan in cash to acquire 100% of the target companies, but its cash reserves are only about 14.5 million yuan, making the acquisition financially unrealistic [4] - The company claims it will source funds through loans from its controlling shareholder and self-raised funds, but the controlling shareholder's financial situation is precarious, with a net asset value of -1.4829 million yuan and zero revenue for 2024 [4]
凭单一客户支撑起33.5亿元收购 *ST宇顺豪赌数据中心赛道
Mei Ri Jing Ji Xin Wen· 2025-07-15 08:43
Core Viewpoint - *ST Yushun plans to acquire 100% equity of three companies for a total cash payment of 3.35 billion yuan, aiming to enter the rapidly growing data center market and diversify its business amidst current losses [1][2]. Group 1: Acquisition Details - The acquisition involves purchasing 100% equity of Zhong'en Cloud Technology, Shenhui Biyuan, and Zhong'en Cloud Information, which focus on developing and operating large-scale, high-performance data centers [2]. - The funding for the acquisition will come from loans from the controlling shareholder, the company's own funds, or self-raised funds [1]. Group 2: Financial Performance - The target companies reported revenues of 735 million yuan, 815 million yuan, and 218 million yuan for the years 2023, 2024, and the first quarter of 2025, respectively, with net profits of 94.78 million yuan, 173 million yuan, and 44.91 million yuan [2]. - *ST Yushun's revenue for 2022 to 2024 was 135 million yuan, 155 million yuan, and 220 million yuan, with net losses of 25.48 million yuan, 964,400 yuan, and 17.57 million yuan, respectively [3]. Group 3: Risks and Concerns - The target companies rely heavily on a single client, referred to as Internet Client A, which poses a risk if the client terminates or does not renew the contract [4][5]. - The acquisition will significantly increase *ST Yushun's goodwill from 33.12 million yuan to 2.514 billion yuan, raising the goodwill to total asset ratio from 8.18% to 41.53%, which may lead to impairment risks if performance does not meet expectations [3]. Group 4: Market Position and Strategy - The company aims to diversify its business into data center infrastructure services, LCD-related products, and distribution equipment, which could mitigate operational risks and enhance future growth potential [2]. - Despite the high customer concentration, *ST Yushun believes that the nature of the wholesale data center industry and the difficulty of client relocation will not adversely affect the target companies' ongoing operations [5].
*ST宇顺豪掷33.5亿,“蛇吞象”三家数据中心
Huan Qiu Lao Hu Cai Jing· 2025-07-15 06:46
Group 1 - The core point of the news is that *ST Yushun plans to acquire 100% equity of three companies for a total consideration of 3.35 billion yuan, aiming to diversify its business into the data center market and improve profitability [1][2] - The three target companies operate a wholesale data center and currently manage approximately 8,000 cabinets, with a high customer concentration relying on a single internet client [2] - If the acquisition is completed, *ST Yushun's revenue is expected to exceed 1 billion yuan, and net profit is projected to turn positive, contrasting with its historical negative net profit [2] Group 2 - The funding for the acquisition will come from loans from the controlling shareholder, self-owned funds, or self-raised funds, although the controlling shareholder has a negative net asset value [1] - Since the announcement of the acquisition plan on April 22, *ST Yushun's stock price has increased by over 160%, but it fell by more than 4% following the release of the acquisition draft [1] - The latest performance forecast indicates that *ST Yushun expects a net profit loss of 4.1865 million yuan in the first half of 2025, although this represents a significant narrowing of losses compared to previous periods [2]
连亏3年的*ST宇顺欲上演“蛇吞象” 单一客户如何撑起33.5亿估价?
Xin Lang Cai Jing· 2025-07-15 00:00
Core Viewpoint - *ST Yushun (002289.SZ) has become a market focus due to a significant acquisition proposal worth 3.35 billion yuan, aimed at acquiring 100% equity of three companies that constitute the "Beijing Fangshan Zhong'en Cloud Data Center" [1] Group 1: Acquisition Details - The acquisition involves three companies: Beijing Shenhui Biyuan Cloud Computing Technology Co., Ltd., which holds land and property rights; Zhong'en Cloud (Beijing) Data Technology Co., Ltd., which owns core infrastructure; and Zhong'en Cloud (Beijing) Data Information Technology Co., Ltd., which holds a key operating license [1] - The projected revenues for these companies are 735 million yuan, 815 million yuan, and 218 million yuan for the years 2023, 2024, and the first quarter of 2025, respectively, with net profits of approximately 94.78 million yuan, 173 million yuan, and 44.91 million yuan [1] Group 2: Seller and Asset Valuation - The seller is controlled by Gaw Capital Partners, a well-known international real estate private equity fund, and the core asset was sold to them for 463 million yuan five years ago [3] - The asset's valuation has surged due to the scarcity of data center resources in Beijing, where new constructions are heavily restricted [4] Group 3: Client Dependency and Risks - The target companies derive 100% of their revenue from a single client, referred to as "Internet Client A," raising concerns about the stability and credit risk associated with this client [4] - The contract with this client allows for termination with a 90-day notice after the seventh year, introducing uncertainty into the revenue stream [4] Group 4: Financial Condition of *ST Yushun - *ST Yushun has reported a net loss of 17.57 million yuan for 2024, with a negative cash flow of approximately 40.12 million yuan [5] - The company’s financial situation raises questions about the source of funds for the acquisition, particularly a promised 1.7 billion yuan loan from its controlling shareholder, Shanghai Fengwang, which has negative net assets and zero revenue [6][7] Group 5: Corporate Governance and Risk Management - The governance structure of *ST Yushun has undergone significant changes, including a board restructuring that faced legal challenges, and the hiring of a new accounting firm to mitigate audit risks [8] - Key individuals in the company are also linked to another listed company, Jiao Da Ang Li (600530.SH), indicating potential conflicts of interest [8]
【早报】央行将开展14000亿元买断式逆回购操作;上半年社融、信贷数据公布
财联社· 2025-07-14 23:03
Macro News - The Central Committee of the Communist Party of China emphasizes strict punishment for financial crimes such as market manipulation, insider trading, illegal fundraising, loan fraud, and money laundering to promote healthy financial market development [1][5] - The People's Bank of China (PBOC) will conduct a 14 trillion yuan reverse repurchase operation on July 15, 2025, to maintain ample liquidity in the banking system, with 8 trillion yuan for 3-month operations and 6 trillion yuan for 6-month operations [3][6] - In the first half of 2025, the total social financing increased by 22.83 trillion yuan, with new loans amounting to 12.92 trillion yuan, and M2 growth of 8.3% year-on-year [4][6] Company News - China Eastern Airlines expects a net loss of 12 billion to 16 billion yuan for the first half of 2025 [12] - Greenland Holdings anticipates a net loss of 30 billion to 35 billion yuan for the first half of 2025 [13] - Longi Green Energy expects a net loss of 24 billion to 28 billion yuan for the first half of 2025, although it represents a reduction in losses compared to the previous year [13] - Perfect World anticipates a net profit of 4.8 billion to 5.2 billion yuan for the first half of 2025, marking a turnaround from losses [17] - Wen Tai Technology expects a net profit increase of 178% to 317% year-on-year for the first half of 2025 [18] - China Rare Earth anticipates a net profit of 136 million to 176 million yuan for the first half of 2025, indicating a return to profitability [21] Investment Opportunities - The Robotaxi industry is expected to experience rapid growth due to technological advancements and supportive policies, with 2025 projected as a year of mass production [29] - The solid-state battery market is anticipated to see significant growth, with expectations for small-scale production by 2027 and larger-scale shipments by 2030, driven by increasing demand for high-performance batteries [30] - The humanoid robot market is projected to grow significantly, with a record order of 124 million yuan for humanoid robot manufacturing services, indicating strong market potential [31] - The successful production of the first barrel of uranium from China's largest natural uranium production project is expected to enhance the country's energy resource security and influence in uranium resource development [32]
*ST宇顺: 第六届监事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-07-14 16:27
Core Viewpoint - Shenzhen Yushun Electronics Co., Ltd. plans to acquire 100% equity of three companies in the data technology sector for a total transaction price of 3.35 billion yuan, which constitutes a major asset restructuring that requires shareholder approval [1][2][4]. Group 1: Transaction Details - The transaction involves purchasing 100% equity of Zhong'en Cloud (Beijing) Data Technology Co., Ltd., Beijing Shenhui Biyuan Cloud Computing Technology Co., Ltd., and Zhong'en Cloud (Beijing) Data Information Technology Co., Ltd. from Energy Sight Limited, Basic Venture Limited, and Shanghai Huizhidong Management Consulting Co., Ltd. [1][4] - The total transaction price is set at 335 million yuan, with the payment structured in two phases: an initial payment of 33.5 million yuan and a subsequent payment of 301.5 million yuan [4][5]. - The transaction is deemed a major asset restructuring as the total assets and net income from the acquired companies exceed 50% of the company's audited financial data for 2024 [2][3]. Group 2: Compliance and Approval - The supervisory board confirmed that the transaction complies with relevant laws and regulations, and it does not constitute a related party transaction [2][3]. - The transaction requires approval from the company's shareholders' meeting, and the board has prepared a detailed restructuring report that will be disclosed [8][9]. - The company has taken necessary confidentiality measures to protect sensitive information related to the transaction [21][22]. Group 3: Financial and Operational Implications - The funding for the transaction will come from loans from the controlling shareholder, the company's own funds, or self-raised funds [6][7]. - The acquired companies will become wholly-owned subsidiaries, enhancing the company's asset integrity and operational capabilities in the data center business [13][14]. - The transaction is expected to improve the company's financial condition and operational sustainability, while not introducing new related parties or competition [13][14].
*ST宇顺: 深圳市宇顺电子股份有限公司独立董事专门会议2025年第二次会议决议
Zheng Quan Zhi Xing· 2025-07-14 16:27
Core Viewpoint - The independent directors of Shenzhen Yushun Electronics Co., Ltd. convened a special meeting to review and approve several proposals related to a significant asset acquisition, confirming compliance with relevant laws and regulations [1][2][3]. Group 1: Meeting Details - The second special meeting of independent directors was held on July 11, 2025, with all three independent directors present [1]. - The meeting was convened and chaired by Ms. Xue Wenjun, adhering to legal and regulatory requirements [1]. Group 2: Asset Acquisition Proposals - The independent directors reviewed and approved a proposal for purchasing assets that meet the criteria for significant asset restructuring, with total asset and net income indicators exceeding 50% [2]. - The transaction does not involve related parties, ensuring it does not constitute a related party transaction [2]. - The asset purchase plan was deemed compliant with relevant laws and beneficial for the company's long-term development and market competitiveness [2][4]. Group 3: Legal and Regulatory Compliance - The transaction was confirmed to meet the requirements of the Company Law, Securities Law, and other regulatory guidelines, ensuring the legality of the asset purchase [3][4]. - The asset ownership is clear, and there are no legal obstacles to the transfer of assets post-acquisition [4][8]. Group 4: Financial and Operational Impact - The transaction is expected to enhance the company's operational capabilities and financial health, without introducing new related parties or competition [8][14]. - The independent directors recognized the fairness and reasonableness of the transaction pricing, ensuring no harm to the interests of shareholders, especially minority shareholders [14]. Group 5: Confidentiality and Compliance Measures - The company has implemented necessary confidentiality measures to protect sensitive information related to the transaction [13]. - All legal procedures and documentation for the transaction have been completed and are in compliance with relevant regulations [10]. Group 6: Previous Transactions - The company disclosed that it had not engaged in any other asset transactions within the past 12 months that would affect the current acquisition's classification as a significant asset restructuring [11]. Group 7: Stock Price Movement - The company's stock price increased by 49.89% from March 24, 2025, to April 22, 2025, prior to the announcement of the transaction, indicating positive market sentiment [12]. Group 8: Financing Arrangements - The company plans to apply for a loan of RMB 1.7 billion from its controlling shareholder to meet funding needs, with terms that do not require collateral [14].