Core Viewpoint - Shenzhen state-owned enterprises are seen as potential shell acquisition targets due to policy-driven transformations, asset integration needs, and shell resource characteristics [2][3] High Probability Restructuring Targets - Shen Zhen Zhen Ye A (000006) is identified as a high-restructuring probability target [2] - Shen Fang Zhi A (000045) is also categorized under high-restructuring probability [2] Medium Probability Restructuring Targets - Te Fa Information (000070) has a market capitalization of 12.6 billion yuan with a 36.99% stake held by Shenzhen State-owned Assets Supervision and Administration Commission (SASAC) [2] - The real estate sector is under pressure, with a 2023 impairment of 960 million yuan, necessitating a shell transformation [2] - The company has a cash reserve of 5 billion yuan and a 50%-60% probability of asset injection from Shenzhen Guo Mian [2] - Sha He Co., Ltd. (000014) has a market capitalization of 2.8 billion yuan and is controlled by Shenzhen SASAC [2] - The company is characterized as a "small-cap + light asset" with no land reserves, enhancing its shell resource appeal [2] - Strong synergy with Shenzhen Mian Group increases the likelihood of shell acquisition [2] Other Notable Companies - Shen Sai Ge (000058) and Shen Ke Co., Ltd. (002633) are also mentioned as potential restructuring candidates [3][4] - Shen Hui Li plans to acquire 41.89% equity for 1.4 billion yuan, indicating a potential turnaround for the company [4] Investment Strategy Recommendations - Short-term focus on Shen Zhen Zhen Ye A and Sha He Co., Ltd. due to policy catalysts and light asset flexibility [5] - Long-term positioning in Shen Fang Zhi A and Te Fa Information for semiconductor material transformation and AI computing collaboration [5] - Key monitoring points include the progress of Shenzhen "20+8" industry fund and the capital injection path of Shenzhen Guo Mian [3][5]

Core Viewpoint - Shenzhen Huili Hongsheng Industrial Holdings (Limited Partnership) is making a public tender offer to acquire shares of Shinko Sliding Bearing Co., Ltd. [2][5] Group 1: Tender Offer Details - The tender offer price is set at 16.13 CNY per share [3][4] - The duration of the tender offer is 30 calendar days, from July 29, 2025, to August 27, 2025 [3][6] - The tender offer is triggered by Shenzhen Huili acquiring 41.89% of the shares from the controlling shareholder and the second-largest shareholder [5][6] Group 2: Shareholder Participation - Shareholders can withdraw their tender offer applications during the last three trading days of the offer period [3][6] - The maximum number of shares that can be tendered is limited to the number of shares held without any pledges or judicial freezes [6][7] Group 3: Offer Management - The tender offer will be managed through the Shenzhen Stock Exchange, where shareholders can check the status of their tender offers [6][8] - Any changes to the tender offer will require shareholders to reapply for the new terms [12][13] Group 4: Current Status - As of August 13, 2025, a total of 15,274,284 shares have been tendered, representing 17.64% of the total shares [24]

证券代码：002633 证券简称：申科股份 公告编号：2025-033 申科滑动轴承股份有限公司 关于深圳汇理鸿晟产业控股企业（有限合伙） 要约收购公司股份的第二次提示性公告 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。 重要内容提示： 圳汇理"、"收购人"） 要约收购申科滑动轴承股份有限公司（以下简称"上 市公司"、"公司"或"申科股份"）股份的第二次提示性公告。 年 8 月 27 日。本次要约收购期限届满前最后三个交易日，即 2025 年 8 月 25 日、2025 年 8 月 26 日和 2025 年 8 月 27 日，预受股东可撤回当日申报的预 受要约，但不得撤回已被中国证券登记结算有限责任公司深圳分公司（以下 简称"中登公司深圳分公司"）临时保管的预受要约。 深圳汇理于 2025 年 5 月 30 日通过北京产权交易所公开竞价竞得申科股份控 股股东、实际控制人何全波、第二大股东北京华创共同转让的 62,831,216 股股 份（占公司总股本比例为 41.89%），将成为申科股份的控股股东。 因深圳汇理拟取得申科股份 41.89%股权从而导致其持有上 ...

证券代码：002633 证券简称：申科股份 公告编号：2025-033 申科滑动轴承股份有限公司 关于深圳汇理鸿晟产业控股企业（有限合伙） 要约收购公司股份的第二次提示性公告 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。 重要内容提示： 1、本次公告为关于深圳汇理鸿晟产业控股企业（有限合伙）（以下简称"深 圳汇理"、"收购人"） 要约收购申科滑动轴承股份有限公司（以下简称"上 市公司"、"公司"或"申科股份"）股份的第二次提示性公告。 2、本次预受要约申报代码：990085，申报价格：16.13 元/股。 3、本次要约收购期限共计 30 个自然日，期限自 2025 年 7 月 29 日至 2025 年 8 月 27 日。本次要约收购期限届满前最后三个交易日，即 2025 年 8 月 25 日、2025 年 8 月 26 日和 2025 年 8 月 27 日，预受股东可撤回当日申报的预 受要约，但不得撤回已被中国证券登记结算有限责任公司深圳分公司（以下 简称"中登公司深圳分公司"）临时保管的预受要约。 本次要约收购系深圳汇理通过北京产权交易所公开竞价拟取得申科 ...

New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]

Core Viewpoint - The company has approved a report regarding the tender offer from Shenzhen Huili Hongsheng Industrial Holdings (Limited Partnership) to all shareholders, indicating a strategic move in its corporate actions [1]. Group 1: Board Meeting Details - The sixth meeting of the sixth board of directors was held at the company's office in Zhuji, Zhejiang Province [1]. - The meeting was attended by all board members, and the procedures complied with the Company Law and the Articles of Association [1]. Group 2: Tender Offer Approval - The board approved the report on the tender offer with a unanimous vote of 5 in favor, 0 against, and 0 abstentions [1]. - The independent financial advisor, Jianghai Securities Co., Ltd., provided a report on the tender offer [1]. - Detailed information regarding the tender offer report is available in various financial publications and on the company's official website [1].

Core Viewpoint - Shenzhen Huili Hongsheng Industrial Holdings (Limited Partnership) is making a mandatory tender offer for all publicly traded shares of Shinke Sliding Bearing Co., Ltd. at a price of RMB 16.13 per share, following its acquisition of 41.89% of the company's shares [3][18]. Company Overview - Shinke Sliding Bearing Co., Ltd. is primarily engaged in the research, production, and sales of thick-walled sliding bearings and related components, with products widely used in high-speed, heavy-load, high-precision, and high-power machinery [5][6]. - The company is listed on the Shenzhen Stock Exchange under the stock code 002633 [2]. Financial Performance - The company's financial data for recent years shows fluctuating revenues and net profits, with a net profit of RMB 86.03 million in 2022, followed by losses in subsequent years [6][7]. - As of the first quarter of 2025, the total assets were RMB 64,863.78 million, with total liabilities of RMB 21,735.42 million, indicating a stable asset base [6]. Shareholding Structure - As of the report date, the total issued shares of the company are 150 million, with 149,418,750 shares being unrestricted circulating shares [9]. - The tender offer is aimed at acquiring 86,587,534 shares, representing 57.73% of the total shares, from shareholders other than the current major shareholders [3][18]. Acquisition Details - The acquisition is triggered by Shenzhen Huili's purchase of shares from the current major shareholders, necessitating a mandatory tender offer for the remaining shares [18]. - The offer price of RMB 16.13 per share is based on the highest price paid for shares in the last six months prior to the announcement [19]. Future Plans - Shenzhen Huili does not currently plan to increase its stake in Shinke Sliding Bearing Co., Ltd. beyond the tender offer and the shares already acquired [21]. - The acquisition is not intended to terminate the listing status of Shinke Sliding Bearing, and the acquirer will ensure compliance with listing requirements [18][21].

（文章来源：证券日报） 证券日报网讯 8月12日晚间，申科股份发布公告称，公司第六届董事会第六次会议审议通过了《董事会 关于深圳汇理鸿晟产业控股企业（有限合伙）要约收购事宜致全体股东的报告书》。 ...

申科滑动轴承股份有限公司 要约收购事宜致全体股东的报告书 上市公司名称：申科滑动轴承股份有限公司 股票上市地点：深圳证券交易所 股票简称：申科股份 股票代码：002633 董事会报告签署日期： 二〇二五年八月十二日 1 有关各方及联系方式 董事会 关于深圳汇理鸿晟产业控股企业（有限合伙） 上市公司（被收购人）：申科滑动轴承股份有限公司 上市公司办公地址： 浙江省诸暨市陶朱街道建工东路 1 号 联系人：陈兰燕 联系电话：0575-89005608 收购人：深圳汇理鸿晟产业控股企业（有限合伙） 收购人办公地址：深圳市福田区梅林街道梅都社区中康路 126 号卓越梅林 中心广场（南区）A2504 独立财务顾问名称：江海证券有限公司 独立财务顾问办公地址：哈尔滨市松北区创新三路 833 号 联系人：马在朋、扈海天 联系电话：0451-85872170 2 释 义 董事会声明 一、本公司全体董事确信本报告不存在任何虚假记载、误导性陈述或重大 遗漏，并对其内容的真实性、准确性、完整性负个别的和连带的责任； 二、本公司全体董事已履行诚信义务，向股东所提出的建议是基于公司和 全体股东的整体利益客观审慎做出的； 三、本公司董事没 ...

本次会议审议通过如下议案： 一、会议以 5 票同意、0 票反对、0 票弃权审议通过了《董事会关于深圳汇理 鸿晟产业控股企业（有限合伙）要约收购事宜致全体股东的报告书》。 本议案已经第六届董事会第三次独立董事专门会议审议通过。 证券代码：002633 证券简称：申科股份 公告编号：2025-032 申科滑动轴承股份有限公司 第六届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 申科滑动轴承股份有限公司（以下简称"公司"）第六届董事会第六次会议于 2025 年 8 月 8 日以电子邮件等方式发出通知，并于 2025 年 8 月 12 日（星期二）在 浙江省诸暨市建工东路 1 号公司四楼会议室以现场方式召开。本次会议应出席董事 5 名，实到董事 5 名，会议由公司董事长何建南主持，公司监事及全体高级管理人 员列席本次会议。本次会议的召集、召开和表决程序符合《公司法》和《公司章程》 的有关规定。 独立财务顾问江海证券有限公司对本次要约收购出具了《独立财务顾问报告》。 具体内容详见公司披露于《证券时报》《证券日报》《上海证券报》和巨潮资 讯网（ ...