Group 1 - The core point of the article indicates that Shinke Co., Ltd. (002633) has stated that its bearing products are not currently applied in robotics and that there is no collaboration with Yushu Technology [1]

人民财讯7月30日电，申科股份（002633）7月30日在互动平台回复称，公司的轴承产品暂时没有应用到 机器人，亦未与宇树科技合作。 ...

Group 1 - The company Shinko Co., Ltd. (002633.SZ) stated that its bearing products are currently not applied in robotics [1] - The company has not collaborated with Yushu Technology [1]

Group 1 - The core point of the news is that Shenkai Co., Ltd. (申科股份) is likely to change ownership to state-owned assets through a public bidding process by Shenzhen Huili Hongsheng Industrial Holdings, which plans to acquire 41.89% of the company's shares for approximately 1.013 billion yuan [1][2] - Shenzhen Huili's acquisition will trigger a mandatory general offer to other shareholders, with an offer price of 16.13 yuan per share for about 86.58 million shares, requiring a total funding of approximately 1.397 billion yuan [2] - The actual controller of Shenzhen Huili is the state-owned assets of Zaozhuang City, and the acquisition has received approval from the state-owned assets regulatory department [2] Group 2 - Shenkai Co., Ltd. has faced poor performance over the past decade, with significant financial struggles, including a revenue of 324 million yuan in 2024, a year-on-year increase of 18.7%, but a net profit of only 6.86 million yuan [3] - In the first quarter of 2025, the company reported a revenue of 70.9 million yuan, a year-on-year increase of 2.14%, with a net profit of only 860,300 yuan, reflecting a 15.41% year-on-year growth [3] - The company has previously attempted to transfer control multiple times, with the most recent attempt in May 2022, which was ultimately unsuccessful [2][3]

Core Viewpoint - Shenzhen Huili is initiating a public tender offer to acquire 41.89% of Shinke Co., Ltd. shares, transitioning control from He Quanbo to Shenzhen Huili, with the actual controller becoming Taierzhuang State-owned Assets [1][2]. Summary by Sections Tender Offer Details - The tender offer price is set at 16.13 yuan per share, with a total of 86,587,534 shares being offered, representing 57.73% of the circulating shares [2]. - The maximum total funds required for the tender offer amount to 1,396,656,923.42 yuan, with 279,331,384.68 yuan already deposited as a performance guarantee [1][2]. Financial Background - Shenzhen Huili is a newly established entity focused on investment activities and consulting services, with no financial data available for the past three years due to its recent formation [3]. - Shinke Co., Ltd. forecasts a net profit of 3 million to 3.8 million yuan for the first half of 2025, reflecting a decline of 42.73% to 54.79% compared to the previous year [3][4]. Historical Performance - In 2024, Shinke Co., Ltd. reported a revenue of 324.24 million yuan, a year-on-year increase of 18.70%, and a net profit of 6.86 million yuan, a significant recovery from a loss of 18.99 million yuan in 2023 [7][8]. - The company’s net profit, excluding non-recurring items, was 5.39 million yuan in 2024, compared to a loss of 20.97 million yuan in 2023, indicating a turnaround in financial performance [8]. Share Transfer Background - The share transfer agreement was signed on July 7, 2025, with He Quanbo transferring 42,187,466 shares (28.12% of total shares) and Beijing Huachuang transferring 20,643,750 shares (13.76% of total shares) to Shenzhen Huili [5][10]. - The total transaction price for the share transfer was 1,013,072,279.88 yuan, with the transfer price set at 16.12 yuan per share [5][6].

Core Viewpoint - Shenkai Co., Ltd. is undergoing a significant ownership change, with Shenzhen Huili Hongsheng Industry Holding Enterprise planning to acquire a 41.89% stake for approximately 1.013 billion yuan, triggering a mandatory tender offer at a price of 16.13 yuan per share [1][2][4]. Group 1: Ownership Change Details - Shenzhen Huili was confirmed as a potential buyer for Shenkai's shares just three days after its establishment on May 26, 2025 [3]. - The acquisition involves a total of approximately 86.58 million shares, with a maximum funding requirement of 1.397 billion yuan for the tender offer [1][2]. - The transfer of shares is subject to regulatory approvals, including a review by the anti-monopoly authority and compliance checks by the Shenzhen Stock Exchange [3]. Group 2: Historical Context - Shenkai has experienced six years of losses over the past decade, with a net profit of only 6.8642 million yuan in 2024 [5]. - The company's major shareholder, He Quanbo, has attempted to sell control multiple times since October 2020, but previous attempts have failed [5]. - If the current acquisition proceeds, it will mark the exit of He Quanbo and his son from the company, with state-owned assets from Zaozhuang City taking control [4][5].

申科滑动轴承股份有限公司 要约收购报告书 证券简称:申科股份 证券代码:002633.SZ 申科滑动轴承股份有限公司 要约收购报告书 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.SZ 收购人：深圳汇理鸿晟产业控股企业（有限合伙） 住所及通讯地址：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 收购方财务顾问： 签署日期：二〇二五年七月 1 申科滑动轴承股份有限公司 要约收购报告书 2 申科滑动轴承股份有限公司 要约收购报告书 特别提示 本部分所述的词语或简称与本要约收购报告书"释义"部分所定义的词语或 简称具有相同的含义。 1、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股份 41.89%股权而触发。 2025 年 4 月 29 日，申科股份控股股东、实际控制人何全波与第二大股东北 京华创双方拟共同通过北京产权交易所公开征集受让方转让其所持公司全部股 份，其中何全波拟转让其所持公司股份数为 42,187,466 股（占公司总股本比例为 28.12%），北京华创拟转让其所持有公司股份数为 20,6 ...

北京大成（深圳）律师事务所 法律意见书 北京大成（深圳）律师事务所 关于 申科滑动轴承股份有限公司 要约收购报告书 之 法 律 意 见 书 二〇二五年七月 北京大成（深圳）律师事务所 法律意见书 北京大成（深圳）律师事务所 关于申科滑动轴承股份有限公司要约收购报告书之 法律意见书 致：深圳汇理鸿晟产业控股企业（有限合伙） 北京大成（深圳）律师事务所（以下简称"本所"）接受深圳汇理鸿晟产 业控股企业（有限合伙）（以下简称"深圳汇理"或"委托方"）的委托，根 据《公司法》《证券法》《收购管理办法》《第17号准则》等现行有效的法律、 行政法规、规章和规范性文件的规定，按照律师行业公认的业务标准、道德规 范和勤勉尽责精神，就深圳汇理要约收购申科滑动轴承股份有限公司（以下简 称"申科股份"）股份（以下简称"本次要约收购"或"本次收购"）而编制 的《要约收购报告书》以及与本次要约收购有关事项出具本法律意见书。 对本法律意见书，本所律师特作如下声明： 1．本所律师是依据本法律意见书出具日以前已经发生或存在的事实和我国 现行法律、行政法规、规章和中国证监会有关规定发表法律意见，并且该等法 律意见是基于本所律师对有关事实的了解 ...

国联民生证券承销保荐有限公司 关于 深圳汇理鸿晟产业控股企业（有限合伙） 要约收购 申科滑动轴承股份有限公司 之 财务顾问报告 二〇二五年七月 国联民生证券承销保荐有限公司 财务顾问报告 重要提示 本部分所述词语或简称与本财务顾问报告"释义"所述词语或简称具有相同 含义。 1、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股份 41.89%股权而触发。 2025 年 4 月 29 日，申科股份控股股东、实际控制人何全波与第二大股东北 京华创双方拟共同通过北京产权交易所公开征集受让方转让其所持公司全部股 份，其中何全波拟转让其所持公司股份数为 42,187,466 股（占公司总股本比例为 28.12%），北京华创拟转让其所持有公司股份数为 20,643,750 股（占公司总股本 比例为 13.76%），双方共计转让的股份数为 62,831,216 股（占公司总股本比例为 41.89%）。2025 年 5 月 29 日，申科股份收到北京产权交易所出具的《受让资格 确认意见函》。在本次公开征集期内，共征集到两家意向受让方，分别为（1）由 华瑞世纪控股集团有限公司、新余市程辉智星科技有限公司、林云生组成的 ...

[Shenke Sliding Bearing Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Shenke%20Sliding%20Bearing%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company anticipates a significant year-over-year decline in its 2025 first-half performance, with net profit attributable to shareholders projected to decrease by 42.73% to 54.79% Key Financial Performance Indicators | Item | 2025 Semi-Annual Forecast | Prior Year Period | Year-over-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 3.00 - 3.80 million yuan | Profit: 6.6354 million yuan | Decrease: 42.73% - 54.79% | | **Net Profit After Non-Recurring Items** | Profit: 1.80 - 2.60 million yuan | Profit: 5.5093 million yuan | Decrease: 52.81% - 67.33% | | **Basic Earnings Per Share** | Profit: 0.0200 - 0.0253 yuan/share | Profit: 0.0442 yuan/share | - | [Communication with Accounting Firm](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) The company clarifies that the financial data in this performance forecast represents preliminary internal estimates and has not yet been audited by an accounting firm - The performance forecast data has not been audited by an accounting firm[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) The primary reason for the performance decline is weakened market demand for marine equipment products, leading to reduced orders and a corresponding decrease in operating revenue - In the first half of 2025, due to declining market demand and reduced orders for marine equipment products, the company's operating revenue decreased by approximately **20 million yuan**, a decline of about **15.60%**, leading to a corresponding decrease in net profit[4](index=4&type=chunk) [Risk Warning](index=2&type=section&id=Item%20IV.%20Risk%20Warning) The company advises investors that the disclosed performance data is preliminary, with final accurate financial figures to be detailed in the 2025 Semi-Annual Report, urging cautious investment decisions - This performance forecast data represents preliminary estimates by the company's finance department; specific financial data will be fully disclosed in the **2025 Semi-Annual Report**, and investors are advised to be aware of investment risks[5](index=5&type=chunk)