每经编辑｜张喜威 王晓波 ↓ 今日有3000亿元1年期MLF到期 2 2025粤港澳大湾区低空经济高质量发 于12月25日在广州举办 (3)第十六届物联网产业与智慧城市发展ʻ 12月25日举办 2 金融支持加快西部陆海新通道建设 八部门联合发布21条举措 近日，中国人民银行、国家发展改革委、财政部、交通运输部、商务部、金融监管总局、中国证监会、国家外汇局联合印发《关于金融支持加快西部陆海新 通道建设的意见》（以下简称《意见》）。《意见》从完善金融组织协作体系，构建高质量资金融通体系，推进制度性改革创新，建设数字金融服务平台， 完善金融开放合作体系，深化跨省跨境金融监管协作等方面提出21条重点举措，推动发挥好"融资"和"结算"两项金融核心功能，支持西部陆海新通道高质量 发展。（央视新闻） 1 隔夜市场 美股三大指数集体收涨，均录得日线5连涨，道指涨0.6%，标普500指数涨0.32%，纳指涨0.22%，其中，标普500指数、道指均创收盘历史新高；大型科技 股涨跌不一，苹果、微软、奈飞、亚马逊、Meta等小幅上涨；谷歌、英伟达、特斯拉、英特尔小幅下跌。纳斯达克中国金龙指数微跌0.07%，中概股涨跌不 一，知乎涨近 ...

12月24日晚间，"人形机器人第一股"优必选发布公告，以"协议转让+要约收购"的组合方式共收购深交所上市公司 锋龙股份（002931.SZ）9395.75万股（占股份总数43%）。 根据公告，本次控制权变更方案中的股份转让价格、要约收购价格均为17.72元/股，相比12月17日锋龙股份停牌前 价格19.68元/股折让10%，以此计算，合计总对价达16.65亿元。 公告指出，优必选聚焦于智能机器人，特别是人形机器人的研发、设计、制造与商业化；而锋龙股份作为专精特 新及高新技术企业，长期深耕割草机等园林机械及发动机、液压控制系统及汽车零部件的研发与制造，拥有扎实 的精密制造能力、成熟的供应链体系与广泛的客户基础。双方业务的协同互补，将为后续产业融合发展奠定坚实 基础。 优必选成立于2012年，并于2023年12月在港交所挂牌上市。2025年以来，优必选聚焦工业人形机器人落地应用及 量产交付，商业化进程持续加速，已累计斩获近14亿元人形机器人订单。 2025年11月，优必选工业人形机器人Walker S2开启量产交付，首批数百台Walker S2投入汽车制造、智能制造、智 慧物流、具身智能数据中心等产业一线应用。产 ...

12月24日晚间，A股上市公司锋龙股份（002931.SZ）与港股"人形机器人第一股"优必选（09880.HK） 同步抛出重磅公告，优必选拟入主锋龙股份，后者实控人将变更为周剑。锋龙股份股票自2025年12月25 日开市起复牌。 本次股份转让过户登记完成后， 本次股份转让过户登记及表决权放弃后，优必选将拥有锋龙股份29.99%的股份及该等股份对应的表决 权，锋龙股份控股股东将由诚锋投资变更为优必选，实际控制人由董剑刚变更为周剑。 公告显示， 截至公告披露日，优必选暂无在未来12 个月内改变上市公司主营业务或者对上市公司主营 业务做出重大调整的明确计划，以及在未来12个月内对上市公司及其子公司的重大资产和业务进行出 售、合并、与他人合资或合作的明确计划，或上市公司拟购买或置换重大资产的明确重组计划。未来36 个月内，优必选不存在通过上市公司重组上市的计划或安排；未来12个月内，优必选不存在资产重组计 划。 锋龙股份提示，本次交易尚需履行优必选股东会审批和香港联合交易所对优必选本次交易事项的审阅程 序、深圳证券交易所就本次股份转让的合规性审核、中国证券登记结算有限责任公司办理股份过户登记 手续及其他必要的程序等， ...

Group 1 - The core point of the article is that Fenglong Co., Ltd. will be acquired by the Hong Kong-based company UBTECH Robotics through a combination of "agreement transfer + voting rights waiver + tender offer," with a total investment of 1.665 billion yuan [1][3] - The acquisition involves UBTECH acquiring approximately 93.98 million shares, representing about 43% of Fenglong's total shares, with a share transfer of 65.53 million shares and a tender offer for an additional 28.45 million shares [3][4] - The share transfer and tender offer price is set at 17.72 yuan per share, which is a slight discount compared to the closing price of 19.68 yuan on December 17 [3][4] Group 2 - UBTECH focuses on the research, design, manufacturing, and commercialization of intelligent robots, particularly humanoid robots, with projected revenues of approximately 1.008 billion yuan, 1.056 billion yuan, and 1.305 billion yuan for 2022 to 2024, respectively [4][6] - Fenglong has been engaged in the development and manufacturing of lawn mowers and automotive components, with revenues of approximately 587 million yuan, 433 million yuan, and 479 million yuan for the same period, showing significant fluctuations in net profit [5][6] - The acquisition is expected to create synergies that enhance UBTECH's product competitiveness, cost structure, market coverage, and mass production capabilities [6]

A股迎来"人形机器人第一股"。 12月24日，锋龙股份（002931.SZ）披露公告称，公司控股股东将由诚锋投资变更为优必选 （9880.HK），公司股票自12月25日起复牌。 锋龙股份公告显示，公司股东诚锋投资、董剑刚、锋驰投资、厉彩霞与优必选签署股份转让协议，约定 诚锋投资向优必选协议转让上市公司合计6552.99万股无限售条件流通股股份，占上市公司总股本的 29.99%，公告显示每股转让价格为人民币17.72元，股份转让价款总额为人民币11.61亿元。 此外，本次股份转让过户登记完成后，优必选或其指定主体向上市公司除受让方以外的全体股东发出部 分要约收购，要约收购股份数量为2845万股（占上市公司总股本的13.02%），要约收购价格为17.72元/ 股。以此计算，优必选此次收购锋龙股份合计总对价为16.65亿元。 优必选成立于2012年，并于2023年12月在港交所挂牌上市。2025年以来，优必选聚焦工业人形机器人落 地应用及量产交付，商业化进程持续加速，已累计斩获近14亿元人形机器人订单。 2025年11月，优必选工业人形机器人Walker S2开启量产交付，首批数百台Walker S2投入汽车制造、 ...

图片来源：优必选 优必选成立于2012年，并于2023年12月在港交所挂牌上市。2025年以来，优必选聚焦工业人形机器人落地应用及量产交付，商业化进程持续加速，已累计 斩获近14亿元人形机器人订单。 12月24日，锋龙股份（002931.SZ）披露公告称，公司控股股东将由诚锋投资变更为优必选（9880.HK），公司股票自12月25日起复牌。 锋龙股份公告显示，公司股东诚锋投资、董剑刚、锋驰投资、厉彩霞与优必选签署股份转让协议，约定诚锋投资向优必选协议转让上市公司合计6552.99 万股无限售条件流通股股份，占上市公司总股本的29.99%，公告显示每股转让价格为人民币17.72元，股份转让价款总额为人民币11.61亿元。 此外，本次股份转让过户登记完成后，优必选或其指定主体向上市公司除受让方以外的全体股东发出部分要约收购，要约收购股份数量为2845万股（占上 市公司总股本的13.02%），要约收购价格为17.72元/股。以此计算，优必选此次收购锋龙股份合计总对价为16.65亿元。 A股迎来"人形机器人第一股"。 2025年11月，优必选工业人形机器人Walker S2开启量产交付，首批数百台Walker S2投 ...

Group 1 - Two A-shares, Fenglong Co., Ltd. and Lianchuang Electronics, are set to resume trading on December 25, 2025, following announcements regarding control changes [2] - Fenglong Co., Ltd. will see its controlling shareholder change to UBTECH Robotics, which will acquire 29.99% of the company's shares for a total consideration of 1.161 billion yuan at a price of 17.72 yuan per share [3][5] - UBTECH Robotics plans to launch a partial tender offer for an additional 13.02% of Fenglong's shares at the same price, bringing the total acquisition to approximately 43% of the company [5] Group 2 - Lianchuang Electronics will have its controlling shareholder change to Beiyuan Intelligent, which will acquire 6.71% of the company's shares for a total of 900 million yuan [6][9] - The company plans to issue up to 189 million A-shares at a price of 8.62 yuan per share, raising a maximum of 1.63 billion yuan to support its business development and enhance its core optical technology capabilities [9] - After the issuance, Jiangxi Guozhi Chuangtou is expected to hold 20.89% of Lianchuang's shares, further solidifying control and ensuring long-term stability in the company's equity structure [9]

两只A股即将复牌。 12月24日晚间，锋龙股份（002931）（002931）、联创电子（002036）（002036）均发布了筹划控制权 变更暨复牌的相关公告。其中，锋龙股份或将迎来有"人形机器人第一股"之称的优必选入主，联创电子则 或将迎来江西国资入主。两家公司股票均将于2025年12月25日（星期四）开市起复牌。 锋龙股份：控股股东将变为优必选 锋龙股份12月24日公告，公司控股股东诚锋投资及其一致行动人董剑刚、锋驰投资、厉彩霞与深圳市优 必选科技股份有限公司（简称"优必选"）签署协议，约定诚锋投资向优必选协议转让公司6552.99万股无 限售条件流通股股份（占公司总股本的29.99%）及其所对应的所有股东权利和权益，每股转让价格17.72 元，价款总额11.61亿元。 同日晚间，优必选（09880.HK）亦发布相关公告，公告称，拟以"协议转让+要约收购"的组合方式共收购 深交所上市公司锋龙股份约43%的股份。此次控制权变更方案中的股份转让价格、要约收购价格均为 17.72元/股（相比12月17日锋龙股份停牌前19.68元/股折让10%），据此计算，合计总对价达16.65亿元。 优必选表示，公司聚焦于智 ...

Group 1: Fenglong Co., Ltd. (锋龙股份) - Fenglong Co., Ltd. will undergo a change in controlling shareholder, with Shenzhen Ubtech Robotics Co., Ltd. (优必选) set to acquire 29.99% of the company's shares, totaling 65.53 million shares at a price of 17.72 yuan per share, amounting to a total consideration of 1.161 billion yuan [3][5] - Following the share transfer, Ubtech will launch a partial tender offer for an additional 13.02% of shares, totaling 28.45 million shares at the same price of 17.72 yuan per share, with a total transaction value of 1.65 billion yuan [5] - The acquisition is expected to create synergies between Ubtech's focus on humanoid robots and Fenglong's expertise in precision manufacturing and supply chain management in the garden machinery and automotive parts sectors [5] Group 2: Lianchuang Electronics (联创电子) - Lianchuang Electronics will see its controlling shareholder change to Nanchang Beiyuan Intelligent Industry Investment Partnership (北源智能), which will acquire 6.71% of the company's shares, amounting to 70.87 million shares for a total of 900 million yuan [7][9] - The company plans to issue up to 189 million A-shares at a price of 8.62 yuan per share, raising a maximum of 1.63 billion yuan, with the funds aimed at enhancing R&D capabilities in optical lens technology [9] - Post-issuance, Jiangxi State-owned Capital Investment will hold approximately 20.89% of the company, solidifying its control and ensuring long-term stability in the company's ownership structure [9]

Group 1 - The core point of the article is that Youbixun plans to acquire a total of approximately 93.98 million shares of Fenglong Co., representing about 43% of the company's shares, through a combination of "agreement transfer + tender offer" [2][3] - The total investment for this transaction amounts to 1.665 billion yuan, marking a notable instance of a Hong Kong company acquiring an A-share company [3][5] - Following the completion of the transaction, the controlling shareholder of Fenglong Co. will change from Chengfeng Investment to Youbixun, with the actual controller changing from Dong Jianggang to Zhou Jian [3][4] Group 2 - The share transfer involves Chengfeng Investment transferring approximately 65.53 million unrestricted circulating shares (29.99% of the total share capital) to Youbixun, along with all corresponding shareholder rights [4] - Youbixun will also issue a partial tender offer for an additional 28.45 million shares (13.02% of the total share capital) to all shareholders excluding the transferee [4] - The share transfer and tender offer prices are set at 17.72 yuan per share, which represents a slight discount compared to the closing price of 19.68 yuan on December 17 [5][6] Group 3 - Youbixun focuses on the research, design, manufacturing, and commercialization of intelligent robots, particularly humanoid robots, with projected revenues of approximately 1.008 billion yuan, 1.056 billion yuan, and 1.305 billion yuan for 2022-2024, respectively [6] - Fenglong Co. has been engaged in the research and manufacturing of lawn mowers and other machinery, with revenues of approximately 587 million yuan, 433 million yuan, and 479 million yuan for the same period, showing significant fluctuations in net profit [7] - The acquisition is expected to create synergies that enhance product competitiveness, cost structure, market coverage, and mass production capabilities for Youbixun [7]