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跨界失利后业绩多年来未有突破 台基股份实控人或将变更为湖北省国资委
Mei Ri Jing Ji Xin Wen· 2025-06-20 10:51
Core Viewpoint - The control of Taiji Co., Ltd. (300046.SZ) is set to change as its actual controller, Xing Yan, transfers a 32.0369% stake in its controlling shareholder, Xiangyang Xinyi Yuan Semiconductor Co., Ltd., to Changjiang Industrial Investment Group, which is wholly owned by the Hubei Provincial State-owned Assets Supervision and Administration Commission [1][2][3] Group 1 - The transfer price for the 32.0369% stake in Xinyi Yuan is approximately 430 million yuan [2] - After the completion of this equity change, Changjiang Industrial Group will control 26.32% of Taiji's voting rights, becoming its indirect controlling shareholder [3] - Taiji's performance has not shown significant improvement in recent years, particularly after a failed venture into the film industry [1][4] Group 2 - Taiji's revenue has remained around 300 million yuan since 2020, with its financial performance heavily influenced by investment income and fair value changes [4][5] - The company's investment income is projected to decline from 9.6694 million yuan in 2023 to -16.3376 million yuan in 2024, while operating profit is expected to decrease from 39.7586 million yuan in 2023 to 27.0036 million yuan in 2024 [5] - The progress of Taiji's fundraising projects has been slow, with only 44.84% and 9.34% completion rates for two key projects as of the end of 2024 [5]
台基股份易主,湖北国资“上位”
Group 1 - The core point of the news is the transfer of 32.0369% equity of Xinyiyuan by the actual controller of Taiji Co., Ltd. to Changjiang Industrial Group, which will become the controlling shareholder of Xinyiyuan and indirectly hold 8.43% of Taiji Co., Ltd. [1][2] - The transfer price for the equity is set at 74.59 yuan per share, totaling 430 million yuan, and after the transaction, Changjiang Industrial Group will hold 26.32% of the voting rights in Taiji Co., Ltd. [2] - Following the resumption of trading, Taiji Co., Ltd.'s stock opened 11% higher and later rose by 9.28%, reaching a market capitalization of approximately 8.22 billion yuan [2] Group 2 - Changjiang Industrial Group aims to integrate semiconductor industry resources in Hubei Province and build a semiconductor industry cluster through this acquisition [2] - Taiji Co., Ltd. focuses on the power semiconductor industry, with a full industrial chain capability in core products such as thyristors and IGBTs, and plans to develop new devices by 2025 [3] - In terms of performance, Taiji Co., Ltd. reported a revenue of 354 million yuan in 2024, a year-on-year increase of 10.76%, but a decline in net profit by 18.77% to 25.29 million yuan [3]
台基股份首季扣非降去年净利降 湖北省国资委拟入主
Zhong Guo Jing Ji Wang· 2025-06-20 03:24
本次交易的转让标的为转让方合法持有的新仪元5,767,590股(对应目标公司注册资本5,767,590元,占 新仪元总股本的32.0369%)及其对应的全部权益。 经协商,各方一致同意标的股权转让价格为74.59元/股(即74.59元/注册资本),标的股权转让价款合 计为430,204,538.10元人民币。 中国经济网北京6月20日讯 台基股份(300046.SZ)今日复牌,开盘大涨11.19%,报155.46元。 此前,台基股份于2025年6月12日收到控股股东襄阳新仪元半导体有限责任公司(以下简称"新仪 元")及实际控制人邢雁通知,其正在筹划公司控制权变更相关事宜,该事项可能导致公司实际控制人发 生变更。上述事项尚在筹划中,存在不确定性,公司股票自2025年6月13日开市起停牌。 据台基股份昨晚公告,本次权益变动主要系公司实际控制人邢雁及其他29名自然人(以下简称"出让 方")向长江产业投资集团有限公司(以下简称"长江产业集团")转让襄阳新仪元半导体有限责任公司(以下 简称"新仪元")5,767,590股股权(对应新仪元5,767,590元注册资本,占新仪元股权比例为32.0369%),并将 其持有剩余 ...
A股盘前市场要闻速递(2025-06-20)
Jin Shi Shu Ju· 2025-06-20 03:12
Group 1 - President Xi Jinping emphasized the urgency of a ceasefire in the Middle East, stating that the use of force is not the correct way to resolve international disputes [1] - The Chinese photovoltaic industry is expected to see a significant production cut in Q3, with operating rates projected to decrease by 10%-15% [1] - The Ministry of Commerce announced it will expedite the review of export license applications related to rare earths, aiming to maintain global supply chain stability [1] Group 2 - The China Securities Index will officially launch the China Science and Technology Innovation Semiconductor Index on June 20, 2025, which will include 50 companies from the STAR Market and ChiNext [2] - The Ministry of Commerce highlighted the importance of China-EU economic and trade relations, emphasizing ongoing communication and cooperation [2] Group 3 - Kweichow Moutai announced a cash dividend of 27.673 yuan per share for the 2024 fiscal year, totaling 34.671 billion yuan [3] - Zhongqi New Materials reported that Starry Sky Technology has become its controlling shareholder [3] - Lianchuang Optoelectronics noted strong demand for drone countermeasure equipment in the Middle East [3] Group 4 - Fuhuang Steel Structure announced the termination of its plan to issue shares and pay cash for asset purchases [4] - Shengnuo Bio expects a significant increase in net profit for the first half of the year, projecting a year-on-year growth of 254%-332% [4] Group 5 - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [5] - Kanda New Materials intends to acquire at least 51% of Zhongke Huamei's shares to expand into the semiconductor integrated circuit field [6] Group 6 - Times Publishing clarified that it does not engage in stablecoin business and has a minimal indirect stake in JD Technology [8] - Sanhua Intelligent Controls confirmed the final price for its H-share issuance at 22.53 HKD per share [9] Group 7 - Taiji Co. announced that Changjiang Industrial Group will become its indirect controlling shareholder, with stock resuming trading on June 20, 2025 [10] - Guosen Securities received approval from the Shenzhen Stock Exchange for its acquisition of 96.08% of Wanhe Securities [10] Group 8 - Zhongsheng Pharmaceutical completed the first participant enrollment for its Phase III clinical trial of the innovative drug RAY1225 for obesity [11] - Yuncong Technology stated that its multi-modal AI technology for live detection can be applied to stablecoin wallet scenarios [12]
【立方早知道】最新LPR即将公布/光伏三季度“减产令”升级/苏宁易购4元出售4家家乐福
Sou Hu Cai Jing· 2025-06-20 01:55
Focus Events - Guosen Securities has received approval from the Shenzhen Stock Exchange for the acquisition of 96.08% of Wanhe Securities, marking the third broker merger project approved since last year, pending further approval from the CSRC [1] - The People's Bank of China is set to announce the June Loan Prime Rate (LPR), with the current 1-year LPR at 3% and the 5-year LPR at 3.5% [1] Macro News - He Lifeng, a member of the Political Bureau of the CPC Central Committee, stated at the Qingdao Summit that China is an ideal, safe, and effective investment destination for multinational companies due to its vast domestic market and complete industrial system [1] Industry Dynamics - Three departments have mandated that car manufacturers must not engage in exaggerated or false advertising and must uphold product quality, emphasizing long-term responsibility and avoiding short-term cost-cutting measures [4] - The Chinese photovoltaic industry is expected to see a significant production cut of 10% to 15% in the third quarter as part of a "production limit to maintain prices" strategy [6] - The Ministry of Commerce announced it will expedite the review of rare earth export license applications to maintain global supply chain stability [6] Company Focus - Suning.com plans to sell four Carrefour subsidiaries for a total of 4 yuan, which is expected to increase the company's net profit by approximately 572 million yuan [9] - CATL intends to use up to 4.5 billion yuan of idle fundraising for cash management in safe, liquid deposit products [9] - Xiaomi has invested 635 million yuan to acquire 728 acres of industrial land in Beijing for the construction of a new energy intelligent connected vehicle manufacturing project [9][10] - Jinzongzi Wine clarified that it is not exiting the liquor industry, but is standardizing its business scope in compliance with regulatory requirements [11] - Konda New Materials plans to acquire at least 51% of Chengdu Zhongke Huamei Electronics to expand into the semiconductor integrated circuit sector [11] - Online and Offline announced a potential change in control, leading to a temporary suspension of its stock [12] - Taiji Co. announced that the Hubei State-owned Assets Supervision and Administration Commission has become the controlling shareholder, with stock resuming trading [13][14] - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [15] - Lianchuang Optoelectronics reported strong demand for drone countermeasures in the Middle East and is actively engaging with potential local clients [15] - Shengnuo Bio expects a net profit increase of 253.54% to 332.10% for the first half of 2025, driven by strong performance in its peptide raw material business [16] - *ST Gongzhi's stock will resume trading and enter a delisting preparation period, with the last trading date expected to be July 10, 2025 [17]
300046,湖北国资入主,今起复牌
Core Viewpoint - The actual controller of Taiji Co., Ltd. has changed to the Hubei Provincial State-owned Assets Supervision and Administration Commission following the transfer of shares to Changjiang Industrial Group, which now holds control over the company through its stake in Xinyiyuan [2][3][4]. Group 1: Share Transfer and Control Change - On June 19, Taiji Co., Ltd. announced that its actual controller, Xing Yan, along with 29 other individuals, transferred 32.0369% of their shares in Xinyiyuan to Changjiang Industrial Group, while also entrusting the voting rights of the remaining shares to Changjiang [2][4]. - After the completion of this equity change, Changjiang Industrial Group became the controlling shareholder of Xinyiyuan, thus obtaining control over Taiji Co., Ltd. indirectly [2][4]. - The total transfer price for the shares was set at 4.3 billion yuan, with a per-share price of 74.59 yuan [4]. Group 2: Company Overview and Financial Performance - Taiji Co., Ltd. specializes in the research, manufacturing, and sales of power semiconductor devices, including products like thyristors, rectifiers, IGBTs, and power semiconductor modules [5]. - In 2024, the company reported revenue of approximately 354 million yuan, reflecting a year-on-year growth of 10.76%, while the net profit attributable to shareholders decreased by 18.77% to 25.29 million yuan [5]. Group 3: Strategic Goals of Changjiang Industrial Group - Changjiang Industrial Group aims to integrate semiconductor industry resources in Hubei Province through this acquisition, fostering the development of a semiconductor industry cluster [7]. - The group plans to enhance the competitive position of Taiji Co., Ltd. in the power semiconductor sector, focusing on expanding its product offerings in IGBT, MOSFET, and third-generation semiconductors like SiC and GaN [8]. - Following the acquisition, Changjiang Industrial Group will control six listed companies, diversifying its portfolio across various industries including biomedicine, optoelectronics, and new energy vehicles [8].
晚间公告丨6月19日这些公告有看头
第一财经· 2025-06-19 14:47
Core Viewpoint - Multiple companies have announced significant developments, including investments, clarifications on business operations, and changes in control, which may present various investment opportunities and risks for stakeholders [2]. Company Announcements - **Hai Zheng Pharmaceutical** plans to establish a joint venture in synthetic biology with a registered capital of 350 million yuan, where Hai Zheng will contribute 260 million yuan, holding a 74.29% stake [3]. - **Jin Zhong Zi Jiu** clarified that its business scope remains unchanged despite media reports suggesting a shift away from liquor production, confirming that it will continue to focus on its core liquor business [4]. - **ST Gong Zhi** announced that its stock will resume trading on June 20, 2025, and enter a delisting period, with the last trading date expected to be July 10, 2025 [5]. - **Zhong Jing Electronics** confirmed that its production and operational conditions are normal, with no undisclosed significant matters [6]. - **Shan Jin International** is preparing for an overseas H-share issuance and listing on the Hong Kong Stock Exchange to enhance its global strategy [7]. - **Kang Da New Materials** intends to acquire at least 51% of Chengdu Zhongke Huamei Electronics to expand into the semiconductor integrated circuit sector [8]. - **Zhong Yan Chemical** agreed to a capital reduction for its subsidiary, which will result in it holding 100% of the subsidiary's equity, constituting a significant asset restructuring [9]. - **Tai Ji Co., Ltd.** announced a change in its actual controller to the Hubei Provincial State-owned Assets Supervision and Administration Commission, with stock resuming trading [10]. - **ST Yi Guo** plans to sell four Carrefour subsidiaries for 1 yuan, expecting to increase its net profit by approximately 572 million yuan, while focusing on its core home appliance business [11][12]. Performance Expectations - **Sheng Nuo Bio** anticipates a substantial increase in net profit for the first half of 2025, projecting a year-on-year growth of 253.54% to 332.10%, driven by strong performance in its peptide raw material business [13]. Share Buyback - **Nuo Wei Zan** intends to repurchase shares worth between 5 million and 10 million yuan to implement employee stock ownership plans, with a maximum repurchase price of 30 yuan per share [14]. Major Contracts - **Sai Sheng Pharmaceutical** signed a technology transfer contract for a new drug project with a total transaction amount of 20 million yuan, which will enhance its capabilities in the protein/antibody drug platform [15].
明起复牌!这家国资出手,入主!
中国基金报· 2025-06-19 14:20
Core Viewpoint - The actual controller of Taiji Co., Ltd. will change to the Hubei Provincial State-owned Assets Supervision and Administration Commission, with the controlling shareholder remaining as Xinyi Yuan [2][5][6]. Group 1: Shareholding Changes - On June 19, Taiji Co., Ltd. announced that Changjiang Industrial Investment Group plans to acquire a 32.0369% stake in Xinyi Yuan and receive a 63.7949% voting rights delegation, thereby gaining control of the company [2][5]. - The share transfer agreement was signed on June 18, with Changjiang Industrial Investment Group set to pay 4.3 billion yuan for the shares at a price of 74.59 yuan per share [5][6]. - After the completion of this equity change, Changjiang Industrial Investment Group will indirectly hold 8.43% of Taiji Co., Ltd. shares and obtain 26.32% of the voting rights [7][10]. Group 2: Changjiang Industrial Investment Group Overview - Established on January 25, 2022, Changjiang Industrial Investment Group was formed by merging several investment entities and has a registered capital of 33.6 billion yuan and total assets of 250.9 billion yuan [9]. - The group manages over 700 billion yuan in subscribed funds and has 25 subsidiaries under its control, including five listed companies [9][10]. - If the equity changes for both Changjiang Securities and Taiji Co., Ltd. are completed, the group will control seven listed companies [10].
台基股份: 详式权益变动报告书(长江产业投资集团有限公司)
Zheng Quan Zhi Xing· 2025-06-19 12:57
湖北台基半导体股份有限公司 详式权益变动报告书 上市公司: 湖北台基半导体股份有限公司 上市地点: 深圳证券交易所 股票简称: 台基股份 股票代码: 300046 信息披露义务人: 长江产业投资集团有限公司 住所: 武汉市武昌区民主路 782 号洪广宝座 11-12 楼 通讯地址: 武汉市武昌区中北路 166 号长江产业大厦 股份权益变动性质: 股份增加(间接方式、表决权委托) 签署日期:二〇二五年六月 湖北台基半导体股份有限公司 详式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告 书》等相关法律、法规和规范性文件编制。 二、截至本报告书签署之日,信息披露义务人签署本报告书已获得必要的授 权和批准,其履行亦不违反其章程或内部规则中的任何条款,或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定,本 报告书已全面披露了信息披露义务人在湖北台基半导体股份有限公司中拥有权 益的股份。截 ...
台基股份: 关于控股股东上层股权结构拟发生变动暨公司实际控制人拟发生变更暨披露权益变动报告书的提示性公告
Zheng Quan Zhi Xing· 2025-06-19 12:57
证券代码:300046 证券简称:台基股份 公告编号:2025-035 湖北台基半导体股份有限公司 关于控股股东上层股权结构拟发生变动暨 公司实际控制人拟发生变更暨披露权益变动报告书 的提示性公告 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、误导性陈述或者重大遗漏。 特别提示: )实际控制人邢雁先生及其他 29 名自然人(以下简称"出让方" "上市公司" )向 长江产业投资集团有限公司(以下简称"长江产业集团" )转让襄阳新仪元半导体 有限责任公司(以下简称"新仪元")5,767,590 股股权(对应新仪元 5,767,590 元注册资本,占新仪元股权比例为 32.0369%),并将其持有剩余新仪元 11,485,010 股股权(对应新仪元 11,485,010 元注册资本,占新仪元股权比例为 63.7949%) 对应的表决权在表决权委托期限内独家、无偿、不可撤销地委托给长江产业集团 行使,同时将其持有的剩余新仪元 11,485,010 股股权(对应新仪元 11,485,010 元 注册资本,占新仪元股权比例为 63.7949%)质押给长江产业集团。本次权益变动 完成后,长江产业 ...