Core Viewpoint - The company Sunflower (300111) has announced a significant asset restructuring plan involving the acquisition of 100% equity in Xipu Materials and 40% equity in Beid Pharmaceutical, aiming to enhance its asset quality and long-term development [1] Group 1: Company Overview - Sunflower's main business focuses on the pharmaceutical sector, particularly in the research, manufacturing, and sales of anti-infection, cardiovascular, and digestive system drugs [1] - Beid Pharmaceutical, a subsidiary of Sunflower, also specializes in the development, manufacturing, and sales of similar pharmaceutical products [1] Group 2: Acquisition Details - The acquisition involves issuing shares and cash payments to Shanghai Xipu and other trading parties [1] - Xipu Materials specializes in high-end semiconductor materials, including high-purity electronic special gases and silicon-based precursors, which are essential in semiconductor manufacturing processes [1] Group 3: Strategic Implications - This transaction is expected to create a second growth curve for Sunflower by entering the high-end semiconductor materials market, thus accelerating its transformation towards new productive forces and adding new profit growth points [1]

新京报贝壳财经讯 9月21日，浙江向日葵大健康科技股份有限公司（以下简称"向日葵"）发布发行股份 及支付现金购买资产并募集配套资金暨关联交易预案。预案显示，向日葵拟通过发行股份及支付现金的 方式向上海兮噗科技有限公司等6名交易对方购买其合计持有的漳州兮璞材料科技有限公司（以下简 称"兮璞材料"）100%股权，向绍兴向日葵投资有限公司购买其持有的浙江贝得药业有限公司40%股 权，并募集配套资金。经公司向深交所申请，公司股票将于9月22日上午开市起复牌。 编辑 杨娟娟 ...

每经AI快讯，9月22日，A股化学制药板块盘初走高，向日葵涨停，前沿生物、汇宇制药、九典制药、 科伦药业、苑东生物跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - The article discusses the acquisition of 100% equity of Zhangzhou Xipu Materials Technology Co., Ltd. by Sunflower, marking its strategic entry into the semiconductor industry after previous attempts to pivot from solar energy to pharmaceuticals and health technology [2][3]. Group 1: Company Background - Sunflower, originally Zhejiang Sunflower Solar Technology Co., Ltd., was listed in August 2010 and primarily engaged in solar cell components [2]. - The company faced performance pressures due to cyclical fluctuations in the photovoltaic industry, leading to a significant asset restructuring in 2019, where it acquired a 60% stake in Beid Pharmaceutical and gradually divested its solar assets [2]. - In March 2020, the company rebranded to Zhejiang Sunflower Health Technology Co., Ltd., focusing on the research, production, and sales of anti-infection and cardiovascular drugs [2]. Group 2: Financial Performance - In the first half of 2025, Sunflower reported approximately 144 million yuan in revenue, a year-on-year decline of 8.33%, with a net profit attributable to shareholders of only 1.16 million yuan, down 35.68% year-on-year [2]. Group 3: Acquisition Details - The acquisition target, Xipu Materials, specializes in the research, manufacturing, and sales of high-end semiconductor materials, including high-purity electronic gases and silicon-based precursors [3]. - Established in November 2020, Xipu Materials has had several key products certified by renowned wafer manufacturers, achieving international advanced technology levels [3]. - The company operates on a business model that combines customized contract manufacturing with in-house production, becoming a core supplier for multiple wafer manufacturers [3].

Core Viewpoint - The company Xiangrikui plans to acquire 100% equity of Zhangzhou Xipu Material Technology Co., Ltd. and 40% equity of Zhejiang Beid Pharmaceutical Co., Ltd. through a combination of share issuance and cash payment, aiming to enter the high-end semiconductor materials sector and create a second growth curve [2]. Group 1: Company Overview - Xiangrikui is a pharmaceutical company with main products in the fields of anti-infection drugs, cardiovascular drugs, and digestive system drugs. Its primary revenue comes from raw materials and formulations, with clarithromycin raw materials being a significant component [3]. - The company has previously attempted two cross-industry ventures, both of which were unsuccessful. In April 2023, it announced plans to purchase high-efficiency solar cell production equipment for approximately 827 million yuan [3]. - After acquiring 60% of Beid Pharmaceutical, Xiangrikui divested its traditional photovoltaic business to focus on the pharmaceutical sector [3]. Group 2: Financial Performance - From 2020 to 2024, Xiangrikui's net profit showed a declining trend, with figures of 56 million yuan, 53 million yuan, -1.14 million yuan, 22 million yuan, and 7.83 million yuan respectively [3]. - In the first half of 2025, the company's operating revenue was 144 million yuan, a year-on-year decrease of 8.33%, while the net profit attributable to the parent company was 1.16 million yuan, down 35.68% year-on-year [3]. Group 3: Market Potential - The acquisition of Xipu Material will allow Xiangrikui to enter the high-end semiconductor materials market, which is expected to grow rapidly due to the rise of downstream industries such as semiconductors and new energy [2]. - The market size of electronic specialty gases in China reached 22.08 billion yuan in 2022, with projections to grow to 31.66 billion yuan by 2025, reflecting a compound annual growth rate of 12.8% [2].

Group 1: Regulatory and Industry Developments - The State Council's Food Safety Office is actively promoting the establishment of national standards for pre-prepared dishes and advocating for clear labeling in the catering sector to better protect consumer rights [1] - The market supervision administration reported that the box office for the film "731" exceeded 1.067 billion yuan, making it the box office champion for September in Chinese film history [1] Group 2: Company News - Sunflower announced plans for a major asset restructuring involving the acquisition of 100% of Zhangzhou Xipu Material Technology Co., Ltd. and 40% of Zhejiang Beid Pharmaceutical Co., Ltd., with the stock set to resume trading on September 22 [3] - Guanzhong Ecological announced that its controlling shareholder is planning a change in control, leading to a suspension of trading for its stock and convertible bonds starting September 22 [4] - Taimushi's stock has experienced significant price fluctuations, with a cumulative increase of over 20% in the last two trading days, indicating potential market volatility [4][5] - Zhenlei Technology reported that its chairman is currently under investigation, but the company's control has not changed as of the announcement date [5] Group 3: Market Insights - Dongwu Securities suggests a market rebalancing in Q4, with a shift towards cyclical stocks and a focus on AI-related sectors, recommending investments in AI data center infrastructure and applications [6] - Huatai Securities maintains that gold has long-term investment value due to ongoing economic concerns and geopolitical risks, suggesting a buy on dips strategy [6]

◎记者 韩远飞 医药公司向日葵宣布跨界半导体领域。 9月21日晚，向日葵发布预案，公司拟以发行股份及支付现金的方式购买漳州兮璞材料科技有限公司 （下称"兮璞材料"）100%股权、浙江贝得药业有限公司40%股权（下称"贝得药业"）并募集配套资金。 公司股票将于9月22日复牌。 蹊跷的是，在预案尚未发布、公司股票停牌前，公司股价出现一波拉升。停牌前7个交易日，公司股价 累计上涨近30%，停牌前一个交易日即9月5日，公司股价上涨超11%。谁在提前抢筹布局？ 张大伟 制图 向日葵欲跨界半导体领域 股价提前异动谁在抢筹？ 此次跨界不是向日葵首次谋求转型。 另一标的贝得药业是向日葵的控股子公司，主要从事抗感染类、心血管类、消化系统类等药物的研发、 制造和销售。其成立于2004年11月，主导产品涵盖抗感染药物、心血管药物、消化系统药物等领域；报 告期内，主要营业收入由原料药和制剂构成，其中克拉霉素原料药占主要构成部分。 公告显示，本次交易预计构成关联交易、重大资产重组，但不构成重组上市。截至预案签署日，标的公 司的审计、评估工作尚未完成，标的资产评估结果及交易作价尚未确定。 停牌前资金提前抢筹 对于本次交易，向日葵表现出乐 ...

Group 1 - Guanzhong Ecological is planning a change in control and will suspend trading from September 22, 2025, for up to two trading days [1] - Sunflower intends to acquire 100% equity of Xipu Materials and 40% equity of Beid Pharmaceutical, with trading resuming on September 22, 2025 [1] - Jintou City Development is adjusting its major asset restructuring plan [1] - Zhongke Tongda has terminated its major asset restructuring project [1] Group 2 - Huitian Co., Ltd. and other companies are planning to list in Hong Kong [2] - Taotao Automotive has approved its application for an initial public offering of H shares in Hong Kong [2] - Longxun Co., Ltd. is also planning to issue H shares and apply for listing in Hong Kong [2] Group 3 - Four companies will receive risk warnings, including Fudan Fuhua, which will change its stock name to ST Fuhua and be subject to a 5% price limit [3][4] - Juewei Food will also change its stock name to ST Juewei and be subject to a 5% price limit [3] - Chuangyi Information will change its stock name to ST Chuangyi and be subject to a 20% price limit [4] - Sikui will change its stock name to ST Sikui and be subject to a 20% price limit [4] Group 4 - Multiple companies are undergoing executive personnel changes, including China Petroleum, where Huang Yongzhang has resigned as president [6] - Huashan City A has seen the resignation of its chairman and vice chairman due to retirement and job changes [6] - China Ruilin's chairman has resigned due to age reasons [6] Group 5 - Sunflower is planning a major asset restructuring involving the acquisition of Xipu Materials and Beid Pharmaceutical, focusing on high-end semiconductor materials [9] - Jintou City Development is adjusting its major asset restructuring plan to sell real estate assets while retaining property management [10] - Zhongke Tongda has terminated its planned acquisition of a technology company due to failure to reach agreement on key terms [11] Group 6 - ST King Kong has been accepted for reorganization by the court, and its stock will be subject to additional delisting risk warnings [12] - ST New Power is under investigation by the China Securities Regulatory Commission for information disclosure violations [14] - Zhenlei Technology's chairman is under detention but the company states that control has not changed [14] Group 7 - Guotai Environmental has had its chairman's detention lifted, allowing him to resume duties [15] - Pingming Technology is planning a major matter that may lead to a change in control, resulting in continued suspension of trading [15] Group 8 - Shunhao Co., Ltd. plans to repurchase shares with a total amount between 100 million and 200 million yuan [16] - Baoli International is considering an investment in semiconductor testing equipment company Hongtai Technology [16] - Jindi Co., Ltd. is acquiring control of Guangzhou Yuni Precision Co., Ltd. [17] Group 9 - SF Holding reported a revenue of 24.787 billion yuan in August 2025, a year-on-year increase of 7.86% [18] - China Oil Engineering signed an EPC contract worth 513 million USD for a gas pipeline project in the UAE [18] - Linyang Energy is a recommended candidate for a procurement project with a total expected amount of approximately 142 million yuan [19] Group 10 - Wuzhou Transportation's major shareholder plans to increase its stake with a loan commitment of up to 153 million yuan [21] - Shanxi Fenjiu's shareholder plans to reduce its stake by up to 16.2006 million shares [21][22]

Major Events - Zhenlei Technology's actual controller and chairman, Yu Faxin, has been placed under custody by the Huangshi Municipal Supervisory Committee, but the company's control remains unchanged, and daily operations are managed by senior management [2] - ST Gaohong's stock price has closed below 1 yuan for fifteen consecutive trading days, raising the risk of delisting due to the Shenzhen Stock Exchange's regulations [2] - Sunflower plans to acquire 100% equity of high-end semiconductor materials company Xipu Materials and 40% equity of Zhejiang Beid Pharmaceutical, with stock resuming trading on September 22, 2025 [3] - Guotai Environmental's chairman, Chen Baixiao, has had his custody measures lifted and can resume normal duties [4] - Xingye Technology's stock price has shown abnormal fluctuations, but the company confirms that there are no undisclosed significant matters [5] - Taimusi's stock price has also experienced abnormal fluctuations, with a potential risk of significant price drop after a surge, as control changes are pending [5] - Guanzhong Ecology is planning a change in control, leading to a temporary suspension of its stock [5] Shareholding Changes - Changfei Fiber's major shareholder, Draka Comteq B.V., has reduced its stake by 5% through a block trade [6] - Shanxi Fenjiu's shareholder Huachuang Xinrui plans to reduce its stake by up to 1.33% due to fund exit arrangements [7] - Xiugang Co.'s major shareholders plan to reduce their holdings by up to 1.06% for personal funding needs [8] - Haitai Technology's shareholders plan to collectively reduce their holdings by 2.53% through trading [9] Major Contracts - China Oil Engineering's subsidiary has signed a $513 million contract for an LNG pipeline project in the UAE, expected to positively impact future revenues and profits [10]

Core Viewpoint - Zhejiang Sunflower Health Technology Co., Ltd. is planning to acquire 100% equity of Zhangzhou Xipu Material Technology Co., Ltd. and 40% equity of Zhejiang Beid Pharmaceutical Co., Ltd. through a combination of share issuance and cash payment, aiming to enter the high-end semiconductor materials sector and enhance its profitability [1][2]. Group 1: Company Strategy - The acquisition will allow the company to enter the high-end semiconductor materials market, creating a second growth curve and accelerating its transformation towards new productive forces [2]. - The main products of Xipu Material include high-purity electronic special gases and silicon-based precursors, which are essential in semiconductor manufacturing processes [1]. Group 2: Market Dynamics - The demand for semiconductor materials is driven by the rapid development of artificial intelligence, increasing needs for data centers, smart terminals, and the growth of automotive electronics due to smart and electric vehicle trends [2]. - The global semiconductor industry is currently in an upward phase, with new technologies increasing the demand for precursors and specialty gases, supported by various national policies [2]. Group 3: Industry Insights - Cross-industry mergers and acquisitions are significant for companies seeking transformation and diversification, allowing them to quickly enter new sectors and acquire new technologies and market resources [3]. - Transitioning from traditional low-value-added industries to high-growth sectors like high-end semiconductor materials is seen as a strategic choice, given the competitive and profit-limited nature of traditional industries [3].