中国经济网北京8月4日讯慈星股份（300307）(300307.SZ)1日发布关于公司终止发行股份及支付现金购 买资产并募集配套资金事项的公告。 慈星股份拟通过发行股份及支付现金的方式购买阳顺义科技股份有限公司(以下简称"顺义科技")的75% 股份，并拟向不超过35名特定投资者发行股票募集配套资金(以下简称"本次交易")。慈星股份于2025年 8月1日分别召开第五届董事会第十七次会议和第五届监事会第十七次会议，审议通过了《关于公司终止 发行股份及支付现金购买资产并募集配套资金事项的议案》，同意公司终止本次发行股份及支付现金购 买资产并募集配套资金事项。 慈星股份表示，自筹划本次交易以来，公司严格按照相关法律法规及规范性文件要求，积极组织交易各 相关方推进本次重组工作。但经进行多轮协商和谈判后，公司与本次交易的部分交易对方就部分商业条 款未达成一致意见，为维护公司全体股东长期利益，公司经审慎性考虑，决定终止本次重组事项。 公司6月3日披露《发行股份及支付现金购买资产并募集配套资金预案》，本次交易方案包括发行股份及 支付现金购买资产和募集配套资金两部分。 本次交易上市公司拟通过发行股份及支付现金方式购买标的公司沈 ...

Group 1: Market Overview - The A-share market experienced fluctuations on August 4, with the three major indices showing mixed results. The military and banking sectors saw gains, while the previously strong innovative drug sector faced a pullback [1][3]. - The Shanghai Composite Index rose by 0.2%, while the Shenzhen Component Index and the ChiNext Index fell by 0.28% and 0.49%, respectively [3]. Group 2: Military and Aerospace Sector - The military and commercial aerospace sectors surged, with companies like Great Wall Military Industry (601606) and Guoji Precision Engineering hitting their historical highs. The stock price of Aileda also reached the daily limit [1]. - Recent advancements in commercial aerospace, including a high-density network launch schedule, have contributed to this growth, with a record of consecutive launches for low-orbit satellites [1]. Group 3: Banking Sector - Banking stocks collectively strengthened, with Agricultural Bank of China reaching a historical high during the trading session [4]. - Five listed banks, including Hangzhou Bank and Qilu Bank, reported positive growth in net profit for the first half of 2025, with four of them achieving double-digit growth rates. The overall asset quality of listed banks remains stable, and the industry is expected to maintain positive profit growth [5]. Group 4: Robotics Sector - The robotics sector continued its strong performance, with companies like Zhongma Transmission achieving consecutive gains. The World Robot Conference is set to take place from August 8 to 12, showcasing over 1,500 exhibits from more than 200 domestic and international robotics companies [7][8]. - The global robotics market is projected to exceed $400 billion by 2029, with China accounting for nearly half of this market and leading in growth rates [8]. Group 5: Company-Specific News - Cixing Co., Ltd. (慈星股份) saw a decline of 4.53% in its stock price, with a total market capitalization of 6.195 billion [9][10]. - The company announced the termination of its plan to acquire a 75% stake in Shenyang Shunyi Technology Co., Ltd. due to disagreements on commercial terms, marking the second time this year that Cixing has halted an acquisition attempt [11][12].

Market Overview - The A-share market experienced mixed fluctuations on August 4, with the three major indices showing varied performance. The military and banking sectors saw gains, while the previously strong innovative drug sector faced a pullback [1][2]. Military and Aerospace Sector - The military and commercial aerospace sectors surged, with companies like Great Wall Military (601606) and Guoji Precision (002046) hitting their daily limit and achieving historical highs. Aileda (300696) also reached a "20CM" limit up [1]. - Recent advancements in commercial aerospace networking have accelerated, with a record set for low-orbit satellite constellation launches, as reported by Aerospace Science and Technology (000901) [1]. Banking Sector - Banking stocks collectively strengthened, with Agricultural Bank's stock price reaching a historical high during the morning session [3]. - Five listed banks, including Hangzhou Bank (600926) and Qilu Bank (601665), reported positive net profit growth for the first half of 2025, with four banks achieving double-digit growth rates. Overall, the banking sector's asset quality remains stable, and profit growth is expected to continue [4]. Tax Policy Impact - The Ministry of Finance and the State Administration of Taxation announced that starting August 8, interest income from newly issued government bonds, local government bonds, and financial bonds will be subject to value-added tax. Analysts suggest that banks and insurance institutions may increase their allocation of high-dividend assets [5]. Robotics Sector - The robotics and reducer concepts continued to show strength, with Zhongma Transmission (603767) achieving two consecutive limit-ups. The World Robot Conference 2025 is set to take place from August 8 to 12, showcasing over 1,500 exhibits from more than 200 domestic and international robotics companies [6]. - The International Semiconductor Industry Association (SEMI) predicts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly half of this market and leading with a compound annual growth rate of approximately 15% [6]. Company-Specific News - Cixing Co., Ltd. (300307) saw a decline of 4.53%, with a total market value of 6.195 billion [7]. - Cixing announced the termination of its plan to acquire 75% of Shenyang Shunyi Technology Co., Ltd. due to failure to reach consensus on commercial terms after multiple negotiations. This marks the second time this year that Cixing has terminated an asset acquisition [9][10].

Group 1 - The company has terminated its plan to acquire 75% of Shenyang Shunyi Technology Co., Ltd., marking its second failed cross-border acquisition attempt this year [1][3] - The termination was due to a lack of agreement on certain commercial terms with some of the transaction parties [3] - The company aims to diversify its revenue streams and has been seeking new profit growth points, especially after a significant decline in net profit in the first quarter [1][5] Group 2 - In the first quarter of this year, the company's net profit decreased by 66.46%, despite a slight revenue increase of 2.73% [5] - The company's main product, computer knitting machines, contributed over half of its revenue, with projected revenue of approximately 12.47 billion yuan for 2024 [5] - The knitting machinery industry is facing challenges such as overcapacity in domestic textile production and intense price competition in emerging markets [6]

Core Viewpoint - Cixing Co., Ltd. has terminated its acquisition of 75% of Shenyang Shunyi Technology Co., Ltd. due to failure to reach consensus on certain commercial terms after multiple rounds of negotiations, prioritizing the long-term interests of its shareholders [1] Group 1: Acquisition Attempts - This is the second time in 2023 that Cixing Co., Ltd. has terminated an acquisition, having previously announced plans to acquire Wuhan Minsheng New Technology Co., Ltd. [2][3] - Cixing Co., Ltd. had intended to acquire Shunyi Technology, which specializes in health management systems and intelligent detection equipment, as part of its strategy to diversify and mitigate cyclical fluctuations in its main business of knitting machinery [2] Group 2: Business Context - Cixing Co., Ltd. is a leading company in the knitting machinery sector, primarily engaged in the research, production, and sales of computer knitting machines, which typically require updates every 5 to 8 years, indicating a cyclical market demand [2] - The company aims to transform and upgrade its production capabilities to establish a second growth curve and overcome industry development bottlenecks [2]

Group 1 - Cixing Co., Ltd. (慈星股份) announced the termination of its plan to acquire 75% of Shunyi Technology due to failure to reach consensus on commercial terms with some counterparties, prioritizing the long-term interests of shareholders [2][3] - The company aims to optimize its industrial layout and expand into the defense technology sector through this acquisition, which was intended to create a second growth curve [2] - Cixing Co., Ltd. has previously terminated another major asset restructuring plan earlier this year, indicating challenges in executing strategic acquisitions [3] Group 2 - Southbound funds recorded a net inflow of 590.2 billion HKD this week, marking an 82.43% increase week-on-week, despite a general market downturn [4] - Xiaomi Group-W saw the highest net buy amount from southbound funds at 33.65 billion HKD, reversing a 14-week decline in shareholding [4][5] - The top ten active stocks included several major players, with InnoCare Pharma achieving the highest weekly gain of 31.51% [4][5] Group 3 - Two stocks, Sanhua Intelligent Control and BYD, experienced a doubling in shareholding from southbound funds, indicating significant investor confidence [6] - Sanhua Intelligent Control reported a net profit increase of 25% to 50% year-on-year, driven by growth in its air conditioning components business [6][8] - Shandong Molong's shareholding increased by 11.17% despite a projected net profit decline of 92.36% to 94.12% year-on-year [7][8]

Core Viewpoint - Cixing Co., Ltd. has terminated its acquisition of 75% of Shenyang Shunyi Technology Co., Ltd., marking the second failed acquisition attempt this year as part of its strategy to diversify into popular industries [1][3]. Group 1: Acquisition Attempts - The acquisition of Shunyi Technology was intended to enhance Cixing's capabilities in the defense technology sector and create a new growth curve for the company [3]. - Prior to the Shunyi Technology deal, Cixing attempted to acquire Wuhan Minsong New Technology Co., Ltd. but also terminated this deal due to failure to reach agreement on key commercial terms [4]. Group 2: Company Performance - In 2024, Cixing reported a revenue of 2.218 billion yuan, a year-on-year increase of 9.16%, and a net profit attributable to shareholders of 284 million yuan, up 148.82% [4]. - For the first quarter of the current year, Cixing achieved a revenue of 608 million yuan, reflecting a year-on-year growth of 2.73%, while the net profit dropped by 66.46% to 76.11 million yuan [4]. Group 3: Future Development Direction - Cixing plans to solidify its core business by developing specialized knitting machines and focusing on the smart knitting equipment industry, aiming to enhance technology levels and promote industry upgrades [5]. - The company is also exploring new growth areas in smart wearable technology and medical textiles [5].

Group 1 - Company announced the termination of the planned acquisition of 75% of Shenyang Shunyi Technology Co., Ltd. due to failure to reach agreement on commercial terms with some parties involved in the transaction [1] - The company committed to not planning any major asset restructuring within one month after the announcement of the termination [1] - The company had previously attempted to acquire Wuhan Minsong New Technology Co., Ltd. but also terminated that transaction due to disagreements on final trading conditions [5] Group 2 - The computer knitting machine industry is facing intensified homogenization competition, leading to compressed profit margins for companies [3] - In Q1 2025, the computer knitting machine industry experienced stable performance, but downstream companies are facing a slowdown in order volume due to terminal consumer demand [4] - Company reported a total revenue of 608 million yuan in Q1 2025, a year-on-year increase of 2.73%, while net profit attributable to shareholders decreased by 66.46% to 76.11 million yuan [5]

Group 1 - Cixing Co., Ltd. announced the termination of its plan to acquire 75% of Shenyang Shunyi Technology Co., Ltd. due to failure to reach agreement on certain commercial terms after multiple negotiations [1] - The company committed to not planning any major asset restructuring within one month following the announcement of the termination [1] - Cixing Co., Ltd. has previously attempted to acquire Wuhan Minsong New Technology Co., Ltd. but also terminated that transaction due to disagreements on final transaction conditions [3] Group 2 - The computer knitting machine industry is facing intensified homogenization competition, leading to compressed profit margins and a need for significant adjustments in the industry landscape [2] - In Q1 2025, the computer knitting machine industry experienced stable performance, but downstream order volumes are facing short-term stagnation due to consumer demand [2] - Cixing Co., Ltd. reported a revenue of 608 million yuan in Q1 2025, a year-on-year increase of 2.73%, while its net profit attributable to shareholders decreased by 66.46% to 76.11 million yuan [3]

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。 宁波慈星股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日分别召开 第五届董事会第十七次会议和第五届监事会第十七次会议，审议通过了《关于公 司终止发行股份及支付现金购买资产并募集配套资金事项的议案》，同意公司终 止本次发行股份及支付现金购买资产并募集配套资金事项。现将有关情况公告如 下： 一、本次交易的基本情况 股票代码：300307 股票简称：慈星股份 公告编号：2025-041 宁波慈星股份有限公司 关于公司终止发行股份及支付现金购买资产并募集配套资 金事项的公告 于 <宁波慈星股份有限公司发行股份及支付现金购买资产并募集配套资金预案> 及其摘要的议案》等议案，具体内容详见公司于 2025 年 6 月 4 日披露的相关公 告。同时，经向深圳证券交易所申请，公司股票于 2025 年 6 月 4 日开市起复牌。 募集配套资金事项的进展公告》（公告编号：2025-038）。 公司在筹划及推进本次交易期间，根据《上市公司重大资产重组管理办法》 《深圳证券交易所上市公司自律监管指引第 8 号——重大资产重 ...