证券之星消息，1月5日化妆品板块较上一交易日上涨1.27%，嘉亨家化领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。化妆品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300955 嘉亨家化 | | -2016.87万 | 2.63% | 1166.11万 | 1.52% | -3182.98万 | -4.15% | | 300132 青松股份 | | 861.02万 | 3.98% | 632.95万 | 2.93% | -1493.97万 | -6.91% | | 603630 拉芳家化 | | 852.36万 | 11.52% | -650.13万 | -8.78% | -202.24万 | -2.73% | | 300849 | 锦盛新材 | 542.75万 | 12.11% | -163.79万 | -3.65% | -378 ...

Market News - CPI and PPI data will be released on January 9, 2026, with an expected CPI year-on-year growth of 0.7% and a PPI year-on-year decline of 1.9% [3] - The 2026 childcare subsidy application will open on January 5, 2026, with over 24 million people having received subsidies in 2025, achieving an 80% issuance rate [4] - The first adjustment of refined oil prices in 2026 will occur on January 6, with gasoline and diesel prices decreasing by 170 yuan and 165 yuan per ton, respectively [5] - The U.S. non-farm payroll data will be released on January 6, with unemployment rate predictions ranging from 4.5% to 4.7% [6] Sector Events - The 2026 International Consumer Electronics Show (CES) will commence on January 6, featuring major tech companies and new exhibitors from China, including Lenovo and Hisense [8] - Honor Power2 will be officially launched on January 5, featuring a 10000mAh battery and MediaTek Dimensity 8500Elite chip, achieving a benchmark score of over 2.4 million [9] Company News - Zhongwei Company plans to acquire 64.69% of Hangzhou Zhongwei's equity through a combination of stock issuance and cash payment, with the company specializing in CMP equipment [11] - Meike Home intends to acquire 100% of Wanda's equity to expand into the high-speed interconnect field, with stock resuming trading on January 5, 2026 [12] - ST Asia Pacific has completed its restructuring, with a reference price of 7.05 yuan per share for its stock resumption on January 5, 2026 [13] - Jiaheng Homecare's controlling shareholder will change to Hangzhou Pinpianyi, with a share transfer price of 33.21 yuan per share [15] Lock-up Expiration - A total of 36 stocks will have their lock-up periods expire from January 5 to January 9, 2026, with a total market value exceeding 160 billion yuan [17] - Notable expirations include Fenghuo Electronics with 11,424.9 million shares valued at 139.612 million yuan and Construction Industry with 62,994.3 million shares valued at 1.689 billion yuan [18] New Stock Calendar - Two new stocks will be issued from January 5 to January 9, 2026, including Zhixin Co. on the Shanghai Stock Exchange and Kema Materials on the Beijing Stock Exchange [21] Institutional Outlook - Institutions expect the market to transition from a "structural bull" to an "index bull" in 2026, with a focus on AI applications, humanoid robot mass production, and mergers and acquisitions [24] - Zhongtai Securities emphasizes the potential in AI application industries, predicting a positive outlook for the computer sector [25] - Huachuang Securities anticipates accelerated development of domestic AI computing chips due to restrictions on overseas chips [26] - Goldman Sachs notes that overseas investments are increasingly favoring Chinese assets, predicting a 13% average price increase in global stocks in 2026 [29]

Core Viewpoint - Jiaheng Jiahua (300955) announced a share transfer agreement involving its founder and actual controller, Zeng Bensheng, who will transfer a total of 29.70% of the company's shares to Hangzhou Pinbianyi Network Technology Co., Ltd. and two other entities at a price of 33.21 CNY per share. This move is seen as a strategic investment to help the company improve its operational capabilities amid declining performance [2][3][4]. Group 1: Share Transfer Details - Zeng Bensheng signed a share transfer agreement with Hangzhou Pinbianyi to transfer 19.40% of the company's shares, amounting to 19,555,200 shares [3]. - A second agreement was signed with Wenzhou Cangxiao Enterprise Management Partnership to transfer 5.20% of the shares, totaling 5,241,600 shares [3]. - A third agreement was made with Hangzhou Runyi Enterprise Management Consulting Partnership to transfer 5.10% of the shares, totaling 5,140,800 shares [4]. Group 2: Offer and Financial Implications - Following the share transfer, Hangzhou Pinbianyi plans to launch a partial tender offer to acquire an additional 21.10% of the company's shares, which amounts to 21,268,800 shares [5]. - The total estimated funding required for this tender offer is not expected to exceed 706 million CNY, with a performance guarantee of 141 million CNY to be deposited within two trading days [6]. - The acquisition aims to enhance the company's long-term value and operational capabilities, leveraging the acquirer's resources in the consumer goods sector [6]. Group 3: Company Performance Context - Jiaheng Jiahua has faced declining performance, with revenue decreasing by 9.45% in 2022 and 3.41% in 2023, and a net profit drop of 28.25% and 42.39% in the same years [7]. - In 2024, the company reported its first loss since going public, with a loss of 23.7 million CNY and a revenue decline of 9.13% [7]. - By the third quarter of 2025, the company reported a revenue of 860 million CNY, a year-on-year increase of 24.42%, but a net loss of 29.5 million CNY, surpassing the total loss of the previous year [7].

Group 1: Company Announcements - Zhongwei Company plans to acquire 64.69% equity of Hangzhou Zhonggui through a combination of share issuance and cash payment, aiming to enhance its capabilities in CMP equipment and solutions [1] - Lixun Precision intends to repurchase shares worth between 1 billion to 2 billion RMB for employee stock ownership plans or equity incentives, with a maximum repurchase price of 86.96 RMB per share [2] - ZaiJing Pharmaceutical has reached a global strategic cooperation and licensing agreement with AbbVie for the development and commercialization of ZG006, receiving an upfront payment of 100 million USD [3] - Tianci Materials expects a net profit increase of 127% to 231% for 2025, driven by significant growth in lithium-ion battery material sales [4] - Meike Home plans to acquire 100% equity of Shenzhen Wande Technology through share issuance and cash payment, with stock resuming trading on January 5, 2026 [6][7] - ST KeliDa is planning a change in control, with stock suspension starting January 5, 2026, due to the transfer of 100% equity of its controlling shareholder [8] - Xinzhou Bang intends to invest approximately 260 million USD in a lithium-ion battery materials project in Saudi Arabia, enhancing its global capacity and supply chain [9] Group 2: Financial Performance - Kid's King anticipates a net profit increase of 51.72% to 82.06% for 2025 [9] - Guangku Technology expects a net profit growth of 152% to 172% for 2025 [9] Group 3: Mergers and Acquisitions - Xidi Micro plans to acquire 100% equity of Chengxin Micro for 310 million RMB [9] - Haili Biological's subsidiary intends to acquire 51% equity of seven dental chain companies for 61.2 million RMB [9]

曾本生先生在本次股份转让完成后放弃其所持公司剩余股份中26,000,612股股份(占上市公司股份总数的 25.79%)的表决权。2025年12月31日，杭州拼便宜、温州苍霄与杭州润宜签署了《一致行动协议》，约 定三方在协议约定期限内在行使上市公司股东权利时保持一致行动，三方若不能就一致行动达成统一意 见时，应当最终以杭州拼便宜的意见为准。 本次权益变动后，杭州拼便宜、温州苍霄、杭州润宜将合计持有上市公司29.70%的股份及该等股份对 应的表决权。上市公司控股股东变更为杭州拼便宜，徐意先生将成为上市公司实际控制人。 经公司向深圳证券交易所申请，公司股票自2026年1月5日(星期一)开市起复牌。 智通财经APP讯，嘉亨家化(300955.SZ)发布公告，2025年12月31日，曾本生先生与杭州拼便宜网络科技 有限公司(以下简称"杭州拼便宜")共同签署《曾本生与杭州拼便宜网络科技有限公司之股份转让协 议》，杭州拼便宜拟以协议转让的方式受让曾本生先生所持有的上市公司19,555,200股无限售条件流通 股份及其所对应的所有股东权利和权益，占上市公司股份总数的19.40%。 同日，曾本生先生与温州苍霄企业管理合伙企业( ...

Core Viewpoint - The announcement details a significant share transfer involving Mr. Zeng Bensheng and three entities, leading to a change in the controlling shareholder of the company to Hangzhou Pinbianyi Network Technology Co., Ltd. Group 1: Share Transfer Details - Mr. Zeng Bensheng signed a share transfer agreement with Hangzhou Pinbianyi to transfer 19,555,200 shares, representing 19.40% of the total shares of the company [1] - Mr. Zeng also signed agreements with Wenzhou Cangxiao and Hangzhou Runyi to transfer 5,241,600 shares (5.20%) and 5,140,800 shares (5.10%) respectively [1] - The total shares transferred amount to 30,937,600 shares, which is 29.70% of the company's total shares [2] Group 2: Voting Rights and Control Changes - After the share transfer, Mr. Zeng will relinquish voting rights for 26,000,612 shares, which is 25.79% of the total shares [2] - A concerted action agreement was signed among Hangzhou Pinbianyi, Wenzhou Cangxiao, and Hangzhou Runyi, stipulating that they will act in unison regarding shareholder rights [2] - Following the changes, Hangzhou Pinbianyi will become the controlling shareholder, with Mr. Xu Yi as the actual controller of the company [2] Group 3: Stock Resumption - The company has applied for the resumption of its stock trading, which is set to resume on January 5, 2026 [2]

Core Viewpoint - The company Jiaheng Jiahua (300955.SZ) is undergoing significant changes in its shareholding structure, with major share transfers involving Mr. Zeng Bensheng and several entities, leading to a new controlling shareholder and actual controller. Group 1: Share Transfer Agreements - Mr. Zeng Bensheng signed a share transfer agreement with Hangzhou Pinbianyi Network Technology Co., Ltd. to transfer 19,555,200 shares, representing 19.40% of the total shares of the company [1] - Mr. Zeng also signed an agreement with Wenzhou Cangxiao Enterprise Management Partnership to transfer 5,241,600 shares, accounting for 5.20% of the total shares [1] - Additionally, Mr. Zeng entered into an agreement with Hangzhou Runyi Enterprise Management Consulting Partnership to transfer 5,140,800 shares, which is 5.10% of the total shares [1] Group 2: Voting Rights and Control Changes - After the share transfers, Mr. Zeng will relinquish voting rights for 26,000,612 shares, which is 25.79% of the total shares, including rights such as nomination, proposal, and voting rights, but excluding dividend and property rights [2] - The relinquishment of voting rights will take effect upon the completion of the share transfer and will remain in effect until certain conditions are met [2] Group 3: Tender Offer and Shareholding Structure - Hangzhou Pinbianyi plans to make an irrevocable partial tender offer for 21,268,800 shares, representing 21.10% of the total shares, contingent upon the completion of the share transfer [3] - Following the completion of these transactions, Hangzhou Pinbianyi, Wenzhou Cangxiao, and Hangzhou Runyi will collectively hold 29.70% of the shares and corresponding voting rights, making Hangzhou Pinbianyi the new controlling shareholder [4] - Mr. Xu Yi will become the actual controller of the company after these changes [4]

Core Viewpoint - The announcement by Jiaheng Jiahua indicates a significant change in its shareholding structure, with the controlling shareholder transitioning to Hangzhou Pinpianyi, which will also become the actual controller of the company [1] Group 1: Share Transfer Details - The controlling shareholder, Zeng Bensheng, signed share transfer agreements with Hangzhou Pinpianyi, Wenzhou Cangxiao, and Hangzhou Runyi, transferring 19.40%, 5.20%, and 5.10% of shares respectively at a price of 33.21 yuan per share [1] - After the transfer, Zeng Bensheng will relinquish voting rights for the remaining 25.79% of shares [1] - Following the transfer, Hangzhou Pinpianyi, Wenzhou Cangxiao, and Hangzhou Runyi will collectively hold 29.70% of the shares and corresponding voting rights [1] Group 2: Tender Offer Announcement - Hangzhou Pinpianyi plans to issue an irrevocable partial tender offer to all shareholders, excluding itself and its concerted parties, for 21.10% of the company's total shares, amounting to 21,268,800 shares at the same price of 33.21 yuan per share [1] - The total funds required for this tender offer are estimated to not exceed 706 million yuan [1] - The company's stock will resume trading on January 5, 2026 [1]

Core Viewpoint - The announcement indicates a significant change in the ownership structure of Jiaheng Jiahua, with a new controlling shareholder and a shift in voting rights [1] Group 1: Share Transfer Agreements - Zeng Ben Sheng signed a share transfer agreement with Hangzhou Pinbianyi to transfer 19.40% of shares, totaling 19,555,200 shares [1] - Additional agreements were signed with Wenzhou Cangxiao and Hangzhou Runyi to transfer 5.20% (5,241,600 shares) and 5.10% (5,140,800 shares) respectively [1] - Zeng Ben Sheng relinquished voting rights for 25.79% of shares [1] Group 2: Tender Offer and Shareholding Changes - Hangzhou Pinbianyi plans to issue an irrevocable partial tender offer to all shareholders, amounting to 21.10% of shares, or 21,268,800 shares [1] - Following these changes, Hangzhou Pinbianyi, Wenzhou Cangxiao, and Hangzhou Runyi will collectively hold 29.70% of the company's shares and corresponding voting rights [1] Group 3: Control and Resumption of Trading - The controlling shareholder of the listed company will change to Hangzhou Pinbianyi, with Xu Yi becoming the actual controller of the company [1] - The company's stock is set to resume trading on January 5, 2026 [1]

Group 1 - The core point of the announcement is that Zeng Bensheng has signed share transfer agreements with Hangzhou Pinbianyi and others, resulting in a transfer of a total of 29.70% of shares at a price of 33.21 yuan per share [1] - Hangzhou Pinbianyi plans to acquire 19.40% of shares, specifically 19.55 million shares, and will issue an irrevocable partial tender offer to all shareholders, excluding itself and its concerted parties, for 21.10% of shares, totaling 21.26 million shares [1] - The total expected funding for the tender offer is not to exceed 706 million yuan, with a performance guarantee deposit of 141 million yuan already in place [1]