CDMS(301007)

Search documents
上市不到4年就转手,德迈仕易主“汇川系”元老
Sou Hu Cai Jing· 2025-05-23 13:49
Core Viewpoint - Demais' controlling shareholder has changed from He Jianping to Pan Yi through a share transfer agreement with Suzhou Huixin Chuangzhi Investment Co., Ltd for a transaction price of 669 million yuan, raising market speculation about connections to Huichuan Technology [2][3] Group 1: Shareholder Changes - The share transfer involves all shareholders of Dalian Demais Investment Co., which will transfer 100% of its equity to Huixin Chuangzhi, making it the indirect controlling shareholder of Demais [3] - After the transaction, Demais Investment will still hold 16.73% of Demais' shares [3] Group 2: Background of Pan Yi - Pan Yi, the new controlling shareholder, has a deep connection with Huichuan Technology, having been a co-founder and former deputy general manager [5] - Although Pan Yi is not among the top ten shareholders of Huichuan Technology, he remains a shareholder of its largest shareholder, Shenzhen Huichuan Investment Co., Ltd, holding 2.5438% [5] - His investment firm, Waniu Capital, is closely related to Huichuan Technology's founder, Zhu Xingming, and focuses on value investment in the intelligent manufacturing sector [5] Group 3: Company Performance and Market Position - Demais is a leading company in the precision shaft and precision cutting parts market, primarily serving the automotive sector, and went public in 2021 [8] - The company's gross margin has declined to 20.77% in 2024, the lowest in nearly a decade, and further dropped to 19.52% in Q1 of this year [8] - Despite achieving a historical revenue high of 690 million yuan, the net profit attributable to shareholders only grew by 1.18% to 53.98 million yuan [8] - Demais has been attempting to diversify into the new energy vehicle parts market but has yet to identify a second growth curve [8] Group 4: Strategic Initiatives - In response to industry trends, Demais announced its entry into the humanoid robot parts business as a potential second growth curve [9]
32.02亿元资金今日流入汽车股
Zheng Quan Shi Bao Wang· 2025-05-23 11:27
Market Overview - The Shanghai Composite Index fell by 0.94% on May 23, with only three sectors rising, namely automotive, pharmaceutical biology, and basic chemicals, which increased by 0.42%, 0.42%, and 0.05% respectively. The automotive sector led the gains for the day [1] - The net outflow of capital from the two markets was 28.926 billion yuan, with only three sectors experiencing net inflows: automotive (3.202 billion yuan), pharmaceutical biology (1.107 billion yuan), and basic chemicals (462 million yuan) [1] Automotive Sector - The automotive sector rose by 0.42% with a net inflow of 3.202 billion yuan. Out of 275 stocks in this sector, 85 stocks rose, including 4 that hit the daily limit, while 184 stocks fell, with 1 hitting the lower limit [2] - Among the stocks with net inflows, 103 stocks saw capital inflows, with 8 stocks receiving over 100 million yuan. The top stock for net inflow was Seres, with 2.154 billion yuan, followed by BYD and Beite Technology with 384 million yuan and 341 million yuan respectively [2] - The top gainers in the automotive sector included: - Seres: +10.00%, turnover rate 4.97%, net inflow 2.154 billion yuan - BYD: +1.55%, turnover rate 2.03%, net inflow 384 million yuan - Beite Technology: +10.00%, turnover rate 12.56%, net inflow 341 million yuan [2] Stocks with Significant Outflows - The stocks with the largest net outflows included: - Shuanglin: -3.44%, net outflow -229.9164 million yuan - Tianqimo: -9.96%, net outflow -118.0437 million yuan - Tongda Electric: -6.69%, net outflow -86.3298 million yuan [3]
德迈仕20CM涨停 控股股东被6.69亿清仓潘异将成实控人
Zhong Guo Jing Ji Wang· 2025-05-23 07:21
Core Viewpoint - Demais (301007.SZ) resumed trading with a price increase of 20.00%, reaching 27.30 yuan, resulting in a total market capitalization of 4.186 billion yuan following the announcement of a potential change in control due to a share transfer agreement [1][2]. Group 1: Share Transfer Agreement - Demais Investment, the direct controlling shareholder, holds 25,650,000 shares, accounting for 16.73% of the total shares [1]. - On May 22, 2025, all shareholders of Demais Investment signed a share transfer framework agreement with Suzhou Huixin Chuangzhi Investment Co., Ltd., intending to transfer 100.00% of Demais Investment's shares for 669.1 million yuan [1]. - If the transaction is completed, the indirect controlling shareholder will change to Huixin Chuangzhi, with the actual controller shifting from He Jianping to Pan Yi [1]. Group 2: Impact and Conditions - The proposed change in control does not involve a tender offer, related transactions, or adverse effects on the company's normal operations, ensuring no harm to the interests of the company and minority shareholders [1]. - The signed agreement is a framework and is still in the planning and intention phase, requiring due diligence and the fulfillment of conditions for the formal agreement to be executed [2]. Group 3: IPO and Financials - Demais was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on June 16, 2021, with an initial public offering of 38.34 million shares, representing 25.00% of the total post-issue share capital [2]. - The IPO price was set at 5.29 yuan per share, raising a total of 202.8186 million yuan, with a net amount of 167.0243 million yuan after deducting issuance costs [2]. - The company initially aimed to raise 315.0738 million yuan for the expansion of precision production lines, but the actual amount raised was 148.0495 million yuan less than planned [2].
20cm涨停,“新主”有何来头?
Zheng Quan Shi Bao· 2025-05-23 06:57
Core Viewpoint - Demai Shi (301007) experienced a significant stock price surge, reaching a 20% limit up on May 23, following the announcement of a change in its actual controller to Pan Yi, a notable figure in the industry [1][3]. Company Summary - Demai Shi's controlling shareholder, Dalian Demai Shi, signed a framework agreement to transfer 100% of its equity to Suzhou Huixin Chuangzhi Investment Co., Ltd. for a transaction price of 669 million yuan [3]. - After the transaction, Huixin Chuangzhi will become the indirect controlling shareholder of the listed company, with Pan Yi taking over as the actual controller from He Jianping [3]. - Huixin Chuangzhi was established on April 3, 2023, with a registered capital of 500 million yuan and no paid-in capital [3]. - Pan Yi holds a 60% stake in Huixin Chuangzhi and is supported by several other notable figures from the "Huichuan system" [3][5]. Industry Context - Pan Yi is a co-founder of Huichuan Technology and has held significant positions in various companies, including Hainan Airlines and Huawei [4]. - The entry of Huixin Chuangzhi is aimed at leveraging advantages for business development, improving operational efficiency, and enhancing returns for public shareholders [3]. - Pan Yi's previous investments in Demai Shi through the secondary market indicate a strategic interest in the company prior to the acquisition [5].
解禁期刚过萌生退意 德迈仕实控人拟变更为潘异
Zheng Quan Ri Bao· 2025-05-23 05:09
Core Viewpoint - The announcement of a change in control at Dalian Demais Precision Technology Co., Ltd. (Demais) has led to a significant stock price increase, indicating market optimism regarding the new controlling shareholder's potential impact on the company's future growth and operational efficiency [2][6]. Group 1: Shareholder Changes - Demais disclosed that its controlling shareholder, Dalian Demais Investment Co., Ltd., plans to transfer all its shares to Suzhou Huixin Chuangzhi Investment Co., Ltd., which was established in early April 2023 [2][3]. - If the transaction is completed, the actual controller of Demais will change from He Jianping to Pan Yi, who has strong ties to Shenzhen Inovance Technology Co., Ltd. [2][4]. - The total transaction price for the share transfer is 66.91 million yuan [3]. Group 2: Company Background - Demais is a leading enterprise in the domestic precision shaft and precision cutting parts market, focusing on precision component processing with strong product development and market expansion capabilities [3]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on June 16, 2021, and has been publicly traded for less than four years [3]. Group 3: New Shareholder Profile - Huixin Chuangzhi has seven natural person shareholders, many of whom have backgrounds in Inovance Technology, including Pan Yi, who is a founding shareholder and former actual controller of Inovance [5]. - The new shareholders are expected to bring additional capital and resources, potentially enhancing Demais's operational capabilities and market reach [6]. Group 4: Market Reaction - Following the announcement, Demais's stock price surged by 20% upon resuming trading, with a significant number of buy orders remaining [2].
每天三分钟公告很轻松 | 635.18亿元!重大资产重组
Shang Hai Zheng Quan Bao· 2025-05-22 15:34
Group 1 - Hongchuang Holdings plans to acquire 100% equity of Hongtuo Industrial for a transaction price of 635.18 billion yuan, constituting a major asset restructuring [1][2] - The acquisition aims to transform the company from a single aluminum deep processing business to a full industry chain covering electrolytic aluminum, alumina, and aluminum deep processing, enhancing industry concentration and promoting green low-carbon transformation [2] Group 2 - Demais plans to change control with a share transfer agreement signed with Suzhou Huixin Chuangzhi Investment, with a transaction price of 669.1 million yuan [3] - The actual controller will change from He Jianping to Pan Yi, while the direct controlling shareholder remains unchanged [3] Group 3 - Cangge Mining received cash dividends totaling 1.539 billion yuan from its associate company, Xizang Julong Copper Industry, due to strong operational performance and financial stability [4] - The dividends will enhance the company's cash flow and financial stability, supporting future development [4] Group 4 - Tongling Co. plans to split its controlling shareholder, Jiangsu Shangkun Biological Equipment, into two entities, with the new entity holding 29.08% of the company's shares [5] - The actual controllers remain unchanged, and the split is not expected to impact the company's operations [5] Group 5 - LIZHU Group's overseas subsidiary LIAN SGP plans to acquire 64.81% of the shares of Vietnamese listed company Imexpharm Corporation for approximately 1.587 billion yuan [6] - The acquisition will integrate Imexpharm into the company's consolidated financial statements [6] Group 6 - Tian Tie Technology signed a strategic cooperation framework agreement with Shenzhen Xinjie Energy to collaborate on solid lithium metal anode materials and new material development [6] - Wote Co. received a safety production license for its new material projects, enhancing production capacity for specialized materials [6] Group 7 - Gao Weida signed an investment agreement to invest 10 million yuan in Blue Core Computing, which focuses on RISC-V server chip development [7] - Bull Group adjusted its share repurchase plan to include self-raised funds, with a loan commitment of up to 360 million yuan from a bank [7] Group 8 - San Yi Heavy Industry submitted an application for issuing H-shares and listing on the Hong Kong Stock Exchange [8] - The application is in compliance with regulatory requirements and may be updated as necessary [8] Group 9 - Hubei Yihua's controlling shareholder plans to increase its stake in the company with a loan commitment of up to 360 million yuan for stock repurchase [9] - The increase plan is set to occur within six months, with a minimum investment of 200 million yuan [9] Group 10 - Sanfeng Environment's controlling shareholder increased its stake by purchasing 256,300 shares for approximately 2.11 million yuan [10] - The shareholder plans to continue increasing its stake within the next 12 months, with a minimum investment of 150 million yuan [10]
晚间公告丨5月22日这些公告有看头
第一财经· 2025-05-22 15:21
Group 1 - Hongchuang Holdings plans to acquire 100% equity of Shandong Hongtuo Industrial for 63.518 billion yuan, transforming from a single aluminum deep processing business to a full industry chain including electrolytic aluminum, alumina, and aluminum deep processing [3] - LIZHU Group intends to acquire 64.81% of Vietnam's Imexpharm Corporation for approximately 1.587 billion yuan, enhancing its presence in the pharmaceutical sector [4][5] - China Power Construction reported a new contract amount of 386.49 billion yuan from January to April, a year-on-year decrease of 4.9% [7] Group 2 - Wanhua Chemical announced a scheduled maintenance for its production facilities, including a five-month technical upgrade for its Yantai ethylene unit, which will not significantly impact operations [8] - Changhong High-Tech received a warning letter from the Ningbo Securities Regulatory Bureau for failing to disclose related party transactions in a timely manner [9] - Highgreat plans to invest 10 million yuan in Blue Core Computing, which focuses on RISC-V architecture chips [10] Group 3 - Xidi Micro plans to increase capital by 30 million USD in its wholly-owned subsidiary Hong Kong Xidi Micro to support its expanding business [12] - Bichuang Technology lost its high-tech enterprise qualification, resulting in an increase in corporate income tax rate from 15% to 25% for the years 2023 to 2025 [13] - Tonghua Dongbao intends to transfer 5.7% of its shares in Xiamen Tebao Biological Engineering for a total of 1.301 billion yuan [16] Group 4 - Tian Tie Technology signed a strategic cooperation agreement with Shenzhen Xinjie Energy to collaborate on solid-state battery lithium metal anode materials [23] - Nanjing Port disclosed that its stock trading has shown signs of market sentiment overheating, indicating potential irrational trading behavior [24] - Zhongnan Media signed a government procurement contract worth 1.009 billion yuan, ensuring stable revenue for its main business [25]
德迈仕:公司实控人将由何建平变更为潘异 股票复牌
news flash· 2025-05-22 12:32
智通财经5月22日电,德迈仕(301007.SZ)公告称,公司控股股东德迈仕投资之全体股东与汇心创智签署 了《股权转让框架协议》及《保密协议》,德迈仕投资之全体股东拟将所持全部股份转让给汇心创智。 若交易顺利完成,汇心创智将通过控制德迈仕投资成为公司间接控股股东,公司实际控制人将由何建平 变更为潘异。公司股票自2025年5月23日开市起复牌。 德迈仕:公司实控人将由何建平变更为潘异 股票复牌 ...
德迈仕(301007) - 关于控股股东之全体股东签署《股权转让框架协议》暨公司控制权拟发生变更的提示性公告
2025-05-22 12:32
大连德迈仕精密科技股份有限公司 关于控股股东之全体股东签署《股权转让框架协议》 暨公司控制权拟发生变更的提示性公告 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、误导性陈述或重大遗漏。 特别提示: 1、大连德迈仕投资有限公司(以下简称"德迈仕投资")系大连德迈仕精密科 技股份有限公司(以下简称"公司"或"上市公司")直接控股股东,持有公司 25,650,000股股份,占公司总股份的16.73%。2025年5月22日,德迈仕投资全体股 东与苏州汇心创智投资有限公司(以下简称"汇心创智")签署《股权转让框架协议》 ,德迈仕投资全体股东拟向汇心创智转让其持有的德迈仕投资100.00%的股权,交 易价格为人民币669,100,000元。 证券代码:301007 证券简称:德迈仕 公告编号:2025-022 2、如本次交易事项最终实施,公司直接控股股东不变,汇心创智将通过控制 德迈仕投资成为公司间接控股股东,公司实际控制人由何建平先生变更为潘异先 生,汇心创智及潘异先生将按照《上市公司收购管理办法》等有关法律、法规、 规范性文件规定履行相关义务。 3、本次公司控制权拟变更事项不涉及要约收购 ...
德迈仕(301007) - 关于筹划公司控制权变更进展暨复牌的公告
2025-05-22 12:32
2、本次事项能否最终实施完成及实施结果尚存在不确定性,敬请广大投资 者理性投资,注意投资风险。 一、停牌情况概述 大连德迈仕精密科技股份有限公司(以下简称"公司")控股股东大连德迈仕 投资有限公司(以下简称"德迈仕投资")正在筹划公司控制权变更相关事宜, 交易各方尚未签署正式协议。为保证公平信息披露,避免公司股价异常波动,维 护广大投资者利益,公司股票(股票简称:德迈仕,股票代码:301007)已于 2025 年 5 月 21 日(星期三)开市起停牌,预计停牌时间不超过 2 个交易日,具 体内容详见公司在中国证监会指定信息披露网站巨潮资讯网(www.cninfo.com.cn) 披露的《关于筹划公司控制权变更事项的停牌公告》。 二、进展情况介绍 公司于近日收到控股股东德迈仕投资的通知,获悉如下事宜:公司控制权变 更事项现已取得进一步进展,2025 年 5 月 22 日,公司控股股东德迈仕投资之全 体股东与苏州汇心创智投资有限公司( 以下简称"汇心创智")签署了《股权转 证券代码:301007 证券简称:德迈仕 公告编号:2025-021 大连德迈仕精密科技股份有限公司 关于筹划公司控制权变更进展暨复牌的公告 ...