Guangdong Lvtong New Energy Electric Vehicle Technology (301322)
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拟现金收购大摩半导体,绿通科技跨界豪赌胜算几何?
Di Yi Cai Jing· 2025-06-03 12:15
Group 1 - Greenway Technology plans to acquire at least 51% of Damo Semiconductor to expand into the semiconductor equipment industry, following a failed acquisition attempt by Tianli Lithium Energy [1][2] - Greenway Technology's revenue has been declining, primarily due to weak sales of golf carts, which have significantly impacted overall revenue and profit [1][3] - The company aims to transform its business from electric vehicle manufacturing to the semiconductor sector through this acquisition [2][6] Group 2 - Damo Semiconductor has attempted to sell itself twice, with the most recent acquisition attempt by Tianli Lithium Energy ending in April 2023 [1][8] - As of the first quarter of 2024, Damo Semiconductor reported total assets of 734 million yuan and a net profit of 65.11 million yuan, but has not engaged in any financing since its establishment in 2017 [6][7] - The semiconductor equipment industry is capital and labor-intensive, with Damo Semiconductor's scale significantly smaller compared to its publicly listed peers [7][6]
绿通科技(301322) - 关于第二期回购公司股份进展的公告
2025-06-03 10:18
广东绿通新能源电动车科技股份有限公司 关于第二期回购公司股份进展的公告 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。 广东绿通新能源电动车科技股份有限公司(以下简称"公司")分别于 2024 年 9 月 4 日召开第三届董事会第十九次会议、第三届监事会第十八次会议,2024 年 9 月 18 日召开 2024 年第二次临时股东大会,逐项审议通过《关于稳定股价措 施暨第二期回购公司股份方案的议案》,公司拟使用首次公开发行人民币普通股 取得的部分超募资金不低于人民币 3,000 万元(含),不超过人民币 6,000 万元 (含)以集中竞价交易方式回购公司发行的人民币普通股(A 股)股票,回购价 格不超过人民币 27.00 元/股(含),回购股份将全部予以注销,减少注册资本。 回购股份的实施期限为自公司股东大会审议通过本次回购公司股份方案之日起 12 个月内。具体回购股份数量以回购期满时实际回购的股份数量为准。具体内 容详见公司分别于 2024 年 9 月 4 日、2024 年 9 月 19 日在巨潮资讯网 (www.cninfo.com.cn,下同)披露的《关于 ...
6.3犀牛财经早报:私募机构重仓新上市ETF 28家公司“脱星”“摘帽”
Xi Niu Cai Jing· 2025-06-03 01:43
Group 1: Bond ETF Market - The bond ETF market has seen significant growth, with over 40 billion yuan in net inflows in May alone, reaching a new high in total scale [1] - On May 30, 10 out of the top 12 ETF products by trading volume were bond ETFs, indicating strong market participation [1] - Nine bond ETFs have been approved for use as collateral in general pledge-style repurchase agreements, which may accelerate the expansion of the bond ETF market [1] Group 2: Public Fund Issuance - In May, bond funds dominated the public fund issuance market with a 55.07% issuance ratio, while equity products faced uneven demand [1] - The issuance of ETFs has declined for four consecutive months, raising only 11.068 billion units in May [1] - The market reflects a struggle between stability and change, with bond funds providing a safety net while equity products seek growth in niche segments [1] Group 3: Private Equity and ETF Investment - Private equity firms have shown strong interest in newly listed ETFs, with 104 firms holding a total of 1.783 billion shares in 97 ETFs [2] - The preferred themes for private equity investments are technology innovation and free cash flow [2] Group 4: Insurance Companies' Stock Purchases - As of the end of May, seven insurance companies have made 15 stock purchases this year, surpassing the total for 2023 and the first nine months of 2024 [2] - The majority of these purchases have been in bank stocks, with additional investments in public utilities, energy, and transportation sectors [2] Group 5: Corporate Developments - 28 companies have successfully removed their ST (Special Treatment) status this year, primarily through financial improvements, internal control repairs, and bankruptcy restructuring [3] - The airline industry is expected to see improved profitability due to falling oil prices and recovering demand, with a projected net profit margin of 3.7% for 2025 [3] - Domestic new energy vehicle manufacturers reported significant sales growth in May, with several companies achieving monthly sales exceeding 40,000 units, driven by extended-range vehicles [4] Group 6: Tesla's Sales Decline - Tesla's sales in France plummeted by 67% in May, marking the lowest sales level in nearly three years, despite the launch of a new version of its Model Y [6]
提前大涨!301322,拟收购半导体公司
Zhong Guo Ji Jin Bao· 2025-06-02 12:36
Core Viewpoint - Greenway Technology plans to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., Ltd. to expand into the semiconductor field, following the termination of a previous acquisition attempt by Tianli Lithium Energy [2][7]. Group 1: Acquisition Details - Greenway Technology signed a letter of intent for the acquisition with Damo Semiconductor and its shareholders, who collectively hold 100% of the company's shares [4][7]. - The acquisition is intended to diversify Greenway Technology's business and create new profit growth points [11][10]. Group 2: Financial Performance of Damo Semiconductor - Damo Semiconductor, established in April 2017, focuses on integrated circuit and semiconductor wafer detection, with a registered capital of approximately 21.62 million yuan [8]. - The company has received recognition from major clients such as SMIC and TSMC, and its products primarily cater to wafer production lines supporting 6 to 12-inch wafers and up to 14nm chip process technology [8][3]. - Damo Semiconductor's projected revenues for 2023 and 2024 are 231 million yuan and 270 million yuan, respectively, with net profits of approximately 58.57 million yuan and 65.11 million yuan [12]. Group 3: Financial Performance of Greenway Technology - Greenway Technology's revenue for 2024 is reported at 831 million yuan, a decrease of 23.15% year-on-year, with a net profit of 142 million yuan, down 45.98% [18][19]. - The company has faced challenges due to intensified competition in the electric vehicle sector and a decline in customer orders, impacting sales and profitability [18][20].
绿通科技: 关于签署收购意向协议的公告
Zheng Quan Zhi Xing· 2025-06-02 08:57
Overview of the Acquisition - The company intends to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., Ltd. through a cash transaction, aiming to gain control over the target company [1][2] - The acquisition is currently in the planning stage and is subject to further negotiation and implementation, with uncertainties regarding the final agreement [1][2] Transaction Details - The acquisition agreement has been signed with multiple parties, including individual shareholders and limited partnerships, indicating a structured approach to the transaction [1][4] - The target company specializes in integrated circuit and semiconductor wafer measurement, providing comprehensive solutions for global clients [3][4] Target Company Information - The target company focuses on the development and sales of front-end measurement and repair equipment, primarily for 6 to 12-inch wafer production lines, supporting advanced chip manufacturing processes [4][10] - The company has established a strong market position in the semiconductor measurement equipment sector and is recognized by major clients such as SMIC and TSMC [10] Strategic Implications - Successful completion of the acquisition is expected to facilitate the company's strategic transformation towards the semiconductor sector, enhancing its business diversification and profitability [10] - The acquisition aligns with national industrial policies and the company's long-term development goals, potentially improving overall competitiveness [10] Due Diligence and Conditions - The company will conduct thorough due diligence, including financial, legal, and operational assessments, to ensure the viability of the acquisition [5][6] - A confidentiality agreement is in place to protect sensitive information related to the transaction [7] Future Steps - The company will adhere to regulatory requirements and disclose necessary information as the acquisition progresses [11] - The final terms of the acquisition will be determined based on the results of due diligence and further negotiations [6][10]
绿通科技(301322) - 关于签署收购意向协议的公告
2025-06-02 08:30
5.公司将根据合作事项后续的进展情况,按照《深圳证券交易所创业板股 票上市规则》等法律法规及《公司章程》的相关规定,及时履行必要的决策程序 和信息披露义务。敬请广大投资者谨慎决策,注意投资风险。 证券代码:301322 证券简称:绿通科技 公告编号:2025-058 广东绿通新能源电动车科技股份有限公司 关于签署收购意向协议的公告 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。 特别提示: 1.广东绿通新能源电动车科技股份有限公司(以下简称"公司")拟筹划 以现金方式收购江苏大摩半导体科技有限公司(以下简称"大摩半导体"或"标 的公司")不低于 51%的股权,本次交易完成后公司预计将实现对标的公司的控 股。 2.本次签署的《收购意向协议》系各方就收购事宜达成的初步意向协议, 属框架性、意向性协议。本次交易尚处于筹划阶段,具体事宜尚待进一步协商、 推进和落实,本事项实施过程中尚存在不确定因素,最终能否达成存在不确定性, 后续具体事项以正式签订的协议为准。 3.标的公司 100%股权的整体估值最终以评估报告和正式签署的收购协议 为准。 4.根据《深圳证券交易所创业 ...
绿通科技(301322) - 2024年年度权益分派实施公告
2025-05-21 10:22
证券代码:301322 证券简称:绿通科技 公告编号:2025-056 广东绿通新能源电动车科技股份有限公司 2024 年年度权益分派实施公告 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。 特别提示: 1.根据《公司法》《深圳证券交易所上市公司自律监管指引第 9 号——回 购股份》等相关规定,上市公司回购专用证券账户中的股份不享有利润分配等权 利。因此,广东绿通新能源电动车科技股份有限公司(以下简称"公司")本次权 益分派以实施分配方案时公司总股本 142,458,008 股剔除回购专用证券账户中已 回购股份 1,170,130 股后的股本 141,287,878 股为基数,向全体股东每 10 股派发 现金 3.00 元(含税),合计派发现金股利 42,386,363.40 元(含税),不送红股, 不以资本公积金转增股本。 2.本次权益分派实施后计算除权除息价格时,以公司总股本 142,458,008 股 (含回购股份)折算后的每 10 股现金分红红利=现金分红总额/总股本(含回购 股份)*10 股=42,386,363.40 元/142,458,008 股 ...
绿通科技(301322) - 关于2024年年度权益分派实施后调整回购股份价格上限的公告
2025-05-21 10:22
证券代码:301322 证券简称:绿通科技 公告编号:2025-057 特别提示: 1.公司 2024 年年度权益分派实施后,第二期回购股份价格上限由不超过 26.81 元/股调整至不超过 26.51 元/股。 2.回购股份价格上限调整生效日期:2025 年 5 月 29 日。 一、第二期回购股份的基本情况 公司分别于 2024 年 9 月 4 日召开第三届董事会第十九次会议、第三届监事 会第十八次会议,2024 年 9 月 18 日召开 2024 年第二次临时股东大会,逐项审 议通过《关于稳定股价措施暨第二期回购公司股份方案的议案》,公司拟使用首 次公开发行人民币普通股取得的部分超募资金不低于人民币 3,000 万元(含), 不超过人民币 6,000 万元(含)以集中竞价交易方式回购公司发行的人民币普通 股(A 股)股票,回购价格不超过人民币 27.00 元/股(含),回购股份将全部予 以注销,减少注册资本。回购股份的实施期限为自公司股东大会审议通过本次回 购公司股份方案之日起 12 个月内。具体回购股份数量以回购期满时实际回购的 股份数量为准。具体内容详见公司分别于 2024 年 9 月 4 日、2024 ...
绿通科技(301322) - 兴业证券股份有限公司关于广东绿通新能源电动车科技股份有限公司2024年年度跟踪报告
2025-05-20 08:26
兴业证券股份有限公司 关于广东绿通新能源电动车科技股份有限公司 2024 年年度跟踪报告 | 保荐人名称:兴业证券股份有限公司 | 被保荐公司简称:绿通科技 | | --- | --- | | 保荐代表人姓名:张华辉 | 联系电话:020–83637785 | | 保荐代表人姓名:高颖 | 联系电话:020–83637785 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次数 | 0 次 | | 2.督导公司建立健全并有效执行规章制度 | | | 的情况 | | | (1)是否督导公司建立健全规章制度(包 | | | 括但不限于防止关联方占用公司资源的制 度、募集资金管理制度、内控制度、内部审 | 是 | | 计制度、关联交易制度) | | | (2)公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | (1)查询公司募集资金专户次数 | 每月查询 | | (2)公司募集资金项目进展是否与信息披 | | | 露文件一致 | 是 ...