TBEA(600089) 选股宝·2025-03-31 11:59Mergers and Acquisitions, Capital Increases - Xidi Micro plans to issue shares and pay cash to acquire 100% of Chengxin Micro for a transaction price of 100 million yuan [1] - Chengdu Xian Dao intends to acquire approximately 65% of Nanjing Haina Pharmaceutical Technology Co., Ltd [1] - Yiyuan Communication plans to raise no more than 2.3 billion yuan through a private placement for expansion projects related to automotive and 5G modules, AI computing power modules, and upgrading headquarters and R&D centers [1] Shareholding Increases, Transfers, and Buybacks - Ruixin Technology's Kaitou Linding plans to acquire 24.19% of the company's total share capital, changing the actual controller to Huangshan State-owned Assets Supervision and Administration Commission [2] - Qingtang City’s controlling shareholder intends to increase holdings by 1%-2% [2] - Shankai Intelligent's shareholder Liu Tao plans to transfer 5% of his shares to Linchang Investment for a total transfer price of 70 million yuan [2] - Glodon plans to repurchase 5 million to 10 million shares at a price not exceeding 21 yuan per share [2] External Investments and Daily Operations - TBEA's subsidiary Xinjiang Tianchi Energy is investing in a coal-to-natural gas project with a total investment of 17.03 billion yuan, along with a supporting coal supply project costing 808 million yuan [3] - Runjian Co., Ltd. plans to engage in an asset pool business with a budget of up to 5 billion yuan to meet funding needs for its computing network and other business developments [3] - Kuaijishan has raised prices on some key products by 4%-9% [3] - Jiangshan Co. plans to invest 92.777 million yuan in a digital center project [3] - Fuchuang Precision intends to acquire a 21.58% stake in Compart [3] - Wanye Enterprises plans to sell a 21.8539% stake in Zhejiang Puxin for 830 million yuan [3] Performance Changes - Shuanglin Co. expects a net profit growth of 93.35%-132.02% year-on-year in Q1 2025, driven by strong demand in the domestic new energy vehicle market [4] - Tianyuan Environmental Protection anticipates a net profit increase of 80.22%-110.26% in Q1 2025 due to operational capacity release from waste incineration and sewage treatment projects [4] - Hesong New Materials expects a net profit rise of 72.14%-90.07% in Q1 2025 following the production line launch of high-end intelligent composite materials [4] - Satellite Chemical forecasts a net profit growth of 41.79%-61.35% in Q1 2025, attributed to stable production, technological innovations, and market expansion [4] - Helin Micro expects a net profit of approximately 27 million yuan in Q1, marking a turnaround due to increased customer shipments and new market developments [4]