A股掀“易主潮”逾30家公司扎堆 地方国资和产业资本发力积极赋能

Core Viewpoint - The A-share market is experiencing a wave of ownership changes among listed companies, driven by new policies such as the "National Nine Articles" and "Merger Six Articles," which support resource optimization and corporate restructuring [1][3][4]. Group 1: Ownership Changes - Over 30 companies have announced ownership changes since the beginning of the year, covering various sectors including high-end manufacturing and biomedicine [1][4]. - Recent announcements include companies like Yiming Pharmaceutical, Anner, and Honghe Technology declaring ownership changes [4][15]. - Local state-owned enterprises and industrial capital are the main participants in these ownership changes, aiming to empower industry recovery and transformation [2][4][12]. Group 2: Local State-Owned Enterprises - Local state-owned enterprises are identified as the core force in the current wave of ownership changes in the A-share market [6]. - For instance, Tenyi State-owned Assets Management signed a share transfer agreement to acquire 23.57% of Kede Education for 1.142 billion yuan, becoming the controlling shareholder [6]. - Guangzhou Industrial Control acquired 5% of Funeng Technology for 972 million yuan, leading to a change in the controlling shareholder to Guangzhou Industrial Control [6][7]. Group 3: Industrial Capital - Industrial capital is focusing on industry synergy and upgrading, with clear objectives for entering listed companies [12]. - Zijin Mining completed the acquisition of a 24.98% stake in Cangge Mining for 13.729 billion yuan, gaining control over the company [12]. - The semiconductor sector has seen significant activity, with North China Innovation acquiring a stake in Chip Source Microelectronics, enhancing complementary product offerings [13]. Group 4: Notable Transactions - The merger between Haiguang Information and Zhongke Shuguang is highlighted as a significant event in the domestic computing power industry, aligning with national strategies for self-sufficiency [15]. - Zhizheng Co. plans to acquire a 99.97% stake in Advanced Packaging Materials International for over 3.5 billion yuan, marking a shift in its business focus [14]. - The ownership changes in companies like Honghe Technology and Anner reflect industrial capital's efforts to enhance competitiveness through transformation [15].