300264，筹划控制权变更、停牌

Control Change - The chairman Chen Kunjiang is planning to transfer his shares, which may lead to a change in the company's controlling shareholder and actual controller [3] - The company has announced a temporary suspension of its stock trading to ensure fair information disclosure and protect investor interests [3] - Chen Kunjiang, the founder and current chairman, has been with the company since its inception and has held various leadership roles [3] Performance Pressure - The company has faced declining gross margins in traditional business and revenue drop in emerging sectors, leading to continuous losses [5] - For 2024, the company is projected to achieve approximately 149 million yuan in revenue but incur a net loss of 58 million yuan [5] - The VR/AR business, particularly the "large space content operation" project, has not yet shown significant revenue contributions due to high initial costs and insufficient marketing [5] Stock Performance - Despite ongoing losses, the company's stock price has increased by 27% this year, with a maximum increase of over 70% since April, resulting in a total market capitalization of 3 billion yuan [6] Recent Actions - Chen Kunjiang has been active in capital operations, including transferring 20.05 million shares to Chen Xintao last year, which represented 4.65% of the company's total equity [8] - This transfer was aimed at supporting the company's funding needs for strategic product development [8] - Chen Kunjiang is also considering participating in a private placement of 140 million yuan to optimize the company's capital structure and stabilize control [9]