WELLTECH(SZ:002058) Xin Lang Cai Jing·2025-09-19 01:48Group 1 - *ST Weir reached the daily limit with a price of 28.25 yuan, a rise of 4.99%, and a total market value of 4.255 billion yuan [1] - The company is undergoing a significant strategic transformation by selling its instrumentation business and planning to acquire 51% of Zijiang New Materials, entering the new energy materials sector [2] - Zijiang New Materials specializes in lithium battery aluminum-plastic film, holding a 22.2% market share in the domestic market, indicating strong industry growth potential [2] Group 2 - Zijiang Group has committed to a net profit of no less than 65.5 million yuan, 78.5 million yuan, and 95.8 million yuan for the years 2025 to 2027, providing a performance guarantee for the company [2] - The transaction is expected to turn the company's earnings per share (EPS) from negative to positive, improving asset quality, with a projected EPS increase from -0.12 yuan to 0.27 yuan in 2025 [2] - The cash payment method for the acquisition avoids share dilution, minimizing the impact on existing shareholders' equity [2] Group 3 - On September 18, the company was included in the "Dragon and Tiger List" with a transaction volume of 199 million yuan, indicating institutional net buying, which reflects positive sentiment towards the company's transformation [2] - The recent market focus on new energy materials has led to better performance of related stocks, creating a certain degree of sector linkage effect [2]