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“十倍牛股”上纬新材正式易主!智元机器人团队或将浮盈超200亿元,48岁新实控人毕业于电子科技大学,曾任华为副总裁

Core Viewpoint - The company, Upwind New Materials, has officially changed its controlling shareholder to Zhiyuan Hengyue, following the completion of a share transfer agreement, marking a significant shift in ownership and potential future growth opportunities [1][3][9]. Share Transfer and Ownership Changes - On September 23, Upwind New Materials announced that it received notification from SWANCORIND.CO.,LTD., Strategic Capital Holding Limited, and Jinfeng Investment Holdings regarding the completion of the share transfer registration [1]. - After the transfer, Zhiyuan Hengyue and another partner hold a combined 29.99% of the shares and corresponding voting rights, making Zhiyuan Hengyue the new controlling shareholder [3]. - The new actual controller of the company is identified as Deng Taihua, who is linked to Zhiyuan Hengyue [3][8]. Stock Performance and Market Reaction - Since the announcement of the share transfer plan in early July, Upwind New Materials' stock price surged from 7 yuan per share to around 110 yuan per share, representing an increase of over 10 times [4]. - As of September 23, the stock price remained above 90 yuan, with a market capitalization of 37 billion yuan, reflecting a significant rise from its low earlier in the year [4]. Financial Implications for New Shareholders - If the subsequent tender offer transaction is completed successfully, the core team behind Zhiyuan Hengyue could see a paper profit exceeding 20 billion yuan [3][9]. - The estimated cost for Zhiyuan Hengyue in the initial share transfer was approximately 784 million yuan, while the market value of the shares held has already reached about 9.25 billion yuan, indicating a potential profit of nearly 8.5 billion yuan [11]. Future Plans and Business Context - Zhiyuan Hengyue plans to further increase its stake in Upwind New Materials through a tender offer for an additional 149 million shares, which represents 37% of the company's total equity [11]. - The tender offer price is set at 7.78 yuan per share, which is significantly lower than the current market price, suggesting a strategic acquisition opportunity for the new shareholders [11].