688579，实控人拟变更为山东省国资委

Core Viewpoint - The control change plan for Shanda Diwei (688579) has been finalized, with the controlling shareholder shifting from Shanda Capital to Shandong High-speed Group, and the actual controller changing from Shandong University to the State-owned Assets Supervision and Administration Commission of Shandong Province [1][5]. Control Change - Shanda Capital plans to transfer 24.59% of its shares in Shanda Diwei to Shandong High-speed Group without compensation, retaining 4.99% of the shares post-transfer [5]. - The control change process began on April 10, 2023, in response to national policies regarding the reform of enterprises affiliated with universities [5]. - Shanda Diwei's main business includes smart human resources, smart medical insurance, and intelligent electricity usage, with revenue primarily from government departments and institutions [5]. Financial Performance - In the first half of the year, Shanda Diwei achieved revenue of 209 million, a year-on-year increase of 0.46%, and a net profit attributable to shareholders of 19.77 million, a decrease of 5.18% compared to the previous year [5]. - Since the announcement of the control change plan, Shanda Diwei's stock price has increased by 26%, with a current market capitalization of 4.6 billion [5]. Industry Reform - The reform of enterprises affiliated with universities has been ongoing since 2018, with several universities, including Tsinghua University and Fudan University, actively pursuing asset divestiture [6]. - Shandong University is further advancing this reform, with another company, Ouma Software, also planning to transfer 25.82% of its shares to a state-owned investment holding company [6]. Talent and Innovation - Shanda Diwei benefits from a strong talent pool, including 8 professors and 6 doctoral supervisors, as well as several innovation platforms and collaborations with top universities [6]. - The company has established multiple research centers and platforms for technology transfer and collaboration, enhancing its business capabilities [6]. Operational Stability - The company has stated that the share transfer will not affect its normal production and operations, which are currently stable [7].