Core Viewpoint - Zhejiang True Love Home Co., Ltd. (True Love Home) announced a share transfer agreement with Guangzhou Tanjiyuanqing Technology Partnership (Limited Partnership) (Tanjiyuanqing), where True Love Group intends to transfer 43.1856 million shares, representing 29.99% of the total share capital, to Tanjiyuanqing [2] Group 1: Share Transfer and Control Change - True Love Group will transfer 43.1856 million unrestricted circulating shares to Tanjiyuanqing, which will result in Tanjiyuanqing becoming the controlling shareholder of True Love Home [2] - Tanjiyuanqing plans to make a partial tender offer to all shareholders, excluding itself, for 21.6 million shares, which is 15% of the total share capital [2] - True Love Group commits to effectively tendering 18.7344 million shares, accounting for 13.01% of the total share capital, in support of the tender offer [2] Group 2: Business Outlook and Strategic Intent - The equity change is based on confidence in the company's business development prospects and long-term investment value, aiming to enhance profitability and operational sustainability [3] - The collaboration between True Love Home and Tanjiyuanqing is expected to leverage AI and resource integration to promote high-quality development and increase company value [3] Group 3: Company Performance and Market Position - True Love Home, listed in 2021, specializes in home textiles, particularly blankets, with over 80% of its business coming from overseas markets [4] - For the first three quarters of 2025, the company reported revenue of 724 million yuan, a year-on-year increase of 16.16%, and a net profit of 230 million yuan, up 310.28% year-on-year [4] - The company emphasizes AI and digital upgrades, having developed an industrial internet platform that covers the entire blanket industry process [4] Group 4: Acquirer Profile and Market Impact - Tanjiyuanqing, established in April 2016, focuses on digital productivity and has been recognized in the Hurun Global Unicorn List for five consecutive years [5] - The company serves over 50,000 enterprises, including major players like Alibaba, Huawei, and Amazon, and has received multiple rounds of investment from top-tier capital institutions [5] - The founders of Tanjiyuanqing have notable accolades, with the CEO recognized as a leading young entrepreneur and the CTO featured in various elite lists [6] Group 5: Policy and Industry Trends - The Chinese government has issued policies to promote the integration of AI across industries, aiming for over 70% application penetration by 2027 [7] - Tanjiyuanqing's AI agents are designed to address industry pain points and enhance productivity across various sectors, showcasing the potential for traditional manufacturing to seek new growth avenues [8] - The acquisition serves as a benchmark for integrating AI with the real economy, providing a model for industrial upgrades and the development of new productive forces [8]
真爱美家控股权或将变更 AI平台探迹科技拟收购其44.99%股权