TFC(SZ:300394) Zhong Guo Zheng Quan Bao·2025-11-15 14:13Core Viewpoint - Tianfu Communication's controlling shareholder, Suzhou Tianfu Renhe Investment Management Co., Ltd., plans to participate in a price inquiry for the transfer of shares due to its own funding needs [2][6]. Shareholder Information - Tianfu Renhe holds 295,000,059 shares, accounting for 37.95% of Tianfu Communication's total shares [6]. - The number of shares to be transferred in this inquiry is 8.5 million, representing 1.09% of the total share capital [6]. Pricing and Transfer Details - The minimum transfer price is set at no less than 70% of the average trading price of Tianfu Communication's stock over the 20 trading days prior to November 14 [6][8]. - The transfer will be conducted as a non-public transfer, and the acquiring institutions must have the corresponding pricing capability and risk tolerance [8]. Company Performance - Tianfu Communication is a leading provider of optical device solutions and advanced packaging services, with products widely used in AI, data centers, fiber optics, and optical sensing [8]. - The company has experienced significant revenue growth, with a projected revenue growth rate exceeding 60% for both 2023 and 2024, and a net profit growth rate exceeding 80% [8]. - For the first three quarters of 2023, the company reported revenue of 3.918 billion yuan, a year-on-year increase of 63.63%, and a net profit of 1.465 billion yuan, up 50.07% [8][9]. Stock Performance - Tianfu Communication's stock price has risen significantly, from a low of 39.94 yuan per share to a high of 224.55 yuan per share, closing at 155.47 yuan per share on November 14 [9][10]. Other Shareholder Activities - The second-largest shareholder, Zhu Guodong, has also engaged in share reductions and transfers within the past year, including a reduction of 3.4512 million shares at an average price of 98.34 yuan per share [10].