斥资15亿！上海“新生”企业拿下上市公司

Core Viewpoint - The recent announcement by He Sheng New Materials regarding the transfer of 18% of its shares to Moer Zhixin marks a significant change in control, with implications for the company's strategic direction towards the semiconductor industry [1][3][12]. Group 1: Share Transfer Details - He Sheng New Materials' controlling shareholder Zhao Dongming and others plan to transfer 44.66 million shares (18% of total shares) to Moer Zhixin at a price of 33.71 yuan per share, totaling approximately 1.505 billion yuan [1][6]. - After the transaction, Moer Zhixin will become the controlling shareholder, and the actual controller will change to Xie Haiwen [3][5]. - The share transfer price represents a discount of about 13% compared to the market price of 38.82 yuan per share, valuing He Sheng New Materials at approximately 9.632 billion yuan [6][7]. Group 2: Company Background and Performance - He Sheng New Materials, established in 2002, specializes in the research, production, and sales of composite materials for home appliances, with a stable supply relationship with major brands like Samsung and LG [8][9]. - The company has shown steady revenue growth, with reported revenues of 2.269 billion yuan in 2021 and projected revenues of 2.526 billion yuan in 2024, alongside a significant profit increase of 67.9% in the first three quarters of the current year [8][9]. Group 3: New Controlling Shareholder and Strategic Direction - Moer Zhixin, established in August 2025, focuses on cutting-edge technology sectors, including integrated circuit design and artificial intelligence, indicating a strategic shift for He Sheng New Materials towards technology and semiconductor industries [10][12]. - The new controlling shareholder's background in finance and industry, particularly Xie Haiwen's experience in investment and project incubation, is expected to enhance He Sheng New Materials' competitive edge [11][12]. - The acquisition is seen as a signal for He Sheng New Materials to accelerate its transformation into the semiconductor field, with plans to leverage its existing resources for further development in this area [12][13].