折价率约20%！湖北国资拟入主688237

Core Viewpoint - The actual controllers of Chaozhuo Aviation Technology (688237) have chosen to cooperate deeply with a local state-owned enterprise, Hubei Jiaotong Investment Co., Ltd., and voluntarily relinquish control rights [2][7]. Group 1: Share Transfer Agreement - On November 28, Chaozhuo Aviation announced that its controlling shareholders, Li Guangping, Wang Chunxiao, and Li Yihan, signed a share transfer agreement with Hubei Jiaotong Investment, transferring a total of 18.7584 million shares, which accounts for 20.93% of the company's total share capital [2][3]. - The share transfer includes Li Guangping transferring 3.532 million shares (3.94%), Wang Chunxiao transferring 10.148 million shares (11.33%), and Li Yihan transferring 5.079 million shares (5.66%) [3]. Group 2: Financial Details - The transfer price is set at 41.16 yuan per share, totaling 772 million yuan for the entire transaction [4]. - The transfer price represents a discount of approximately 20% compared to the closing price of 51.45 yuan before the suspension of trading on November 24 [5]. Group 3: Post-Transfer Ownership Structure - After the transfer, Hubei Jiaotong Investment will hold 20.93% of the company's shares, while Li Guangping will retain 11.82% and Li Yihan will hold 17.01% [6][7]. - Li Yihan has signed a voting rights waiver agreement, agreeing to relinquish all non-financial rights associated with his remaining shares until certain conditions are met [6]. Group 4: Strategic Implications - The change in control will result in Hubei Jiaotong Investment becoming the new controlling shareholder, with the actual controller being the Hubei Provincial State-owned Assets Supervision and Administration Commission [7]. - Chaozhuo Aviation stated that the current shareholding structure and business scale cannot support the rapid expansion of the industry, and Hubei Jiaotong Investment, as a large state-owned enterprise, can provide significant support for the company's long-term development, including financing and mergers and acquisitions [7][8].