TIP Group(SH:605255) Zheng Quan Ri Bao Wang·2025-12-03 06:41Core Viewpoint - The company, Ningbo Tianpu Rubber Technology Co., Ltd. (Tianpu Co., 605255), held a special investor communication meeting to address concerns regarding control changes and a comprehensive tender offer, aiming to stabilize market expectations [1]. Group 1: Transaction Details - The share transfer agreement has been confirmed by the Shanghai Stock Exchange, with the transfer of 25.14 million shares completed on November 3, representing 18.75% of the total share capital, all of which are tradable shares [1]. - Tianpu Holdings remains the controlling shareholder, with You Jianyi as the actual controller. Following this, Zhonghao Xinying (Hangzhou) Technology Co., Ltd. plans to increase its investment in Tianpu Holdings, which will lead to a controlling stake of 68.29%, exceeding the 30% legal threshold and triggering a comprehensive tender offer [1]. - The tender offer price is set at 23.98 yuan per share, with the acceptance period from November 20 to December 19, lasting 30 calendar days [1]. Group 2: Market Implications - Based on the recent closing price of 147.00 yuan per share, if investors accept the tender offer and do not withdraw before the deadline, they could incur a loss of 123.02 yuan per share if the price remains unchanged at the end of the offer period [2]. - The company has emphasized that investors can withdraw their acceptance before the close on December 16, but cannot do so in the last three trading days of the offer period, highlighting a risk point [2]. Group 3: Company Strategy and Future Plans - The company clarified that Zhonghao Xinying is not planning any shell acquisition, capital injection, or business changes, as it is currently pursuing an independent IPO and has entered the shareholding reform stage [2]. - The core purpose of the transaction is to facilitate high-quality development of the listed company by optimizing the shareholder structure and governance, thereby enhancing resource allocation efficiency and injecting new momentum for long-term development [2]. - After the transaction, You Jianyi will continue to participate in the management of the listed company to ensure a smooth transition, while Yang Gongyifan from Zhonghao Xinying will drive the company to expand from traditional fuel vehicles to the new energy vehicle sector, aiming to improve business quality and continuously create value for minority shareholders [3].