Jiamei Packaging(SZ:002969) Nan Fang Du Shi Bao·2025-12-17 13:01Core Viewpoint - The acquisition of 54.90% of Jamei Packaging by Zhuyue Hongzhi aims to integrate strategic resources and promote industrial upgrades, with a total transaction value of approximately 2.282 billion yuan [1][6]. Group 1: Acquisition Details - Zhuyue Hongzhi plans to acquire 54.90% of Jamei Packaging's shares through a combination of agreement and tender offer, with the stock resuming trading on December 17 [1]. - The acquisition will change the controlling shareholder from China Food Packaging Co., Ltd. to Zhuyue Hongzhi, with Yu Hao, founder of the high-tech brand Chasing Technology, becoming the actual controller of Jamei Packaging [1][6]. - The share transfer involves purchasing 279,255,722 shares at a price of 4.45 yuan per share, representing 29.90% of the total share capital, with additional plans for a tender offer to acquire 233,491,406 shares, or 25.00% of the total [5][6]. Group 2: Company Overview - Jamei Packaging is a leading platform enterprise in the beverage packaging industry, providing comprehensive services including research, design, production, and sales of beverage packaging containers [3][4]. - The company operates 17 subsidiaries and offers a wide range of beverage packaging solutions, including various types of cans and aseptic paper packaging, serving major clients like Yangyuan Beverage and Wanglaoji [3][4]. - Jamei Packaging has established a robust beverage filling service capability across multiple regions and product types, supporting both established brands and new entrants in the beverage market [4][5]. Group 3: Strategic Implications - The entry of Zhuyue Hongzhi is expected to leverage its strategic resources to empower Jamei Packaging in areas such as digitalization, smart manufacturing, and supply chain optimization, enhancing the company's competitiveness [2][3]. - Jamei Packaging holds a significant market share of approximately 20% in the beverage metal packaging market, positioning it favorably against competitors [6]. - The acquisition aligns with recent regulatory encouragement for market-oriented mergers and acquisitions aimed at technological innovation and industrial upgrades, indicating a trend towards deeper integration of traditional industries with technological advancements [6].