拟16.65亿入主锋龙股份 优必选或成人形机器人“H+A”第一股

Core Viewpoint - The acquisition of approximately 43% of Fenglong shares by UBTECH through a combination of "agreement transfer + tender offer" is a strategic move to enhance its industry chain layout and strengthen core competitiveness [1][2] Group 1: Acquisition Details - UBTECH plans to invest approximately 1.665 billion yuan to acquire 43% of Fenglong shares, gaining control of the company [1] - The acquisition will occur in two steps: first, UBTECH will purchase 65.5299 million shares (29.99% of total shares) at a price of 17.72 yuan per share, followed by a tender offer for 28.45 million shares (13.02% of total shares) at the same price [1] - The acquisition price represents a discount of about 10% compared to Fenglong's last trading price of 19.68 yuan per share before suspension [1] Group 2: Financial Performance and Projections - Fenglong reported a revenue of 373 million yuan for Q3 2025, a year-on-year increase of 9.47%, and a net profit of 21.5185 million yuan, a significant increase of 1714.99% [2] - Fenglong has committed to performance guarantees, promising net profits of no less than 10 million, 15 million, and 20 million yuan for the years 2026 to 2028, with a total of at least 45 million yuan over three years [1] - UBTECH, established in March 2012 and listed in 2023, has not yet achieved profitability, with projected revenues of 1.008 billion yuan, 1.065 billion yuan, and 1.305 billion yuan from 2022 to 2024, but net losses of 987 million yuan, 1.265 billion yuan, and 1.16 billion yuan during the same period [2]