Jiamei Packaging(SZ:002969) Ge Long Hui·2025-12-30 06:48Core Viewpoint - The acquisition of Jamei Packaging by Zhuyue Hongzhi is positively received by the market, reflecting investor confidence in the growth potential of the company under new control [1] Group 1: Acquisition Details - Zhuyue Hongzhi plans to acquire 54.90% of Jamei Packaging for approximately 2.282 billion yuan, making it the controlling shareholder [1] - The acquisition aims to integrate industrial funds and promote the strategic resource upgrade of the listed company [1] Group 2: New Leadership and Market Expectations - The new actual controller, Yu Hao, is the founder of Chasing Technology, which is expected to drive strong growth in Jamei Packaging due to its robust clean technology business [1] - Chasing Technology has established itself as a leader in the global smart cleaning sector, with its products ranking first in market share in over 20 countries [2] Group 3: Technological Advancements - Chasing Technology is the first company globally to achieve motor speeds exceeding 200,000 RPM, showcasing its technological leadership [2] - The company has developed a range of core technologies, including high-speed digital motors and smart algorithms, leading to a diverse product matrix [1][2] Group 4: Financial Performance - Chasing Technology's revenue reached 15 billion yuan in 2024, with projections indicating that the first half of 2025 will surpass the entire revenue of 2024, reflecting a compound annual growth rate exceeding 100% over six years [2] - The market anticipates that if Chasing Technology's smart cleaning business were to be independently listed, its valuation could exceed 100 billion yuan, significantly higher than Jamei Packaging's current market value [3]