中国圣牧拟获现代牧业溢价约14.75%提全购要约
Zhi Tong Cai Jing· 2025-10-30 14:40
Group 1 - Modern Dairy Holdings has conditionally agreed to purchase 107.2 million shares of China Shengmu from shareholders for a total cash consideration of HKD 37.52 million, representing approximately 1.28% of China Shengmu's total issued share capital as of the announcement date [1] - Following the completion of the share purchase agreements, Modern Dairy Holdings and its concert parties will hold approximately 30% or more of China Shengmu's total issued share capital, triggering an obligation to make a mandatory offer for all outstanding shares at HKD 0.35 per share, a premium of about 14.75% over the last closing price of HKD 0.305 [2] - The merger will result in a combined herd size of over 610,000 heads, allowing Modern Dairy Holdings to leverage economies of scale in procurement of bulk materials like feed, thereby reducing unit costs and enhancing market competitiveness [3] Group 2 - The acquisition and subsequent offer are expected to strengthen Modern Dairy Holdings' market position in the raw milk supply sector, enhancing its overall risk resilience and competitive edge [3]
601628 大动作!北向资金逆市大幅净买入5股
Zheng Quan Shi Bao Wang· 2025-10-30 14:39
Market Overview - The three major A-share indices collectively retreated on October 30, with the Shanghai Composite Index falling below the 4000-point mark. The market turnover reached 24,642.94 billion yuan, an increase of over 170 billion yuan compared to the previous trading day. More than 1200 stocks closed higher, with 62 stocks hitting the daily limit up [1]. Institutional Ratings - A total of 436 buy ratings were issued by institutions today, covering 304 stocks. China Merchants Bank and Changshu Bank received the most attention, each receiving buy ratings from 7 institutions. Among the stocks rated by institutions, 9 stocks have an upside potential exceeding 50%, with Kweichow Moutai having the highest upside potential of 82.23% based on a target price of 2600 yuan [2][3]. Sector Performance - The food and beverage sector was the most favored by institutions, with 26 stocks, including New Dairy and Angel Yeast, making it to the buy rating list. The basic chemicals and electronics sectors also attracted institutional interest, with 25 and 24 stocks respectively [2]. Northbound Capital Flow - In the northbound trading, 13 stocks saw net buying from northbound funds, with Guodun Quantum, Penghui Energy, and Keda Guokai being the top three in terms of net buying amount, each exceeding 120 million yuan. Conversely, Samsung Medical faced a net selling of over 100 million yuan [4][6][7]. Corporate Announcements - China Life Insurance plans to invest 2 billion yuan in a fund investment plan, primarily targeting sectors such as semiconductors, digital energy, and smart electric vehicles. The total fundraising for this plan is 2.01 billion yuan [8]. - QY Technology intends to acquire a 25% stake in Zhongtong Tianhong for 37.5 million yuan, enhancing resource efficiency and reducing procurement costs [8]. - Jiaozuo Wanfang is set to invest approximately 3.8 billion yuan in a project to produce 400,000 tons of recycled aluminum annually, with a focus on various aluminum products [8]. - Trina Solar's subsidiary has signed a sales contract for over 1 GWh of energy storage products, while the company reported a net loss of 1.283 billion yuan for the third quarter [9].
商汤-W(00020.HK)授出1.12亿份受限制股份单位
Ge Long Hui· 2025-10-30 14:37
Core Viewpoint - SenseTime-W (00020.HK) announced the grant of a total of 112 million restricted share units to eligible participants, specifically employees of group member companies, as part of its restricted share unit plan adopted by the board on June 20, 2022, and revised according to the shareholder resolution dated June 26, 2024 [1] Summary by Relevant Sections - **Company Announcement** - The company will grant a total of 112 million restricted share units [1] - The grant is directed towards eligible participants, specifically employees of the group member companies [1] - **Plan Details** - The grant is part of the restricted share unit plan adopted on June 20, 2022 [1] - The plan was revised based on a shareholder resolution dated June 26, 2024 [1]
中国圣牧(01432.HK)获现代牧业(01117.HK)溢价约14.75%提强制有条件现金要约收购
Ge Long Hui· 2025-10-30 14:37
现代牧业控股有意于要约结束后维持中国圣牧股份于联交所的上市地位。 现代牧业控股为一间于开曼群岛注册成立的有限公司,其股份于联交所上市(股份代号:1117)。现代牧 业控股集团为一间中国领先的乳牛畜牧营运商及原料奶生产商。其两大业务部门为原料奶业务及奶牛养 殖综合解决方案业务,专注于为中国乳制品制造商供应高品质原料奶。 此外,Start Great已不可撤销地放弃并承诺不行使与其持有的所有剩余中国圣牧股份有关的表决权,但 以下事项除外:将或可能导致中国圣牧清盘、清算、合并、并购、中国圣牧主营业务变更、回购或注销 StartGreat持有的任何中国圣牧股份或与Start Great持有的任何中国圣牧股份相关或可能影响其所附经济 权利的任何事项、决定或行动。 于本公告日期,现代牧业控股及其一致行动人士拥有2,513,178,555股中国圣牧股份,占中国圣牧已发行 股本总额约29.99%。紧随任何一份购股协议项下的购股协议完成后,现代牧业控股及其一致行动人士 将持有合计30%或以上的中国圣牧已发行股本总额。因此,于根据任何一份购股协议作出购股协议完成 的规限下及于购股协议完成时,现代牧业控股将须根据收购守则规则26. ...
商汤-W授出1.12亿份受限制股份单位
Zhi Tong Cai Jing· 2025-10-30 14:35
Core Viewpoint - SenseTime-W (00020) announced the grant of a total of 112 million restricted stock units to eligible participants under the 2022 Restricted Stock Unit Plan, effective on October 30, 2025 [1] Summary by Categories - **Company Announcement** - SenseTime-W will issue a total of 112 million restricted stock units to qualified participants [1]
商汤-W(00020)授出1.12亿份受限制股份单位
智通财经网· 2025-10-30 14:33
Core Points - SenseTime-W (00020) announced the grant of a total of 112 million restricted stock units to eligible participants under the 2022 Restricted Stock Unit Plan, effective on October 30, 2025 [1]
中国圣牧(01432)拟获现代牧业(01117)溢价约14.75%提全购要约
智通财经网· 2025-10-30 14:33
智通财经APP讯,中国圣牧(01432)及现代牧业(01117)联合公布,于2025年10月30日,各售股股东与现 代牧业控股订立购股协议,现代牧业控股有条件同意购买相关售股股东持有的1.072亿股中国圣牧股份 (占于本公告日期中国圣牧已发行股本总额约1.28%),代价总额为现金3752万港元。 公告称,现代牧业控股集团及中国圣牧集团的合併后畜群规模将超过61万头。规模扩大后,现代牧业控 股集团将能够利用产量优势,在饲料等大宗材料采购中获得更优惠的价格,从而进一步实现规模经济并 降低单位成本。收购事项及要约(假设成为无条件)将扩大现代牧业控股集团的业务规模及资产基础,进 一步巩固其在原料奶供应市场的领先地位,增强其整体抗风险能力及市场竞争力。 同日,现代牧业控股、Start Great与蒙牛订立表决权协议,据此,Start Great已不可撤销地授予现代牧业 控股代理权,以行使其持有的约20.87亿股中国圣牧股份(占于本公告日期中国圣牧已发行股本总额的约 24.90%)的表决权。于本公告日期,Start Great持有中国圣牧已发行股本总额约29.99%,而构成表决权协 议标的的中国圣牧股份数目是经双方公平磋 ...
培力农本方(01498)发行合共1.4亿股股份
智通财经网· 2025-10-30 14:33
智通财经APP讯,培力农本方(01498)发布公告,根据日期为2025年7月25日的专利许可协议公司于2025 年10月30日配发及发行9348.84万股代价股份。 根据日期为2025年7月25日的认购协议公司于2025年10月30日配发及发行4651.2万股认购股份。 ...
新东方携手澳大利亚沃隆港大学,合作预科项目剪彩仪式在京举行
Huan Qiu Wang· 2025-10-30 14:31
孙涛在致辞中回顾了双方自签约以来的筹备历程,称此次在澳洲留学服务领域的创新突破,可以让中国 学生在熟悉的环境中通过预科项目完成学术能力和语言能力的双重提升,有效缓解远渡重洋的适应难 题,大幅降低留学成本;并期待该项目不断为更多学生提供更便捷、更高质量、更贴合实际需求的升学 通道。 双方代表现场剪彩 更令人欣喜的是,部分已经入读该预科的学生到场见证了剪彩仪式和中澳优质教育资源连接的重要时 刻,他们也将成为这条创新留学通道的首批受益者。 名校直通车,见证中澳教育合作新篇章 剪彩仪式在新东方总部大厦举办,沃隆港大学校长逯高清教授亲临现场,与新东方前途出国总裁孙涛, 携手沃隆港大学学院总经理菲力克斯·兰策利(Felix Lanceley)、副总经理兼全球项目总监希瑟·托马斯 (Heather Thomas),新东方前途出国助理副总裁兼澳新业务总监王怡,新东方前途出国助理副总裁兼 学术部总监朱宏希共同出席活动,并完成剪彩仪式。 来源:环球网 10月30日,沃隆港大学校长逯高清(G.Q Max Lu AO)教授一行莅临新东方前途出国总部,出席中国首 家官方授权的沃隆港大学学院(UOW College Australia) ...
000002 第10次获大股东输血!中央汇金持股不动
Shang Hai Zheng Quan Bao· 2025-10-30 14:29
10月30日,万科A(000002)公告称,公司第一大股东深圳市地铁集团有限公司(以下简称"深铁集 团")向公司提供不超过22亿元借款,用于偿还公司在公开市场发行的债券本金与利息。 根据公告,深铁集团已累计向公司提供借款269.3亿元(不含本次借款)。其中,自公司于2025年6月27 日召开2024年度股东大会以来,深铁集团已分批次向公司提供以下款项及相关安排:新增借款62.49亿 元、展期借款8.9亿元、新增借款8.69亿元并提供资产抵质押、新增借款11.89亿元(2025年8月5日董事 会审议通过的借款金额是不超过16.81亿元),新增借款20.64亿元、新增借款9.89亿元以及公司就已有 的15.51亿元借款提供万物云股权质押作为担保。其中,62.49亿元借款和8.9亿元借款已获得深圳证券交 易所同意在确认关联交易是否达到需提交公司股东会审议金额时,豁免累计计算。 自2月10日以来,万科A已10次向公司第一大股东深铁集团借钱。 10月30日,万科发布三季报,2025年前三季度,万科整体经营仍然承压。报告期内,公司实现营业收入 1613.9亿元,同比下降26.61%;净利润亏损280.2亿元。第三季度单季 ...