DELONG CO-ENERGY(SZ:000593) 中国基金报·2025-10-25 02:31Core Viewpoint - Delong Huineng is planning a change in control as its major shareholder intends to transfer 29.64% of its shares, which may lead to a shift in the company's control structure [4][7]. Group 1: Share Transfer Details - The controlling shareholder, Beijing Dingxin Ruitong Technology Development Co., Ltd., has signed a share transfer intention agreement with Dongyang Noxin Chip Material Enterprise Management Partnership (Limited Partnership) to transfer 29.64% of its shares [4][6]. - The transfer is subject to negotiations and there is significant uncertainty regarding the final agreement [6]. - The funding for the acquisition will come from Noxin Chip Material's self-raised funds, with state-owned LP contributions pending internal processes [7]. Group 2: Impact on Company Operations - Delong Huineng stated that if the share transfer is completed, the actual controller of the company will change, but this will not adversely affect the company's normal operations and ongoing development [7]. - The control change does not involve a tender offer and does not harm the interests of the company or minority shareholders [7]. Group 3: Market Reaction - Following the announcement, Delong Huineng's stock price surged and hit the daily limit, closing at 8.71 yuan per share, with a total market capitalization of 3.1 billion yuan [12]. Group 4: Noxin Chip Material Background - Noxin Chip Material was established in July 2023 with a registered capital of 900 million yuan, focusing on enterprise management and consulting services [9]. - The major shareholders of Noxin Chip Material are Dongyang Jiyue Changqing Enterprise Management Co., Ltd. and Dongyang Dongwang Holdings Co., Ltd., which are both state-owned enterprises [9][10]. Group 5: Strategic Implications - The entry of Noxin Chip Material may inject semiconductor industry resources into Delong Huineng, which is primarily focused on clean energy production and supply, particularly natural gas [12].