复牌!603078拟易主上海国资

Core Viewpoint - Jianghua Microelectronics plans to change its controlling shareholder from Zibo Xingheng Tusheng Holdings to Shanghai Fuxun Technology, with the actual controller shifting to the Shanghai State-owned Assets Supervision and Administration Commission [2][9]. Group 1: Shareholder Change - On January 19, Zibo Xingheng Tusheng signed a conditional share transfer agreement to sell 23.96% of Jianghua Microelectronics' shares at a price of 20 yuan per share, totaling 1.848 billion yuan [9]. - After the transaction, Zibo Xingheng Tusheng will no longer hold shares in Jianghua Microelectronics, and Shanghai Fuxun Technology will become the new controlling shareholder [10]. Group 2: Strategic Focus - The share transfer is part of Zibo Urban Asset Operation Group's strategy to focus on its core business and optimize its industrial layout [10][11]. - Zibo Urban Asset Operation Group manages state-owned assets in Zibo and aims to enhance its core functions through this divestment [11]. Group 3: Partnership with Shanghai Huayi - The transfer also aims to support Jianghua Microelectronics in leveraging the technological and industrial advantages of Shanghai Huayi Holding Group to explore development potential [14]. - Shanghai Huayi, a major chemical enterprise group, holds 95% of Shanghai Fuxun Technology, which will now have a significant role in Jianghua Microelectronics' future [16]. Group 4: Financial Performance - Jianghua Microelectronics has experienced revenue growth without corresponding profit increases, with revenues growing by 6.73% and 10.92% in 2024 and the first three quarters of 2025, respectively, while net profits decreased by 6.29% and 8.66% [17]. - For the current reporting period, Jianghua Microelectronics reported revenues of approximately 329.44 million yuan, a year-on-year increase of 10.27%, but a net profit attributable to shareholders of 30.71 million yuan, reflecting a decline of 8.66% [18].