登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688036 证券简称：传音控股 公告编号：2025-024 深圳传音控股股份有限公司 股东询价转让结果报告书暨持股5%以上股东权益变动触及1%整数倍的提示性公告 深圳市传音投资有限公司（以下简称"传音投资"或"转让方"）保证向深圳传音控股股份有限公司（以下 简称"传音控股"或"公司"）提供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真 实性、准确性和完整性依法承担法律责任。本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 重要内容提示: ● 本次询价转让的价格为81.81元/股，转让的股票数量为22,807,011股。 ● 传音投资参与本次询价转让。 ● 本次权益变动为股份减持和被动稀释。本次转让不会导致公司控股股东、实际控制人发生变化。 ● 本次权益变动后，传音投资持有公司股份比例由49.64%减少至47.15%，持有公司权益比例变动触及 1%的整数倍。 一、转让方情况 （一）转让方基本情况 截至2025年9月11日转让方所持公司股份的数量、比例情况如下： ■ （四）转让方未能转让的原因及影响 □适用 √不适用 ...

Core Viewpoint - Transsion Holdings, known as the "King of Mobile Phones in Africa," is transferring 22.807 million shares, approximately 2.00% of its total share capital, due to the controlling shareholder's need for funds [2][3]. Group 1: Share Transfer Details - The controlling shareholder, Shenzhen Transsion Investment Co., plans to raise approximately 1.866 billion yuan through this share transfer [3]. - The transfer will not occur through the secondary market but will be directed towards institutional investors with appropriate pricing and risk-bearing capabilities [3]. - The transfer price has been set at 81.81 yuan per share, with 26 institutional investors participating in the bidding, resulting in a subscription of 26.168 million shares, 1.15 times the amount being transferred [3]. Group 2: Financial Performance - Transsion Holdings reported a significant decline in performance, with a 15.86% year-on-year decrease in revenue to 29.077 billion yuan for the first half of 2025 [4]. - The net profit attributable to shareholders plummeted by 57.48% to 1.213 billion yuan, attributed to product launch timing, market competition, and supply chain costs [4]. - The company's inventory value reached 9.297 billion yuan, a 7.32% increase from the previous year, indicating potential inventory accumulation risks amid declining revenue [4]. Group 3: Strategic Initiatives - In response to challenges in its core business, Transsion Holdings is pursuing diversification and high-end strategies, expanding into digital accessories and home appliances [5]. - The company has increased its R&D expenditure by 15.12% year-on-year, although new business contributions to overall revenue remain below 2% [5]. - The effectiveness of the high-end strategy in translating into market sales and profits remains uncertain, raising questions about the timing of the controlling shareholder's share reduction during a critical transformation period [5].

Core Viewpoint - Transsion Holdings, known as the "King of Mobile Phones in Africa," announced a share transfer plan involving 22.807 million shares, representing approximately 2.00% of the company's total equity, due to the controlling shareholder's need for funds [2][3] Group 1: Share Transfer Details - The share transfer will not occur through the secondary market but will be directed towards institutional investors with appropriate pricing and risk capabilities [2] - The transfer price has been set at 81.81 yuan per share, attracting 26 institutional investors who collectively offered to purchase 26.168 million shares, 1.15 times the amount available for transfer [3] - The controlling shareholder, Shenzhen Transsion Investment Co., Ltd., will receive approximately 1.866 billion yuan from this transfer [3] Group 2: Financial Performance - Transsion Holdings reported a significant decline in its financial performance, with a 15.86% year-on-year decrease in revenue to 29.077 billion yuan and a 57.48% drop in net profit to 1.213 billion yuan for the first half of 2025 [3] - The company attributed the revenue decline to factors such as product launch timing, market competition, and supply chain costs [3] - The company's inventory value reached 9.297 billion yuan, a 7.32% increase from the previous year, indicating potential inventory accumulation risks amid declining revenues [3] Group 3: Strategic Initiatives - In response to challenges in its core mobile business, Transsion Holdings is pursuing diversification and high-end strategies, expanding into digital accessories and home appliances while increasing R&D investment by 15.12% year-on-year [4] - However, the new business lines currently contribute less than 2% to overall revenue, raising questions about the effectiveness of the high-end strategy in translating to market sales and profits [5] - The timing of the controlling shareholder's share reduction during a critical period of strategic transition adds uncertainty to the company's future [5]

Core Points - Transsion Holdings (688036.SH) recently announced the pricing details for a shareholder inquiry transfer, with a preliminary transfer price set at 81.81 yuan per share [1] - A total of 26 institutional investors participated in the inquiry transfer, including fund management companies, insurance companies, securities firms, private equity managers, and qualified foreign investors [1] - The total number of shares effectively subscribed by participating institutional investors reached 26,168,000, corresponding to an effective subscription multiple of approximately 1.15 times the transfer base price [1] - The transfer is fully subscribed, with a preliminary determination of 20 institutional investors as the transferees, intending to acquire a total of 22,807,011 shares [1] - The selling party, Shenzhen Transsion Investment Co., Ltd., is the controlling shareholder of Transsion Holdings, holding more than 5% of the company's shares [1] - The total revenue from this transfer is approximately 1.866 billion yuan [2] - The inquiry transfer does not involve a change in company control and will not affect the company's governance structure or ongoing operations [1]

据每日经济新闻，这并不是传音投资首次通过询价转让的方式减持传音控股股份——去年5月下旬，传 音投资就曾通过询价转让的方式减持了1%的股份。根据当时认购邀请书约定的定价原则，最终12家投 资者获配，最终确认的询价转让价格为125.55元/股，转让的股票数量为806.5652万股。以此计算，传音 投资去年询价转让套现了10.13亿元。 本次询价转让的出让方传音投资为传音控股的控股股东，持有传音控股股份比例超过5%。 股东与组织券商综合考虑股东自身资金需求等因素，协商确定本次询价转让的价格下限，且本次询价转 让的价格下限不低于发送认购邀请书之日(即2025年9月11日，含当日)前20个交易日股票交易均价的 70%。本次询价认购的报价结束后，中信证券将对有效认购进行累计统计，依次按照价格优先、数量优 先、时间优先的原则确定转让价格。 中国经济网北京9月12日讯传音控股(688036.SH)昨晚发布的股东询价转让计划书显示，拟参与公司首发 前股东询价转让的股东为深圳市传音投资有限公司(以下简称为"出让方"或"传音投资")；出让方拟转让 股份的总数为22,807,011股，占传音控股总股本的比例约为2.00%；本次询价转 ...

Core Viewpoint - Transsion Holdings, known as the "King of Mobile Phones in Africa," announced a plan to transfer 22.807 million shares, representing approximately 2% of its total share capital, due to the controlling shareholder's funding needs [1][2]. Group 1: Share Transfer Details - The share transfer will not occur through centralized bidding or block trading, and the transferee cannot transfer the shares within six months after acquisition [1]. - This is the second time Transsion Investment has opted for an inquiry-based transfer, having previously transferred 1% of shares in May 2024, raising over 1 billion yuan [2]. Group 2: Financial Performance - For the first half of 2025, Transsion Holdings reported revenue of 29.077 billion yuan, a year-on-year decline of 15.86%, and a net profit of 1.213 billion yuan, down 57.48% [3][4]. - The decline in performance is attributed to product launch timing, market competition, and supply chain costs [5]. Group 3: Dividend Distribution - The company plans to distribute approximately 9.12 billion yuan in cash dividends for the first half of 2025, which accounts for 75.22% of its net profit [5]. - Since its listing in 2019, Transsion has distributed cash dividends totaling over 13 billion yuan, with an average dividend payout ratio of 57.10% [6][8].

Group 1 - The core point of the article is that Transsion Holdings (688036.SH) has announced a shareholder inquiry transfer plan, with Shenzhen Transsion Investment Co., Ltd. as the selling shareholder [1] - The total number of shares to be transferred is 22.807 million, which accounts for approximately 2% of the company's total share capital [1] - Shenzhen Transsion Investment Co., Ltd., the selling party, is the controlling shareholder of the company, holding more than 5% of the company's shares [1]

Core Viewpoint - Transsion Holdings (688036.SH) has announced a shareholder inquiry transfer plan, with Shenzhen Transsion Investment Co., Ltd. as the selling shareholder, proposing to transfer a total of 22.807 million shares, accounting for approximately 2% of the company's total share capital [1] Group 1 - The selling shareholder, Shenzhen Transsion Investment Co., Ltd., is the controlling shareholder of the company, holding more than 5% of the company's shares [1]

格隆汇9月11日丨传音控股(68036.SH)公布，拟参与公司首发前股东询价转让（简称"本次询价转让"） 的股东为深圳市传音投资有限公司（称为"出让方"）；出让方拟转让股份的总数为2280.7万股，占传音 控股总股本的比例约为2.00%。 ...

传音控股公告，深圳市传音投资有限公司计划参与公司首发前股东询价转让，拟转让股份总数为2280.7 万股，占公司总股本的2.00%。本次询价转让价格下限不低于发送认购邀请书之日（2025年9月11日） 前20个交易日股票交易均价的70%。受让方为具备相应定价能力和风险承受能力的机构投资者，受让后 6个月内不得转让。 ...