（原标题：突然宣布！院士董事长辞职） 【导读】肖伟辞任康缘药业董事长，但仍将继续担任董事等职务 中国基金报记者 卢鸰 知名中药上市公司康缘药业的创始人和实际控制人肖伟，突然辞任公司董事长职务，但仍旧担任公司董 事等职务。 肖伟现年66岁，为中国工程院院士、第十四届全国人大代表。 2024年，康缘药业业绩下滑，营业收入同比下降19.86%，净利润同比下降15.58%。2025年一季度，康 缘药业业绩继续下滑，营收同比下降35.38%，净利润同比下降38.37%。 肖伟辞任董事长 康缘药业6月20日晚公告，公司董事会于近日收到公司董事长肖伟提交的书面辞职报告。肖伟因个人原 因，申请辞去公司第八届董事会董事长职务。 不过，在辞去上述职务后，肖伟仍将继续担任公司第八届董事会董事、战略委员会主任委员、审计委员 会委员职务。 2005年至2023年3月，肖伟任江苏康缘集团有限责任公司董事长；2023年3月起，任江苏康缘集团有限责 任公司董事；2008年10月至2021年4月，任康缘药业总经理；2000年11月起任康缘药业董事长。 值得注意的是，康缘药业的控股股东江苏康缘集团有限责任公司的现任董事长为凌娅。凌娅此前曾任康 ...

Core Viewpoint - The sudden resignation of Xiao Wei as the chairman of Kangyuan Pharmaceutical raises questions about the company's future direction amid declining performance [2][5]. Group 1: Company Leadership Changes - Xiao Wei, the founder and actual controller of Kangyuan Pharmaceutical, has resigned as chairman but will continue to serve as a board member and in other roles [2][5]. - His resignation is attributed to personal reasons, and it is stated that it will not affect the normal operation of the board [5][6]. - Xiao Wei has been a significant figure in the company since its inception, leading its transformation towards modernization and innovation [5][6]. Group 2: Financial Performance - In 2024, Kangyuan Pharmaceutical experienced a significant decline in performance, with revenue dropping by 19.86% to 3.898 billion yuan and net profit decreasing by 15.58% to 392 million yuan [3][8]. - The downward trend continued into the first quarter of 2025, with revenue falling by 35.38% and net profit declining by 38.37% compared to the previous year [3][8]. Group 3: Stock Incentive Plan - Due to unmet performance targets for 2024, Kangyuan Pharmaceutical decided to repurchase and cancel 3.3003 million shares of restricted stock from 155 incentive plan participants [9]. Group 4: Industry Context - There has been a trend of state-owned enterprises acquiring private traditional Chinese medicine companies, with several recent examples [10][11]. - The stock price of Kangyuan Pharmaceutical was reported at 14.73 yuan per share, with a market capitalization of 8.34 billion yuan as of June 20 [13].

【导读】台基股份实际控制人将变更为湖北省国资委 中国基金报记者 卢鸰 6月19日晚， 台基股份 公告 称 ， 长江产业投资集团 拟通过受让新仪元32.0369%股权及接受63.7949%表决权委托，取得公司控制权， 进而成为台基股份间接控股股东；公司实际控制人将由邢雁变更为湖北省国资委，控股股东仍为新仪元。台基股份股票自2025年6月20日 起复牌。 本次权益变动完成后，上市公司控股股东持有情况没有变化，长江产业 投资 集团通过新仪元间接持有8.43%的上市公司股份，并取得上市 公司26.32%的表决权，上市公司实际控制人由邢雁变更为湖北省国资委。 长江产业 投资 集团控股上市公司或达7家 长江产业 投资 集团成立于2022年1月25日，由原湖北省长江产业 投资 投资集团有限公司、原湖北省高新产业投资集团有限公司等合并组 建而成。 长江产业 投资 集团注册资本 为 336亿元，资产总额 为 2509亿元，旗下认缴基金规模超7000亿元，拥有实控二级子公司25家。其中， 长江产业 投资 集团控股广济药业、万润科技、双环科技、奥特佳、凯龙股份 共 5家上市公司，战略性投资长江存储、大冶有色、长江证 券等重要企业。 ...

长江商报消息 中国服装行业的百强企业泰慕士（001234.SZ）将易主广州国资。 6月11日晚间，泰慕士披露股东权益变动，公司控股股东如皋新泰投资有限公司（以下简称"如皋新泰"）拟向广州 轻工工贸集团有限公司（以下简称"广州轻工"）转让所持公司29.99%股份。 本次协议转让及部分表决权放弃后，广州轻工将成为泰慕士的控股股东，广州市人民政府将成为公司的实际控制 人。 报告期内，泰慕士的服装整体销售量、生产量分别为2388万件、2435.55万件，同比增长25.43%、27.63%，产销率 超过98%。 业内人士分析，广州轻工旗下拥有纺织、服装、外贸等业务，此次入主泰慕士将完善其在纺织服装的产业布局， 而国资入主将为泰慕士带来资金、市场渠道、技术等资源。 控股股东拟转让29.99%股权 6月11日晚间，泰慕士突然发布公司易主消息。 公告显示，当日泰慕士的控股股东如皋新泰及其一致行动人南通泰达股权投资合伙企业（有限合伙）、南通泰然 股权投资合伙企业（有限合伙）（以下分别简称"南通泰达、南通泰然"）与广州轻工签署《股份转让意向协 议》，如皋新泰拟向广州轻工转让其持有的泰慕士29.99%无限售条件流通股。 同时，如皋 ...

Core Viewpoint - The strategic cooperation between Guangzhou Light Industry Group and Taimoshi has garnered significant market attention, with Guangzhou Light Industry Group aiming to enhance Taimoshi's business development through its advantages in channels, branding, and supply chain [2][3]. Group 1: Strategic Cooperation - Guangzhou Light Industry Group's strategic partnership with Taimoshi is a practical implementation of the Guangzhou municipal government's initiative to build a modern industrial system [2]. - Taimoshi will become the only listed platform for Guangzhou Light Industry Group's textile and apparel sector as the cooperation deepens [2]. - The partnership aims to leverage Guangzhou Light Industry Group's extensive sales network to expand Taimoshi's market reach and prioritize business opportunities for Taimoshi [2]. Group 2: Share Transfer Agreement - Taimoshi announced that its controlling shareholder, Rugao Xintai Investment Co., Ltd., plans to transfer 29.99% of its unrestricted circulating shares to Guangzhou Light Industry Group [3]. - If the transaction is successfully completed, Guangzhou Light Industry Group will become the controlling shareholder of Taimoshi, with the Guangzhou municipal government as the actual controller [3]. - The transaction price and key terms are yet to be finalized, indicating significant uncertainty [3]. Group 3: Company Background - Taimoshi, officially known as Jiangsu Taimoshi Knitting Technology Co., Ltd., was established in August 1992 and specializes in the R&D, production, and sales of knitted fabrics and garments [3]. - The company provides OEM services for well-known brands such as Decathlon, Semir, and Anta, among others [3]. - Guangzhou Light Industry Group is the first large-scale enterprise group in Guangzhou that integrates industry and trade, with the Guangzhou municipal government holding 90.03% of its shares [3].

启明创投收购天迈科技实控权的交易结构日前出炉，其复杂的"双GP+关联方管理人委托管理"模式，迅 速成为机构人士热议焦点。不少受访者将其视为地方国资入主上市公司新范式。 经历了纾困式并购、证券化率提升式并购等模式之后，地方国资"朋友圈式"入主A股的并购案例增多， 尤其是产业方成为国资牵手的重要伙伴，无论是实干者还是GP，背后都体现出地方国资对专业性和收 益性的新权衡。在模式演变中，一些地方国资之间演绎新的竞合节奏，相较于股权增值，其诉求也更加 侧重于做招商、做产业、培养新质生产力。 多数受访者认为，这种"朋友圈式"并购未来会成为一种主流选择。但新模式具有双面性，如何应对掌控 力的变相弱化、整合管理等多维风险，此类运作也面临着一些挑战。 "此前也有地方国资牵手合作方的现象，但没有形成趋势。现在案例明显多起来了。背后是地方国资出 于稳妥性与灵活性的考虑，国资希望获得更高的并购成功率。"吴超表示。 华北地区一位接近国资系统的专业人士万程也认可这一判断。"上市公司易主是一项系统工程，朋友越 多，风险越小。"万程举例说，如果（牵手者）是一位企业家，此类运作就会有企业运营经验加持；如 果是头部投资机构，有多年的行业投资积累 ...

该方案若实施完成，广东省人民政府将成为上市公司新的实际控制人。对于终止原因，公告虽强调系各方友好协商决定且互不追 责，但未披露具体细节。 在控股权变更计划终止的同时，海王生物披露的财务数据显示企业经营压力持续加大。公司已连续三年亏损，2022年至2024年累计 亏损额超过37亿元。最新发布的2025年第一季度报告显示，公司归母净利润同比下降44.38%至2372万元，扣除非经常性损益后实际 亏损7474万元。 6月6日晚间，海王生物发布公告宣布终止筹划近三年的控股权变更计划，标志着其引入广东省属国有资本的重组努力暂时告一段 落。海王生物表示，因该事项给投资者带来的不便，公司深表歉意。 截至6月6日，海王生物股价收盘报2.56元/股，当日股价持平，年初至今涨幅仅0.39%，总市值为67.36亿元。 "无过错解约" 根据公告内容，海王生物、控股股东海王集团与广东省丝绸纺织集团达成一致，无条件解除股份转让协议及表决权放弃协议，同时 终止向广东丝纺集团及其母公司广东省广新控股集团的定向增发计划。 这场曾被市场视为企业纾困关键举措的资本合作，最终以各方"无过错解约"的方式落幕，海王集团将无息退还丝纺集团此前支付的 10 ...

Core Viewpoint - The restructuring of Debon Securities' board and supervisory committee marks a significant step in the transition to state control under Shandong Financial Investment Group, following the approval from the China Securities Regulatory Commission (CSRC) [1][4]. Group 1: Board Restructuring - Debon Securities announced a new board and supervisory committee on May 30, with Liang Lei appointed as the new chairman, replacing Jin Hualong who became the vice chairman [1][2]. - The new board consists of 11 members, including 4 non-independent directors and 2 independent directors nominated by Shandong Financial Investment Group [2][4]. - This restructuring is seen as a critical move for Shandong Financial Investment Group to fulfill its role as the actual controller of Debon Securities [2][4]. Group 2: Shandong Financial Investment Group - Shandong Financial Investment Group is a provincial state-owned financial enterprise responsible for managing state financial capital, with increasing annual revenues projected from 6.537 billion yuan in 2022 to 10.276 billion yuan in 2024 [3]. - The group aims to enhance Debon Securities' business layout and leverage regional advantages to improve financial service capabilities [5][6]. Group 3: Industry Context - The transition of Debon Securities to state control is part of a broader trend where local state-owned enterprises are becoming major shareholders in private securities firms, reshaping the industry landscape [4]. - This shift is expected to facilitate deeper integration of financial resources and industrial capital, benefiting both the securities firms and local economies [4].

出品：新浪财经上市公司研究院 作者：浪头饮食/ 郝显 近期，獐子岛发布向特定对象发行A股股票的预案，拟以3.09元每股的价格发行股票，募资总额不超过 5.22亿元。 值得注意的是，本次发行对象仅有一位——海发集团，所得资金全部用于补充流动资金及偿还银行借 款。 海发集团为獐子岛实际控制人大连市国资委控制的企业，目前通过盐化集团间接持有公司15.46%股 份。而本次发行完成后，海发集团及其一致行动人持有上市公司股权比例预计将提 升至30%以上，表 决权也将由22.49%提升至37.37%。 通过这次发行，国资将进一步提升对獐子岛的控制权，同时也引发市场对于国资利用獐子岛平台进行资 产整合的预期。根据公司披露信息，海发集团由大连市属国企海洋产业相关资源整合而成，聚焦海洋渔 业、海洋化工、海洋盐业三大主业板块，其中海洋渔业以獐子岛为核心，主要目标为"巩固行业龙头企 业地位，成为具有世界竞争力的海洋渔业产品特色品牌"。 目前的獐子岛不管是主营业务，还是财务都面临不小的压力，通过这次定增，能够实现"脱胎换骨"吗？ 国资入主后 獐子岛仍未摆脱困境 獐子岛曾是A股市场知名度的"造假"公司，公司2006年上市，2014年、2 ...

Core Viewpoint - The company is facing significant challenges due to the potential change in control and ongoing financial difficulties, highlighted by the judicial auction of shares held by its major shareholder, which may lead to a shift in ownership and management dynamics [1][2][4]. Group 1: Shareholder and Control Changes - The major shareholder, Shenzhen Weizhi Energy Co., Ltd., is set to auction 200 million unrestricted shares, representing 16.90% of the company's total equity, due to a debt default situation [1][2]. - The auction is a direct result of Weizhi Energy's involvement in 7 lawsuits related to a total debt of approximately 5.803 billion yuan, which necessitates the sale of its shares to settle these debts [2]. - If the auction is successful, Weizhi Energy will no longer hold any shares, resulting in a change of the company's controlling shareholder and actual controller, potentially leading to significant adjustments in the company's ownership structure [2][4]. Group 2: Financial Performance and Operational Challenges - The company reported a net loss of 2.09 billion yuan in 2024, with revenue declining by 57.07% year-on-year, indicating severe operational difficulties [3]. - In the first quarter of 2025, the company continued to incur losses of 53.14 million yuan, with a high debt-to-asset ratio of 92.8% and a current ratio of only 0.99, highlighting short-term repayment pressures [3]. - Production capacities for its 5GW PERC and 7.5GW TOPCon battery lines have been fully halted, with a low utilization rate of only 40% for its module production, reflecting weak integration capabilities within the industry [3]. Group 3: Potential Impacts of Control Change - Should the auction succeed, there is speculation that state-owned enterprises from Hohhot may intervene, as three individuals with such backgrounds have been nominated to the board, potentially paving the way for state capital involvement [4]. - The injection of state capital could alleviate financial pressures and promote technological upgrades, but if the auction fails again, uncertainty regarding control could exacerbate operational risks [4]. - Frequent changes in management, including multiple chairperson transitions since 2024, have already impacted the company's stability [4].