【导读】涌金投资拟 3.71 亿元要约收购 ST 凯利 10% 股份 涌金投资 3.71 亿元收购 10% 股份 中国基金报记者 林雪 医疗器械公司 ST 凯利被 " 涌金系 " 再度增持，要约收购。 7 月 7 日晚间， ST 凯利公告称，涌金投资控股有限公司（以下简称涌金投资）拟以 5.18 元 / 股要约收购公司 7170 万股股份，占公司总股本的 10% ，所需最高资金总额约为 3.71 亿元；此后，涌金投资将最多持有公司 16.99% 的股份，可能成为控股股东。 该股近年来经营业绩表现不太好，今年因 2024 年年报被出具了保留意见的审计报告等，被 ST 。 ST 凯利今年整体跌幅超 21% 。 可能成为 ST 凯利控股股东 ST 凯利 7 月 7 日晚间发布的公告显示，公司近日收到涌金投资发来的《上海凯利泰医疗科 技股份有限公司要约收购报告书摘要》。此次要约价格为 5.18 元 / 股，要约收购股份数量 为 7170.13 万股，占上市公司总股本的 10% ，所需最高资金总额约为 3.71 亿元。 | 股份种类 | 要约价格 | 要约收购股份数量 | 占已发行股份的比例 | | --- | --- ...

Core Viewpoint - Guangzhou Industrial Investment Holding Group Co., Ltd. and its concerted party, the private equity fund "Investment Value No. 1," are increasing their stake in Guangzhou Development Group Co., Ltd. and are exempt from making a mandatory offer [1][11]. Group 1: Background Information - Guangzhou Industrial Investment Holding Group is a limited liability company established on September 26, 1989, with a registered capital of approximately 65.26 billion yuan [5][8]. - The private equity fund "Investment Value No. 1" is managed by Guangzhou Industrial Investment Private Equity Fund Management Co., Ltd. and has been legally registered with the China Securities Investment Fund Association [9][6]. Group 2: Shareholding Situation - Prior to the increase, Guangzhou Industrial Investment Holding Group held 2,019,111,863 shares of Guangzhou Development, accounting for 57.59% of the total shares, while its concerted action party held 11,515,387 shares, representing 0.33% [7][10]. - The increase plan involves acquiring between 100 million yuan and 200 million yuan worth of shares over a six-month period starting January 3, 2025 [10]. Group 3: Implementation of the Increase - The increase has been executed through the Shanghai Stock Exchange, with a total of 12,529,300 shares acquired, amounting to approximately 126.89 million yuan, exceeding the lower limit of the planned increase [10][11]. - The increase does not affect the listing status of Guangzhou Development, as the total shares held by Guangzhou Industrial Investment Group and its concerted parties exceed 50% of the total issued shares [11]. Group 4: Legal Compliance and Disclosure - The increase complies with the relevant laws and regulations, including the Company Law and the Securities Law, and has met the necessary disclosure obligations [11][12]. - Guangzhou Development has published announcements regarding the increase plan and its progress in accordance with the Securities Law and self-regulatory guidelines [11][12].

Core Viewpoint - The report outlines the offer to acquire shares of Hubei Jichuan Pharmaceutical Co., Ltd. by Cao Fei, which triggers a mandatory tender offer due to the increase in shareholding above 30% [19][24]. Group 1: Company Overview - Hubei Jichuan Pharmaceutical Co., Ltd. focuses on the research, production, and sales of pharmaceuticals, particularly in pediatrics, respiratory, digestive, and gynecological fields [7][8]. - The company has developed a core product matrix that includes pediatric medications and treatments for upper respiratory infections [8]. Group 2: Financial Data - The company's recent financial performance shows total revenue of 965,453.72 million yuan in 2023, with a net profit of 282,706.30 million yuan [9]. - The financial indicators for the first quarter of 2025 indicate a net profit of 44,129.27 million yuan, with a gross margin of 77.25% [10][11]. Group 3: Shareholding Structure - As of the report date, the total issued shares of the company are 921,704,160, with 99.35% being freely tradable [11]. - The report indicates that the acquirer, Cao Fei, does not currently hold shares in the company, while his associated parties hold significant stakes [18]. Group 4: Acquisition Details - The offer price for the tender is set at 24.85 yuan per share, which is based on the average price over the last 30 trading days prior to the announcement [20][21]. - The acquisition is structured to comply with legal requirements, ensuring that the company remains publicly listed post-acquisition [24]. Group 5: Independent Financial Advisor - Guojin Securities has been appointed as the independent financial advisor for the acquisition, confirming that the offer complies with relevant laws and regulations [24][23]. - The independent advisor's report supports the board's recommendation for shareholders to consider the offer based on the company's future prospects and market conditions [23][24].

本次要约收购期限内最后三个交易日，即 2025 年 7 月 7 日、2025 年 7 月 8 日和 2025 年 7 月 9 日，预受要约股份不可撤回。 截至要约收购报告书签署日，吴涛先生及其一致行动人已通过股份协议转让 收购公司 29.99996%股份及其对应的表决权，上市公司控股股东、实际控制人变 更为吴涛先生。同时，根据上海亚振投资有限公司（以下简称"亚振投资"）及 高伟先生、户美云女士、高银楠女士与吴涛先生于 2025 年 4 月 24 日签署的《股 份转让协议一之补充协议》约定，亚振投资及其一致行动人上海浦振投资管理有 限公司（以下简称"浦振投资"）、上海恩源投资管理有限公司（以下简称"上 海恩源"）不可撤销地承诺以其持有的公司共计 53,771,753 股股份（占上市公司 总股本的 20.4648%）有效申报预受要约，并自前述股份协议转让完成之日起至 本次要约收购完成之日止，放弃各自预受要约股份的表决权。 吴涛先生拟通过本次部分要约收购增加对上市公司的持股比例，进一步巩固 其对公司的控制权。 亚振家居股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并 ...

Core Viewpoint - The acquisition of *ST Yazhen by new controlling shareholder Wu Tao is progressing smoothly, with a significant portion of shares already accepted for the offer, indicating a consolidation of control and potential future growth for the company [1][2]. Group 1: Acquisition Details - As of July 2, a total of 53.77 million shares, representing 20.46% of the company's total equity, have been accepted for the offer initiated by Wu Tao [1]. - Wu Tao's acquisition involves two parts: a share transfer agreement and a public offer, with the latter showing positive progress [2]. - The share transfer agreement was signed on April 17, with the transfer of 29.99996% of shares completed on May 29 at a price of 5.68 yuan per share [1]. Group 2: Market Performance - From June 17 to June 26, *ST Yazhen's stock price increased by 29.43%, significantly deviating from the Shanghai Composite Index and the furniture manufacturing sector due to a suspension for verification [2]. - The company's latest market capitalization reached 4.464 billion yuan, influenced by the expectations surrounding Wu Tao and his company, Yuxiao Group [2]. Group 3: Background of Wu Tao - Wu Tao, born in September 1970, is the legal representative and chairman of Yuxiao Group, which he controls 80% of, with a registered capital of 200 million yuan [2]. - Yuxiao Group, established in 1995, specializes in the mining and utilization of various mineral resources, with net assets exceeding 10 billion yuan by the end of 2024 [2]. Group 4: Related Company Developments - Wu Tao previously acquired shares in *ST Youjiu, becoming the largest shareholder and later serving as a non-independent director [3]. - *ST Youjiu has since changed its name to Shanghai Yuxiao Rare Earth Co., Ltd., focusing on mining and trading [3]. - The company faced shareholder dissatisfaction due to numerous related party transactions, with significant opposition to a proposed 1.033 billion yuan related transaction in 2024 [3].

Core Viewpoint - The company is seeking shareholder approval to exempt its controlling shareholder, Water Development Group, and its concerted actors from making a mandatory tender offer after a specific stock issuance, which would increase their combined ownership above 30% [1][2]. Group 1 - The company held meetings on June 24, 2025, where the board approved a proposal to seek shareholder approval for the exemption from the mandatory tender offer requirement [1]. - Water Development Group currently holds 111,768,935 shares, while its concerted actors hold a combined total of 84,707,751 shares, resulting in a total ownership exceeding 30% [1]. - The issuance of new shares to Water Development Group will trigger a mandatory tender offer obligation under the relevant regulations [1]. Group 2 - According to Article 63 of the "Measures for the Administration of Acquisitions of Listed Companies," investors can be exempt from making a tender offer if approved by non-related shareholders and commit to not transferring the newly issued shares for three years [2]. - Water Development Group has committed to not transferring the newly issued shares for 36 months following the issuance, which aligns with the exemption criteria [2]. - The proposal requires approval from the shareholder meeting, where related shareholders will abstain from voting [2].

证券代码：603389 证券简称：*ST 亚振 公告编号：2025-044 亚振家居股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 吴涛先生拟通过本次部分要约收购增加对上市公司的持股比例，进一步巩固 其对公司的控制权。 本次交易完成后，吴涛先生将协调自身优质资源，为上市公司在流动资金、 企业管理、资产结构等方面进行赋能，推动公司的长期稳定、健康、可持续发展， 提升公司核心竞争力，增强公司盈利能力和抗风险能力，规范运作上市公司，为 上市公司全体股东带来良好回报。 本次要约收购类型为主动要约，并非履行法定要约收购义务。本次要约收购 不以终止公司的上市地位为目的。 本次要约收购期限内最后三个交易日，即 2025 年 7 月 7 日、2025 年 7 月 8 日和 2025 年 7 月 9 日，预受要约股份不可撤回。 截至要约收购报告书签署日，吴涛先生及其一致行动人已通过股份协议转让 收购公司 29.99996%股份及其对应的表决权，上市公司控股股东、实际控制人变 更为吴涛先生。同时，根据上海亚振投资有限 ...

上市公司名称：亚振家居股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 注册地址：江苏省南通市如东县曹埠镇亚振桥 办公地址：江苏省南通市如东县曹埠镇亚振桥 股票上市地点：上海证券交易所 联系人：黄周斌 联系电话：0513-84296002 收购人名称：吴涛 通讯地址：济南市历城区**** 独立财务顾问名称：民生证券股份有限公司 股票简称：*ST亚振 股票代码：603389 董事会报告书签署日期：二〇二五年六月 有关各方及联系方式 上市公司名称：亚振家居股份有限公司 联系地址：江苏省南通市如东县曹埠镇亚振桥 联系地址：中国（上海）自由贸易试验区浦明路8号 联系人：赵勇、丁小园 联系电话：021-80508627 董事会声明 一、本公司全体董事确信本报告不存在任何虚假记载、误导性陈述或重大遗漏，并对其内容的真实性、 准确性、完整性负个别的和连带的责任； 二、本公司全体董事已履行诚信义务，向股东所提出的建议是基于公司和全体股东的整体利益客观审慎 做出的； 三、本公司全体董事没有任何与本次收购相关的利益冲突。 释义 本报告书中，除非另有说明，下列简称具有如下特定意义： ■ 注：本报告书中部分合计数与各分 ...

民生证券股份有限公司 关于 吴涛 要约收购 亚振家居股份有限公司 之 独立财务顾问报告 独立财务顾问 签署日期：2025 年 6 月 独立财务顾问声明 民生证券股份有限公司（以下简称"民生证券"或"本独立财务顾 问 " ） 接 受 亚 振 家 居 股 份 有 限 公 司 （ 以 下 简 称 " *ST 亚 振 " 或 " 上 市 公 司"）的委托，担任本次要约收购的独立财务顾问，并出具独立财务顾问报 告（以下简称"本报告"或"本独立财务顾问报告"）。 截至本报告签署日，*ST亚振已向本独立财务顾问提供*ST亚振财务报 告、相关方股票买卖查询情况以及相关承诺函等资料，并将其取得的全部备 查文件转交给本独立财务顾问。*ST亚振承诺已无保留地将其取得的全部备 查文件提供给民生证券，对提供给民生证券除备查文件以外的一切书面材 料、文件或口头证言的真实性、准确性和完整性负责，并不存在虚假记载、 误导性陈述或重大遗漏。 除*ST亚振提供及转交的全部资料外，本报告所依据的其他信息均来自 公开渠道。鉴于未能取得进一步证明文件作为依据且未能履行相关核查程 序，本独立财务顾问无法对《要约收购报告书》及其备查文件内容和通过公 开渠 ...

亚振家居股份有限公司 证券代码：603389 证券简称：*ST 亚振 公告编号：2025-041 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 证券停复牌情况：适用 因重大事项,本公司的相关证券复牌情况如下： 停牌 证券代码 证券简称 停复牌类型 停牌起始日 停牌终止日 复牌日 期间 ? 公司股票于 2025 年 5 月 6 日至 6 月 11 日连续二十六个交易日内日收盘价格涨 幅偏离值累计达到 107.83%，多次触及股票交易异常波动。公司股票短期涨幅与同 期上证指数、家具制造业存在严重偏离。为维护投资者利益，公司就股票交易情 况进行了核查。公司郑重提醒广大投资者，公司股价可能存在短期涨幅较大后下 跌的风险，请投资者务必充分了解二级市场交易风险，切实提高风险意识，理性 决策、审慎投资。 ? 生产经营风险。公司 2024 年度经审计的扣除非经常性损益后的净利润为负值， 且扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入低于 3 亿元，触及《上海证券交易所股票上市规则》第 9.3.2 条第一 ...