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这一晚,资本市场的大佬们正在疯狂抄底
梧桐树下V· 2025-06-26 09:55
Top 1 梧桐学霸会员两年卡 日常价¥6599 2年卡 最后1天: 工 73300 ¥37.99 共有17.3万字、342页、11大章 节,把并购全流程讲得很清楚。 这次活动太划算了,2年卡性价比 很高,买了之后可以学很久。 比一年一年续费更便宜,随时可 以学课、下课件,有问题也可以 问老师,对工作很有帮助。 6月19日-26日 扫码下单立享5折 两年卡仅需¥3299 Top 2 《企业并购重组实操手册》 企业出版音原 目标别注册99 最后1天: ¥99.5 内容是从交易双方、中介机构的 视角出发的,有100多个案例,让 我们能更好地理解各方诉求。 6月19日-26日 扫码下单仅需¥99.5 错过再等一年 Top 3 《中国企业出海指南》 日常价¥199 最后1天: ¥99.5 不用再纠结学哪门课了,可以一 次性把想学的学个够! 日常价¥1499 季卡 最后1天: 工 版500 ¥9999 Top 4 梧桐学霸会员季卡 6月19日-26日 扫码下单仅需¥99.5 错过再等一年 拿在手里很有分量,内容既有政 策应用,也有案例实操,很全面 地梳理了企业出海的重点事项。 2025年最新上架,共有15.5万 字、3 ...
分析师:壳牌可能难获股东对收购英国石油的支持
news flash· 2025-06-26 09:20
金十数据6月26日讯,AJ Bell分析师Dan Coatsworth在市场评论中说,壳牌可能会面临一些股东对收购 竞争对手英国石油的反对。"壳牌可能很难让所有大股东都支持收购英国石油公司。投资者可能不欢迎 收购一家混乱的公司,这将使之成为一项风险较高的投资,"这位分析师说。这种规模的潜在交易可能 意味着壳牌的管理者会分心整合业务,并为任何被视为非核心的继承资产寻找买家。在《华尔街日报》 报道壳牌和英国石油正在就交易进行早期谈判后,壳牌表示无意收购英国石油。英国石油公司发言人拒 绝对此报道发表评论。 分析师:壳牌可能难获股东对收购英国石油的支持 ...
日本引领亚洲并购市场“复苏热潮” 上半年交易额猛增三倍
智通财经网· 2025-06-26 09:12
Group 1 - Japan is leading the recovery of the Asian M&A market, with a total transaction value of $232 billion in the first half of 2025, driven by privatization deals, foreign investments, and private equity activities [1] - The value of transactions involving Japanese companies increased more than threefold in the first half of the year, while the total M&A value in Asia reached $650 billion, more than doubling compared to the same period last year [1] - Japanese companies are undergoing management reforms to address long-standing valuation issues, attracting interest from foreign and activist investors [1] Group 2 - Major transactions include Toyota's subsidiaries and NTT acquiring private listed subsidiaries for $34.6 billion and $16.5 billion respectively, marking them as some of the largest deals globally [2] - SoftBank led a new funding round for OpenAI amounting to $40 billion, the largest private tech financing ever [2] - Despite global economic uncertainties, Japanese companies continue to seek growth opportunities in overseas markets, with strong demand across various sectors [2] Group 3 - Challenges in Japan's M&A activity include global economic uncertainty affecting future business outlook assessments, leading to valuation discrepancies between buyers and sellers [3] - Companies are under pressure to divest non-core business units, with private equity funds increasingly acquiring these segments, exemplified by Seven & I Holdings selling parts of its business for approximately $5.5 billion to Bain Capital [3] - There are numerous potential transaction opportunities involving private equity firms, including a potential acquisition of Japanese cybersecurity company Trend Micro, valued at approximately $8.54 billion [3] Group 4 - Private equity funds are viewed as ideal buyers for taking public companies private [4]
洛阳钼业完成厄瓜多尔金矿交割 看好黄金未来长期走势
中金公司(601995)4月23日发布的研报称,从经济性看,凯歌豪斯金矿抵扣副产品后AISC成本(完全 可控制成本)约671美元/盎司,位于2024年全球金矿AIS成本曲线15%分位以内。从收购对价看,本次 收购单吨权益资源量对价约4.8元/克,相较于2020年以来全球主要金矿对价均值44元/克,绿地项目对价 均值12元/克,整体估值较优惠。 4月21日,洛阳钼业就宣布以5.81亿加元全现金方式收购Lumina黄金全部普通股,其核心标的即为厄瓜 多尔凯歌豪斯金矿项目。 作为大型原生金矿项目,凯歌豪斯金矿位于厄瓜多尔西南部的埃尔奥罗省,在全球著名的安第斯多金属 成矿带上,海拔约1100米。基于2023年的预可研报告,该矿保有资源量13.76亿吨,金平均品位 0.46g/t,内蕴黄金金属638吨;储量6.59亿吨,金平均品位0.55g/t,内蕴黄金金属359吨。预计寿命为26 年。 6月26日午间,洛阳钼业(603993)官方微信公众号宣布完成对LuminaGold上市公司的收购交易,从而 获得厄瓜多尔凯歌豪斯金矿(CangrejosProject)100%股权,公司资源版图新增黄金资源。该交易已于 2025年6 ...
华升股份跨界收购背后:扣非净利润连续五年亏损 经营净现金流常年为负
Xin Lang Zheng Quan· 2025-06-26 07:08
2024 年,华升股份实现营业收入 7.78 亿元,同比增长 34%,看似营收取得了不错的增长。但归属于上 市公司股东的净利润却为- 4933.6万元,同比下滑 333%。这种增收不增利的情况,主要是由于公司产品 毛利率出现大幅下降,由 2023 年的 10% 下滑至 2024 年的 4.61%。 在资本市场的舞台上,企业的并购重组往往备受关注,尤其是当一家传统行业企业试图跨界转型时,更 是会引发各方的热议。连亏5年的华升股份,这家在纺织行业深耕多年的老牌企业,近日宣布拟跨界收 购深圳易信科技股份有限公司(以下简称"易信科技") 100% 股份,并向控股股东湖南兴湘投资控股集 团募集配套资金。 这场从传统纺织业向绿色算力基础设施领域的跨界交易,被市场视为华升股份寻求"第二增长曲线"的关 键之举。然而,华升股份的财务困境、此次跨界收购的整合风险,都是不得不面对的议题。 上市公司连年亏损 持续盈利能力待考 华升股份作为一家专注于麻类特色产品的企业,曾经在纺织行业占据一席之地。但近年来,其业绩表现 却不尽如人意。 2020年 - 2024 年间,公司的营收分别为 9.14亿元、9.24 亿、9.01 亿、5.81 ...
中国有色矿业涨近3% 拟分步控股哈萨克铜企SM Minerals 战略提升公司矿产资源组合
Zhi Tong Cai Jing· 2025-06-26 03:52
Group 1 - China Nonferrous Mining (01258) shares increased by nearly 3%, trading at HKD 7.27 with a transaction volume of HKD 55.36 million [1] - The company announced a preliminary agreement to transfer 5% of SM Minerals' shares for USD 5 million, with specific dates for the transactions set for November 20, 2024, January 24, 2025, and April 25, 2025 [1] - By June 16, 2025, SM Minerals will issue shares to the company, which will acquire 10.5% of SM Minerals' issued share capital, primarily funding the Karala mining project for technical exploration and development [1] Group 2 - SM Minerals is registered in the Astana International Financial Centre (AIFC) and holds mining rights for the North Karala and South Karala assets [2] - The North Karala mining rights contain approximately 1.5 million tons of copper metal, providing sufficient resources for large-scale mining operations [2]
全国夏粮收获过九成 手机操作、线上预约成为今年农民卖粮新方式→
Yang Shi Wang· 2025-06-26 03:15
Group 1 - The national summer grain harvest has surpassed 90%, with winter wheat harvesting nearly complete [1] - Summer sowing progress is nearing 80%, with significant advancements in summer corn and rice planting [1] - In Jiangsu, 45,000 acres of medium rice are being planted using mechanized transplanting with advanced navigation systems [1] Group 2 - The Huang-Huai-Hai region is actively progressing with summer sowing and management, with Shandong planning to sow over 54 million acres of summer corn [3] - Xinjiang is focusing on summer corn planting using no-till technology to enhance soil fertility and increase yields [3] Group 3 - Spring crops are growing normally, and summer crop management is proceeding smoothly across the country [4][8] - In Inner Mongolia, over 600,000 acres of spring wheat are entering the filling stage, with a focus on socialized service operations for effective management [6] Group 4 - The summer grain purchase peak is currently underway, transitioning from south to north [9][10] - In Henan, which accounts for a quarter of the national summer grain output, wheat purchases have started approximately 10 days earlier than usual due to weather conditions [12] - As of June 24, Henan has purchased 5.481 million tons of new wheat, an increase of 483,000 tons year-on-year [17]
创纪录业绩引爆股价!军工企业AeroVironment(AVAV.US)年度订单翻倍 Q4营收猛增40%
智通财经网· 2025-06-26 00:22
智通财经APP获悉,得益于无人系统及巡飞弹药的需求激增,AeroVironment(AVAV.US)公布了创纪录的 第四财季及全年业绩报告,营收、订单量和利润均创新高。受此提振,这家国防科技公司的股价周三盘 中一度飙升逾29%,触及250美元的历史新高。 这家总部位于弗吉尼亚州的企业第四季度营收达2.751亿美元,同比增长40%,创下公司史上最强单季 表现。全年营收增长14%至8.206亿美元,净利润达4360万美元。 截至4月30日,AeroVironment已签约待交付订单金额飙升至7.266亿美元,实现近倍增长。季度调整后 息税折旧摊销前利润(EBITDA)也创下6160万美元的新高,较上年同期增长近两倍。 尽管因地面车辆业务相关的一次性摊销费用导致毛利率微降至36%,但整体盈利能力显著提升。当季净 利润达1670万美元(每股收益0.59美元),远超上年同期的600万美元。 展望未来,受益于BlueHalo并购及国防行业整体向好态势,AeroVironment预计2026财年营收将实现近 倍增长,达到19-20亿美元区间。预测调整后EBITDA为3-3.2亿美元,调整后每股收益2.80-3.00美元。不 ...
太原重工: 太原重工关于收购太重集团向明智能装备股份有限公司67%股权暨关联交易的补充公告
Zheng Quan Zhi Xing· 2025-06-25 18:29
关于收购太重集团向明智能装备股份有限公司 67%股权 暨关联交易的补充公告 证券代码:600169 证券简称:太原重工 公告编号:2025-038 太原重工股份有限公司 (二)业绩承诺 依据北京中天华资产评估有限责任公司出具的《太原重型机械集团有限公司 拟以非公开协议方式向太原重工股份有限公司转让持有的太重集团向明智能装 备股份有限公司 51%股权所涉及的太重集团向明智能装备股份有限公司的股东 部分权益价值资产评估报告》(中天华资评报字2025第 10768 号)和《太重集 团向明智能装备股份有限公司专项审计报告》(众环专字(2025)3600118 号), 太重向明在承诺期内预计归属于股东的净利润如下: 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个别及连带责任。 司")披露了《关于收购太重集团向明智能装备股份有限公司 67%股权暨关联交 (公告编号:2025-031) 易的公告》 ,公司控股股东太原重型机械集团有限公司(以 下简称"太重集团")拟以非公开协议方式将所持太重集团向明智能装备股份有 限公司(以下简称"太重向明")51% ...
西部黄金: 西部黄金股份有限公司关于2025年第一次临时股东大会的延期公告
Zheng Quan Zhi Xing· 2025-06-25 17:58
Group 1 - The first extraordinary general meeting of shareholders for 2025 has been postponed to July 25, 2025 [1][2] - The postponement is due to the pending approval from the State-owned Assets Supervision and Administration Commission of Xinjiang Uygur Autonomous Region regarding the acquisition of Xinjiang Meisheng [1][2] - An additional audit period is required to provide the latest audited financial report, as the audit cutoff date for Xinjiang Meisheng Mining Co., Ltd. is December 31, 2024 [1][2] Group 2 - The new meeting will take place at 11:30 AM on July 25, 2025, with online voting available on the same day [2] - The voting time through the Shanghai Stock Exchange network voting system will be during the trading hours of the meeting day [2] - The meeting will last half a day, and all expenses for attending shareholders will be self-managed [2]