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吴世春改组ST路通董事会遇阻,第一批吃螃蟹的私募人士碰到难题
Xin Lang Cai Jing· 2025-06-19 00:34
Group 1 - The core issue revolves around the struggle for control of the board of ST Luton, with Wu Shichun's attempt to reorganize the board facing significant resistance from existing directors [1][5] - Wu Shichun, representing Meihua Angel Investment Management, has been active in the capital market, also investing in Mengjie Co., and is seen as a key figure in the private equity sector following the "merger six guidelines" policy [1][9] - The board meeting on June 4, where a proposal to remove three directors was rejected, highlights the growing conflict between new and old shareholders [1][6] Group 2 - The current directors, including Qiu Jingwei, Fu Xinyue, and Wang Xiaofang, were nominated by the original controlling shareholder, Ningbo Yuyou Huasheng Cloud City, and their terms extend until 2024 and 2025 [2][5] - Wu Shichun's recent acquisition of shares from the original controlling shareholder has made him the largest shareholder, holding 7.44% of the company [5] - The proposal to remove the three directors was based on the argument that their nomination was no longer valid due to the original shareholder's financial issues [6][7] Group 3 - The existing board members voted against the proposal, citing concerns over governance and stability within the company [7] - Shareholders holding over 10% of shares can convene a general meeting if their requests are denied by the board, as per the company's articles of association [6][8] - Wu Shichun aims to enhance the company's operations and asset quality, but this will depend on his ability to gain control of the board [9][10]
湿粮不落地 减损又增效(厉行节约 反对浪费)
Ren Min Ri Bao· 2025-06-18 21:53
在浙江温州乐清市翁垟街道,说起收粮运粮的新变化,种粮大户蔡永品兴致勃勃:现在,粮食从收割到 入库,湿粮可以全程不落地。到底咋回事? 田野里,成熟的麦穗随风摇曳,收割机来回穿梭。伴随着机械轰鸣,刚刚收获的麦粒顺着收割机的输送 管道,装进路边等候的运粮车上。乐清是浙江省产粮大县(市)之一,在这里,小麦收割完毕,就翻地 播种早稻,稻麦轮作,一年三熟。 "过去,收割运输、烘干除杂都得咱们自己对接,工序繁琐不说,还时常得排队,可时间不等人呐!更 何况各个环节来回倒腾,损耗的粮食就不是小数目。"蔡永品说,现在打个电话预约好时间,农事服务 中心的专业车队一来,后面的事几乎就不用管了。 果真如此?记者跟着满载小麦的运粮车,来到乐清市浙丰农事服务中心。 预约登记区、湿粮检测区、协议定量区、除杂及除糙区……由烘干中心升级而来的净粮中心内,一个个 现代化粮食收购服务区域有序排列。烘干机、除杂机、谷外糙米分离机、粮食质检设备等也早已整装待 命。 只见运粮车在地磅上完成称重操作后,农事服务中心的工作人员立即对湿粮进行重金属、水分含量等项 目的检测。 工作人员给记者作起科普:"对于检测不达标的粮食将单独处理,避免污染。另外,在服务中心清 ...
100%收购!储能领域再现跨界
鑫椤锂电· 2025-06-18 07:58
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ -广告- 技 术 发 展 与 市 场 展 望 高 峰 论 坛 END 公告显示,阳光优储成立于2023年2月,阳光新能源持股100%。所谓工商业用户侧储能业务,是指在工 厂、写字楼等用电侧配置的储能系统,通过峰谷套利,即利用电网峰谷电价差充放电实现收益。 目前阳光优储处于亏损状态。公告显示,2024年阳光优储营业收入为1977.61万元,占泰禾智能营业收入 的比例为3.51%;阳光优储净利润为-613.21万元。2025年1—3月,阳光优储营业收入为1570.29万 元,占泰禾智能营业收入的比例为15%;阳光优储净利润为-2265.66万元。泰禾智能在公告中明确表 示,截至本公告日,阳光优储尚未产生利润,对公司当前业绩无法产生正向影响。 泰禾智能表示, 本次交易系跨界收购,公司自身从未从事工商业用户侧储能业务,没有相关的技术人员储 备,存在较大的跨界经营风险。 公告显示,最终股权收购价格将经进一步审计、评估后协商确定。本次交 易预计不构成重大资产重组。 END 2025(第三届)中国固态电池 本文来源:每经新闻 6月1 ...
博众精工4.2亿高溢价收购将新增3.6亿商誉 一季亏损扩大45%基金减仓千万股
Chang Jiang Shang Bao· 2025-06-17 23:40
Core Viewpoint - Company BZJG is making a significant acquisition by purchasing 70% of Shanghai Wodian for 420 million yuan, indicating a high premium transaction with a valuation of 600 million yuan, representing a 352.35% increase over the company's net assets [1][4] Group 1: Acquisition Details - The acquisition price of 420 million yuan is set to acquire 70% of Shanghai Wodian, which specializes in industrial automation solutions [4] - Shanghai Wodian's net assets are approximately 133 million yuan, leading to a substantial goodwill of about 360 million yuan for BZJG post-acquisition [1][4] - The seller has committed to a minimum net profit of 185 million yuan over the next three years, with a projected net profit of 38.57 million yuan for 2024 [1][6] Group 2: Company Performance - BZJG has faced a growth bottleneck, with revenue and net profit showing minimal growth in 2023 and 2024 compared to 2022 [1][9] - In Q1 2023, BZJG reported a revenue decline of 0.80% and a net loss of approximately 30.98 million yuan, marking a 45.59% decrease year-on-year [9] - The company has invested over 10% of its revenue into R&D annually, with R&D expenditures increasing from 371 million yuan in 2020 to 514 million yuan in 2024 [8] Group 3: Market Context - The acquisition is seen as a strategic move to overcome operational challenges and expand into high-margin overseas markets, particularly in Europe and the U.S. [5] - Shanghai Wodian's revenue for 2023 and 2024 is projected at 237 million yuan and 249 million yuan, respectively, with a year-on-year growth of 5.16% and 21.53% [5] - The market response to BZJG's acquisition has been lukewarm, with stock performance remaining flat following the announcement [2][3]
三佳科技抛出半导体领域收购方案,标的公司多名成员曾在上市公司体系内就职
Mei Ri Jing Ji Xin Wen· 2025-06-17 13:31
Core Viewpoint - Sanjia Technology is advancing its first semiconductor acquisition after the entry of Hefei State-owned Assets, planning to acquire 51% of Anhui Zhonghe Semiconductor Technology Co., Ltd. for 121 million yuan, with performance commitments attached [1][2]. Group 1: Acquisition Details - The acquisition price for 51% of Zhonghe Semiconductor is set at 121 million yuan, with a performance commitment that the cumulative net profit from 2025 to 2027 will not be less than 60 million yuan [1][4]. - The remaining 49% of shares held by three entities will be pledged as collateral for potential performance compensation [1][5]. - The acquisition represents a significant valuation increase, with Zhonghe Semiconductor's equity valued at 238 million yuan, reflecting a 181% increase from its book value [3]. Group 2: Company Background - Sanjia Technology specializes in semiconductor packaging equipment and aims to enhance resource allocation efficiency and market share through this acquisition [2]. - Zhonghe Semiconductor, established in June 2022, has a registered capital of 13.0385 million yuan and focuses on manufacturing and selling semiconductor device equipment [2]. Group 3: Performance Commitments - The performance commitments for Zhonghe Semiconductor include achieving net profits of at least 11.5 million yuan, 20 million yuan, and 28.5 million yuan for the years 2025, 2026, and 2027, respectively [4]. - If the cumulative net profit falls short of 60 million yuan by the end of the commitment period, the performance guarantors will provide cash compensation to Sanjia Technology [4]. Group 4: Related Personnel - Several key members of Zhonghe Semiconductor have previous employment history with Sanjia Technology or its subsidiaries, indicating potential synergies [6].
济川药业实控人或将变为父子 股权转让触发全面要约收购
Jing Ji Guan Cha Wang· 2025-06-17 03:59
Group 1 - The core point of the news is the announcement of a family internal equity structure adjustment at Jichuan Pharmaceutical, which triggers a mandatory general offer for the company's shares by Cao Fei, the son of the actual controller, Cao Longxiang [1][2] - On June 11, Cao Longxiang transferred 10.10% of his shares in Jichuan Holdings to Cao Fei for 10.1 million yuan, resulting in Cao Fei holding 60% of Jichuan Holdings and indirectly controlling 5.17 billion shares of Jichuan Pharmaceutical, which is 56.07% of the total share capital [1] - The general offer price is set at 26.93 yuan per share, requiring a maximum total funding of 9.448 billion yuan, with the offer period lasting from June 18, 2025, to July 17, 2025 [2] Group 2 - Jichuan Pharmaceutical's major shareholder structure remains unchanged after the transfer, with Jichuan Holdings holding 4.17 billion shares, accounting for 45.22% of the total share capital, and the combined holdings of the controlling shareholder and concerted parties reaching 61.15% [1] - The company reported a revenue of 1.525 billion yuan in the first quarter of 2025, a year-on-year decrease of 36.51%, and a net profit attributable to shareholders of 440 million yuan, down 47.91% year-on-year [3] - The decline in revenue is attributed to two main factors: a high base in the first quarter of 2024 and the impact of centralized procurement on the main product, Rabeprazole Sodium Enteric-coated Capsules [3]
传日本三菱正就以80亿美元收购美国页岩油气资产进行谈判
Zhi Tong Cai Jing· 2025-06-17 03:21
Group 1 - Mitsubishi Corporation is negotiating to acquire Aethon Energy Management's shale gas production and pipeline assets for approximately $8 billion, which would enhance its presence in the U.S. natural gas market [1] - The acquisition would provide Mitsubishi with a significant natural gas business located along the U.S. Gulf Coast, along with energy export facilities currently under construction in the region [1] - Aethon Energy Management is a major private natural gas producer in the U.S., with upstream assets primarily located in the Haynesville shale region of Louisiana and East Texas [2] Group 2 - Aethon Energy Management operates a pipeline network exceeding 1,400 miles (2,250 kilometers) across the Haynesville basin and Wyoming, in addition to holding production assets in Wyoming [2] - Mitsubishi is a key player in the global liquefied natural gas (LNG) sector, involved in the entire value chain from upstream production to trading, marketing, and logistics [1] - Mitsubishi holds stakes in various LNG projects worldwide, including in Malaysia, Oman, Australia, Russia, the U.S., and Canada, with a total LNG production capacity of approximately 13 million tons per year [1]
雅诗兰黛名誉董事长逝世;网红欢牛蛋糕深夜发文“告别” 丨 消费早参
Mei Ri Jing Ji Xin Wen· 2025-06-17 01:10
Group 1: Company News - Leonard A. Lauder, the honorary chairman of Estée Lauder, passed away at the age of 92, having played a crucial role in transforming the company from a single brand to a multi-brand cosmetics group [1] - The company is expected to experience limited direct impact on stock prices in the short term, with investors focusing more on current performance and business progress [1] Group 2: Industry Impact - The price of lemons, particularly Anju lemons, has surged to 7.5 to 10 yuan per jin, nearly tripling from the previous price of 3 to 4 yuan per jin, due to reduced production caused by drought conditions [2] - Rising raw material costs may lead tea beverage brands, especially smaller ones, to adjust their supply chain strategies and product pricing capabilities [2] - The exit of Huan Niu Cake from the market due to cost increases, competition, and management issues highlights the importance of cost control and operational management in the baking industry [3] - The termination of the acquisition of Hunan Ailing Food Technology by Three Squirrels indicates disagreements on core terms, potentially affecting the pace of expansion in the snack food sector [4]
陕西10部门联合下发通知 多措并举做好粮食收购工作
Shan Xi Ri Bao· 2025-06-17 00:19
各地及相关企业要充分发挥央地储备协同运作机制作用,及时通报情况、开展会商研判,用好用足 储备吞吐调节功能;防止因集中扎堆入市引起粮价异常波动,影响粮食市场稳定;强化重大隐患排查, 严把粮食出入库作业安全关,坚决防止各类安全生产事故发生。 省粮食和物资储备局相关负责人表示,粮食收购是粮食流通全链条的起点,更是连接粮食生产和储 存、加工环节的纽带,对维护市场平稳运行、保护种粮农民利益意义重大。 通知要求,各地充分发挥市场配置资源的决定性作用,把更多精力和资源放在优化政策、规范管 理、提升服务等方面,着力营造公开透明、规范有序的市场环境,促进粮食市场持续稳定健康发展;引 导各类收购主体积极入市,确保有人收粮;指导收购库点及时开展腾仓并库、仓房整理,满足收购期间 仓容需求;积极促成银企合作,帮助企业多方筹措资金,保障政策性收储和市场化收购资金需求;加强 铁路、公路运输需求与运力供给对接,确保粮食运输顺畅、高效。 6月16日,记者从省粮食和物资储备局获悉:省发展和改革委员会、省粮食和物资储备局等10部门 日前联合下发通知,要求切实做好2025年粮食收购工作。 各地要根据农民售粮需求,以农民是否满意认可为重要标准,从小处 ...
父子股权调整触发要约收购,曹飞欲斥资94亿收购济川药业3.5亿股
Huan Qiu Lao Hu Cai Jing· 2025-06-16 13:31
Group 1 - The actual controller of Jichuan Pharmaceutical, Cao Longxiang, is transferring shares to his son, Cao Fei, which triggers a mandatory tender offer for the company [1][2] - Cao Fei will acquire 351 million shares, representing 38.06% of the total issued shares, with a maximum transaction value of 9.448 billion yuan [1][2] - Following the share transfer, Cao Fei's stake in Jichuan Holdings will increase to 60%, allowing him to indirectly control 517 million shares of Jichuan Pharmaceutical, exceeding the 30% threshold for a mandatory tender offer [2] Group 2 - Jichuan Pharmaceutical is facing significant pressure, with revenue and net profit declining for four consecutive quarters due to price cuts from centralized procurement [4] - In 2024, the company expects to achieve revenue of 8.017 billion yuan, a year-on-year decrease of 16.96%, and a net profit of 2.532 billion yuan, down 10.32% [4] - The company's sales expenses are high at 2.954 billion yuan, accounting for 36.85% of total revenue, while R&D expenses are only 445 million yuan, representing 5.55% of total revenue [4]