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002571,筹划控制权变更、停牌
Zheng Quan Shi Bao· 2025-10-08 22:43
Core Viewpoint - Delixi Co., Ltd. is undergoing a potential change in control, as notified by its controlling shareholder and actual controller, Shi Weidong, leading to a temporary suspension of trading for the company's stock [1][6]. Group 1: Company Overview - Delixi Co., Ltd., founded by Shi Weidong, is headquartered in Fengyang, Anhui, and specializes in the research and manufacturing of various glass products, becoming a leading manufacturer of glassware in China over the past two decades [4]. - The company has faced continuous operational challenges, reporting losses of 110 million yuan, 86 million yuan, and 173 million yuan for the years 2022 to 2024, respectively [4]. - In the first half of 2025, the company reported a net profit loss of 45 million yuan, a staggering decline of 491% compared to the same period last year [4]. Group 2: Business Transformation Efforts - Delixi attempted to pivot its business model by entering the photovoltaic glass market, establishing a wholly-owned subsidiary, Delixi Energy, in 2020, and signing a five-year procurement agreement with Longi Green Energy for at least 250 million square meters of photovoltaic glass from 2022 to 2026, with a total contract value estimated at 5.531 billion yuan [4]. - However, the photovoltaic glass project faced significant challenges, as indicated in the 2025 semi-annual report, which noted that the project was idled due to the overall downturn in the photovoltaic industry [4]. Group 3: Recent Investment Adjustments - In July 2023, Delixi announced the termination of two external investment projects, the Beihai Company and the Delixi Pharmaceutical Glass project, which had not progressed to substantial construction over nearly five years [5]. - The company also disclosed an asset sale plan, agreeing to sell its 100% stake in Fengyang Derui Mining Co., Ltd. for 135 million yuan, which is expected to result in a loss of approximately 6.5 million yuan [5]. Group 4: Market Performance and Trading Suspension - Prior to the trading suspension, Delixi's stock closed at 8.32 yuan per share on September 30, 2023, reflecting a 6.12% increase on that day, with a total market capitalization of 3.3 billion yuan [6].
德力股份筹划控制权变更 股票今起停牌!
Zheng Quan Shi Bao· 2025-10-08 21:18
Core Viewpoint - Delixi Co., Ltd. is planning a change in control, which may lead to a change in its controlling shareholder and actual controller, resulting in a temporary suspension of its stock trading for up to two trading days [2][6]. Company Overview - Delixi Co., Ltd. was founded by Shi Weidong and is headquartered in Fengyang, Anhui. It specializes in the research and manufacturing of various glass products and has become a leading manufacturer of glassware in China over the past two decades [5]. Financial Performance - The company has faced continuous financial pressure, reporting losses of 110 million yuan, 86 million yuan, and 173 million yuan for the years 2022 to 2024, respectively. In the first half of 2025, the net profit attributable to shareholders was a loss of 45 million yuan, a decline of 491% compared to the same period last year [6]. Business Transformation Efforts - Delixi attempted to break through its development bottleneck through business transformation, particularly by entering the photovoltaic glass market. In 2020, it established a wholly-owned subsidiary, Delixi Energy, and signed a five-year procurement agreement with Longi Green Energy for at least 250 million square meters of photovoltaic glass from 2022 to 2026, with a total contract value of up to 5.531 billion yuan. However, the photovoltaic glass project faced challenges due to the overall downturn in the photovoltaic industry, leading to production halts [6]. Investment Adjustments - The company has also made adjustments to its external investment projects, terminating two projects, Beihai Company and Delixi Pharmaceutical Glass, which had not progressed to substantial construction after nearly five years. Additionally, Delixi announced an asset sale plan to transfer 100% of its stake in Fengyang Derui Mining Co., Ltd. for 135 million yuan, which is expected to result in a loss of approximately 6.5 million yuan [7]. Market Performance - Prior to the suspension, Delixi's stock closed at 8.32 yuan per share on September 30, with a 6.12% increase on that day, bringing the company's total market capitalization to 3.3 billion yuan [7].
德力股份筹划控制权变更,明日起停牌
Core Viewpoint - Delixi Co., Ltd. is planning a change in control, which may lead to a shift in its major shareholder and actual controller, resulting in a temporary suspension of its stock trading for up to two trading days [1][5]. Company Overview - Delixi Co., Ltd. was founded by Shi Weidong and is headquartered in Fengyang, Anhui. It specializes in the research and manufacturing of various glass products and has become a leading manufacturer of glassware in China over the past two decades [3]. - The company has faced continuous operational pressure in recent years, reporting losses of 110 million yuan, 86 million yuan, and 173 million yuan for the years 2022 to 2024, respectively. In the first half of 2025, the net profit attributable to shareholders was a loss of 45 million yuan, a decline of 491% compared to the same period last year [3][4]. Business Transformation Efforts - In an attempt to overcome its development bottleneck, Delixi Co., Ltd. established a wholly-owned subsidiary, Delixi Energy, in 2020 to enter the photovoltaic glass market. In 2021, it signed a five-year procurement agreement with Longi Green Energy for at least 250 million square meters of photovoltaic glass from 2022 to 2026, with a total contract value estimated at 5.531 billion yuan [3][4]. - However, the company faced challenges as the photovoltaic glass project encountered a downturn in the overall industry cycle, leading to production halts during the reporting period. The company expressed uncertainty about whether the industry could recover from this low point and whether it could reverse its losses [4]. Investment Adjustments - Delixi Co., Ltd. has made adjustments and disposals of certain external investment projects. On July 29, the company announced the termination of two investment projects, Beihai Company and Delixi Pharmaceutical Glass, which had not progressed to substantial construction after nearly five years [4]. - Additionally, the company disclosed a plan to sell its 100% stake in Fengyang Derui Mining Co., Ltd. for 135 million yuan, which is expected to result in a loss of approximately 6.5 million yuan [4]. Market Performance - Prior to the suspension, on September 30, Delixi Co., Ltd.'s stock closed at 8.32 yuan per share, reflecting a 6.12% increase on that day, with a total market capitalization of 3.3 billion yuan [5].
夏普8月面板出货量持续下滑 产线接连易主,“百年巨人”怎么了?
Xi Niu Cai Jing· 2025-09-30 11:10
夏普的面板业务困境部分源于其自身的战略调整。面对市场竞争压力,夏普近年来已陆续出售部分面板产线,逐步收缩其显示面板业务规模。2024年,夏普 关闭了曾耗资4300亿日元打造的堺市10代线,这座创下全球最大玻璃基板生产纪录的工厂,连续11年净亏损。2025年4月,夏普又将三重事业所第一工厂出 售给Aoi Electronics,5月宣布把龟山第二工厂出售给母公司鸿海集团,8月又完成三重事业所第二工厂的转让手续。接连出售产线虽能为夏普注入短期流动 性,但也意味着夏普实际上已经主动放弃了在液晶面板领域的产能根基。 根据洛图科技(RUNTO)最新发布的报告,2025年8月全球大尺寸液晶电视面板出货量达到2130万片,同比增长9.3%。 然而,市场整体回暖并未惠及所有厂商,日系品牌夏普(Sharp)当月出货量市占率仅为4.8%,出货量约100万片,同比持续下滑。这一表现与行业整体增长 态势形成鲜明对比。 值得关注的是,这已是夏普连续两个月出现出货量同比下降。在7月份的全球电视面板市场,夏普出货量同比下滑幅度超过20%,是当时七家主要面板厂商 中唯一出现负增长的企业。 值得关注的是,夏普试图通过业务转型摆脱困境,将资源集 ...
第一上海:维持国药控股“买入”评级 目标价21.3港元
Zhi Tong Cai Jing· 2025-09-29 06:25
医药分销板块方面,期内营业收入为2,185.3亿元,同比下降3.52%。经营溢利率为2.58%,较上年同期 下降0.17个百分点,主要受终端销售价格下降和院端品类结构调整影响。2025年H1国谈品种销售额保持 快速增长,销售收入及毛利额同比均实现双位数增长。渠道结构上,国药控股积极推进等级医院核心市 场品种增长,同时紧抓基层医疗市场刚需,带动整体份额增长。收入下降也部分由于公司主动的战略转 型,降低低毛利、低周转的收入占比,推动行业供应链效率和合规提升,持续挖掘新环境下业务可持续 增长的能力。 器械分销业务来看,实现收入570.5亿元,同比下滑2.46%。经营溢利率为1.92%,同比下降0.33个百分 点,主要是高毛利器械收入占比降低以及行业配送毛利率整体下行所致。医疗设备与IVD品类销售呈现 明显回落,而医用耗材保持稳健增长。公司主动收缩长账期、低附加值及资金占用较高的业务规模,持 续优化渠道结构,上半年净新增SPD项目7个、单体医院集中配送项目18个及医联体、医共体集中配送 项目1个。SPD项目带动器械收入同比增长13%。此外,公司新增35项服务类软件著作权,进一步赋能 终端医院运营。 此外,医药零售板块 ...
Where Will Eaton Be in 5 Years?
Yahoo Finance· 2025-09-27 17:24
Key Points Eaton has transitioned its business so that it is focused heavily on electricity. Along the way, the company has worked to favor higher-margin operations. A key long-term goal for this industrial giant is to be a less cyclical business. 10 stocks we like better than Eaton Plc › Eaton (NYSE: ETN) has been a great investment for me. I've owned it since 2015, when it was still working on integrating Cooper Industries. That acquisition, and subsequent fine tuning, has been hugely important ...
星巴克将在欧美关闭数百家门店
Zhong Guo Xin Wen Wang· 2025-09-26 14:08
星巴克董事长兼首席执行官布莱恩·尼科尔(Brian Niccol)在致欧洲员工的一封信中表示,英国、奥地利 和瑞士的部分门店也将关闭,但没有透露这些国家将有多少家门店受到影响。(完) 中新网9月26日电(吴家驹)据美联社报道,星巴克9月25日宣布,为集中资源实现业务转型,将在美国、 加拿大和欧洲关闭数百家门店,并裁减900名非零售岗位员工,闭店计划将立即启动。 (文章来源:中国新闻网) 星巴克并未透露具体闭店数量,但闭店主要集中在美国和加拿大。星巴克预计在本月底企业财年结束 时,将北美门店缩减至18300家。截至6月29日,星巴克北美门店总数为18734家。 ...
星巴克宣布美加关数百店裁员900人
Huan Qiu Wang· 2025-09-26 08:37
根据星巴克宣布的最新计划,该公司美国和加拿大门店总数将减少1%,预计到本财年末,该公司在两 国的门店总数将接近1.83万家。之后,该公司计划投资开设新店,并对超过1000家门店进行装修改造。 但是,投资者对星巴克的最新计划反应平淡。分析人士认为,这是因为"星巴克的价格在当前竞争和经 济环境下已经过高"的问题并未得到解决,其业务转型"还有很长的路要走"。(新华社) 最新关店和裁员计划是星巴克为重振业绩而制定的新战略规划的一部分。截至目前,星巴克销售额已连 续6个季度下滑。据美媒报道,此次星巴克关店将主要影响那些仅提供外卖服务的门店,因为靠外卖扩 张客户群的增长模式已经过时,现在需要提供舒适的堂食服务以留住客户。 #星巴克将在美加关闭数百家门店#【星巴克宣布将在美国和加拿大关闭数百家门店】#星巴克美加门店 总数将减少百分之一# 美国咖啡连锁企业星巴克25日宣布,该公司将在美国和加拿大关闭数百家门店, 并裁员900人左右。 ...
天顺风能:公司有信心将各板块业务盈利水平提升至行业之上
Zheng Quan Ri Bao Wang· 2025-09-26 08:15
证券日报网讯天顺风能(002531)9月26日在互动平台回答投资者提问时表示,公司处在陆上业务转型 至海上业务阶段,随着转型逐步落地,公司有信心将各板块业务盈利水平提升至行业之上。 ...
【环球财经】星巴克宣布将在美国和加拿大关闭数百家门店
Xin Hua She· 2025-09-26 07:50
但是,投资者对星巴克的最新计划反应平淡。分析人士认为,这是因为"星巴克的价格在当前竞争和经 济环境下已经过高"的问题并未得到解决,其业务转型"还有很长的路要走"。 (文章来源:新华社) 新华财经洛杉矶9月26日电(记者黄恒)美国咖啡连锁企业星巴克25日宣布,该公司将在美国和加拿大 关闭数百家门店,并裁员900人左右。 根据星巴克宣布的最新计划,该公司美国和加拿大门店总数将减少1%,预计到本财年末,该公司在两 国的门店总数将接近1.83万家。之后,该公司计划投资开设新店,并对超过1000家门店进行装修改造。 最新关店和裁员计划是星巴克为重振业绩而制定的新战略规划的一部分。截至目前,星巴克销售额已连 续6个季度下滑。据美媒报道,此次星巴克关店将主要影响那些仅提供外卖服务的门店,因为靠外卖扩 张客户群的增长模式已经过时,现在需要提供舒适的堂食服务以留住客户。 ...