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“中”字头盐业巨无霸A股IPO来袭,中盐股份上市辅导进入验收环节
Sou Hu Cai Jing· 2025-12-20 00:21
日前,据证监会公布的公开发行辅导公示信息显示,在经历了近两年时间的上市辅导后,中国盐业股份 有限公司(下称"中盐股份")已向北京证监局递交了上市辅导工作的完成报告并进入验收环节。 如果中盐股份一旦顺利获得上市辅导验收工作完成函,这就意味着其基本完成了正式递交上市申请前的 所有准备,距离正式申报IPO仅一步之遥。 导读:"与红四方不足5亿的IPO募资计划相比,中盐股份此次IPO的融资规模要大得多,应在数十亿级 别左右,这将是A股盐企IPO迄今为止最大的一笔募资计划。"一位来自于国内某中字头大型券商的资深 保荐代表人告诉叩叩财经,早在2019年,中盐股份进行混合制改制并引入战投机构时,其估值就已经接 近150亿,经过了近六年的发展,按IPO需"公开发行股份的比例为10%以上"的规定,其此次IPO融资规 模就将属于"巨无霸"级别的。 作者:赵 擎@北京 编辑:翟 睿@北京 2025年12月3日,央企中核集团旗下的中国铀业成功登陆深交所主板挂牌上市交易,其以44.4亿的募资 规模,成为了2025年内A股融资规模第三大的IPO。 而在上市当日,中国铀业开盘即暴涨246.56%,让其市值也顺利突破千亿规模。 半个月后,又 ...
深夜宣布!A股 又要见证历史
Zhong Guo Ji Jin Bao· 2025-12-19 15:29
12月19日晚间,中国神华发布公告称,中国神华拟收购其控股股东国家能源投资集团有限责任公司(以下简称国家能源集 团)旗下12家标的公司的股权,合计交易价格约为1335.98亿元。 对比可见,中国神华调整了交易方案,不再收购国家能源集团所持国家能源集团电子商务有限公司100%的股权。 【导读】A股又一历史性收购!中国神华调整收购国家能源集团资产方案,确定交易价格1335.98亿元 截至12月19日收盘,中国神华A股股价报40.59元/股,总市值为7910亿元。 | 中国神华 8 0 Q く 財富 601088 融 沪股通 L1 ▼ | | --- | | ム() 点Q 今井 40.68 最高 40.86 最低 40.43 | | -0.59% -0.24 换手☺ 0.10% 息手 16.20万 金额 6.59亿 | | 总值207910亿 流值 6694亿 市盈 0015.49 更多 | | H股报价: 39.680 0.86% ② (A/H)比价=1.13 > | | स्टेबिय 五日 日K 周K 月K 更多: 23 | | 均线▼ MA5:40.30↑10:40.34↓20:40.86↓ | 调整交易方 ...
中国宝安火线入局,杉杉重整再临深渊
凤凰网财经· 2025-12-17 13:47
Core Viewpoint - The article discusses the restructuring of Sany Group and the involvement of China Baoan as a leading investor, highlighting the potential benefits and risks associated with this move, particularly regarding antitrust concerns and the financial health of the companies involved [3][6][12]. Group 1: China Baoan's Strategy - China Baoan is leading a consortium to participate in the restructuring of Sany Group, with its subsidiary Bettery being a key player in the lithium battery anode materials industry, which overlaps significantly with Sany's main business [5][10]. - As of the end of 2024, China Baoan's total assets exceed 52 billion, but it faces challenges in its transformation, particularly in its high-tech and real estate sectors, which have been underperforming [10][11]. - In 2024, China Baoan reported a revenue of 20.23 billion, a decline of 34.1%, and a net profit of 173 million, down 77.2%, indicating significant financial strain [12]. Group 2: Antitrust Risks - The potential merger of Bettery and Sany Group could trigger antitrust reviews, as their combined revenues exceed the thresholds set for mandatory reporting, raising uncertainties about the approval of such a merger [18][20]. - The combined market share of Bettery and Sany in the anode materials sector could exceed 40%, which may attract scrutiny from antitrust authorities in key markets like the US and EU [20][21]. - Concerns from downstream battery manufacturers about the potential dominance of a merged entity highlight the broader implications for market competition and supply chain stability [21]. Group 3: Restructuring Challenges - Prior to China Baoan's involvement, Sany Group had seen interest from other potential investors, but some have withdrawn, complicating the restructuring process [7][22]. - If China Baoan and Bettery are selected as investors, they will face not only antitrust scrutiny but also issues related to direct competition between Bettery and Sany in the anode materials market [23]. - Sany Group's financial situation is precarious, with total liabilities reaching 21.97 billion and short-term loans of 5.29 billion, while cash reserves are only 3.15 billion, emphasizing the urgency for a successful restructuring [24].
中国宝安火线入局,杉杉重整再临深渊
Xin Lang Cai Jing· 2025-12-17 09:16
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 中国宝安火线入局,杉杉重整再临深渊 || 焦点 //// 辽宁首富、湖南国资退出杉杉重整,一旦中国宝安及贝特瑞中选,可能引发反垄断审查,还要解决同业 竞争问题。 杉杉集团重整,突然警铃大作。 12月13日,据中国宝安(000009.SZ)公告,经董事会前一日审议通过,其将作为重整投资联合体牵头 人,携旗下上市公司贝特瑞及其他潜在投资人,参与杉杉集团重整投资人招募。 根据公告,中国宝安已缴纳5000万尽职调查保证金,委托中介机构开展尽职调查。 另据接近杉杉的人士称,此前先后宣布参与二次重整招募的方大炭素、湖南盐业集团,已主动退出重 整。 12月20日的重整截止日近在眼前,杉杉集团能否避免破产清算,杉杉股份又能否迎来靠谱的产业投资 人,悬念似乎更大了。 中国宝安的算盘 对中国宝安来说,杉杉股份吸引力十足。 公开资料显示,中国宝安已成立逾40年,旗下拥有马应龙、贝特瑞、国际精密等多家上市公司。截至 2024年末,集团总资产超过520亿元。 但这家老牌企业,正在遭遇转型挑战。 截至目前,中国宝安有三大主营业务,分别是高新技术、生物医药和地产。其 ...
惠而浦拟7461.9万买格兰仕洗衣机资产 降本增效前三季归母净利大增496.88%
Chang Jiang Shang Bao· 2025-12-14 23:49
Core Viewpoint - Whirlpool plans to acquire washing machine-related assets from its controlling shareholder, Galanz Home Appliance, for 74.6193 million yuan to resolve industry competition issues [1][2][3] Group 1: Acquisition Details - The acquisition includes fixed assets, patents, proprietary technologies, and products related to the washing machine business [2][3] - Galanz will grant Whirlpool exclusive global licensing rights for the washing machine trademarks, ensuring brand consolidation and legal protection for market resource integration [2] - After the transaction, Galanz and its actual controller will cease production and sales of washing machines, eliminating substantial industry competition with Whirlpool [3] Group 2: Financial Performance - For the first three quarters of 2025, Whirlpool reported a net profit attributable to shareholders of 317 million yuan, a year-on-year increase of 496.88% [1][4] - The company achieved an operating income of 3.297 billion yuan, reflecting a 30.61% year-on-year growth, driven by strong overseas market demand and increased export orders [4][5] - Whirlpool's net cash flow from operating activities reached 660 million yuan, a 390.74% increase year-on-year, with cash reserves of 1.699 billion yuan [3] Group 3: Cost Management and R&D - Whirlpool has focused on cost reduction and efficiency improvement, with operating expenses decreasing significantly from 448 million yuan in 2023 to 206 million yuan in the first three quarters of 2025 [6] - The company has consistently invested over 100 million yuan in R&D annually from 2017 to 2024, with a slight decrease in R&D expenses to 120 million yuan in the first three quarters of 2025 [6] - Whirlpool's gross margin and net margin have shown steady improvement, with gross margins increasing from 13.40% in 2022 to 17.24% in the first three quarters of 2025 [6]
深粮控股(000019.SZ):公司与农产品均属深圳国资委实际控制的下属企业,双方在业务布局上不属于同业竞争
Ge Long Hui· 2025-12-12 10:08
格隆汇12月12日丨深粮控股(000019.SZ)在投资者互动平台表示,公司与农产品均属深圳国资委实际控 制的下属企业,双方在业务布局上不属于同业竞争。 ...
为化解同业竞争 惠而浦拟收购格兰仕洗衣机资产
Xin Lang Cai Jing· 2025-12-11 15:07
面对每天上千份上市公司公告该看哪些?重大事项公告动辄几十页几百页重点是啥?公告里 一堆专业术语不知道算利好还是利空?请看智通财经公司新闻部《速读公告》栏目,我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经12月11日讯(记者 陆婷婷)惠而浦(600983.SH)控股股东广东格兰仕家用电器制造有限公司(简 称"格兰仕家用电器")及其实控人曾承诺的解决同业竞争问题的五年之期将至,相关资产或如约被注入 上市公司。 惠而浦今日晚间公告称,公司拟以现金方式收购格兰仕家用电器的洗衣机业务资产,包括固定资产、专 利、专有技术和产品。此外,格兰仕家用电器拟将洗衣机业务相关商标许可给公司全球独占使用。该交 易构成关联交易,但不构成重大资产重组,需提交股东大会审议。 公告显示,惠而浦收购洗衣机资产中的固定资产和专利的价格(不含税)为7461.93万元。格兰仕家用电器 向公司无偿转让洗衣机业务有关的专有技术。公司收购洗衣机产品资产的价格根据格兰仕家用电器向公 司实际交付的产品的账面净值确定。公司收购洗衣机资产的资金来源为公司自有资金。 今年前三季度,惠而浦实现收入32.97亿元,归母净利润3.17亿元。 ...
沈阳机床:拟放弃收购南京二机商业机会
Xin Lang Cai Jing· 2025-12-09 11:49
Core Viewpoint - The company has decided to forgo the opportunity to acquire a 68.87% stake in Nanjing Erji Gear Machine Tool Co., Ltd due to potential competition within the metal cutting machine tool industry [1] Group 1: Company Actions - The company received a notification from its controlling shareholder, General Technology Group, regarding the investment opportunity [1] - After careful analysis, the company has opted not to pursue the acquisition of Nanjing Erji [1] - Following the company's decision, General Technology Group will proceed with the acquisition of Nanjing Erji based on its overall strategic planning [1] Group 2: Industry Context - Nanjing Erji's main business involves the research, development, production, and sales of gear machine tools, which aligns with the company's operations in the metal cutting machine tool sector [1] - The potential for competition in the same industry was a significant factor in the company's decision to abandon the acquisition [1]
重大资产重组!A股公司,最新公告
Zheng Quan Shi Bao· 2025-12-08 23:07
最新公告。 根据以上情况,苏豪控股集团出具《避免同业竞争的承诺函》,针对本次无偿划转完成后苏豪控股集团及其控制的其他企业与苏 豪时尚存在的部分业务重合情况,根据现行法律法规和相关政策的要求,苏豪控股集团将自取得苏豪时尚控制权之日起三年内, 并力争用更短的时间,按照相关证券监管部门的要求,在符合届时适用的法律法规及相关监管规则的前提下,本着有利于上市公 司发展和维护股东利益尤其是中小股东利益的原则,综合运用资产重组、业务调整、委托管理等多种方式,稳妥推进相关业务整 合以解决同业竞争问题。后续,苏豪控股集团形成下属三家贸易相关上市公司业务专业化分工,一家将专注于以服装相关业务为 主;一家将专注于以大宗商品相关业务为主;另一家将专注于以新业态新模式相关业务及其他业务为主,且将确保不存在同业竞 争问题。其中,苏豪时尚将专注于以服装相关业务为主。 公告还称,本次交易后,尚未完全解决上述同业竞争问题。苏豪控股集团将根据实际情况积极稳妥进一步推进解决同业竞争问 题,公司将根据相关事项的进展情况,及时履行信息披露义务。 本次交易价格尚未确定,具体置换价格将根据经国有资产管理部门备案的拟置入资产和拟置出资产评估价值为基础确定。 ...
重大资产重组!A股公司,最新公告!
证券时报· 2025-12-08 15:26
最新公告。 苏豪时尚(600287)12月8日晚间公告,公司拟与间接控股股东江苏省苏豪控股集团有限公司(简称"苏豪控股集团")进行资产置换,拟 置入资产为苏豪控股集团持有的江苏苏豪中嘉时尚有限公司54.00%股权;拟置出资产为公司持有的江苏舜天化工仓储有限公司100.00%股 权、锦泰期货有限公司2.27%股权。 根据初步研究和测算,本次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组。 公告显示,2023年7月,根据《省国资委关于有关省属贸易企业国有股权无偿划转的通知》,江苏省国资委控制下五家省属贸易企业进行 重组整合。以苏豪控股集团为基础,将江苏省海外企业集团有限公司(简称"省海企集团")、江苏苏汇资产管理有限公司(简称"苏汇资 管")、江苏省惠隆资产管理有限公司(简称"省惠隆公司")及江苏舜天国际集团有限公司(简称"舜天集团",现已更名为江苏苏豪亚欧 互联科技集团有限公司)全部重组整合到苏豪控股集团。由此,公司随舜天集团一并无偿划转给苏豪控股集团。本次无偿划转后,苏汇资 管、省惠隆公司、省海企集团及舜天集团等省属贸易企业全部纳入苏豪控股集团的合并范围,本次收购导致公司与苏豪控股集团及其控股 ...