【导读】恩捷股份拟购买中科华联100%股权 中国基金报记者 牛思若 被称为"锂电隔膜茅"的恩捷股份停牌谋大动作！ 11月30日，恩捷股份公告称，公司正在筹划发行股份购买青岛中科华联新材料股份有限公司（以下简称中科华联）100%股权，同时拟募集配套资金。 恩捷股份表示，公司与本次交易的部分主要交易对方已签署了《关于收购青岛中科华联新材料股份有限公司股份之意向协议》，初步达成购买资产的意 向。 因有关事项尚存不确定性，为维护投资者利益，避免对公司证券交易造成重大影响，公司股票自2025年12月1日开市起停牌，预计在10个交易日内披露本 次交易方案。 公开资料显示，中科华联成立于2011年11月，专注于湿法锂离子电池隔膜整套生产装备的研发、生产和销售，可为客户提供整条自动化生产线解决方案， 业务涵盖后续的设备安装、调试、技术培训及售后维护、技术指导等全方位服务，是能够提供锂电池隔膜整线装备的厂家之一。 | 公司名称 | 青岛中科华联新材料股份有限公司 | | --- | --- | | 设立时间 | 2011 年 11 月 11 日 | | 统一社会信用代码 91370211583680502Q | | | 注册地 ...

【 导读】 恩捷股份 拟购买 中科华联100%股权 中国基金报记者 牛思若 被称为"锂电隔膜茅"的恩捷股份 停牌谋大动作！ 11月30日，恩捷股份公告称，公司正在筹划发行股份购买青岛中科华联新材料股份有限公司 （ 以下简称中科华联 ） 100%股权，同时拟 募集配套资金。 恩捷股份表示，公司与本次交易的部分主要交易对方已签署了《关于收购青岛中科华联新材料股份有限公司股份之意向协议》，初步达成 购买资产的意向。 因有关事项尚存不确定性，为维护投资者利益，避免对公司证券交易造成重大影响，公司股票自2025年12月1日开市起停牌，预计在10个 交易日内披露本次交易方案。 公开资料显示，中科华联成立于2011年11月，专注于湿法锂离子电池隔膜整套生产装备的研发、生产和销售，可为客户提供整条自动化生 产线解决方案， 业务 涵盖后续的设备安装、调试、技术培训及售后维护、技术指导等全方位服务，是能够提供锂电池隔膜整线装备的厂家 之一。 | 公司名称 | 青岛中科华联新材料股份有限公司 | | --- | --- | | 设立时间 | 2011 年 11 月 11 日 | | 统一社会信用代码 913702115836805 ...

Core Insights - The A-share market in 2025 has seen a surge in mergers and acquisitions (M&A), driven by supportive policies and significant market activity, with 12 companies recently disclosing major asset restructuring developments [1][2] Group 1: Policy Support and Market Dynamics - The regulatory environment has been enhanced with the release of policies that simplify processes and encourage quality restructurings, leading to a revitalized M&A market [2] - Official data indicates a substantial increase in restructuring activities, with over 1,400 asset restructurings disclosed since the implementation of the "M&A Six Guidelines," and a 120% year-on-year increase in total transaction value to 5160.3 billion yuan in the first three quarters of 2025 [2] Group 2: Company Developments and Restructuring Types - Twelve companies from various sectors, including finance, infrastructure, technology, and chemicals, have announced restructuring plans, each with distinct strategic focuses [4] - Major integration efforts include the merger of three securities firms aiming to create a trillion-yuan brokerage giant, and Zhejiang Construction's acquisition of construction firms to strengthen its regional leadership [4][5] - Companies like Guosheng Technology and Yaxing Chemical are pursuing acquisitions to enhance their positions in high-demand sectors, such as photovoltaic technology and specialty chemicals [5][6] Group 3: Market Behavior and Investment Logic - Restructuring stocks are gaining popularity due to their potential for value re-evaluation, with many companies injecting high-quality assets to improve fundamentals [8] - The majority of restructuring targets are concentrated in high-growth sectors like semiconductors and advanced equipment, which are favored by policy support, leading to higher valuation premiums [8] - The acceleration of restructuring approvals and the extension of registration periods have reduced risks and increased the speed of deal closures, with over 200 billion yuan in completed transactions this year, marking an 11.6-fold increase from the previous year [8]

Core Viewpoint - Kaizhong Co., Ltd. announced plans to acquire 60% of Anhui Tuosheng Automotive Parts Co., Ltd. through a combination of issuing shares and cash payments, along with raising supporting funds [1][4]. Transaction Details - The transaction involves purchasing shares from nine parties, including Zhu Cheng and others, and will be based on an asset evaluation report compliant with the Securities Law [2][4]. - The final transaction price for the assets has not yet been determined, pending completion of auditing and evaluation [4][7]. - The share issuance price is set at 11.44 yuan per share, with the total amount of supporting funds not exceeding 100% of the asset purchase price [4][7]. Business Synergy - Kaizhong Co., Ltd. primarily engages in the design, research, production, and sales of automotive suspension system damping components and lightweight pedal assemblies, with a focus on the passenger vehicle market [9][11]. - Anhui Tuosheng specializes in the research, production, and sales of rubber-based damping components and sealing elements for automotive applications, contributing to the NVH (Noise, Vibration, and Harshness) performance of vehicles [9][10]. - The acquisition is expected to enhance market positioning, technical capabilities, and customer channels, creating significant synergies between the two companies [11]. Financial Impact - For the first three quarters of 2025, Kaizhong Co., Ltd. reported revenues of approximately 564 million yuan, a year-on-year increase of 5.43%, while net profit decreased by 5.12% to approximately 58.29 million yuan [11]. - The completion of this transaction is anticipated to further increase the total assets and revenues of Kaizhong Co., Ltd., enhancing its operational capabilities [11].

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！ 随着并表程序推进以及会计师事务所启动审计，*ST宇顺（002289.SZ）重大资产购买项目迈入了关键 阶段，同时也为公司摆脱退市风险、实现"摘星"目标带来了曙光。 11月28日晚间，*ST宇顺（002289.SZ）发布购买中恩云（北京）数据科技有限公司等3家公司（下称"中 恩云项目"）100%股权的进展公告。公告显示，公司与交易对方执行了标的公司过渡期管理措施，改选 新一届董事会、聘任高管及法定代表人、办理公司章程变更及工商备案登记、全部印鉴等关键物品及资 料交接等各项程序均在有序推进中。 值得注意的是，*ST宇顺同时披露，已安排符合《证券法》规定的会计师事务所对过渡期措施执行前损 益进行审计，自过渡期管理措施执行之日起，标的公司所有风险、责任及损益均转由公司享有及承担。 同一天，*ST宇顺还发布了相关董事会、监事会决议公告及召开临时股东大会公告，即将对涉及修订或 制定《公司章程》《独立董事工作制度》等9项公司制度的议案进行审议。 这被市场认为是*ST宇顺接下来申请撤销退市风险警示的信号。诸如有投资者认为："新公司新制度， 要摘帽了"。 ...

Core Viewpoint - Chip导科技 is planning a significant asset restructuring by acquiring 100% equity of Shanghai Jishun Technology Co., Ltd. and 17.15% equity of Shanghai Shunlei Technology Co., Ltd. through convertible bonds and cash payments [2][3] Group 1: Transaction Details - The core content of the transaction involves the acquisition of 100% equity of Jishun Technology and 17.15% equity of Shunlei Technology from specific shareholders [2] - After the completion of the transaction, Chip导科技 will hold 100% equity of both Jishun Technology and Shunlei Technology directly or indirectly [2] - The transaction is classified as a significant asset restructuring under the regulations but does not constitute a restructuring listing or related party transaction [2] Group 2: Progress Update - As of the announcement date, Chip导科技 is actively advancing the asset restructuring, organizing due diligence, auditing, and valuation of the target companies with various intermediary institutions [3] - The company has engaged Shanghai Guangfa Law Firm for legal services, Tianzhi International Accounting Firm for financial auditing, and Walkerston (Beijing) International Asset Appraisal Co., Ltd. for asset evaluation services [2]

Core Viewpoint - The company plans to acquire a 71% stake in Qingdao Kekai Electronics Research Institute Co., Ltd. through a combination of cash and stock issuance, aiming to enhance its industrial layout through technological synergy and business complementarity [2][3]. Group 1: Transaction Details - The total asset valuation for the transaction is set at 1.3135 billion yuan, with 785 million yuan paid in cash and 528.5 million yuan through stock issuance [2]. - The share issuance price is determined to be 16.52 yuan per share after multiple adjustments, with approximately 31.9915 million shares to be issued, representing 32.43% of the total share capital post-issuance [2]. - The transaction involves 23 natural persons and institutional investors, with a 12-month lock-up period for the shares acquired [2]. Group 2: Business Expansion and Synergy - Following the transaction, the company's main business will expand from embedded intelligent instruments in industrial automation to include military-grade high-reliability microcircuit modules, creating a dual business model of "detection + control" [3]. - The collaboration will enable technological sharing in signal processing and power design, product integration for measurement and control solutions, and market expansion leveraging Kekai Electronics' military qualifications [3]. Group 3: Financial Projections and Commitments - The projected net profit attributable to the parent company for 2024 is expected to reach 83.4191 million yuan, with a basic earnings per share of 0.86 yuan, indicating a significant enhancement in profitability [3]. - The counterparties have committed to a cumulative net profit of no less than 516 million yuan from 2025 to 2028, with annual commitments of 86 million yuan, 115 million yuan, 145 million yuan, and 170 million yuan [4]. - In case of unmet profit commitments or asset impairment, the counterparties will compensate with shares first, followed by cash if necessary, ensuring the protection of the company's and minority shareholders' interests [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002611 证券简称：东方精工公告编码：2025-049 广东东方精工科技股份有限公司 第五届董事会第二十次（临时）会议 决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 广东东方精工科技股份有限公司（以下简称"上市公司"或"东方精工"）第五届董事会第二十次（临时） 会议通知于2025年11月26日以电子邮件方式发出，会议于2025年11月28日以现场方式召开。本次会议的 召集人为董事长唐灼林先生。应出席董事人数为7人，实际出席董事人数7人。公司高级管理人员列席会 议，会议的召集召开和表决程序符合《公司法》和东方精工《公司章程》《董事会议事规则》的有关规 定。 二、董事会会议审议表决情况 （一）审议通过《关于公司本次交易符合重大资产重组条件的议案》 上市公司拟向Foresight US BidCo, Inc.出售其持有的广东佛斯伯智能设备有限公司（以下简称"Fosber亚 洲"）的100%股权和狄伦拿（广东）智能装备制造有限公司（以下简称"Tiru?a亚洲"）的100 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300432 证券简称：富临精工 公告编号：2025-078 富临精工股份有限公司 关于子公司增资扩股暨筹划重大资产重组的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、富临精工股份有限公司（以下简称"公司"、"富临精工"）、宁德时代新能源科技股份有限公司（以 下简称"宁德时代"）拟共同对公司子公司江西升华新材料有限公司（以下简称"江西升华"）增资扩股， 富临精工拟增资人民币1,000,000,000元，认购江西升华新增注册资本人民币813,008,130元，宁德时代拟 增资人民币2,563,380,110元，认购江西升华新增注册资本人民币2,084,048,870元。本次交易完成后，宁 德时代持有江西升华的股权比例为51.0000%，富临精工持有江西升华的股权比例为47.4096%。 决策审批程序和信息披露义务。 三、风险提示 本次交易尚处于筹划阶段，尚需按照重大资产重组相关规定履行董事会、股东大会审议决策程序及证券 监管机构的审批程序，存在未能通过有关决策、审批程序的风险 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605077 证券简称：华康股份 公告编号：2025-096 债券代码：111018 债券简称：华康转债 浙江华康药业股份有限公司 关于召开终止重大资产重组事项 投资者说明会的公告 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。 重要内容提示： ● 公开征集问题：投资者可于2025年12月5日（星期五）16:00前登录上证路演中心网站首页点击"提问 预征集"栏目或通过公司邮箱（zqb@huakangpharma.com）进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 浙江华康药业股份有限公司（以下简称"公司"）于2025年11月29日在上海证券交易所网站 （www.sse.com.cn）披露《华康股份关于终止发行股份及支付现金购买资产暨关联交易事项并撤回申请 文件的公告》，为加强与投资者的深入交流，公司拟以网络互动的方式召开终止重大资产重组事项投资 者说明会，欢迎广大投资者积极参与。 一、说明会类型 本次业绩说明会以网络平台在线交流的形式召开，公司 ...