上海移远通信技术股份有限公司 浙江梅轮电梯股份有限公司 据悉，梅轮电梯本次拟发行的股票数量为40,614,334股，且不超过本次发行前公司总股本的30%，将于 上海证券交易所上市，保荐机构为浙商证券。公司本次发行拟募集资金总额为23,800万元，扣除发行费 用后的募集资金净额全部投资于梅轮电梯南宁智能制造基地项目。 据悉，移远通信本次拟发行的股票数量不超过本次发行前公司总股本的10%，即本次发行不超过 26,165,765股，将于上海证券交易所上市，保荐机构为民生证券。公司本次发行的募集资金总额不超过 230,000.00万元，扣除发行费用后的募集资金净额将用于车载及5G模组扩产项目、AI算力模组及AI解决 方案产业化项目、总部基地及研发中心升级项目、补充流动资金项目。 公开资料显示，移远通信是全球领先的物联网整体解决方案供应商，拥有完备的IoT产品和服务，涵盖 蜂窝模组(5G/4G/3G/2G/LPWA)、车载前装模组、智能模组(5G/4G/边缘计算)、短距离通信模组(Wi- Fi&BT)、GNSS定位模组、卫星通信模组、天线等硬件产品，以及软件平台服务、认证与测试、工业智 能、智慧农业等服务与解决方案。公 ...

近日，力盛体育发布定增预案（第四次修订稿），公司拟募资不超过3.3亿元，用来建设海南新能源汽 车体验中心国际赛车场项目。 作为中国首家上市的赛车运营企业，力盛体育曾头顶"中国赛车第一股"的光环，却在上市8年后陷入持 续亏损、频繁融资、并购暴雷的争议漩涡。2023年至2025年间，公司扣非净利润累计亏损超3亿元，定 增计划三度缩水，并购标的暴雷导致商誉减值近1.5亿元。这场资本盛宴背后，是战略失误还是其他原 因？ 2021-2024年，公司扣非净利润分别为-0.09亿元、-0.76亿元、-1.96亿元、-0.6亿元，累计亏损达3.4亿 元。力盛体育自2017年上市以来从未分红，未分配利润累计-1.59亿元。 力盛体育上市后三次募资（2017年IPO 1.69亿元、2021年定增3.9亿元、2023年拟募6亿元后缩至3.3亿 元），但募投项目屡现"烂尾"。 如 Xracing（汽车跨界赛）定增项目原定于 2022 年 12 月 31 日达到预 定可使用状态，因发行人拟将部分参赛用车进行电动化改装，达到预定可使用状态日期调整为 2024 年 12 月 31 日。 2021年，力盛体育以1.77亿元收购杭州峻石持有的 ...

Group 1: Capital Increase - Guanglian Aviation plans to acquire 25.5 million shares of Tianjin Yuefeng Technology for cash, representing 51% of the target company's total shares, aiming for control post-transaction [1] - Aikedi's application for a capital increase to acquire 71% equity in Zhuoerbo (Ningbo) Precision Electromechanical Co., Ltd. has been accepted [1] Group 2: Shareholding Changes - Xinhua Medical's controlling shareholder intends to increase its stake in the company by 100 million to 200 million yuan [3] Group 3: External Investments and Daily Operations - Aerospace Power's wholly-owned subsidiary, Xi'an Yuanxin Aerospace Power Fluid Equipment, plans to pre-list for investment through capital increase, benefiting the company's construction of converters and high-end equipment manufacturing [5] - Pingzhi Information signed a framework agreement for AI computing power technology services worth 246 million yuan [6] - Hemai Co., Ltd. signed a cooperation agreement for household photovoltaic projects worth 1 billion yuan [6] - Angel Yeast plans to implement a core technology project for serum-free cell culture with an estimated total investment of 230 million yuan [6] - JA Solar's application for the issuance of overseas listed foreign shares (H shares) has been accepted by the China Securities Regulatory Commission [6] - Three squirrels' application for the issuance of overseas listed shares (H shares) has also been accepted by the China Securities Regulatory Commission [6] - Wehua New Materials intends to acquire 0.6907% of Lansheng Biology for 12.087 million yuan [6] - Jindan Technology plans to invest 163 million yuan in the construction of a water supply center project [6] - Foton Motor intends to jointly establish a joint venture with Yiwei Lithium Energy [6] - Dajin Heavy Industry's 250MW photovoltaic project in Caofeidian, Tangshan, has been fully connected to the grid [6] - Fudan Fuhua completed the transfer of equity in an associate company [6] - Leshan Electric Power's shareholder released a pledge of 50,000 shares [6]

Group 1 - The company Yunzhongma plans to raise no more than 640 million yuan through a private placement to fund the annual production of 135,000 tons of DTY yarn and 120,000 tons of high-performance leather base fabric [1] - The issuance will involve no more than 35 specific investors, with a maximum of 41.25 million shares being issued, accounting for no more than 30% of the company's total share capital prior to the issuance [1] - After the issuance, the actual controller of the company, Ye Fuzhong, will hold 34.78% of the shares, maintaining control without any changes in ownership [1] Group 2 - The total investment for the new production projects is 1.047 billion yuan, with a construction period of 36 months [1] - Upon completion, the annual production capacity for DTY yarn will increase by 135,000 tons, and the annual production capacity for knitted and woven leather base fabric will increase by 100,000 tons and 20,000 tons, respectively [1] - There has been significant selling activity from major shareholders, raising concerns about their motivations, particularly following the lifting of restrictions on 18.55 million shares in November 2023 [2] Group 3 - The second-largest shareholder, Lishui Yunzhongma Investment Management Partnership, has begun large-scale reductions in holdings, selling 1.4 million shares shortly after the lock-up period ended, resulting in cashing out approximately 83.2 million yuan [2] - Following the announcement of the private placement, the company's stock price dropped by 9.31% on the first trading day, indicating negative investor sentiment [2]

Core Viewpoint - Zhanzi Island is initiating a new round of private placement to raise funds, aiming to improve its financial situation and reduce its high debt ratio, amidst a history of financial misconduct and recent performance declines [1][2][3] Group 1: Financial Situation - Zhanzi Island plans to issue A-shares at 3.09 yuan per share to raise no more than 522 million yuan, primarily for replenishing working capital and repaying bank loans [1] - The company's debt-to-asset ratios were reported at 94.84%, 94.71%, 95.76%, and 95.80% for the end of 2022, 2023, 2024, and March 2025 respectively, indicating a persistently high level of debt [1] - As of December 31, 2024, the current ratio and quick ratio were 0.74 and 0.4, respectively, highlighting liquidity challenges [1] Group 2: Historical Context - Zhanzi Island has faced significant controversies, including the "scallop run away" incidents from 2014 to 2018, which revealed systemic financial fraud [2] - The company was penalized by the China Securities Regulatory Commission (CSRC) for financial misconduct, resulting in fines and market bans for key executives [2] - In 2022, the controlling shareholder's stock was acquired by Yanhua Group for 343 million yuan, leading to a change in actual control to the Dalian State-owned Assets Supervision and Administration Commission [2] Group 3: Recent Performance - In 2024, Zhanzi Island reported approximately 1.583 billion yuan in revenue, a year-on-year decline of 5.66%, with a net loss of about 21.91 million yuan, representing a 355.15% decrease compared to the previous year [2] - The company attributed its performance decline to weak domestic demand and increased market competition, resulting in lower sales and prices for some products [3] - To enhance profitability, Zhanzi Island announced plans to lease some assets, potentially recovering 8.3968 million yuan in cash flow and increasing net assets by approximately 7.9215 million yuan annually [3]

Core Viewpoint - The proposal for a 1.2 billion yuan private placement by Zhangzhou Development was rejected at the annual shareholders' meeting due to opposition from minority shareholders [2][4]. Group 1: Shareholder Meeting Outcomes - The annual shareholders' meeting held on May 23 resulted in the rejection of seven proposals, primarily related to the private placement of A-shares [3][4]. - The specific proposal for the private placement received 18,184,141 votes against, accounting for 38.44% of the total shares held by attending shareholders, with all opposing votes coming from minority shareholders [4]. Group 2: Investor Concerns - Many investors expressed concerns that the private placement would depress the stock price of Zhangzhou Development, leading to their votes against the proposal [5]. Group 3: Fundraising Details - Zhangzhou Development aimed to raise up to approximately 1.2 billion yuan through the private placement, targeting no more than 35 specific investors, including the controlling shareholder, Zhanglong Group [6]. - The issuance price was set to be no less than 80% of the average trading price over the 20 trading days prior to the pricing date [7]. Group 4: Project Funding Allocation - The funds from the proposed private placement were intended for four projects, including ecological restoration, expansion of a water plant, a solar power project, and working capital [7][8]. - The total investment for these projects is approximately 1.8 billion yuan, with the planned fundraising amounting to about 1.2 billion yuan [8].

Group 1: Company Performance and Strategy - The company has a low debt ratio and sufficient cash reserves, allowing for alternative funding sources for new projects rather than relying solely on private placements [1] - The company has completed preliminary research and small-scale trials in the automotive pipeline sector, while the semiconductor pipeline is still in the research phase [1] Group 2: Investor Concerns - Investors expressed concerns regarding the planned private placement of 300 million yuan, questioning the impact on minority shareholders and the company's decision-making process [2] - The company acknowledged the concerns and stated that financing needs will be considered based on development strategy and operational conditions, with future announcements to provide more details [2] Group 3: Stock Performance - The company's initial public offering price was 31.89 yuan, which has decreased to approximately 24.55 yuan after dividends and stock transfers, leading to concerns about the stock price consistently falling below the issue price [1][2] - Investors highlighted the lack of price difference and profit distribution, indicating dissatisfaction with the company's performance [2]

申万宏源研究指出，受2024年9月以来市场情绪好转以及2025年2月科技、AI等题材催化，行业及个股 表现自2024年三季度起修复，2024年四季度起解禁绝对收益回暖。在此背景下，2025一季度上市的竞价 定增项目行业及个股估值升至相对高位，但上市节奏较慢，项目"稀缺性"叠加投资者参与度升温，导致 定增发行价格相较于二级市场的折扣有所收窄。目前，过会及注册节奏环比加快、存量项目数已达到近 期高位。展望2025二季度，预期定增发行将维持稳中有增的趋势，受投资者对定增项目需求增加的影 响，基准折价率预计将维持10%左右。 具体来看，在公募机构参与定增的股票中，昊华科技（600378）最受公募机构定增青睐，共有财通基 金、大成基金和诺德基金3家公募机构参与到该股定增，合计获配金额达16.28亿元。另外，国联民生 （601456）、迪哲医药(688192)、安宁股份（002978）、中钨高新（000657）、佰维存储(688525)和中 远海特（600428）等6股定增同样受到公募机构青睐，获配金额均超5亿元。 值得一提的是，在市场行情持续平稳震荡的情况下，多数公募机构参与定增实现浮盈。以5月19日收盘 价计算，年内 ...

【深圳商报讯】（记者陈燕青）今年以来，定增作为上市公司再融资的主要渠道作用依然明显。根据 WIND统计，截至5月19日，按定增股份上市日计算，A股年内共有56家上市公司通过定增实现募资 1538.06亿元，虽然今年定增家数较去年同期减少逾25%，但募资规模同比增长约75%。 近期，还有部分公司拟通过定增来补充流动资金。5月15日晚间，永杉锂业公告称，拟向控股股东永荣 致胜的全资子公司永宏投资定增募资不超过5亿元，所募资金将全部用于补充流动资金。 从定增认购方来看，大多为金融机构，还有部分公司定增由大股东认购。5月14日，爱博医疗公告称， 以简易程序向特定对象发行股票项目全部完成，公司此次定增募集资金2.85亿元，定增的发行对象包括 博时基金、财通基金、诺德基金等知名机构以及自然人董易。 近日，艾比森、顾家家居、香山股份等多家公司抛出定增预案，上述公司的控股股东或间接控股股东积 极包揽此次定增。 顾家家居披露的定增预案显示，公司本次发行对象为盈峰集团，其为顾家家居控股股东宁波盈峰睿和投 资管理的间接控股股东，公司拟向特定对象发行募集资金不超过19.97亿元。 从行业来看，非银金融、公用事业、国防军工、基础化工、 ...

2025年5月16日晚间，广信材料发布定增预案（四次修订稿），继续推动1.43亿元的定增。 自2021年以来，广信材料频繁调整募资计划，暴露资金链紧绷。2021年，公司拟拟募资5.7亿元用于年 产5万吨电子感光材料项目，实际仅募得9999.99万元，完成率不足20%。 责任编辑：AI观察员 并且，公司实控人李有明还因违规减持收罚单。2017年7月17日至2020年12月31日期间，李有明及其妻 子曾燕云（一致行动人）合计持有广信材料股份比例由54.62%降至了40.98%，其中因非公开发行股票 被动稀释9.35%、因集中竞价交易增持0.14%、因集中竞价交易和大宗交易减持4.43%。但李有明及曾燕 云曾在合计持有广信材料股份比例变动达到5%时，未及时履行报告公告义务。2021年6月，深交所对李 有明、曾燕云出具了监管函。 近两年，广信材料业绩呈现剧烈波动，核心矛盾集中于"营收微增但净利润断崖式下跌"。 2024年营收 5.18亿元，同比仅增长1.63%；2025年一季度营收1.07亿元，同比下滑8.58%。 2024年亏损3207万元，同 比骤降564.96%，扣非净利润亏损3009万元，降幅高达11943. ...