据同花顺（300033）数据统计，今年以来截至6月16日，共有161家A股公司发布定增预案(按预案公告 时间统计，下同)，涉及项目221个。而在去年同期，只有18家公司发布定增预案，涉及项目21个。记者 梳理相关公告发现，从定增目的来看，主要包括收购其他资产、为项目融资、补充流动资金等。多位行 业人士表示，政策支持以及市场环境改善带动上市公司再融资意愿提升，定增正在从单纯的融资工具升 级为上市公司实施产业整合的资本运作手段，助力其强链补链，提升抗风险能力。(证券日报) ...

21世纪经济报道记者张赛男实习生许思佳、林超婧上海报道 6月，对科创板而言具有特殊的意义。 2019年6月，是科创板宣告开板的日子，2025年6月13日，科创板迎来开板六周年。 去年6月，《关于深化科创板改革服务科技创新和新质生产力发展的八条措施》（简称"科八条"）发 布，进一步突出科创板"硬科技"特色，提出一揽子改革举措，为科创板的改革"再出发"指明方向。如 今，"科八条"发布将届满一年。 六载耕耘，加之各项新政策的助力，科创板已从改革"试验田"迈向科创高地。 在"科八条"的助力下，这两大领域的资源配置和产业活力还在被进一步激发中。近日，21世纪经济报道 记者采访了科创板相关产业的代表公司，从微观角度了解科创板如何实现产业赋能。 资本助力点燃生物医药"燎原之火" 2022年8月，联影医疗（688271.SH）正式登陆科创板，首次公开发行价格为109.88元/股，总募资109.88 亿元，成为当年科创板最大规模的一笔IPO。其募集资金主要用于支持公司的全球化扩展及高端医学影 像设备的产能提升，以加速技术和产品的升级。 "科创板上市募集的资金，为我们加速攻克关键核心技术、实现高端医疗装备全链条自主可控提供了前 ...

AS WA e and t a L 9 5 W FXTRA LOAD y LED 0 26 46 75 8 re 0 r - Andress ing and the 47 0 11 0 C SWE T TURE CTS & TS POSTAT 6 . 随着汽车产业经历百年未有之大变局，"产品CEO"的涌现揭示了颠覆性变革的浪潮。无论是"产品CEO"还是"产品线CEO"，显而易见的是，汽车制造商开始 更加重视产品思维，这反映了他们迫切希望打破旧有束缚，重组体制，以加强产品与市场以及生产与管理之间的紧密联系。 随着汽车步入新能源时代，从产品逻辑、定义、生产制造到营销，每一个环节都经历了翻天覆地的变革。最初，汽车被定义为由动力驱动的、具有四个或更 多车轮的非轨道承载车辆，主要功能是作为载人或载货的运输工具。但在智能网联汽车时代，汽车的属性发生了"质的变化"。它不再仅仅是代步工具，而是 变成了"第三生活空间"，智能座舱、智能辅助驾驶和智能底盘的集成，为车辆赋予了更多智能化的特性，汽车逐渐从单一的工业制品转变为线控电动、5G 联网的高科技产品。同时，随着越来越多的互联网人才涌入汽车行业，汽车产品的宣传和市场营销也正逐渐 ...

证券时报记者程丹 私募基金收购上市公司的热潮不断涌现。鸿合科技近日表示，合肥瑞丞私募基金管理有限公司拟以 15.75亿元收购该公司25%股份并取得控制权。这是"并购六条"发布以来，A股市场披露的第6单私募股 权创投基金收购上市公司的案例。 更多私募料参与其中 在现已披露的6单私募股权创投基金收购上市公司的案例中，市场更关注2单，关注度主要集中在两起具 有标杆意义的交易上：一是启明创投拟以4.52亿元收购天迈科技26.10%股份，二是合肥瑞丞私募基金计 划以15.75亿元收购鸿合科技25%股份。这两起交易无论哪宗获得监管部门通过，都将在一定程度上对 行业形成示范效应。 监管部门多次明确表示支持私募基金以产业整合为目的收购上市公司，这与市场需求不谋而合。中央财 经大学资本市场监管与改革研究中心副主任李晓认为，部分上市公司有寻找赋能方和融资方等诉求，希 望有新的伙伴加入，私募基金在产业链上下游往往有众多被投企业，若能入主上市公司，可借助上市公 司主体发挥产业协同效应，实现上市公司做大做强，随着政策红利持续释放，市场需求被充分激发。 年内披露多个收购案例 以年初启明创投拟4.52亿元收购天迈科技26.10%股份为始， ...

Transaction Overview - Shenzhen Huakong Saige Co., Ltd. decided to acquire 82% equity of Beijing Qingkong Zhongchuang Engineering Construction Co., Ltd. and increase its registered capital by 80 million yuan, raising the total to 100 million yuan [1][2] - The board of directors approved the acquisition and capital increase without requiring shareholder meeting approval, as it does not constitute a related party transaction or a major asset restructuring [1] Target Asset Information - Beijing Qingkong Zhongchuang Engineering Construction Co., Ltd. was established on September 12, 2018, with a registered capital of 20 million yuan and specializes in construction management and various engineering projects [2] - The company holds 15 construction qualifications, including four second-level general contracting qualifications and nine second-level specialized contracting qualifications [2] Financial Data - As of the end of 2022, total assets were 1.1078 billion yuan, total liabilities were 987.96 million yuan, and net assets were 119.85 million yuan [3] - For 2023, total assets decreased to 961.26 million yuan, while total liabilities slightly decreased to 979.61 million yuan, resulting in negative net assets of 18.36 million yuan [3] - The company reported a significant increase in operating income from 77.13 million yuan in 2022 to 301.15 million yuan in 2024 [3] Capital Increase Purpose - The capital increase aims to break professional barriers and facilitate entry into emerging fields such as water conservancy and ecological restoration [5] - It is expected to enhance Qingkong Zhongchuang's ability to undertake high-value projects and optimize its overall profit structure [5] Strategic Impact - The acquisition aligns with the company's strategic planning to reduce corporate layers, promote industry integration, and improve resource allocation and decision-making efficiency [4][5] - The move is also intended to address issues of industry competition and enhance the company's long-term interests [5]

Board Meeting Summary - The board meeting of Aerospace Morning Light Co., Ltd. was held via communication voting, with all 8 directors participating, confirming compliance with relevant laws and regulations [1][2]. Key Resolutions - The board approved the election of Zhao Kang as the legal representative of the company, with a unanimous vote of 8 in favor [1]. - The board nominated Tian Jiangquan as a candidate for the board of directors, with a unanimous vote of 8 in favor, pending approval at the shareholders' meeting [2]. - The board approved the liquidation and deregistration of Aerospace Morning Light (Hong Kong) Co., Ltd., which has been underperforming with minimal revenue, also receiving a unanimous vote of 8 in favor [2][3]. - The board approved an optimization adjustment of the company's internal structure to enhance management efficiency and focus on core functions, with a unanimous vote of 8 in favor [3]. - The board approved the integration of the company's industrial structure and organizational adjustments to streamline operations into five business categories, also receiving a unanimous vote of 8 in favor [4]. - The board approved the convening of the first temporary shareholders' meeting of 2025, with a unanimous vote of 8 in favor [4]. Candidate Profile - Tian Jiangquan, born in September 1972, holds a Master's degree in Business Administration and has extensive experience in various leadership roles within the China Aerospace Science and Industry Corporation [6].

丨证券研究报告丨 公司研究丨点评报告丨奥瑞金（002701.SZ） [Table_Title] 国内二片罐价格和盈利有望回归，期待公司积极 出海破局 报告要点 [Table_Summary] 2025 年 4-5 月铝锭（A00）市场均价为 19990 元/吨，相比 2025 年一季度均价 20433 元/吨下 降 443 元/吨。 分析师及联系人 [Table_Author] 蔡方羿 仲敏丽 SAC：S0490516060001 SAC：S0490522050001 SFC：BUV463 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 奥瑞金（002701.SZ） cjzqdt11111 [Table_Title 国内二片罐价格和盈利有望回归，期待公司积 2] 极出海破局 [Table_Summary2] 事件描述 2025 年 4-5 月铝锭（A00）市场均价为 19990 元/吨，相比 2025 年一季度均价 20433 元/吨下 降 443 元/吨。 事件评论 ⚫ 近期跟踪：基本面触底回升中，整合持续推进、下半年二片罐有望提价 从基本面看，2025Q1 ...

Core Viewpoint - The strategic cooperation between Guangzhou Light Industry Group and Taimoshi has garnered significant market attention, with Guangzhou Light Industry Group aiming to enhance Taimoshi's business development through its advantages in channels, branding, and supply chain [2][3]. Group 1: Strategic Cooperation - Guangzhou Light Industry Group's strategic partnership with Taimoshi is a practical implementation of the Guangzhou municipal government's initiative to build a modern industrial system [2]. - Taimoshi will become the only listed platform for Guangzhou Light Industry Group's textile and apparel sector as the cooperation deepens [2]. - The partnership aims to leverage Guangzhou Light Industry Group's extensive sales network to expand Taimoshi's market reach and prioritize business opportunities for Taimoshi [2]. Group 2: Share Transfer Agreement - Taimoshi announced that its controlling shareholder, Rugao Xintai Investment Co., Ltd., plans to transfer 29.99% of its unrestricted circulating shares to Guangzhou Light Industry Group [3]. - If the transaction is successfully completed, Guangzhou Light Industry Group will become the controlling shareholder of Taimoshi, with the Guangzhou municipal government as the actual controller [3]. - The transaction price and key terms are yet to be finalized, indicating significant uncertainty [3]. Group 3: Company Background - Taimoshi, officially known as Jiangsu Taimoshi Knitting Technology Co., Ltd., was established in August 1992 and specializes in the R&D, production, and sales of knitted fabrics and garments [3]. - The company provides OEM services for well-known brands such as Decathlon, Semir, and Anta, among others [3]. - Guangzhou Light Industry Group is the first large-scale enterprise group in Guangzhou that integrates industry and trade, with the Guangzhou municipal government holding 90.03% of its shares [3].

国内算力产业最大吸并案具体方案敲定了！ 6月9日晚间，海光信息和中科曙光双双发布公告，披露换股吸收合并预案，海光信息拟以0.5525：1的 换股比例吸收合并中科曙光，并向特定投资者发行股份募集配套资金，两家公司股票于6月10日开市起 复牌。 这是两家公司停牌10个交易日推进重组事宜后，对外释放的一项重大进展。预案出炉后，6月10日开盘 中科曙光一字涨停，海光信息股价快速飙升后略有回落，截至收盘上涨4.30%，报141.98元/股。 积极的市场响应背后，这两家累计估值近4300亿元的国产算力企业合并，对其自身乃至于整个行业会带 来何种影响？ 整合"芯片+系统" 成立于2014年，海光信息是国内领先的高端处理器设计企业，主营业务为研发、设计和销售应用于服务 器、工作站等计算、存储设备中的高端处理器。目前公司主要产品包括高端通用处理器（CPU）和协处 理器（DCU），已成功完成了多代产品的独立研发和商业化落地。 据海光信息公告，本次交易实施后，海光信息将在目前的高端处理器业务基础上，延展了与高端处理器 紧密配套的高端计算机、存储、安全、数据中心、智算中心等业务，增强海光信息"高端处理器+计算 系统"间技术和应用协同 ...

Group 1 - The core event involves the resumption of trading for two notable tech stocks, Haiguang Information and Zhongke Shuguang, on June 10, with Zhongke Shuguang hitting the daily limit up and Haiguang Information recording a 4.3% increase [1][3] - The strategic merger announcement on May 25 indicated that Haiguang Information would absorb Zhongke Shuguang through a share swap at a ratio of 0.5525:1, aiming to enhance system integration capabilities and collaboration between high-end chips and computing systems [3] - During the suspension period, significant capital flowed into related ETF products, with over 60 billion yuan in net inflows across multiple funds, reflecting investor optimism regarding the merger and the future of the domestic computing industry [4] Group 2 - As of the end of Q1, 463 funds from 96 fund companies held a total of 253 million shares of Haiguang Information, with a market value of 35.73 billion yuan, indicating a high fund concentration of 28.53% [5] - Zhongke Shuguang was held by 88 funds from 44 public institutions, totaling 49.16 million shares with a market value of 3.26 billion yuan, showcasing strong institutional interest [5] - Some funds held both stocks, with notable examples including Jiashi Fund, which has consistently held Zhongke Shuguang for five consecutive quarters, although overall fund performance was affected by broader market trends [5]