Workflow
战略转型
icon
Search documents
热搜爆了!店员偷牛肉被拍,紫燕百味鸡又“翻”车了
12月24日,有网友发视频爆料了件挺膈应人的事儿。 江苏南通启东凯旋路菜市场里的紫燕百味鸡门店,店员给顾客称完牛肉准备打包的时候,居然把餐盒挪到自己背后,偷偷从里头拿走了好几块牛肉。 这位网友还在视频里配了文字说,这已经不是他第一次发现了,之前就总觉得买的牛肉分量不对劲,这次特意拍了视频留下证据。 视频一曝光,网友们直接炸锅了。 有人说看店员这手法多娴熟,明显不是第一次干这事。 有人跟着吐槽,难怪每次买完回家都感觉肉少了、重量不对。 还有人纳闷,这到底是店员个人的小动作,还是店家本来就默许这么干的? 对此,紫燕食品(603057)称,公司第一时间成立专案小组,并连夜开展核查工作,确认具体情况,现经查实,确实有店员存在不当行为。公司已迅速采 取涉事门店停业整顿、涉事店员立即开除、全国门店通报警示、消费者补偿等处理措施。同时,为对涉事门店其他消费者表达歉意,将开启为期10天的补 偿回馈。 01 不止缺斤少两,食品安全问题频发 其实紫燕百味鸡这已经不是第一次栽跟头了,之前没少因为食品安全问题被推到风口浪尖上。 去年12月有测评博主给好几个卤味品牌做产品检测,结果紫燕百味鸡直接五个产品的微生物指标都没过关。 其中夫妻 ...
国资入主联创电子,未来三年联创战略转型新蓝图
Jing Ji Guan Cha Wang· 2025-12-25 03:39
根据新的发展规划,联创电子划定出三条清晰执行路径:一是主攻车载光学,依托玻塑混合镜头技术优 势,锁定蔚来、华为、地平线等核心Tier 1平台,将其打造为公司最重要的利润来源,同时布局微纳光 学技术,切入医疗内窥镜赛道,培育第二增长曲线;二是触控显示业务转守,该板块不再追求规模扩 张,转而以提升设备稼动率、降低摊销为核心,以利润为导向精简运营;三是严控资本开支,告别过去 五年高强度研发与固投模式,未来三年重心转向内部管理与降本增效,不再新增大规模固定资产投入。 这场战略转型的核心逻辑,是借助国资赋能的资源与资金优势,将联创电子的技术壁垒转化为市场订单 与利润,实现从"多元布局"到"专精特新"的跨越。 经济观察网 随着国资入主落定,联创电子(002036)明确未来三年战略转型核心方向,宣布放弃"综合 电子制造企业"定位,全面聚焦光学产业,剑指"光学科技巨头"目标。 "在三年内,联创电子的资源将倾注于具有行业优势地位的光学产业。"接近联创电子的相关人士表示。 ...
建龙微纳2亿参股汉兴能源加速转型 单季扣非增110%推进海外产能布局
Chang Jiang Shang Bao· 2025-12-25 01:59
终止重组后, 建龙微纳 (688357.SH)改以参股方式延续投资。 12月23日晚间,建龙微纳公告称,公司全资子公司上海建龙微纳 新材料 科技有限公司(以下简称"上海 建龙")拟以2亿元收购上海汉兴能源科技股份有限公司(以下简称"汉兴能源")40%股权,交易完成之 后,汉兴能源将成为上海建龙的参股公司。 12月23日晚间,建龙微纳再次宣布将收购汉兴能源股权。与之前不同的是,建龙微纳将参股汉兴能源。 长江商报记者注意到,建龙微纳原本计划收购汉兴能源控股权,但由于本次实施重大资产重组的条件暂 不成熟,建龙微纳终止了资产重组,改以参股方式继续投资汉兴能源。 而此笔交易也被建龙微纳视为其落实长期发展战略、实现向 综合 技术服务 商转型的重要布局。通过本 次股权收购,建龙微纳将推动产业链向下游延伸,拓宽业务边界,培育新的增长点。 数据显示,2025年前九月,建龙微纳实现营业收入5.9亿元,同比增长4.34%;归母净利润7273.09万 元,同比增长20.15%。其中,第三季度,建龙微纳归母净利润和扣非净利润同比分别增长70.22%、 110.88%。 当前,建龙微纳泰国建龙二期项目已正式投产,公司海外产能协同能力进一 ...
锚定新程 并购潮中券商治理焕新篇
◎卢伊 记者 徐蔚 2025年,证券行业的"换帅"浪潮贯穿全年,成为治理变革的鲜明注脚。全年50余次董事长、总经理更迭 创下近三年新高,151家券商中三分之一完成核心管理层交替,背后核心驱动力直指并购重组、股权变 更与代际交替。"70后"扛旗、"80后"逐渐融入治理核心,每一次履新都承载着业务升级与战略转型的期 待,共同勾勒出券商治理变革的清晰脉络。 并购整合:重构行业格局与治理生态 券商的整合重组成为年度关键词:国泰君安与海通证券合并、西部证券收购国融证券、浙商证券携手国 都证券、国联证券并购民生证券等标志性案例接连落地,推动管理层改组提速。 合并后的新机构迎来治理重构。例如,国泰海通在完成更名后官宣了公司新一任领导班子,明确了朱健 担任公司董事长、周杰担任副董事长,聘任李俊杰为公司总裁。国联民生合并落地后,兼具无锡国资背 景与地方金融管理经验的顾伟出任新公司董事长,葛小波出任总裁,形成"国资掌舵+职业经理人发 力"的双轨架构。 股权变更同样触发治理调整。湖北国资成为长江证券第一大股东后,长江证券主要管理人员也同步进行 调整。今年3月,公司前任董事长金才玖辞去董事长一职;4月,刘正斌正式出任长江证券董事长。 ...
高管大调整!股东博弈、班子“重组”,国任保险雷霆应对新挑战
Xin Lang Cai Jing· 2025-12-23 12:26
来源:观潮财经 去年底开始,国任保险酝酿大变化,而今年其高管班子出现大幅度调整。另外,今年以来董事会的一些 新情况也值得关注。 一家地方国资的挑战与应对。 近日,国任保险股东大会上再现6.01亿股反对票,且今年以来的所有股东大会上均有反对声音。该笔股 权数目对应了国任保险二股东联美量子的持股比例。 由信达财险转身之后,国任保险实控人变更,其也成为地方金融平台一员。随着该公司班子更替、战略 调整,该公司开启了自2017年以来的高增长阶段,其也持续7年盈利。 然而,2024年投资端高达11.67亿元的巨额亏损拖累盈利,使其当年净利润同比大幅下降。该公司也开 启了一轮大规模的"拨乱反正",积极应对挑战。今年该公司高管班子大调整,年轻化的同时也优化了人 员配置。 雷霆手段的结果是,今年前三季度该公司业务稳定,利润高增长。新阶段,国任保险的改革之路还在继 续...... 01 议案屡遭反对,高管团队大调整 12月15日,国任保险召开第四十七次临时股东大会,审议《关于修订公司章程及附件的议案》,此次议 案虽成功通过,但其中有6.01亿票反对、0.3亿票弃权。 股东大会出现不一致声音的情况从今年起一直存在,国任保险今年8月 ...
汇通能源1.84亿元受让兴华芯7.43%股权 半导体领域布局取得关键进展
Xin Lang Cai Jing· 2025-12-23 11:50
登录新浪财经APP 搜索【信披】查看更多考评等级 上海汇通能源股份有限公司(证券代码:600605,简称"汇通能源")12月24日发布对外投资进展公告, 公司此前拟以18,390万元受让兴华芯(绍兴)半导体科技有限公司(简称"兴华芯")7.43%股权的事项取得 重要进展。标的公司股东会已审议通过相关股权转让合同,为后续交易实施奠定基础。 风险提示:多重不确定性仍需警惕 公告特别提示三大风险:一是交易尚未完成公司内部决策程序,存在最终无法实施的不确定性;二是投 后管理过程中可能面临企业整合、战略协同不及预期的风险;三是半导体行业技术迭代快、资本投入 大,标的公司未来经营业绩存在波动风险。 汇通能源强调,将密切关注交易进展,严格按照相关法律法规履行信息披露义务。投资者需理性看待此 次战略投资,结合公司转型节奏与行业发展趋势综合判断投资价值。 (本文数据来源:上海汇通能源股份有限公司《关于公司对外投资的进展公告》(公告编号:2025- 054)) 交易方案:1.5元/注册资本撬动半导体资产 根据公告披露,此次股权交易包含"股权转让+实缴出资"两部分。汇通能源将受让兴华芯控股股东绍兴 芯兴企业管理有限公司持有的7.4 ...
香江控股(600162.SH):暂未投资芯片、半导体相关产业
Ge Long Hui· 2025-12-23 10:03
格隆汇12月23日丨香江控股(600162.SH)在互动平台表示,公司管理层在保持主要经营业务稳健发展的 前提下,积极探索战略转型发展方向,目前公司暂无确定未来的转型方向,也暂未投资芯片、半导体相 关产业。 ...
推进一周即“夭折”!南都电源终止控制权变更事项 未现交易对手
Xi Niu Cai Jing· 2025-12-23 01:53
Core Viewpoint - Nandu Power (300068.SZ) announced the termination of its control change plan, leading to the resumption of its stock trading on December 19, after a seven-day suspension due to the failed negotiations with potential buyers [2][4]. Group 1: Control Change Plan - The company was in discussions regarding a control change and the sale of its lead recycling business but failed to reach a consensus on key terms after multiple negotiations [4]. - No information about the potential buyers or specific details of the transaction was disclosed during the planning and termination phases [4]. Group 2: Financial Performance - In 2023, Nandu Power reported revenue of 14.666 billion yuan, a year-on-year increase of 24.83%, but net profit plummeted by 89.19% to 36 million yuan [4]. - For 2024, the company expects revenue to drop to 7.984 billion yuan, a significant decline of 45.56%, with a projected net loss of 1.497 billion yuan, representing a staggering year-on-year decrease of 4260.62% [4]. - Cumulatively, the company has incurred losses of 2.8 billion yuan from 2020 to 2024 [5]. Group 3: Strategic Shift and Legal Issues - Nandu Power attributed its financial downturn to a strategic shift from lead recycling to lithium battery production, resulting in reduced output from its lead recycling segment [5]. - The company is involved in a legal dispute with Xinri Co. (603787.SH) over quality issues related to lithium batteries supplied under a contract, with Xinri seeking approximately 565 million yuan in damages [5]. - Nandu Power maintains that its products meet quality standards, and a court ruling indicated that the company did not fundamentally breach the contract, although it was ordered to pay 100 million yuan to Xinri [6][7].
上市公司“产业回归”!台儿庄一上市公司拟设立山东子公司,布局“枣庄造”
Sou Hu Cai Jing· 2025-12-22 08:38
Core Insights - Shenkai Co., Ltd. plans to establish a wholly-owned subsidiary, Shandong Shenkai Power Equipment Co., Ltd., with a registered capital of 20 million RMB, aimed at becoming a manufacturing base for machining and structural components [1][4] Company Overview - Shenkai Co., Ltd. was founded in 1996 and went public in 2011, with a registered capital of 150 million RMB. The company specializes in the research, production, and sales of thick-walled sliding bearings and kits, positioning itself as a leader in the domestic sliding bearing industry [2] - The core product, thick-walled sliding bearings, is essential in major equipment manufacturing, widely used in key energy sectors such as hydropower, thermal power, wind power, nuclear power, and shipping, serving major clients like Dongfang Electric and China Shipbuilding Group [2] Recent Developments - The acquisition of a 51.6% stake in Shenkai Co., Ltd. by Zaozhuang State-owned Assets through Shenzhen Huili Hongsheng Industrial Holdings for 1.25 billion RMB has been recognized as one of the most successful state-owned acquisitions in the A-share market in recent years [2] - The establishment of the new subsidiary in Zaozhuang is a strategic move for Shenkai Co., Ltd. to transition into a provider of thick-walled sliding bearings and power equipment system solutions [4] Strategic Importance of Zaozhuang - The decision to set up the subsidiary in Zaozhuang is based on factors such as regional advantages, labor costs, manufacturing capabilities, and market responsiveness. Zaozhuang is a key area for high-end equipment manufacturing, which can help reduce production costs and improve service quality for clients in East and North China [4] - The establishment of the subsidiary is expected to fill a gap in Zaozhuang's core components for major equipment and attract upstream and downstream enterprises, creating an industrial cluster around sliding bearings and energy equipment [4]
枣庄国资收购A股上市公司后大动作!申科股份设立山东子公司,布局“枣庄造”
Sou Hu Cai Jing· 2025-12-22 03:58
Core Viewpoint - Shinko Co., Ltd. plans to establish a wholly-owned subsidiary, Shandong Shinko Power Equipment Co., Ltd., in Zaozhuang, with a registered capital of 20 million yuan, marking a significant investment in the high-end equipment industry chain following the acquisition of a 51.6% stake by Zaozhuang State-owned Assets [1][3]. Group 1 - The establishment of Shandong Shinko Power Equipment is a strategic move for Shinko Co., Ltd. to transition into a "thick-walled sliding bearing and power equipment system solution provider" [2]. - Zaozhuang was chosen for its regional advantages, labor costs, manufacturing capabilities, and market responsiveness, making it a key location for high-end equipment manufacturing [2]. - Shinko Co., Ltd. was founded in 1996 and went public in 2011, specializing in the research, production, and sales of thick-walled sliding bearings, which are crucial components in major equipment manufacturing [2]. Group 2 - The acquisition of Shinko Co., Ltd. by Zaozhuang State-owned Assets has been highlighted as one of the most successful state-owned acquisitions in the A-share market in recent years, with a total investment of 1.25 billion yuan for a 51.6% stake [3]. - The recent leadership changes at Shinko Co., Ltd. indicate a shift in control from the He family to state-owned entities, with new appointments including Yu Yongqiang as chairman and Song Xiaoming as general manager [5][7]. - The investment in Zaozhuang is expected to enhance Shinko's manufacturing and service capabilities in large structural components and special ships, optimizing its regional layout and improving customer service [8][10].