证券代码：000652 证券简称：泰达股份 公告编号：2025-75 天津泰达股份有限公司 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。 天津泰达股份有限公司（以下简称"公司"）于 2025 年 7 月 14 日召开了第 十一届董事会第二十次（临时）会议，审议通过了《关于放弃三级子公司大连泰 达新城建设发展有限公司股权转让优先购买权的议案》和《关于放弃四级子公司 大连泰一房地产开发有限公司股权转让优先购买权的议案》。现专项公告如下： 一、放弃权利事项概述 （一）本次交易概述 近期，公司控股子公司南京新城发展股份有限公司（以下简称"南京新城"） 及其全资子公司南京泰基房地产开发有限公司（以下简称"南京泰基"）收到大 连融慧投资咨询有限公司（以下简称"大连融慧"）发来的《对外转让股权的书 面通知》，大连融慧拟将其所持大连泰达 14.6341%股权（对应 3,000 万元出资） 以 3,000 万元、大连泰一 15%股权（对应 150 万元出资）（大连泰达和大连泰一 以下合称"标的公司"）以 150 万元转让至江苏润业投资有限公司（以下简称"江 苏润业"）。 根据 ...

Core Viewpoint - Jiyuan Group Co., Ltd. (SH:603262) has initiated its IPO on the Shanghai Stock Exchange with an issue price of 10.88 yuan per share, aiming to raise approximately 544 million yuan, with a net fundraising amount of about 480 million yuan [1][3]. Fundraising and Project Allocation - The company originally planned to raise 603 million yuan for projects including the construction of a nutritional health raw material production base, expansion of the production line, and a technology innovation center, as well as to supplement working capital [3][4]. - The final net fundraising amount is reduced by approximately 120 million yuan compared to the original plan, with any funding shortfall to be covered by the company through self-raised funds [4]. Company Background - Jiyuan Group was established in September 2002 in Jiangyin, Wuxi, Jiangsu Province, with a registered capital of 350 million yuan [5]. - The major shareholder is Jiyuan (Hong Kong) Co., Ltd., which holds 78.76% of the shares, making it the controlling shareholder [7][8]. Financial Performance - The company's revenue for 2022, 2023, and 2024 is approximately 947 million yuan, 892 million yuan, and 1 billion yuan, respectively, with net profits of about 144 million yuan, 161 million yuan, and 175 million yuan [10]. - The total assets as of December 31, 2024, are projected to be approximately 1.186 billion yuan, with a debt-to-asset ratio of 20.23% [11]. Future Projections - For the first half of 2025, Jiyuan Group expects revenue between 560 million and 620 million yuan, representing a year-on-year growth of 15.03% to 27.36% [12][13]. - The projected net profit for the same period is estimated to be between 102 million and 112 million yuan, indicating a growth of 8.56% to 19.20% [12][13]. Regulatory Concerns - The Shanghai Stock Exchange raised concerns regarding the company's past practices of loan transfers and bill discounting, requiring clarification on whether these actions were supported by genuine business transactions [12].

Core Viewpoint - Starbucks is considering selling a portion of its stake in its China business, with multiple potential investors expressing interest in acquiring controlling stakes to align the business with their investment strategies [1][2]. Group 1: Acquisition Interest - Several potential investors have submitted non-binding acquisition proposals for Starbucks' China business, with most seeking controlling stakes [1]. - Over 30 bidders have reportedly made offers for Starbucks' China operations, with valuations ranging from $5 billion to $10 billion, and the final bid expected to approach the upper end of this range [1][2]. Group 2: Valuation and Stake Sale - Starbucks' current market capitalization is approximately $108 billion, with its China business contributing over 8% to global revenue, leading to a reasonable valuation of around $9 billion for this segment [1]. - The company may retain a 30% stake in the China business, with the remaining shares distributed among multiple buyers, each holding less than 30% [1]. Group 3: Company Response - In response to the market rumors, Starbucks emphasized its belief in the long-term potential of the Chinese market and its commitment to finding strategic partners that share its values [2]. - The company aims to maintain a significant portion of its stake in the China business while ensuring that any transaction aligns with the interests of Starbucks and its partners [2].

Core Viewpoint - The company is undergoing a significant change in control, with a transfer of shares to Wuhan Lian Investment Co., Ltd., which will become the new controlling shareholder, while the actual controller will change to the Hubei Provincial State-owned Assets Supervision and Administration Commission [1][2][3] Group 1 - On July 8, 2025, the company received a notice from its controlling shareholder, Shanghai Sanxiang Investment Holding Co., Ltd., regarding the termination of the equity transfer agreement with Wuhan Lian Investment Co., Ltd. [1] - On November 16, 2023, an agreement was signed for the transfer of 295,174,890 shares, representing 25.00% of the total shares, from the controlling shareholder and its affiliates to Wuhan Lian Investment [1][2] - The transfer includes 121,024,988 shares from Sanxiang Holding (10.25%) and 174,149,902 shares from Huang Hui (14.75%) [1] Group 2 - A voting rights waiver agreement was signed on November 16, 2023, where Sanxiang Holding waived voting rights for 96,758,596 shares (8.20%) and Huang Wei Zhi waived rights for 21,311,360 shares (1.80%) [2] - The waiver period lasts until the combined shareholding of Wuhan Lian Investment and its concerted parties exceeds the combined shareholding of Huang Hui and others by 10% [2] Group 3 - The company signed a conditional stock subscription agreement with Hubei Provincial United Development Investment Group, planning to issue up to 354,209,868 shares to raise a maximum of 1,020,124,420 yuan for working capital and debt repayment [3] - The first payment of 173,250,000 yuan for the acquisition was made to the escrow account on December 28, 2023 [4] Group 4 - On May 20, 2025, the company received a termination notice from Wuhan Lian Investment, indicating that the equity transfer agreement had triggered termination conditions [5] - Following the termination of the agreement, the company stated that its development strategy, operational planning, and main business would remain unchanged [5]

Core Viewpoint - The company plans to acquire 100% equity of China Electronic Engineering Design Institute through a share issuance and raise matching funds [1] Group 1 - The transaction will involve specific investors, including China National Development Investment Corporation, with no more than 35 participants [1] - As of the date of this announcement, the auditing and evaluation of the target company have not been completed, and the transaction price is yet to be determined [1] - Upon completion of the transaction, the company's main business will expand to include industrial consulting and process design services [1]

Core Viewpoint - The ownership of Alloy Investment (000633.SZ) is changing hands as Sun Guangxin, the richest man in Xinjiang, decides to withdraw, transferring his 20.74% stake to Jiuzhou Hengchang Logistics, making it the new controlling shareholder [1][6][7]. Ownership Change - On June 30, Alloy Investment announced that its controlling shareholder, Guanghui Energy, signed a share transfer agreement with Jiuzhou Hengchang, resulting in Jiuzhou Hengchang becoming the new controlling shareholder [1][6][7]. - The share transfer price is set at 7.5 CNY per share, representing a premium of over 20% compared to the closing price before the trading halt, with a total transaction value of approximately 599 million CNY [1][7]. Financial Impact - Sun Guangxin incurred a loss of approximately 171 million CNY from this transaction, having initially invested around 770 million CNY for the same stake three years ago [2][10]. - The previous acquisition price was 9.7439 CNY per share, indicating a significant depreciation in value [8][10]. Company Background - Alloy Investment has a history of frequent ownership changes, having undergone six ownership transitions since its listing in 1996, and has not issued cash dividends for 21 years [3][15]. - The company primarily engages in the production and sales of nickel-based alloy materials and has been struggling with poor financial performance, with cumulative net profits of only 152 million CNY since its listing [15]. Future Prospects - The new owner, Wang Yunzhuang, is expected to implement strategies to revitalize the company, which has been in a state of operational stagnation [12][17]. - There is potential for synergy between Alloy Investment's transportation business and Jiuzhou Hengchang's logistics operations, which could enhance operational efficiency [16].

Key Points - Jiangnan Water received a stake increase from Lianan Life Insurance, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. warns that its stock price fluctuations are not aligned with its fundamentals, as it has seen five consecutive trading days of price increases [6] - Weimais intends to invest 190 million yuan into its subsidiary for a new electric drive assembly project [7] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, indicating compliance with EU standards [8] - Jingwei Huikai plans to acquire an additional 12.44% stake in Nosi Micro, increasing its control in the semiconductor sector [9] - ST Tongmai will remove its delisting risk warning starting July 4, while continuing other risk warnings [10] - ST Modern seeks to apply for the removal of other risk warnings but will maintain delisting risk warnings [11] - Luxshare Precision is planning to issue H-shares for listing on the Hong Kong Stock Exchange [12] - Hainan Highway intends to purchase a 51% stake in Hainan Jiaokong Petrochemical, which will become a subsidiary [13] - Jucheng Co. plans to transfer 1.25% of its shares through a price inquiry [14] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year [15] - Jiangling Motors achieved a total vehicle sales of 172,700 units in the first half, up 8.15% year-on-year [16] - Changan Automobile's sales reached 1.3553 million units in the first half, with new energy vehicle sales growing by 49.05% [17] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of the year [18] - Jihong Co. anticipates a net profit increase of 55% to 65% for the first half of the year [19] - Nanjing Business Travel expects a net profit decrease of 67.4% to 78.27% for the first half of the year [20] - Madi Technology forecasts a net profit of 25 million to 27 million yuan, marking a turnaround from losses in the previous year [21] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan [22] - Jinyi Industrial won a bid for a 335 million yuan intercity railway materials procurement project [23] - Sichuan Road and Bridge signed a construction contract worth approximately 11.596 billion yuan [24] - Fulian Precision signed a cooperation framework agreement with Chuanfa Longmang for lithium battery material projects [26] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan [27] - Feiwo Technology plans to repurchase shares worth 25 million to 50 million yuan [28] - Nengte Technology intends to repurchase shares worth 300 million to 500 million yuan for capital reduction [29] - CATL has repurchased 6.641 million A-shares for a total of 1.551 billion yuan [30] Shareholding Changes - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [31] - Sanwei Xinan's shareholder intends to reduce its stake by up to 2% [33] - Data Port's shareholders plan to reduce their stakes by up to 2% [34] - Zhuzhou Design's controlling shareholders plan to reduce their stakes by up to 3% [35] - Tianji Co.'s controlling shareholders plan to reduce their stakes by up to 3% [36] - Anjisi's shareholders plan to reduce their stakes by up to 4% [37] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [39]

Core Viewpoint - The audit report for Shanghai Jinlitai Chemical Co., Ltd. indicates significant risks related to fund transfers and potential misrepresentation in financial statements, leading to a non-standard audit opinion [2][3][6]. Group 1: Fund Transfer Issues - In 2024, Jinlitai transferred a total of 931 million RMB to related trading companies and received back 930 million RMB, with a remaining balance of 17.87 million RMB at year-end [2]. - There were abnormal fund transfers where related trading companies transferred similar amounts to non-supplier entities, raising concerns about potential fund occupation channels [3]. - The audit could not fully trace the funds to determine the ultimate beneficiaries or the purpose of the funds, indicating a significant risk of non-operational fund occupation [3][6]. Group 2: Equity Transfer Concerns - Jinlitai received a total of 137.53 million RMB as a repayment for equity acquisition from Shihezi Yike, but the funds were subsequently transferred to related trading companies, complicating the audit trail [3][4]. - The second acquisition of equity from Xiamen Yike involved 323 million RMB, with similar issues regarding the tracing of funds and potential misrepresentation of the transaction's commercial substance [5][6]. - The audit report highlights the inability to ascertain the true nature of these transactions and whether they involve non-operational fund occupation [5][6]. Group 3: Audit Opinion and Implications - The audit firm issued a non-opinion report due to the inability to obtain sufficient evidence regarding the financial statements, which could have significant implications for the company's financial health [6][7]. - The overall importance level for the audit was set at 3.66 million RMB based on the company's revenue, indicating the scale of potential misstatements [6]. - The audit firm could not determine the specific financial impact of the identified issues on Jinlitai's financial statements [6][7].

Core Viewpoint - The company Tian Sheng New Materials (300169) has signed a share transfer agreement to sell 100% of the equity of Xingyue Capital for 2.8 million RMB, which will result in the company no longer engaging in securities-related business [1] Group 1 - Tian Sheng New Materials' wholly-owned subsidiary Tian Sheng Hong Kong will transfer 100% of Xingyue Capital's equity, with a transfer price of 2.8 million RMB [1] - The main asset of Xingyue Capital is its 100% ownership of Tian Sheng Securities [1] - Following the transaction, Xingyue Capital and Tian Sheng Securities will be excluded from the company's consolidated financial statements [1] Group 2 - As of April 30, 2025, the book value of shareholders' equity for Xingyue Capital is 2.5541 million RMB, with an assessed value of 2.8 million RMB, indicating an increase in value of 245,900 RMB and a valuation increase rate of 9.63% [1] - The transaction is expected to increase the company's equity disposal income by 245,900 RMB at the consolidated financial statement level [1]

Core Viewpoint - Tian Sheng New Materials announced the sale of 100% equity in Xingyue Capital, marking its exit from the securities-related business [1] Group 1: Transaction Details - Tian Sheng New Materials' wholly-owned subsidiary, Tian Sheng Hong Kong, signed a share purchase agreement to transfer 100% equity of Xingyue Capital for 2.8 million RMB [1] - The main asset of Xingyue Capital is its 100% ownership of Tian Sheng Securities [1] Group 2: Business Implications - Following the completion of this transaction, Tian Sheng New Materials will no longer hold any direct or indirect equity in Xingyue Capital and its subsidiary, Tian Sheng Securities [1] - The company will cease all operations related to the securities business [1]