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汇源果汁“大战”资本,前南通首富真成“冤大头”?
Sou Hu Cai Jing· 2025-08-14 09:07
wumiancaijing.com / 大股东数亿投资款迟迟不给,想借助国中水务曲线上市,又因粤民投冻结股权被迫终止,汇源果汁的复兴之路,很是坎坷。 重要提醒!!!为防失联,请"星标"我们!进入无冕财经公众号,点击右上角"...",再"",以便您及时接收每篇推送~ 作者:杨一轩 编辑:陈涧 这一次,汇源果汁是豁出去了。 8月9日,其母公司北京汇源食品饮料有限公司(下称"北京汇源"),在其微信公众号发布公开信,指责大股东涉嫌出资不实、滥用控制权,表示已经提起 诉讼,呼吁其他股东和债权人也采取法律手段维权。 三年前重整时约定的16亿出资款中,有超过一半资金仍未到账,这三年来,北京汇源估计主要靠自身力量维持经营,实现连续盈利。 公开叫板昔日"白衣骑士",试图拉拢其他股东对抗,还表示已经提起诉讼,北京汇源以撕破脸的方式放手一搏。"国民果汁"似乎再次被资本算计。 这样看来,在围绕汇源果汁的争斗中,国中水务及其背后的南通前首富姜照柏,似乎充当了一回"冤大头"。 但事实的确如此吗? 公开叫板大股东 北京汇源被资本"伤"了。 设计:岚昇 ▲"汇源"微信公众号上发布的公开信截图。 2017年,汇源果汁负债达到114亿元,后又因 ...
上市第3年扬子江金控迎来分拆上市!这一次掌舵人还是他 | 航运界
Sou Hu Cai Jing· 2025-08-14 09:04
航运界网消息,扬子江金控(Yangzijiang Financial Holding)近日发布2025年上半年财报。 截至6月30日,扬子江金控总收入为1.236亿新元,同比减少23%;净利润达1.377亿新元,同比增长28%。新加坡私募信贷与现金管理基金的利息收入同比 增长超3倍,达1850万新元。 | S$m | 1H2024 | 1H2025 | YoY | Key Performance Drivers | | --- | --- | --- | --- | --- | | Total income | 161.4 | 123.6 | (23%) | · Decrease in total income due to lower average | | | | | | balance of debt investments in China | | Total expenses | (17.6) | (23.2) | 31% | · Income from maritime investments up +82% yoy | | | | | | · Income from Singapore-base ...
沃尔核材:公司持续努力做好生产经营
(编辑 王雪儿) 证券日报网讯 沃尔核材8月12日在互动平台回答投资者提问时表示,公司持续努力做好生产经营,不断 提高公司治理水平,促进公司内在价值和市场价值的协同发展,以更好的业绩回报广大投资者。公司将 会结合业务发展及市场环境变化,综合考虑资金使用和资本运作安排,如有相关计划,将严格按照相关 法律法规要求及时履行信息披露义务。 ...
中慧生物-B上市首日涨近158%;双登集团通过港交所聆讯丨港交所早参
Mei Ri Jing Ji Xin Wen· 2025-08-11 16:45
Group 1 - Zhonghui Biotech-B successfully listed on the Hong Kong Stock Exchange on August 11, with a closing price of HKD 33.28, reflecting a surge of 157.98% and a total market capitalization of HKD 13.094 billion [1] - The company received over 4000 times oversubscription in its public offering, with total subscription amount exceeding HKD 200 billion [1] - Zhonghui Biotech-B focuses on the development, manufacturing, and commercialization of innovative vaccines, with two core products: a quadrivalent influenza subunit vaccine and an in-development lyophilized human rabies vaccine [1] Group 2 - Tianyue Advanced announced its global offering of 47.7457 million shares, with 2.3873 million shares available for Hong Kong and 45.3584 million shares for international offering, along with an overallotment option of 7.1618 million shares [2] - The maximum offer price is set at HKD 42.80, with the total expected fundraising amounting to HKD 2.044 billion and net proceeds of HKD 1.938 billion, aimed at expanding production capacity for 8-inch and larger silicon carbide substrates, enhancing R&D capabilities, and general corporate purposes [2] - As a leading player in the silicon carbide substrate sector, Tianyue Advanced's fundraising strategy aligns with the industry's trend towards larger sizes, although it faces intensified competition and price volatility [2] Group 3 - Dongfeng Group's H shares were suspended from trading on August 11, with all related structured products also halted [3] - Dongfeng Group's controlling shareholder stated that the suspension would not significantly impact the normal operations of Dongfeng Shares, which will continue to monitor developments and fulfill disclosure obligations [3] - Market speculation surrounds potential capital operations or changes behind the suspension, prompting investors to await further official announcements [3] Group 4 - Shuangdeng Group passed the hearing at the Hong Kong Stock Exchange, positioning itself as a leading supplier of data center energy storage batteries, with a global market share of 11.1% in 2024 [4] - The company plans to use the proceeds from its listing to construct a lithium-ion battery production facility in Southeast Asia, aimed at producing batteries for data centers [4] - Shuangdeng Group's successful hearing marks a significant step in its internationalization strategy, with potential to strengthen its industry position in the competitive global energy storage market [4]
瑞幸咖啡CEO郭谨一干得那么好 却不让当董事长了 他对黎辉有怨言吗?
Sou Hu Cai Jing· 2025-08-07 02:20
Group 1 - The core viewpoint of the article is the leadership change at Luckin Coffee, with Li Hui replacing Guo Jinyi as chairman, raising questions about Guo's feelings regarding this shift [1][4]. - Li Hui is portrayed as a highly intelligent individual with a strong educational background, having graduated from Renmin University and later obtaining an MBA from Yale, which contrasts with Guo Jinyi's educational background [3][4]. - Li Hui has a significant history with Luckin Coffee, being an early investor and leading multiple funding rounds, including a total investment of $180 million prior to the company's IPO [4]. Group 2 - Despite the financial scandal in 2020 that led to Luckin Coffee being delisted from NASDAQ, Li Hui and Dazhong Capital increased their investment, acquiring $240 million in convertible preferred shares [4]. - Guo Jinyi, as the CEO, is credited with the company's performance in 2021, although his limited shareholding compared to Li Hui's majority stake raises questions about his influence [4]. - The article suggests that corporate decisions are ultimately driven by capital, indicating that Guo Jinyi may have to align with Li Hui's vision as the largest shareholder [4].
厦航回应上市传闻
Di Yi Cai Jing· 2025-08-06 13:23
关于厦门航空上市的传闻源于对厦航董事长、党委书记赵东在厦航2025年中工作会议上的一段讲话解 读。 不过,另外三家民营上市航司春秋航空,吉祥航空和华夏航空则获得了盈利,净利润分别为22.73亿, 9.14亿和2.68亿。 本 文字数:855,阅读时长大约2分钟 据厦门航空报披露,7月14日,厦航召开2025年中工作会,公司董事长、党委书记赵东在讲到公司未来 发展六个方向性总要求时提出:要坚持守正创新,在"业财融合"上强传承、激活力。"深化体制改革, 推动资本运作和优化公司治理,巩固 '四自' 经营机制优势,强化提质增效,拓展产业生态,发展新质 生产力,走中国特色现代企业改革发展之路。" 其中,"推动资本运作"的表态让外界猜测厦航可能有上市计划。此外,2024年7月,在厦门航空成立40 周年大会上,厦航的三方股东还联合签署过《关于共同支持厦门航空有限公司进一步深化改革的框架协 议》。 爱企查App显示,厦门航空有限公司成立于1984年8月,法定代表人为谢兵,注册资本140亿元人民币, 经营范围包括公共航空运输、民用航空器维修、航空商务服务等。股东信息显示,该公司由中国南方航 空股份有限公司、厦门建发集团有限公司 ...
厦航回应上市传闻
第一财经· 2025-08-06 13:18
Core Viewpoint - Xiamen Airlines has not confirmed any plans for an IPO despite speculation arising from comments made by the chairman during a recent meeting [3][4]. Group 1: Company Overview - Xiamen Airlines was established in August 1984, with a registered capital of 14 billion RMB, and its operations include public air transportation and aircraft maintenance [4]. - The company is jointly owned by China Southern Airlines, Xiamen Jianfa Group, and Fujian Investment Development Group [4]. Group 2: Financial Performance - In the 2024 financial reports, major state-owned airlines such as Air China, China Eastern Airlines, and China Southern Airlines reported losses exceeding 6 billion RMB collectively, while HNA Group also incurred a loss of 921 million RMB [4]. - In contrast, private airlines like Spring Airlines, Juneyao Airlines, and China United Airlines reported profits of 2.273 billion RMB, 914 million RMB, and 268 million RMB respectively [5]. - Among subsidiaries, only Xiamen Airlines under China Southern Airlines achieved profitability with a net profit of 697 million RMB [5].
3亿“撬动”70亿安车检测控股权,矽睿科技加速资本运作
Group 1 - The core point of the news is the signing of a share transfer agreement between Xirui Technology and Anche Detection, where Xirui plans to acquire 14.72 million shares from the controlling shareholder He Xianing at a price of RMB 21.84 per share, totaling RMB 322 million [1] - Following the share transfer, Xirui Technology will control a total of 45.79 million voting rights in Anche Detection, representing 20.00% of the total share capital, making it the controlling shareholder [1] - Xirui Technology has no actual controller, which means Anche Detection will also have no actual controller after this equity change [1] Group 2 - On August 6, after resuming trading, Anche Detection's stock price hit the limit up, reaching RMB 31.21, with a market capitalization of RMB 7.147 billion [2] - Xirui Technology, established in 2012, is among the top ten MEMS semiconductor companies in China, focusing on high-quality sensor products and has a strong technical position in the industry [2] - Xirui Technology has been actively involved in capital operations, including the transfer of 68.28% of its shares in Shanghai Maigeen Microelectronics for RMB 683 million in June 2024, and has been undergoing IPO guidance since 2021 [2] Group 3 - The entry of Xirui Technology is expected to inject new momentum into Anche Detection, indicating a cross-industry collaboration between the semiconductor and vehicle inspection sectors [3]
厦航回应上市传闻称目前无明确计划
Bei Ke Cai Jing· 2025-08-06 07:49
Core Viewpoint - Xiamen Airlines has denied any plans for an IPO despite speculation arising from comments made by the chairman regarding capital operations and corporate governance [1][2]. Group 1: Company Overview - Xiamen Airlines was established in 1984 and is headquartered in Xiamen, Fujian Province, being the first airline in China to operate under a modern corporate system [2]. - The airline currently operates a fleet of 218 aircraft, serving over 400 domestic and international routes, with an annual passenger transport volume exceeding 43 million [2]. - As of 2023, Xiamen Airlines has reversed a three-year trend of declining performance, achieving net profits of 479 million yuan in 2023 and 697 million yuan in 2024, making it the second-largest contributor to profitability for its major shareholder, China Southern Airlines [2]. Group 2: Financial Performance - In the first half of 2025, Xiamen Airlines reported a total transport turnover of 37.9 billion ton-kilometers, a passenger transport volume of 23.03 million, and cargo/mail transport of 117,000 tons, reflecting year-on-year growth of 13.5%, 13%, and 12% respectively [3]. - The airline's subsidiaries have also shown strong performance, all achieving profitability [3]. Group 3: Market Context - The airline industry is currently facing operational pressures, with increasing cost pressures and declining market revenues, leading to a shift from growth in scale to improvements in efficiency [3]. - The regulatory environment is tightening, with the State Council's 2024 guidelines emphasizing strict controls on IPO approvals and the regulation of spin-off listings, which may impact Xiamen Airlines' potential future plans [2].
内蒙古电力集团筹划储能业务和信息化业务板块上市
Core Viewpoint - Inner Mongolia Power Group is actively engaging in capital market operations and exploring various investment channels to enhance its industry structure and diversify its equity, aiming to increase brand recognition and social influence in the capital market [2][3]. Group 1: Company Development and Future Plans - The chairman of Inner Mongolia Power Group, Zhang Haifeng, highlighted the company's unique advantages in operation, scheduling, and market transactions while serving the national new energy base and external transmission channel construction [2]. - The company is planning to list its energy storage and information technology business segments, responding to the regional financial layout requirements [2]. Group 2: Collaboration with Shanghai Stock Exchange - Shanghai Stock Exchange's deputy general manager, Yuan Duoran, expressed support for Inner Mongolia Power Group's development achievements and introduced the latest financing tools and policy support available [3]. - The exchange aims to enhance cooperation in areas such as green bonds and public REITs, thereby enriching financing channels and improving financing efficiency for the power group [3]. Group 3: Market Opportunities and Events - Inner Mongolia has initiated multiple GWh-level energy storage project tenders this year, marking a golden period for investment and construction in the energy storage market [4]. - The 10th Western Energy Storage Forum is scheduled to be held in Hohhot, Inner Mongolia, on August 19-20, 2025, alongside various related events [4].