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东风集团深夜重大公告,股价1小时大涨超91%
21世纪经济报道· 2025-08-22 23:55
记者丨郑植文 编辑丨吴晓宇 刘雪莹 21世纪经济报道记者获悉,8月22日晚间东风集团股份(0489.HK)发布公告称, 子公司岚图 汽车将以介绍上市方式登陆港股,东风集团股份(0489.HK)将同步完成私有化退市。 图源:公司公告 与此前央国企私有化交易不同,本次东风集团股份(0489.HK)宣布 "岚图介绍上市+东风集 团股份(0489.HK)私有化退市" 的创新性交易方案,有望强化东风战略布局,树立改革创新 新标杆。 根据公告,本次交易采用 "股权分派 + 吸收合并" 的组合模式,两大核心环节互为前提、同步 推进。 公告显示,受到行业转型阵痛等因素影响,东风集团股份近年来 估值表现偏低 ,股票市值长 期远低于净资产。岚图汽车作为东风自主打造的高端智慧新能源品牌,近年来保持良好发展势 头,是东风汽车旗下最具价值和成长性的优质资产之一。 据东风汽车官微,岚图汽车7月交付达12135辆, 同比增长102% ,环比增长21%,实现六连 涨。1—7月,岚图汽车累计销量达68263辆, 同比 增长88% 。 22日晚公告一出,截至8月23日零点,东风集团股份ADR报价62.22美元, 一个小时内暴涨超 91%;收盘涨 ...
东风集团股份1小时暴涨超90%,东风集团股份拟私有化退市
Di Yi Cai Jing· 2025-08-22 16:41
【#东风集团股份1小时暴涨超90%#,#东风集团股份拟私有化退市#】8月22日深夜,东风集团股份 (0489.HK)发布公告称,子公司岚图汽车将以介绍上市方式登陆港股,东风集团股份将同步完成私有 化退市。本次交易采用岚图汽车股权+现金对价支付,总体收购价格为10.85港元/股,其中现金对价6.68 港元/股,岚图股权对价4.17港元/股。 受此消息影响,截至8月23日零点,东风集团股份ADR报价62.22美元,暴涨91.45%。 接近东风集团的人士告诉记者,此次东风集团股份拟私有化退市的原因有两个:第一,东风集团股份这 只股票的估值较低,基本已经失去融资能力。第二,东风集团正努力朝新能源方向转型,此前也已经启 动了内部改革,但是受制于上市公司的相关规定,很多板块的融合和内部重组存在限制。因此,东风此 次动作目的有二,一是把岚图推向资本市场,二是方便后续内部进一步整合。#东风集团股份一纸公告 引燃市场# ...
私有化失败后业绩“告急”,金利来上半年盈转亏、营业额降两成
Xin Jing Bao· 2025-08-17 02:37
Core Viewpoint - The longstanding menswear company, Goldlion Group, has reported a significant financial downturn, transitioning from profit to loss following the failure of its privatization plan earlier this year [2][6]. Financial Performance - For the first half of 2025, Goldlion Group achieved a revenue of HKD 487 million, a year-on-year decline of 19%, with a loss attributable to shareholders of HKD 3.96 million compared to a profit of HKD 58.23 million in the same period last year [2][6]. - The overall apparel revenue in the domestic market was HKD 318 million, reflecting a year-on-year decrease of approximately 24% [3]. - The wholesale business, a core sales model, saw a drastic revenue drop of 50%, reducing its share of domestic apparel sales to about 20% [3]. - The group recorded a fair value loss of HKD 22.95 million on investment properties, worsening from the previous year's loss [5]. Business Segments - Goldlion's apparel business includes formal wear and high-end casual menswear, with a total of 754 clothing stores as of June 30, 2025, of which 146 are directly operated by the group [4]. - The group has diversified interests, including real estate investments valued at approximately HKD 2.658 billion [5]. - The e-commerce segment experienced a year-on-year sales decline of about 14% [3]. Market Context - The Chinese menswear market is valued at approximately RMB 600 billion, characterized by intense competition and shifting consumer preferences towards high-cost performance products [7]. - The company has adopted a relatively conservative approach to market challenges, focusing on product quality optimization and retail network integration [7]. Strategic Challenges - The failed privatization plan means Goldlion must continue to navigate the pressures of the public market, facing intensified competition and declining sales [6]. - The company has seen a continuous decline in revenue and profits over the past few years, with a significant reduction in the number of retail points [6].
耗资29亿港元私有化 大悦城地产拟港股退市
Core Viewpoint - Dalian Wanda Commercial Properties is planning to privatize and delist from the Hong Kong stock market after 12 years of listing, citing governance complexity and low liquidity as key reasons for the decision [3][4][7]. Group 1: Privatization Details - Dalian Wanda plans to repurchase shares from all shareholders except for its parent company and a subsidiary, at a price of HKD 0.62 per share, totaling approximately HKD 29.32 billion [4][6]. - The repurchase price represents a premium of about 67.57% over the last trading day's closing price of HKD 0.37 and a premium of approximately 129.66% over the average price of HKD 0.27 over the last 30 trading days [6][8]. - After the transaction, Dalian Wanda's ownership in Dalian Wanda Commercial Properties will increase from 64.18% to 96.13% [4][5]. Group 2: Business Impact - The company aims to streamline its governance structure and improve decision-making efficiency post-privatization, as the current structure has been deemed complex and inefficient [8][9]. - Dalian Wanda Commercial Properties has been facing a significant discount in its stock price compared to its net asset value, which is approximately HKD 2.081 per share, indicating a discount of about 70.2% on the repurchase price [7][8]. - The company reported a revenue of approximately RMB 198.31 billion and a net profit of RMB 7.79 billion for the year 2024, with total assets of RMB 1,067.71 billion and net assets of RMB 162.42 billion [10]. Group 3: Market Context - The company has been experiencing low stock performance, with its market capitalization significantly lower than its net asset value, leading to challenges in raising capital from the market [8][11]. - The real estate market is currently in a challenging phase, impacting Dalian Wanda's financial performance, which has seen a decline in revenue and net profit in recent years [11].
1350亿央企地产巨头,筹谋退市
21世纪经济报道· 2025-08-02 17:49
记者丨 李惠琳 谭璐 编辑丨谭璐 资本市场反应积极,8月1日复牌,大悦城地产大涨45.95%,市值飙涨至77亿港元。 溢价回购 这笔大交易核心操盘人,是姚长林。 2024年中,姚接任大悦城控股、大悦城地产的董事长,此前他在中粮系工作20多年。一上 任,就承担着破局的重担。 1350亿资产的大悦城地产,或告别资本市场。 7月最后一天,其董事长姚长林签发了一则公告,董事会决议,回购公司股份,并撤销在香港 联交所的上市地位。 这家商业地产巨头,已在港股上市12年。 为达成私有化,出价不菲。此次回购涉及股份总数47.3亿股, 代价最高约29.32亿港元,完成 后全部注销 。 交易完成后,大悦城地产将几近全资并入母公司大悦城控股。至此,中粮系两家地产平台, 由"分点作战"变成"抱团取暖"。 大悦城地产,本身是大悦城控股的并表子公司,也是其商业板块的重要组成部分 。 旗下拥有或管理32个大悦城、大悦汇等商业项目,以及三亚亚龙湾瑞吉度假酒店、三亚美高 梅度假酒店、北京华尔道夫酒店等奢华酒店。 在6月初的股东大会上,姚长林坦言,此刻要审时度势,积极制定经营政策,应对市场变化。 话音落下不到两个月,他就有大动作。 此次回购股份 ...
终结12年港股历程,大悦城地产拟私有化退市,复牌股价暴涨超40%
Hua Xia Shi Bao· 2025-08-01 14:09
Core Viewpoint - Dalian Wanda Group plans to repurchase shares of its subsidiary Dalian Wanda Commercial Properties for approximately HKD 29.32 billion and intends to delist from the Hong Kong Stock Exchange, ending a 12-year listing history [2][4]. Group 1: Share Repurchase and Delisting - Dalian Wanda Commercial Properties will repurchase shares from all shareholders except for Dalian Wanda Group and its indirect wholly-owned subsidiary [3]. - The repurchase price is set at HKD 0.62 per share, totaling around HKD 29.32 billion for the cancellation of 4.73 billion shares [3]. - Following the transaction, Dalian Wanda Group's ownership in Dalian Wanda Commercial Properties will increase to 96.13% [4]. Group 2: Financial Performance - Dalian Wanda Commercial Properties reported a revenue of RMB 19.83 billion for 2024, a year-on-year increase of 49.4%, with a net profit of RMB 779 million [5]. - In contrast, Dalian Wanda Group's revenue for 2024 was approximately RMB 35.79 billion, a decrease of 2.7% from 2023, with a net loss of RMB 2.977 billion, an increase of 103.14% compared to the previous year [5]. - The total loss for Dalian Wanda Group over the past three years exceeds RMB 7 billion [5]. Group 3: Strategic Implications - The delisting is seen as a strategic move to simplify the corporate structure and enhance operational efficiency, allowing for more agile responses to market changes [6][4]. - Both companies believe that the transaction will optimize resource allocation and improve overall operational efficiency, enhancing competitive strength [6]. - The removal of the listing is expected to resolve existing competition issues between the two entities, streamlining decision-making processes [7][6].
“两房”涨超15%!报道:特朗普推进房利美和房地美私有化
Hua Er Jie Jian Wen· 2025-08-01 14:02
美国政府对抵押贷款巨头房利美和房地美长达近二十年的接管可能迎来转折。 据媒体8月1日报道,美国总统特朗普正积极推动将这两家公司私有化,并已开始征求华尔街顶级银行高管的意见,探讨通过 大规模公开发行股票等方式实现政府退出。此举或将催生史上规模最大的IPO之一,并最终解决这一"后危机时代"的重大遗 留问题。 据知情人士透露,特朗普已于上周在白宫会见了摩根大通首席执行官Jamie Dimon,并计划与高盛的David Solomon以及美国 银行的Brian Moynihan等银行家会面。会谈的核心议题是,要求这些银行就如何将"两房"进行货币化提出具体方案,并将它 们重新推向公开市场。 对于华尔街而言,这不仅意味着一项潜在的巨额承销业务,也标志着特朗普政府正以实际行动,处理这个多年来困扰华盛顿 决策者的棘手难题。消息公布后,房利美在场外交易市场(OTC)股价攀升15%,房地美上涨5.7%。 华尔街高管受邀献策"两房"货币化 多年来,如何改革美国住房金融体系并将"两房"从政府控制中释放出来,一直是国会悬而未决的议题。由于担忧可能对抵押 贷款成本和保障性住房融资产生冲击,相关改革努力屡屡受挫。 据媒体援引多位知情人士透 ...
又一家!斥资29.32亿港元,大悦城地产拟私有化退市
Nan Fang Du Shi Bao· 2025-08-01 03:01
股权结构方面,协议安排前大悦城控股集团股份有限公司持股64.18%,得茂持股2.58%,计划股东持股 33.24%。协议安排后,大悦城控股集团股份有限公司持股比例将增至96.13%,得茂持股3.87%。 (文章来源:南方都市报) 2024年,大悦城控股实现营业收入约357.91亿元,较2023年下降2.70%;归属于上市公司股东的净亏损 约29.77亿元,较2023年下降103.14%;经营活动产生的现金流量净额约66.17亿元,较2023年下降 37.82%;总资产约1785.75亿元,下降9.84%;归属于上市公司股东的净资产约105.96亿元,下降 23.46%。 不过2025年上半年,大悦城实现归属于上市公司股东的净利润8000万元-12000万元,同比扭亏为盈。大 悦城坦言本次交易是应对市场环境变化的战略举措。 大悦城公告中解释,"本次交易完成后,公司将增厚对大悦城地产的权益,有利于进一步提升公司归母 净利润。同时,本次交易将有效增强本公司对旗下资产的统筹配置能力,促进不同业务板块及项目间资 源优化配置,释放协同潜力,发挥资源聚合效益,有力提升本公司整体运营效率、市场竞争力,推动公 司核心战略发展目 ...
极氪估值两年半内“腰斩”,宁德时代、越秀资本曾高位接盘
第一财经· 2025-07-17 16:32
Core Viewpoint - The valuation of Zeekr (JK.NYSE) has decreased by nearly half in less than two and a half years, with Geely Automobile (00175.HK) announcing a privatization deal costing approximately $2.4 billion [1][2]. Valuation Decline - Geely's acquisition price for Zeekr shares is set at $2.687 per share, translating to a total market value of about $6.88 billion, which is close to a "halving" from the $13 billion valuation during the A-round financing in February 2023 [2][4]. - The A-round financing raised $750 million at a post-money valuation of $13 billion, with participation from notable investors including Mobileye and CATL [2][3]. Industry Context - The global automotive market, particularly in the electric vehicle sector, is experiencing intense competition, leading to downward pressure on valuations across the industry [1][4]. - Analysts suggest that companies need to quickly integrate resources and avoid redundant investments to remain competitive [1][8]. Privatization Rationale - Geely's decision to privatize Zeekr reflects a shift from expansion to resource integration and cost reduction, aiming to eliminate complexities associated with minority shareholders [6][8]. - The privatization will allow Zeekr to become a wholly-owned subsidiary of Geely, enhancing decision-making efficiency and resource allocation [6][7]. Strategic Advantages - Full ownership of Zeekr will facilitate a unified strategic deployment across Geely's brands, improving collaboration and reducing conflicts with minority shareholders [7][8]. - The move is expected to maximize Zeekr's contribution to market share and profitability, allowing for more agile responses to economic and market challenges [7][8].
极氪估值两年半内“腰斩”,宁德时代、越秀资本曾高位接盘|公司观察
Di Yi Cai Jing Zi Xun· 2025-07-17 14:37
Core Viewpoint - The valuation of Zeekr (JK.NYSE) has decreased by nearly half in less than two and a half years, prompting Geely Automobile (00175.HK) to announce a privatization plan for Zeekr at a cost of approximately $2.4 billion [1][2][8]. Group 1: Valuation and Financial Details - Geely's acquisition will involve buying all remaining shares of Zeekr, with shareholders given the option of cash or shares as compensation, totaling around $2.4 billion (approximately 172 million RMB) [2]. - Geely currently holds 62.8% of Zeekr, and the privatization price is set at $2.687 per share, which is significantly lower than the $29.76 closing price on July 17, indicating a drastic drop in valuation [2][4]. - Zeekr's valuation fell from $13 billion during a February 2023 funding round to approximately $6.88 billion based on the privatization price, reflecting a near "halving" of its value [2][4]. Group 2: Market Context and Strategic Considerations - The global automotive market, particularly in the electric vehicle sector, is experiencing intense competition, leading to downward pressure on valuations across the industry [1][6][8]. - The decision to privatize is seen as a shift from expansion to resource integration, aimed at reducing costs and eliminating complexities associated with minority shareholders [6][8]. - Full ownership of Zeekr will enhance decision-making efficiency and resource allocation, allowing for a unified strategy across Geely's brands [6][7]. Group 3: Future Implications - The privatization is expected to streamline operations and improve competitive positioning in the global electric vehicle market, as it will eliminate potential conflicts with minority shareholders [6][7]. - Geely aims to create a unified platform for operations, which is anticipated to lead to better synergy between Zeekr and other Geely brands, ultimately enhancing overall operational efficiency [6][7][8].