Core Viewpoint - The control struggle over ST Lutong (300555.SZ) has intensified, with significant confrontations between major shareholder Wu Shichun and the original controlling party, leading to a dramatic temporary shareholders' meeting and subsequent board changes [1][2][4]. Group 1: Shareholder Meeting Dynamics - The shareholders' meeting on November 7 was marked by tension, with shareholders required to surrender their phones, leading to dissatisfaction [2]. - The chairman unexpectedly announced the postponement of the meeting, which was not communicated in accordance with regulations, igniting conflict [2][3]. - Wu Shichun, holding 10.46% of shares, challenged the legality of the meeting's postponement, questioning the motives behind it [1][2]. Group 2: Board Changes and Voting Outcomes - After a chaotic meeting, the shareholders reconvened and successfully voted to remove the chairman and another director, with 87.17% and 95.86% support respectively [4][5]. - Wu Shichun's nominee, Tan Wenshu, was elected as the new chairman, while the board's composition raised concerns as it only included one non-independent director, failing to meet the legal requirement of at least three [5][8]. Group 3: Ongoing Control Disputes - Despite the new board's establishment, disputes over the validity of the shareholders' meeting decisions persisted, with conflicting statements from both sides [7][8]. - The original controlling party issued a statement claiming the meeting was illegal, while the new board asserted the decisions were valid, supported by a legal opinion confirming compliance with regulations [7][8]. Group 4: Financial Performance and Company Background - ST Lutong has faced significant financial challenges, with a reported revenue decline of 26.7% year-on-year and a net loss of 36.27 million yuan for the first three quarters of 2025 [15]. - The company has seen its total assets decrease from 800 million yuan to approximately 550 million yuan, alongside ongoing issues related to fund misappropriation by the previous controlling party [12][15]. Group 5: Wu Shichun's Broader Investment Context - Wu Shichun's involvement in ST Lutong is part of a broader strategy where he targets underperforming companies, having previously invested in Dream Home Co., which also faced internal conflicts [16][18]. - His investment philosophy focuses on identifying opportunities in undervalued companies, aiming for value creation through management improvements [20][40].

在庭审现场，双方就相关争议问题进行了陈述和辩论，协议收购与表决权委托的信息披露合规性问题成为争议的焦点。ST路通在诉讼中提出两项核心诉 求：一是要求限制吴世春及其关联方对违规增持股份的表决权；二是就"违法提请改选董事会"及"违规披露信息"行为索赔250万元。 一场围绕ST路通(300555.SZ)控制权的"商战"，已经从董事会蔓延至法庭。 据《中国基金报》报道，10月20日上午，ST路通与梅花创投创始合伙人吴世春等的两项诉讼在北京市昌平区人民法院开庭审理，将这场持续数月的控制 权争夺推向高潮。 截至10月22日，ST路通报收10.8元/股，总市值22亿元。 庭审交锋 《中国基金报》报道显示，在10月20日的庭审中，双方争议的焦点主要围绕表决权合规。 ST路通方面认为，吴世春收购ST路通的行为涉嫌触碰合规红线。根据ST路通在6月27日和7月11日发布的交易所关注函回复公告，吴世春拟用来收购ST路 通的合伙企业"梅岭合伙"尚未设立。交易价格条款涉嫌提前锁定协议转让价格。 ST路通还指出，除了5月7日签署的《股份转让协议》未予披露外，吴世春与其他股东同日签署的《表决权委托协议》也未予披露。该委托协议约定，股 份转让 ...

散户逢低买入的策略获得了回报。摩根大通表示，这群投资者现在正在做什么呢？摩根大通表示，散户 投资者正在改变策略。随着投资者寻找新的买入理由，且对中美暂停关税的兴奋情绪逐渐消退，市场正 在酝酿回调。随着数据和沃尔玛业绩的公布，零售业将成为关注的焦点。把握股市的起伏并非易事，但 散户投资者值得庆贺，他们最近几周似乎表现不俗，效仿了沃伦·巴菲特"别人恐惧时贪婪"的策略。 ...