以下文章来源于侃见财经 ，作者侃见财经 侃见财经 . 看见不一样的财经！ 来源：侃见财经 怪兽充电私有化再迎重磅进展！ 10月1日，"共享充电宝第一股"怪兽充电向美国证券交易委员会（SEC）提交了13E3文件，公告称，怪兽充电董事会已正式拒绝高瓴资本于8月提出的溢价 私有化要约，并决定继续推进与信宸资本（中信资本旗下）及管理层组成财团的原有私有化方案。 公开信息显示，高瓴资本8月15日发出初步非约束性私有化提案，出价为每ADS（美国存托股份）1.77美元，较怪兽充电管理层此前与信宸资本组成的财 团签署的1.25美元/ADS报价高出约40%。 从市场反应来看，在高瓴资本的私有化提案公告后第一个交易日（8月18日），怪兽充电股价一度暴涨超22%，此后，怪兽充电股价持续走强。 01 管理层 私有化方案引发质疑 在管理层与信宸资本组成的财团提出私有化价格后，便引发市场热议，有投资者表示，1.25美元/ADS的私有化价格，或许没有真实反映公司的内在价值。 "公司基本面良好，现金流充足，完全具备继续维持上市公司状态的能力，"一位业内律师表示，"在这种情况下坚持低价私有化，而且拒绝明显更优的报 价，很难说符合所有股东的利益 ...

来源：侃见财经 10月1日，"共享充电宝第一股"怪兽充电向美国证券交易委员会（SEC）提交了13E3文件，公告称，怪 兽充电董事会已正式拒绝高瓴资本于8月提出的溢价私有化要约，并决定继续推进与信宸资本（中信资 本旗下）及管理层组成财团的原有私有化方案。 公开信息显示，高瓴资本8月15日发出初步非约束性私有化提案，出价为每ADS（美国存托股份）1.77 美元，较怪兽充电管理层此前与信宸资本组成的财团签署的1.25美元/ADS报价高出约40%。 从市场反应来看，在高瓴资本的私有化提案公告后第一个交易日（8月18日），怪兽充电股价一度暴涨 超22%，此后，怪兽充电股价持续走强。 回顾此前，今年1月，信宸资本与怪兽充电管理层联手发起1.25美元/ADS的私有化要约。值得注意的 是，该价格远低于怪兽充电2024年年度报告披露的每ADS约1.63美元的现金资产价值，也较公司上市发 行价（8.50美元）缩水超85%。 截至目前，怪兽充电董事会对为何拒绝更高报价尚未作出详细披露和说明。 怪兽充电私有化再迎重磅进展！ | 时间 | 融资轮次 | 投资金额(美元) | | --- | --- | --- | | 2017/7/2 ...

瑞银表示，私有化提案料于2026年上半年完成，须获少数股东至少75%投票权批准。根据港交所(00388) 股权披露，除汇丰外无其他重大股东。少数股权似乎高度分散，主要由被动型基金组成。除少数股东投 票外，尚未讨论监管机构对私有化交易的立场。瑞银认为，汇丰银行有充分理由相信不会有任何重大监 管障碍。 瑞银指出，正如分析师电话会议所强调，潜在的收入及成本协同效应，预计将在中期对汇丰产生正面影 响;相信此举将提升恒生的效率及竞争定位，同时提升汇丰对高回报的香港本地市场和快速增长的国际 财富管理业务中的份额。 瑞银发布研报称，汇丰银行(00005)宣布有意以每股155港元，连同第三期中期股息收购恒生银行(00011) 剩余36.5%股权。此要约较恒生银行最后收市价提供显著30%溢价，并隐含2025财年1.8倍市账率。根据 公司表示，私有化不会影响恒生银行作为独立授权持牌银行的地位，但将加强汇丰与恒生银行之间的协 调，从而带来中期收入及成本协同效应。瑞银予恒生银行评级"沽售"，目标价102港元。消息公布后， 恒生昨日(10月9日)股价急升26%，瑞银相信若交易顺利进行，股价存在上行空间。 ...

10月9日早间，汇丰控股及恒生银行联合发布公告，宣布汇丰亚太作为要约人，已要求恒生银行董事会向计划股东提呈私有化建议，交易估值约为2903亿 港元。 根据公告，此次私有化将根据公司条例第673条下的协议安排方式进行，若计划最终生效，恒生银行计划股份将全部注销，股东每股可获155港元现金对 价。 作为香港银行业的重要参与者，恒生银行此次私有化提议迅速引发市场广泛关注，两大金融品牌的未来协同与独立运营规划成为焦点。 10月9日，港股恒生银行盘初一度飙涨41%。截至收盘，恒生银行涨25.88%，报149.800港元/股，最新市值为2810亿港元。 | 恒生银行(0011) | < W | | | --- | --- | --- | | 闭市 10-09 16:08:34 通 | | | | 19.6 149.800 额 84.4亿 股本 18.76亿 市盈 | | 万得 盘口 | | 换 2.99% 市值 2810亿 市净 1.65 30.800 25.88% | | | | 人民币柜台 137.000 28.100 25.80% | | | | 月K 电子 五日 日K | 分时 | (0) | | 均价:150. ...

港股點評 2025年10月9日9:30 a.m 恒指跌 128 點，標普 500 升 39 點 港股下跌。恒指低開 57 點後幅擴大，曾跌 440 點見 26,517 點，其後跌幅收窄， 全日跌 128 點或 0.5%，收 26,829 點；國指跌 49 點或 0.5%，收 9,523 點；恒生 科技指數跌 36 點或 0.6%，報 6,514 點。大市全日成交總額 1,738.03 億元。 美國政府停擺進入第二周的進展，標普 500 指數和納指周三創下盤中新高及收 市新高。納指在三大股指中領先，收升 255 點或 1.1%，至 23,043 點。標普 500 指數高收 39 點或 0.6%至 6,753 點，當中，資訊科技、公用事業和工業板塊均創 下收市高位。道指高開低收，最終微跌 1 點收市，報 46,601 點。 三一重工(600031.SH) 就在港上市集資 15 億美元，計劃最快下周開始評估投資 者興趣。三一重工料本周進行聯交所上市聆訊，料未來數周在港上市，將成為 今年以來本港最大 IPO 之一。 比亞迪(01211.HK) 發佈 9 月產銷快報，9 月份新能源汽車銷量為 39.63 萬輛， 按年下 ...

以下文章来源于融中财经 ，作者王涛 来源丨融中财经 （ID：thecapital） 作者 | 王涛 编辑 | 吾人 游戏爱好者，一定听说过 EA 的名号。成立于 1982 年，是全球著名的老牌电子游戏开发与发行公司。而就在前不久，这家游戏 巨头传出了要被收购的消息。 此前，据《华尔街日报》近日披露，电子艺界（ EA ）可能正在推进一笔价值约 500 亿美元（折合人民币约 3500 亿元）的私 有化交易，相关谈判已进入后期，预计最快将于下周对外公布。 到 9 月 29 日正式尘埃落定， EA 宣布同意被收购，收购价格为 550 亿美元（约合人民币 3915.7 亿元）。 此举成为史上规模最大的全现金私有化投资。 EA 表示，此次交易将助力 EA 加速创新和增长，打造娱乐业的未来。 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研 究服务、专家咨询、投资顾问等业务，为政府、企业、投资机构提供一站式专业服务。 这一巨额交易的背后推手，是一个由多家国际知名投资机构所组成的财团。核心参与方包括长期聚焦科技领域投资的美国私募股 权公司银湖资本（ ...

Group 1 - Shengjing Bank (2066.HK) experienced a significant intraday increase of nearly 23%, reaching HKD 1.56 [1] - The bank announced an increase in the privatization offer price by approximately 21% to enhance the likelihood of shareholder acceptance [1] - The initial offer price for H-shares was raised from HKD 1.32 to HKD 1.60, while the initial offer price for domestic shares increased from RMB 1.20 to RMB 1.45 [1] Group 2 - If the offer is fully accepted, the total cash consideration payable by the offeror will be approximately HKD 35.97 billion for H-shares and RMB 47.47 billion for domestic shares [1]

Core Viewpoint - Luckin Coffee has made significant strides in its financial performance and is speculated to be on the verge of a potential relisting on the Nasdaq, despite facing challenges from past financial misconduct and intense market competition [3][19][23]. Financial Performance - In the first half of 2025, Luckin Coffee reported revenues of 212.24 billion yuan and a net profit of 17.89 billion yuan, marking year-on-year growth of 44.57% and 17.89% respectively [3]. - For Q2 2025, the company achieved a net revenue of 123.59 billion yuan, a 47.1% increase year-on-year, and a GAAP operating profit of 17 billion yuan, up 61.8% [6]. - Monthly active customer numbers reached 91.7 million, a 31.6% increase, with total cumulative customers surpassing 380 million [7]. Market Position and Competition - Luckin Coffee operates over 26,200 stores, outpacing competitors like Kudi, Starbucks, and Lucky Coffee combined [10]. - The company faces significant competition from Kudi and Lucky Coffee, which are aggressively expanding their market presence [5][50]. - Despite its current success, Luckin Coffee's pricing strategy remains a challenge, as it struggles to move beyond a 9.9 yuan price point amidst fierce competition [50]. Challenges to Relisting - The path to relisting on Nasdaq involves overcoming hurdles related to restoring market trust and hiring a reputable auditing firm, particularly given its history of financial fraud [4][25][32]. - The company has been exploring the possibility of privatization followed by a listing in Hong Kong as an alternative route to relisting [40][41]. - Luckin's current market valuation stands at approximately 10.339 billion USD, which complicates potential privatization efforts due to high costs and shareholder equity dilution [43]. Strategic Considerations - The involvement of major shareholders like Dazhong Capital adds complexity to the decision-making process regarding relisting and potential exit strategies [46]. - The competitive landscape in the coffee market is dynamic, with new entrants and aggressive pricing strategies from rivals, necessitating continuous adaptation from Luckin [48][58]. - The company is also focusing on international expansion, with 89 stores globally, although this segment is still in the investment phase and not yet profitable [64].

Core Viewpoint - The Hong Kong Stock Exchange has issued a disciplinary action against Shanghai Henlius Biotech, Inc. and its former CEO, Dr. Liu Shigao, for compliance failures related to the company's IPO in 2019 [2][4]. Group 1: Disciplinary Action - The Hong Kong Stock Exchange criticized Henlius and Dr. Liu for failing to adhere to compliance standards, mandating Dr. Liu to complete 26 hours of training on regulatory and listing rule compliance before being eligible for reappointment as a director [4]. - The disciplinary action stems from a management agreement signed by the former CFO on the company's IPO day, which involved a $117 million investment from IPO proceeds that did not align with the stated use of funds in the prospectus [4]. Group 2: Company Performance - Henlius reported a revenue of 2.82 billion yuan for the first half of the year, a 2.7% increase year-on-year, with a net profit of 390 million yuan [8]. - For 2024, the company achieved a revenue of 5.724 billion yuan, reflecting a 6.1% year-on-year growth, and a net profit of 821 million yuan, marking a 50.3% increase [9]. Group 3: Product Portfolio and Market Presence - Henlius has six products approved for sale, covering 25 indications, including major monoclonal antibodies, with four products approved in various overseas markets [9]. - The company has a robust pipeline with 50 molecules and 10 research platforms, encompassing a diverse range of drug formats [9]. Group 4: Corporate History and Relationships - Dr. Liu co-founded Henlius in partnership with Dr. Jiang Weidong after returning to China in 2008, and he maintained a close relationship with the company even after his departure [6]. - In June 2023, Henlius and Dr. Liu's new venture, HanchorBio, announced a collaboration that includes a $10 million upfront payment and potential milestone payments totaling $192 million [6]. Group 5: Privatization Attempt - In June 2024, Fosun Pharma announced plans to privatize Henlius at specific share prices, citing underperformance in stock price and trading volume since the IPO [10]. - However, the privatization attempt was declared unsuccessful in January 2023 [11].

Core Viewpoint - New Hope Energy reported a mixed performance for the first half of 2025, with revenue growth but a decline in net profit, indicating stable operations amidst market challenges [1] Financial Performance - 1H25 revenue reached 55.7 billion RMB, a year-on-year increase of 2.0% - Net profit attributable to shareholders was 2.429 billion RMB, down 5.6% year-on-year - Core profit stood at 3.223 billion RMB, a slight decline of 1.2% year-on-year, aligning closely with forecasts [1] Business Segments - Retail gas volume showed stable operations, with 1H25 retail gas volume at 12.953 billion cubic meters, up 1.9% year-on-year, outperforming national natural gas consumption growth of -0.9% [1] - The company added 692,000 residential connections, a decrease of 10.7% year-on-year, and commercial gas volume increased by 2.4% year-on-year [1] Energy Efficiency and Smart Home Services - The company achieved a sales volume of 19.76 billion kWh in 1H25, a marginal increase of 0.1% year-on-year, with 374 operational projects, an increase of 18 from the end of 2024 [1] - Smart home service penetration reached 10.4%, with an average customer spending of 649 RMB per household, indicating growth in high-consumption areas [1] Profitability Forecasts - Core profit forecasts for 2025-2027 have been slightly adjusted downwards by 3.0%, 2.6%, and 1.5% to 7.0 billion, 7.46 billion, and 7.92 billion RMB respectively, with a projected CAGR of 4% over three years [2] - The target price has been revised to 68.0 HKD, based on a 10x 2025E PE ratio, reflecting a premium due to the smooth progress of the privatization process [2]