本报记者张晓玉 对于本次交易的意义，汇金股份在公告中表示，预计公司业务规模和盈利水平将得到提升，进一步增强 公司经营抗风险能力，提升公司整体资产质量和核心竞争力。 12月19日晚间，河北汇金集团股份有限公司(以下简称"汇金股份（300368）")发布重大资产重组计划进 展，披露其拟现金收购库珀新能20%股份并实现控股的交易正有序推进。 今年8月份，汇金股份宣布拟以现金方式收购库珀新能20%股份，同时通过表决权委托或让渡方式获得 不少于31%表决权，从而实现对库珀新能不低于51%表决权的控制。交易完成后，库珀新能将成为汇金 股份的控股子公司，纳入合并报表范围。 中国企业联合会特约研究员胡麒牧在接受《证券日报》记者采访时表示，此番收购是汇金股份谋求转型 的关键一招。新能源赛道前景广阔，库珀新能主营储能业务，与汇金股份现有业务存在协同空间。通过 股权受让+表决权安排，既控制了标的公司，又规避了直接控股的高成本，是典型"轻资产"转型策略。 汇金股份表示，截至此次公告披露日，公司及相关各方积极推进本次交易整体工作进程。目前，本次交 易所涉及的尽职调查、审计、评估等各项工作正在推进中，同时各方正在就交易细节、协议条款等事 ...

Core Viewpoint - Despite the strong performance of technology and pharmaceutical funds, public funds are gradually adopting a defensive mindset [1] Group 1: ETF Construction Strategies - The construction speed of popular industry ETFs has slowed down as stock prices heat up [4] - As of September 19, 2023, the strongest technology fund has achieved a performance of 196%, while the strongest pharmaceutical fund has exceeded 170% [5] - The construction speed of ETFs is influenced by the performance of the underlying sectors, with slower construction in sectors that have seen rapid price increases [5][6] Group 2: Shift to New Consumption - Head funds are increasingly participating in new consumption IPOs, indicating a strategic shift towards defensive assets [7] - Notable new consumption companies, such as IFBH, have attracted significant public fund interest, reflecting a growing focus on consumer stocks [8] - The new consumption sector is seen as a core defensive asset due to its relatively stable stock performance and emerging growth drivers [9] Group 3: Market Outlook and Investment Logic - The third quarter of 2023 is expected to be a period of market differentiation, with a focus on selecting quality companies [10] - Analysts suggest that the new consumption sector is gaining traction due to its emphasis on consumer experience and the emergence of leading brands in the capital market [10] - The consumption sector is anticipated to benefit from clearer demand-side policies in the second half of the year, leading to improved profitability [11]