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探迹远擎入主真爱美家,股价斩获六连板
市值风云· 2025-11-23 10:09
11月12日,真爱美家(003041.SZ)突然宣布,其控股股东拟发生变更,探迹远擎将成为上市公司新 控股股东,黎展将成为新实控人,这笔交割预计耗资近18亿元。 消息一出,真爱美家股价连续斩获六个涨停板,与本周相对疲软的大盘走势形成鲜明对比。截至11月 21日收盘,真爱美家股价达57元/股,累计涨幅达84.94%,市值激增近38亿元。 (来源:市值风云APP) 究竟是什么点燃了市场的热情? 市场押注AI? 作者 | 贝壳XY 编辑 | 小白 三步走易主 先来看看这次收购,采用的是"协议转让+表决权放弃+部分要约"三步走: 第一步协议转让,即探迹远擎拟以27.74元/股价格,受让原控股股东真爱集团所持有的29.99%股份, 交易对价近12亿元。 第二步表决权放弃,即股份转让完成后,真爱集团将同步放弃其持有的13.01%股份所对应的表决 权,探迹远擎借此成为上市公司新控股股东,黎展成为新实控人。 第三步要约收购,探迹远擎随后向其他股东发起部分要约收购,拟以同等价格(27.74元/股)收购不 超过15%的股权。若顺利完成,探迹远擎最终持股比例将提升至44.99%。 算下来,探迹远擎将合计耗资近18亿元,拿下真爱美家 ...
探迹科技拟收购真爱美家控股权,新质生产力引领制造业深度转型
Sou Hu Cai Jing· 2025-11-20 18:43
Group 1 - The core point of the article is that AI unicorn Tanjitech will acquire control of the A-share listed company Zhenai Meijia through a combination of "agreement transfer + partial tender offer," with a total transaction scale of approximately 1.797 billion yuan, resulting in Tanjitech holding about 44.99% of Zhenai Meijia's shares [1] - This acquisition is part of a trend where AI technology companies are merging with manufacturing listed companies, characterized by high shareholding ratios of original controlling shareholders and the use of a "share transfer + tender offer" combination [1] - Zhenai Meijia has made significant progress in digital transformation, achieving a revenue of 724 million yuan in the first three quarters of 2025, a year-on-year increase of 16.16%, and a net profit of 230 million yuan, a substantial increase of 310.28% [2] Group 2 - Tanjitech, established in 2016, focuses on digital productivity and has been recognized in the Hurun Global Unicorn List for five consecutive years from 2021 to 2025, offering AI Agent products that enhance digital productivity across various business scenarios [2][3] - Tanjitech has served over 50,000 enterprises, including major companies like Alibaba and ExxonMobil, and has received investments from top-tier capital firms [3] - The acquisition is expected to provide multiple entry points for the application of AI technology in the manufacturing sector, potentially transforming Zhenai Meijia's value creation methods [4] Group 3 - Tanjitech's AI digital employees can assist in global marketing by automatically identifying overseas customers and generating targeted client lists, enhancing sales strategies [6] - The company's data platform may offer more accurate market insights and competitive analysis, while its AI development platform could improve organizational efficiency [6][8] - AI technology is anticipated to significantly enhance supply chain management, optimizing supplier selection, material demand forecasting, inventory levels, and procurement decisions [8] Group 4 - The control change occurs against the backdrop of a macro trend towards intelligent transformation in manufacturing, supported by government policies promoting the integration of AI with various industries [10] - The acquisition model reflects a new path for empowering traditional industries through technology rather than traditional asset restructuring, creating a complementary relationship between Zhenai Meijia's manufacturing capabilities and Tanjitech's AI technology [10] - Analysts expect that similar collaborations will continue to emerge, providing new pathways for traditional manufacturing companies to upgrade and for tech companies to implement their technologies in industrial settings [10]
上海水星家用纺织品股份有限公司关于实际控制人续签一致行动协议的公告
Shang Hai Zheng Quan Bao· 2025-11-19 18:55
截至本公告日,公司实际控制人李来斌、谢秋花、李裕陆、李裕高合计持有公司股份40,138,240股,占 总股本的15.28%。公司控股股东水星控股集团有限公司(以下简称"水星控股")持有公司107,800,000 股,占总股本的41.05%。李来斌、谢秋花、李裕陆、李裕高在水星控股合计出资67,000,000元,占总出 资额的59.29%。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 鉴于上海水星家用纺织品股份有限公司(以下简称"水星家纺"或"公司")实际控制人李来斌、谢秋花、 李裕陆、李裕高于2017年08月03日签署了《一致行动协议》,确认各方为水星家纺的共同实际控制人, 该协议于2020年11月19日首次到期后续签三年,又于2023年11月19日再次到期后续签两年。目前,该协 议有效期至2025年11月19日届满。为实现公司控制权的持续、稳定,保障公司经营的健康发展,上述四 位实际控制人于2025年11月19日续签了《一致行动协议》(以下简称"本协议"),具体情况如下: 一、本次续签《一致行动协议》的背景情况 证券代码 ...
真爱美家:股票交易异常波动公告
Zheng Quan Ri Bao Zhi Sheng· 2025-11-18 13:48
Core Viewpoint - The company, Zhenai Meijia, announced that its stock experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on November 17 and 18, 2025 [1] Group 1 - The company confirmed that its production and operational activities are normal, and there have been no significant changes in the internal or external operating environment [1] - The internal production and operational order is stable, with no major events identified that could significantly impact the company's stock price [1] - The company stated that there are no undisclosed significant information that should have been disclosed [1]
真爱美家(003041.SZ):收购方不存在未来十二个月内的资产重组计划
Ge Long Hui A P P· 2025-11-18 09:28
格隆汇11月18日丨真爱美家(003041.SZ)公布,2025年11月11日,公司控股股东真爱集团有限公司、实际 控制人郑期中与收购方签署《关于浙江真爱美家股份有限公司之股份转让协议》。截至目前,收购方不 存在未来十二个月内的资产重组计划。截至目前,公司主营业务仍为毛毯为主的家用纺织品研发、设 计、生产与销售,未发生重大变化。收购方截至目前不存在未来12个月内对上市公司及其子公司的资产 和业务进行出售、合并、与他人合资或合作的计划,或上市公司拟购买或置换资产的重组计划。截至目 前,收购方不存在未来36个月内通过上市公司借壳上市的计划或安排。 ...
山东高密:优服务 搭平台 助企“链”全球
Zhong Guo Jin Rong Xin Xi Wang· 2025-11-18 07:52
连续参展多届的山东振泰集团股份有限公司,在本届广交会上带来的是新能源轿车轮胎、轻卡商用轮 胎、特种轮胎、越野车轮胎四类产品。企业负责人邱小铭说:"广交会是我们链接全球市场的核心纽 带。在这里和同行、客户面对面交流,精准捕捉全球市场动向,集中展示产品和技术,直接对接全球采 购商,不仅拓展了商机,也不断推动我们向高质量发展。" 据统计,本届广交会高密共45家企业参展,展位103个,涉及汽车配件、家用纺织品、鞋、食品等15个 展区,先后接待90多个国家和地区的5000余位客商,意向成交金额超3500万美元。 来到山东星宇手套有限公司展位前,同样是人头攒动,参展客商或跟工作人员交谈,或体验产品。此次 星宇公司展出的防切割、耐高温、防震防撞等全系列产品,吸引了来自俄罗斯、印度、日本、巴西等30 多个国家和地区的采购商,专业采购商占比达35%,较上届增长10%,达成意向成交金额约500万美 元。 星宇手套有限公司外贸负责人刘佳说:"本届广交会到会的境外采购商数量和质量比上届明显提升,展 会期间,我们依托平台优势,成功直连欧洲高端防护用品核心销售渠道,与专业客商展开高效深度交 流,精准收集智能防护手套的前沿市场反馈与真实需 ...
上海水星家用纺织品股份有限公司关于召开2025年三季度业绩暨现金分红说明会的公告
Shang Hai Zheng Quan Bao· 2025-11-17 20:30
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603365 股票简称:水星家纺 公告编号: 2025-045 上海水星家用纺织品股份有限公司 会议召开地点:上海证券交易所上证路演中心(网址:https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心视频直播和网络互动 投资者可于2025年11月20日 (星期四) 至11月26日 (星期三)16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱sxjf@shuixing.com进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: 会议召开时间:2025年11月27日 (星期四) 15:00-16:00 上海水星家用纺织品股份有限公司(以下简称"公司")已于2025年10月29日发布公司2025年第三季度报 告,为便于广大投资者更全面深入地了解公司2025年前三季度经营成果、财务状况,公司计划于2025年 11月27日(星期四) 15 ...
八连板孚日股份提示风险,称公司股价已严重偏离公司基本面
Bei Jing Shang Bao· 2025-11-17 11:22
Core Viewpoint - The stock price of Furi Group (孚日股份) has surged by 112.35% from November 3 to November 17, raising concerns about irrational speculation and potential trading risks [1][2] Group 1: Stock Performance - Furi Group's stock price has shown significant volatility, with a cumulative abnormal fluctuation of 113.94% over eight consecutive trading days [1] - The company experienced eight consecutive daily price increases, reaching the daily limit on each occasion [1] Group 2: Financial Performance - For the first three quarters of 2025, Furi Group reported revenue of approximately 3.841 billion yuan, a year-on-year decrease of 4.45% [2] - The net profit for the same period was approximately 296 million yuan, reflecting a year-on-year decline of 12.05% [2] - The subsidiary, Furi New Energy, generated about 168 million yuan in revenue, accounting for only 4.38% of the company's total revenue, indicating limited impact on overall performance [2] Group 3: Business Operations - Furi New Energy, which focuses on lithium battery electrolyte additives, reported a net loss of approximately 30.32 million yuan for the first three quarters of 2025, facing uncertainties in the downstream lithium battery industry [2] - The company currently has no plans for capacity expansion in its new energy segment, which will not significantly affect other business operations [2] Group 4: Market Sentiment - A viral screenshot referencing "7 consecutive limit-up Furi Group" has gained attention in the market, although it is not an official company announcement [2] - The stock's recent performance has sparked discussions about "mystical stock trading" among market participants [2]
孚日股份连收8个涨停板
Zheng Quan Shi Bao Wang· 2025-11-17 02:04
据天眼查APP显示,孚日集团股份有限公司成立于1999年08月11日,注册资本94663.9012万人民币。 (数据宝) 近日该股表现 | 日期 | 当日涨跌幅(%) | 换手率(%) | 主力资金净流入(万元) | | --- | --- | --- | --- | | 2025.11.14 | 9.99 | 0.68 | 4469.91 | | 2025.11.13 | 10.05 | 1.92 | 10970.28 | | 2025.11.12 | 10.02 | 29.45 | -819.96 | | 2025.11.11 | 10.01 | 13.48 | 8135.38 | | 2025.11.10 | 10.04 | 2.09 | 1435.00 | | 2025.11.07 | 9.97 | 8.80 | 8979.21 | | 2025.11.06 | 9.95 | 10.54 | 12869.37 | | 2025.11.05 | 1.54 | 7.45 | -766.48 | | 2025.11.04 | 0.17 | 7.98 | -6.36 | | 2025.11.03 | -2.6 ...
不涉及食品、饮料等业务!两连板大消费股撇清“哈基米”概念|盘后公告集锦
Sou Hu Cai Jing· 2025-11-16 20:44
Core Insights - The article highlights significant corporate announcements and developments in various companies, focusing on their strategic moves and market positions. Company Developments - Joyoung Co., Ltd. clarifies that it and its subsidiaries are not involved in the food and beverage sectors, emphasizing its focus on small home appliances [2] - Rongbai Technology is set to become the primary supplier of sodium battery cathode materials for CATL, with a commitment from CATL to purchase no less than 60% of its total procurement from Rongbai [2] - Heshun Petroleum's actual controller and related parties plan to transfer 6% of the company's shares [2] - Fudan Microelectronics reports that Guosheng Investment intends to acquire 12.99% of shares from Fuxin Fangao, making it the largest shareholder [2] - Maihe Co., Ltd.'s controlling shareholder and chairman Wang Jinping is under investigation and has been detained [2] - Furi Co., Ltd. states that its new energy division currently has no plans for expansion [2] Mergers and Acquisitions - Heshun Petroleum is planning a cross-border acquisition of control over Kuixin Technology, which focuses on integrated circuit IP and Chiplet product development [3] - Chuangye Huikang is in the process of planning a change in control, with its stock set to resume trading [4] Shareholding Changes - Qianli Technology's shareholder Jianghehui plans to reduce its stake by up to 2% [4] - China Aluminum's director Jiang Tao intends to sell no more than 57,500 shares [4] - Time Space Technology plans to reduce its repurchased shares by up to 290,700 [4] Contracts and Project Wins - Samsung Medical's subsidiary is expected to win a procurement project from the State Grid worth approximately 168 million yuan [4] Stock Price Movements - Zhongsheng Pharmaceutical's stock is experiencing volatility due to uncertainties in the clinical trial progress and approval results of its innovative drug projects [4] - True Love Home's major shareholder confirms that there are no asset restructuring plans in the next 12 months [5] Other Notable Events - Haosai reports that the local prosecutor's office has appealed a first-instance judgment, leading to uncertainty regarding the final ruling [3] - Guolian Minsheng has received approval for its stock option market-making business [6] - Huaxia Happiness is undergoing pre-restructuring proceedings as accepted by the Langfang Intermediate Court [6] - Zai Jing Pharmaceutical's injectable ZG006 has received orphan drug designation from the FDA for treating neuroendocrine cancer [6]