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002476,筹划易主
入主2年拟筹划"退位" 罗小林、韩明夫妇正式取得宝莫股份的控制权并不长。 时间回溯至2023年10月,宝莫股份控股股东西藏泰颐丰拟将其持有宝莫股份15.8%股份(对应96698030 股)转让给兴天府宏凌,标的股份转让总价为4.5亿元。 终止认购宝莫股份(002476)定增不到9个月后,宝莫股份实控人罗小林、韩明夫妇拟筹划控制权转 让。值得注意的是,罗小林、韩明夫妇取得宝莫股份控制权才仅仅两年时间。 1月7日晚,宝莫股份披露公告显示,公司实际控制人罗小林、韩明夫妇正在筹划公司控制权变更相关事 宜,具体方案以各方签署的相关协议为准。目前该事项的具体方案尚在筹划中,尚未签署正式协议,具 有不确定性。 宝莫股份近5年的年报显示,公司的业绩表现平平,营收维持在3.87亿元-6.57亿元之间,归母净利润在 0.05亿元-0.56亿元徘徊。2025年第三季度报告显示公司业绩有所好转,公司前三季度实现营收4.53亿 元,同比增长17.29%;实现归母净利润3787万元,同比增长62.06%。 实控人夫妇为四川房企老板 罗小林、韩明夫妇究竟有什么来头?为何获得上市公司控制权后,短时间便要转手他人? 天眼查显示,罗小林、韩明夫 ...
突发!宝莫股份或再易主
Xin Lang Cai Jing· 2026-01-07 13:00
Core Viewpoint - The control of Shandong Baomo Biological Chemical Co., Ltd. may change again as the actual controllers, Luo Xiaolin and Han Ming, are planning a control change, with specific plans yet to be finalized [1][3] Group 1: Control Change - The control change is being planned less than two years after Luo Xiaolin and Han Ming took control of the company [1][3] - In October 2023, the former controlling shareholder, Tibet Taiyifeng Information Technology Co., Ltd., signed a share transfer agreement to transfer 15.8% of its shares to Sichuan Xingtianfu Hongling Enterprise Management Co., Ltd. [1][3] - The transfer was completed in January 2024, changing the controlling shareholder to Sichuan Xingtianfu Hongling, with Luo Xiaolin and Han Ming as the actual controllers [1][3] Group 2: Financial Performance - Prior to the announcement of the control change, the company's stock price had increased by 42.11% from December 12, 2025, to January 6, 2026, but fell by 3.45% on January 7, 2026, with a current market value of approximately 4.63 billion [2][4] - Baomo's business primarily involves fine chemicals and environmental water treatment, being a leading supplier of polyacrylamide, an important raw material for tertiary oil recovery and water treatment [2][4] - For the first three quarters of 2025, the company reported revenue of 453 million and a net profit of 37.868 million, representing year-on-year growth of 17.29% and 62.06%, respectively [2][4]
突发!这家公司或再易主
Group 1 - The actual controllers of Baomo Co., Ltd. are planning a change in control, with specific plans yet to be finalized and signed, indicating uncertainty in the process [2] - The change in control comes less than two years after the current controllers, Luo Xiaolin and Han Ming, took over the company [2] - The company's stock price has shown significant volatility, with a cumulative increase of 42.11% from December 12, 2025, to January 6, 2026, followed by a decline of 3.45% on January 7, 2026, resulting in a market value of approximately 4.63 billion yuan [2] Group 2 - Baomo Co., Ltd. is a leading supplier of polyacrylamide, a key raw material for enhanced oil recovery and water treatment, indicating its significant role in the fine chemical and environmental water treatment industries [3] - For the first three quarters of 2025, the company reported revenues of 453 million yuan and a net profit of 37.87 million yuan, reflecting year-on-year growth of 17.29% and 62.06%, respectively [3]
002476,筹划控制权变更,此前股价大涨
Zheng Quan Shi Bao· 2026-01-07 12:31
Group 1 - The actual controllers of Baomo Co., Ltd., Luo Xiaolin and Han Ming, are planning a change in the company's control, with specific plans to be determined by signed agreements, which are currently in the planning stage and not yet formalized, indicating uncertainty [1] - Baomo Co., Ltd. primarily operates in fine chemicals and environmental water treatment, with fine chemicals as its core business, focusing on the research and production of polyacrylamide, a key raw material in enhanced oil recovery and water treatment [3] - On October 31, 2023, Baomo's former controlling shareholder, Tibet Taiyifeng, signed an agreement to transfer 96.698 million shares, representing 15.8% of the total shares, to Sichuan Xingtianfu Hongling Enterprise Management Co., Ltd., resulting in a change of controlling shareholder and actual controllers to Luo Xiaolin and Han Ming [3] Group 2 - For the first three quarters of 2025, Baomo Co., Ltd. achieved a revenue of 453 million yuan, a year-on-year increase of 17.29%, and a net profit attributable to shareholders of 37.868 million yuan, a year-on-year increase of 62.06% [4] - Since December 12, 2025, Baomo's stock price has been rising, with a cumulative increase of 42.11% by January 6, 2026, although it experienced a decline of 3.45% on January 7, 2026, with a latest market capitalization of 4.63 billion yuan [5][6]
天赐材料股价跌5.08%,永赢基金旗下1只基金重仓,持有2.56万股浮亏损失6.17万元
Xin Lang Cai Jing· 2026-01-07 05:54
Group 1 - Tianqi Materials experienced a decline of 5.08% on January 7, with a stock price of 45.03 yuan per share, a trading volume of 5.488 billion yuan, a turnover rate of 7.89%, and a total market capitalization of 91.586 billion yuan [1] - The company, Guangzhou Tianqi High-tech Materials Co., Ltd., was established on June 6, 2000, and listed on January 23, 2014. Its main business involves the research, production, and sales of fine chemical new materials [1] - The revenue composition of Tianqi Materials includes 89.66% from lithium-ion battery materials, 8.73% from daily chemical materials and specialty chemicals, and 1.61% from other sources [1] Group 2 - Yongying Fund has one fund heavily invested in Tianqi Materials, specifically the Yongying Hejia One-Year Holding Mixed A (017220), which held 25,600 shares as of the third quarter, accounting for 0.22% of the fund's net value, ranking as the seventh largest holding [2] - The fund has reported a floating loss of approximately 61,700 yuan today [2] - The Yongying Hejia One-Year Holding Mixed A fund was established on December 29, 2022, with a current scale of 258 million yuan, and has year-to-date returns of 0.41%, ranking 8098 out of 8823 in its category [2]
天赐材料股价跌5.08%,上银基金旗下1只基金重仓,持有1.2万股浮亏损失2.89万元
Xin Lang Cai Jing· 2026-01-07 05:54
Group 1 - Tianqi Materials experienced a decline of 5.08% on January 7, with a stock price of 45.03 yuan per share, a trading volume of 5.489 billion yuan, a turnover rate of 7.89%, and a total market capitalization of 91.586 billion yuan [1] - The company, Guangzhou Tianqi High-tech Materials Co., Ltd., was established on June 6, 2000, and listed on January 23, 2014. Its main business involves the research, production, and sales of fine chemical new materials [1] - The revenue composition of Tianqi Materials includes 89.66% from lithium-ion battery materials, 8.73% from daily chemical materials and specialty chemicals, and 1.61% from other sources [1] Group 2 - According to data from the top ten heavy positions of funds, one fund under Shangyin Fund holds a significant position in Tianqi Materials. The Shangyin Value Growth 3-Month Holding Period Mixed A Fund (013284) held 12,000 shares in the third quarter, accounting for 2.84% of the fund's net value, ranking as the fourth-largest heavy position [2] - The Shangyin Value Growth 3-Month Holding Period Mixed A Fund was established on December 20, 2021, with a latest scale of 1.9204 million. Year-to-date returns are 3.91%, ranking 2469 out of 8823 in its category; the one-year return is 33.16%, ranking 3828 out of 8083; and the return since inception is 35.42% [2] Group 3 - The fund manager of Shangyin Value Growth 3-Month Holding Period Mixed A Fund is Zhao Zhiyue, who has a tenure of 10 years and 243 days, with a total asset scale of 1.768 billion yuan. The best fund return during his tenure is 137.45%, while the worst is -42.27% [3] - Co-manager Chen Bo has a tenure of 5 years and 341 days, with a total asset scale of 791 million yuan. The best fund return during his tenure is 87.34%, while the worst is -8.38% [3]
金能科技1月6日获融资买入1062.60万元,融资余额2.53亿元
Xin Lang Cai Jing· 2026-01-07 01:37
Group 1 - The core viewpoint of the news is that Jineng Technology has shown significant trading activity, with a notable increase in financing and a high level of margin trading, indicating strong investor interest [1][2] - On January 6, Jineng Technology's stock price increased by 1.95%, with a trading volume of 84.94 million yuan and a net financing purchase of 2.43 million yuan [1] - As of January 6, the total margin trading balance for Jineng Technology reached 253 million yuan, accounting for 4.75% of its circulating market value, which is above the 70th percentile of the past year [1] Group 2 - As of December 10, the number of shareholders for Jineng Technology increased by 5.62% to 39,100, while the average circulating shares per person decreased by 5.32% to 21,686 shares [2] - For the period from January to September 2025, Jineng Technology reported a revenue of 12.693 billion yuan, representing a year-on-year growth of 4.47%, but the net profit attributable to shareholders was a loss of 78.23 million yuan, a decrease of 141.22% year-on-year [2] - Since its A-share listing, Jineng Technology has distributed a total of 1.434 billion yuan in dividends, with 482 million yuan distributed over the past three years [2]
襄城“小巨人”即将上市!靠“催化”打破国外垄断,串起百亿产业链
Sou Hu Cai Jing· 2026-01-06 09:58
河南日报客户端记者 马涛 宋广军 通讯员 袁金艳 方堃 在襄城县先进制造业开发区,一家成立不到十年的科技企业正上演"加速度"传奇:从产值破3亿元到计 划今年登陆资本市场,从打破国外技术垄断到串联起区域产业集群——河南纽迈特科技有限公司(简称 纽迈特),这家专注于精细化学品、化工催化及新材料领域的"专精特新"企业,正以"化学催化剂"般的 能量,助推襄城"材料新城"强势崛起。 初心:三十年技术报国梦,打破"卡脖子"封锁 "我们做化工的,心里总憋着一股劲儿:为什么高端催化剂总是国外说了算?"2017年,深耕化工新材料 领域三十余年的任俊涛,带着"技术报国"的初心创办纽迈特公司,立志攻克国内产业痛点,打破国外技 术垄断。 企业创立之初,便与上海交通大学变革性分子前沿科学中心深度合作,借助其顶尖研发实力,持续对胶 乳、粘合剂、催化剂等产品进行技术攻关与升级。 2021年,合作再度升级,上海交通大学变革性分子前沿科学中心、许昌市人民政府、河南纽迈特科技有 限公司三方共建的联合实验室签约落地,构筑起更高能级的政产学研平台。依托这一平台,纽迈特已累 计投入研发资金超过6000万元,成功开发出40余种催化剂及多种精细化学品。 ...
北交所万里行 | 锦华新材:十八年深耕酮肟赛道,以绿色循环技术构筑护城河
Core Viewpoint - Jinhua New Materials is transitioning from a traditional chemical supplier to a high-end electronic chemical supplier through continuous technological iteration, aiming for high-quality development while maintaining both efficiency and responsibility [1]. Company Overview - Founded in 2007, Jinhua New Materials specializes in the research, production, and sales of ketoxime series fine chemicals, with key products including silane crosslinkers, hydroxylamine salts, methoxyamine hydrochloride, and acetaldehyde oxime, widely used in various sectors such as construction materials, 5G/6G, rail transportation, energy, electronics, new energy vehicles, and metal extraction [3]. - The company has established a leading market position in the silane crosslinker and hydroxylamine salt segments and has received multiple honors, including national-level manufacturing champions and green factory certifications [3]. Green Circular Industry Chain - The company has developed a proprietary "oxime-silane-hydroxylamine salt" green circular industry chain, which enhances production efficiency, cost control, and environmental friendliness [4]. - This system significantly reduces raw material consumption compared to traditional processes, minimizes waste emissions, and has established a comprehensive intellectual property system [4]. Investment Projects - Jinhua New Materials went public on the Beijing Stock Exchange in September 2025, marking a significant milestone in its development [6]. - The "60kt/a high-end coupling agent project" is a core investment project that will add 30,000 tons/year of silane coupling agent capacity and 30,000 tons/year of functional silane intermediate capacity, enhancing product variety and market competitiveness [6][8]. - The hydroxylamine aqueous solution (JH-2) pilot plant is another key investment project, crucial for extending the ketoxime industry chain and solidifying the green circular system [9]. High-End Product Development - The electronic-grade hydroxylamine aqueous solution is a critical step for the company’s transition to high-end products, primarily used as a cleaning agent in chip manufacturing [9]. - The company has successfully developed a safe and green preparation process for hydroxylamine, with plans for pilot production starting in October 2024 and expected sales of 7.60 tons in the same year [9]. Industry Positioning - Jinhua New Materials is advancing from an invisible champion to an industry benchmark by leveraging its industry chain advantages, technological accumulation, and global layout in both fine chemicals and high-end electronic chemicals [10].
锦华新材:十八年深耕酮肟赛道,以绿色循环技术构筑护城河
Core Viewpoint - Jinhua New Materials is transitioning from a traditional chemical supplier to a high-end electronic chemical supplier through continuous technological iteration and aims for high-quality development while maintaining responsibility in its industrial upgrade [1][2]. Group 1: Company Overview - Founded in 2007, Jinhua New Materials specializes in the research, production, and sales of ketoxime series fine chemicals, with key products including silane crosslinking agents and hydroxylamine salts, widely used in various sectors such as construction, transportation, energy, electronics, and new energy vehicles [2]. - The company has established a leading market position in silane crosslinking agents and hydroxylamine salts, receiving multiple national honors such as "National Green Factory" and "National Specialized and Innovative Small Giant" [2]. Group 2: Technological Advancements - The company has developed a unique "oxime-silane-hydroxylamine salt" green circular industrial chain, which enhances production efficiency, cost control, and environmental friendliness [3]. - This industrial chain significantly reduces raw material consumption compared to traditional processes and minimizes waste emissions, contributing to the company's recognition as a "National Green Factory" [3]. Group 3: Investment and Growth Strategy - Jinhua New Materials went public on the Beijing Stock Exchange in September 2025, marking a significant milestone in its development and enhancing its brand influence and talent acquisition capabilities [4]. - The "60kt/a high-end coupling agent project" is a core investment project post-IPO, expected to add 30,000 tons/year of silane coupling agent capacity and 30,000 tons/year of functional silane intermediate capacity [4][5]. Group 4: Product Development and Market Position - The new hydroxylamine aqueous solution (JH-2) pilot plant is crucial for extending the ketoxime industrial chain and solidifying the green circular system, with electronic-grade hydroxylamine aqueous solution being a key product for the semiconductor industry [6]. - The company has successfully developed a safe and green preparation process for hydroxylamine, with plans for pilot production starting in October 2024, aiming for sales of 7.60 tons in the same year [6]. Group 5: Future Outlook - Jinhua New Materials is positioned to transition from an invisible champion to an industry benchmark, leveraging its industrial chain advantages, technological accumulation, and global layout in both fine chemicals and high-end electronic chemicals [7].