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又要诞生一个「上纬新材」?
36氪· 2025-12-23 10:13
以下文章来源于投中网 ,作者刘燕秋 七腾与胜通能源在液化天然气场景、工业客户群体上存在天然协同性,有望通过上市公司平台实现技术落地和市场拓展。如果这笔交易顺利落地,1989年 出生的创始人朱冬将成为重庆史上最年轻的上市公司实际控制人。 投中网 . 投中网是领先的创新经济信息服务平台,拥有立体化传播矩阵,为创新经济人群提供深入、独到的智识和洞见,在私募股权投资行业和创新商业领域拥有 权威影响力。官网:www.chinaventure.com.cn 七腾机器人,16亿买下一家上市公司。 文 | 刘燕秋 来源| 投中网(ID:China-Venture) 封面来源 | 企业官方 这世上本没有路,走的人多了,便就成了路——这个道理在资本市场上也说得通。继智元机器人入主上纬新材和中昊芯英买下天普股份后,又一笔"一级 买二级"的交易浮出水面。 近日,胜通能源发布核心股权变动公告:七腾机器人及其一致行动人拟合计斥资超16亿元,以协议转让+要约收购方式入主胜通能源。本次交易完成后, 胜通能源控股股东将正式变更为七腾机器人,实际控制人同步为朱冬。 本次交易的两个主角,胜通能源是一家主业稳定的传统业务公司,主要通过国内、国际市场 ...
中国内地新增70位亿万富豪,蜜雪冰城张氏兄弟等新上榜
Sou Hu Cai Jing· 2025-12-22 11:50
Group 1 - The number of billionaires is projected to reach 2,919 by 2025, with total wealth hitting a record $15.8 trillion, reflecting a 13% increase [1] - The Asia-Pacific region leads in billionaire growth, with the number of billionaires rising from 981 to 1,036, and China adding 70 new billionaires, totaling 470 [1][3] - The report highlights that 79% of self-made billionaires are from the Asia-Pacific region, indicating a sustained trend of increasing self-made wealth [3] Group 2 - In 2024, 161 entrepreneurs are expected to cross the $1 billion threshold, holding assets of $305.6 billion, up from 84 individuals and $140.7 billion in 2023 [3] - The total wealth of Chinese billionaires reached $1.8 trillion, with a year-on-year growth of 22.2%, predominantly driven by self-made entrepreneurs [3] - The technology sector saw a 23.8% increase in billionaire wealth, totaling $3 trillion, making it one of the top wealth-generating industries globally [4] Group 3 - 91 new billionaires this year gained their wealth through inheritance, with a cumulative wealth of $298 billion, marking over a one-third increase from the previous year [3] - The report anticipates that in the next 15 years, the children of billionaires will inherit at least $5.9 trillion, primarily in the U.S., Western Europe, and India [3] - 63% of surveyed billionaires still prefer North America for investments, although this is a decrease from 80% in 2024, with 34% now seeing China as the largest investment opportunity, up from 11% [4]
中国内地新增70位亿万富豪,98%中国亿万富豪都是白手起家,蜜雪冰城张氏兄弟等新上榜
Sou Hu Cai Jing· 2025-12-22 09:44
Group 1 - The number of billionaires is projected to reach 2,919 by 2025, with total wealth hitting a record $15.8 trillion, reflecting a 13% increase [1] - The Asia-Pacific region leads in billionaire growth, with the number of billionaires rising from 981 to 1,036, and China adding 70 new billionaires, totaling 470, second only to the U.S. [1][3] - The report highlights that 79% of Asia-Pacific billionaires are self-made, indicating a sustained trend of increasing self-made billionaires [3] Group 2 - In 2024, 161 entrepreneurs are expected to cross the $1 billion threshold, holding assets of $305.6 billion, up from 84 individuals and $140.7 billion in 2023 [3] - The total wealth of Chinese billionaires reached $1.8 trillion, with a year-on-year growth of 22.2%, predominantly driven by self-made entrepreneurs [3] - The technology sector saw a 23.8% increase in billionaire wealth, totaling $3 trillion, making it one of the top wealth-generating industries alongside consumer and retail [4] Group 3 - 63% of surveyed billionaires prefer North America for investments, although this is a decrease from 80% in 2024 [4] - A significant increase in interest for investment opportunities in Greater China is noted, with 34% of billionaires believing it offers the greatest potential, up from 11% in 2024 [4]
NIO Inc. (NIO) Holds Mixed Analyst Sentiment Despite Strong Median Upside Potential
Insider Monkey· 2025-12-21 12:40
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Cosan S.A. (CSAN) Gets Negative Outlook from Fitch as Leverage Remains High
Insider Monkey· 2025-12-21 12:35
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Papua LNG项目等待最终投资决定
Shang Wu Bu Wang Zhan· 2025-12-17 16:44
贝特赫表示,Papua LNG项目被宣传为设计目标全球排放量最低的液化天 然气项目之一。这得益于项目将采用电力驱动液化生产线、优化工业流程以及 将原生二氧化碳回注储层。道达尔能源的目标是在2050年前实现碳中和,公司 与社会各界一道,将可持续性置于其战略、项目和运营的核心。道达尔能源正 与世界知名专家合作,交付一个完全符合国际金融公司环境与社会绩效标准以 及赤道原则的标杆项目。这项工作定期接受贷款方独立顾问的审查和评估,所 有反馈意见都被项目纳入持续改进的流程中。道达尔能源将在最终投资决定前 道达尔能源巴新国家经理贝特赫表示,道达尔能源与埃克森美孚、桑托 斯、EncosXPlora等国际合作伙伴完全致力于Papua LNG项目,并承认该项目对 巴新的重要性。该项目与P'nyang天然气项目、Wafi-Golpu金矿项目在2026年国 家预算中被一同列为蓄势待发的关键经济贡献者。 贝特赫表示,项目重新招标阶段即将结束,这意味着成本正趋于更合理水 平。与此同时,液化天然气营销工作正在收尾,并受益于买家的旺盛需求。融 资工作进展顺利,已向贷款方的信用审核流程提交了完善的文件资料。道达尔 能源一直与当地土地所有者和社 ...
复制智元入主上纬新材,七腾机器人拟“吞吃”盛通能源
3 6 Ke· 2025-12-17 02:12
A股市场正在出现一种并不新鲜、却愈发频繁的资本路径:尚未上市的创业公司,通过协议转让与要约 收购方式,直接取得上市公司控制权,从而实现"曲线上市"。 市场反应迅速。12月12日复牌后,胜通能源股价连续涨停,截至12月15日收盘,公司市值已超50亿元。 继智元机器人入主上纬新材后,这一模式再次被复制。近日,胜通能源公告称,特种机器人企业七腾机 器人及其一致行动人,拟合计出资超16亿元,通过"协议转让+部分要约收购"的方式,取得公司控制 权。交易完成后,胜通能源控股股东及实际控制人将发生变更,七腾机器人创始人朱冬将成为新的实际 控制人。 两步完成控制权切换 从交易结构看,这是一套资本市场已较为成熟的打法。 第一步为协议转让。胜通能源原控股股东及其一致行动人,将所持公司29.99%的股份转让给七腾机器 人及相关主体,转让价格为每股13.28元,交易对价约11.24亿元。该比例恰好低于30%的要约触发线, 使得交易在程序层面相对简化。 第二步是部分要约收购。在前述股份过户完成后,七腾机器人将向全体股东发起要约,拟再收购不超过 15%的股份。值得注意的是,胜通能源的四个员工持股平台已提前承诺,将其合计持有的14.85% ...
能源上游价格震荡
Hua Tai Qi Huo· 2025-12-16 03:34
Industry Investment Rating - Not provided in the given content Core Viewpoints - The macro - economic operation in November continued to be stable, with the national industrial added value above designated size increasing by 4.8% year - on - year and 0.44% month - on - month, and the total retail sales of consumer goods reaching 4,389.8 billion yuan, increasing by 1.3% year - on - year and decreasing by 0.42% month - on - month [1] - China has issued the first batch of L3 - level conditional autonomous driving vehicle access permits, marking a key step in the commercialization of L3 - level autonomous driving [1] - The goal is to cultivate service outsourcing leading enterprises and build service outsourcing clusters by 2030, with further improvement in the development level of service outsourcing [1] Summary by Directory Upstream - Energy: International crude oil and liquefied natural gas prices dropped significantly. On December 15, the spot price of WTI crude oil was $57.4 per barrel, down 4.39%; the spot price of Brent crude oil was $61.1 per barrel, down 4.13%; the spot price of liquefied natural gas was 3,652 yuan per ton, down 5.73% [2][36] - Agriculture: Palm oil prices declined slightly. On December 15, the spot price of palm oil was 8,504 yuan per ton, down 1.44% [2][36] Midstream - Chemical: The operating rates of PX, PTA, and polyester declined. On December 15, the spot price of PTA was 4,649.7 yuan per ton, down 0.81% [3][36] - Energy: Coal consumption of power plants increased [3] - Infrastructure: The construction of road asphalt was in the off - season [3] Downstream - Real estate: The sales of commercial housing in first, second, and third - tier cities increased [4] - Service: Flight frequencies and movie box office decreased [4]
又要诞生一个“上纬新材”?
Sou Hu Cai Jing· 2025-12-15 07:37
近日,胜通能源发布核心股权变动公告:七腾机器人及其一致行动人拟合计斥资超16亿元,以协议转让 +要约收购方式入主胜通能源。本次交易完成后,胜通能源控股股东将正式变更为七腾机器人,实际控 制人同步为朱冬。 本次交易的两个主角,胜通能源是一家主业稳定的传统业务公司,主要通过国内、国际市场开展LNG (液化天然气)业务,并投资经营LNG加气站等终端业务。2025年前三季度,胜通能源实现营业收入 45.13亿元,同比增长21.34%;归母净利润4439万元,同比增长83.58%。 七腾机器人,则是深耕高危场景的特种机器人领域的隐形冠军。2024年营收达9.54亿元,净利润1.23亿 元,净利率12.9%。根据实朴检测此前公告,这家公司间接持有七腾机器人1.5%的股权,交易金额不高 于6300万元,由此推算七腾机器人估值约41.6亿元。 七腾与胜通能源在液化天然气场景、工业客户群体上存在天然协同性,有望通过上市公司平台实现技术 落地和市场拓展。如果这笔交易顺利落地,1989年出生的创始人朱冬将成为重庆史上最年轻的上市公司 实际控制人。 消息传出后,胜通能源复牌一字涨停连板,截至12月15日收盘,报收17.85元/股,总 ...
又要诞生一个“上纬新材”?
投中网· 2025-12-15 07:06
Group 1 - The core viewpoint of the article is that the acquisition of a listed company by a robotics firm, Qiteng Robotics, represents a growing trend in the capital market where private companies seek to gain control of public companies to facilitate their growth and market expansion [2][3][4]. - Qiteng Robotics plans to invest over 1.6 billion yuan to acquire a controlling stake in Shengtong Energy, which is primarily engaged in LNG (liquefied natural gas) business [3][4]. - After the acquisition, Qiteng Robotics will become the controlling shareholder of Shengtong Energy, with Zhu Dong as the actual controller, marking a significant milestone as he will be the youngest actual controller of a listed company in Chongqing [4]. Group 2 - Shengtong Energy reported a revenue of 4.513 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 21.34%, and a net profit of 44.39 million yuan, up 83.58% year-on-year [3]. - Qiteng Robotics achieved a revenue of 954 million yuan in 2024, with a net profit of 123 million yuan and a net profit margin of 12.9% [3]. - The acquisition process involves two main steps: first, Qiteng Robotics will purchase 29.99% of Shengtong Energy's shares through a direct transfer, and then it will initiate a tender offer to acquire an additional 15% of shares [9][10]. Group 3 - The synergy between Qiteng Robotics and Shengtong Energy lies in their shared focus on LNG scenarios and industrial customer bases, which could enhance technology implementation and market expansion through the listed company platform [4]. - The acquisition strategy mirrors previous transactions in the market, such as Zhiyuan Robotics' acquisition of a controlling stake in another company, utilizing a similar approach of share transfer followed by a tender offer [10]. - Qiteng Robotics has established itself as a leader in the special robotics sector, with a history dating back to 2010, and has developed a range of products for high-risk environments, including firefighting and inspection robots [12][13]. Group 4 - The company has received significant investments from various institutions, indicating strong market confidence and a solid growth trajectory [13][15]. - Qiteng Robotics is actively pursuing partnerships and collaborations to enhance its production capabilities and market reach, as evidenced by recent agreements to establish joint ventures and production bases [15]. - The article highlights the competitive landscape in the robotics sector, noting that few players participate in bidding for state-owned enterprises due to high standards and technical requirements [13].